E65: VC markup dynamics, Russia/US tensions over Ukraine, Altos Labs raises $3B, Stripe mafia & more
All-In with Chamath, Jason, Sacks & Friedberg
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Navigating Growth Stocks and Supply Chain Challenges
This chapter explores the current dynamics of high-growth stocks amid rising interest rates and recession fears, differentiating between strong businesses and speculative investments. It also discusses the ongoing supply chain issues affecting U.S. industries, highlighting the resilience of major companies like Apple and Tesla, while raising concerns about the long-term implications on the economy. The narrative underscores how economic indicators such as low unemployment and rising wages coexist with challenges, signaling a complex market landscape for investors.
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