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E72: Impact of sanctions, deglobalization, food shortage risks, macroeconomic outlook and more
All-In with Chamath, Jason, Sacks & Friedberg
The Economy, Inflation and Markets
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This week was really important because we had two huge buckets of uncertainty taken out of the market. The thing that i've learned over the last few years is that markets don't actually care what the news is. They er they can process good news and bad news equally well. What they despise is the uncertainty of what the news could be. And so there really isn't now. Ah, the only thing to find the ointment could be if the war all of a sudden ascalates. Not that it gets dragged on, because at that point that's also, i think, been priced in. But if something very meaningfully different, and someand and russia, in this
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