E160: 2024 Predictions! Markets, tech, politics, and more
All-In with Chamath, Jason, Sacks & Friedberg
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Asset Predictions for 2024
This chapter explores predictions for both the best and worst performing assets in 2024, with a focus on technology and energy sectors. Key insights include a long-short strategy on tech stocks and skepticism about LLM startups facing valuation challenges. The discussion further highlights consumer behavior shifts and anticipated geopolitical tensions affecting energy stocks.
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