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E110: 2023 Bestie Predictions!
All-In with Chamath, Jason, Sacks & Friedberg
Infrastructure Spending
SAC: I think it's inevitable that we continue to have significant infrastructure spending from both the stimulus and security point of view. Capital flows are moving hugely right now from equities into bonds, especially if we're going to recession,. Where do you got free, Berg? Forming asset class of 2023. So I went with energy. Shammoth, worst performing asset? You got one?" SAC: If cash is right, that rates are going to 5.4% in Q1. Why wouldn't you just put all your money in short term T bills? You earn 5, 5.5%. Like set it and forget it."
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