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E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
All-In with Chamath, Jason, Sacks & Friedberg
Is the Market Beta a Good Thing?
When the cycle reverts, you're not the only one that wants to copy benchmark portfolio. And if these correlations are too high and the overlaps are too high, then you start to get into a cycle where you put yourself in a position to actually suffer from the market beta much more. We're probably at peak capital being managed in venture funds right now and we're likely declined for the next decade.
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