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E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
All-In with Chamath, Jason, Sacks & Friedberg
The Market's Getting Off to the Races in the Short Term
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Markets tend to bottom six to nine months before it's clear that you could have done this. Tesla was probably the poster child for this trade all the way down to like, underneath dollars a share. So I think we're about to replay a little bit of that at least in the next 30 to 90 days. The pain trade is to go up.
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