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15min chapter
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
All-In with Chamath, Jason, Sacks & Friedberg
Abandonment vs. Trade: Private and Public Markets
The chapter explores the emotions and relationships involved in the private markets, emphasizing the importance of recognizing when plans aren't working and making the decision to move on. It then discusses the recent swing in the two-year bond rate and its implications for inflation expectations in the public markets.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode