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All-In with Chamath, Jason, Sacks & Friedberg
E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
Feb 4, 2023
01:12:33
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Quick takeaways
- Higher interest rates could lead to a more disciplined approach in venture capital investing and a focus on fundamental performance and profitability of businesses.
- The startup ecosystem faces challenges related to accounting and pricing practices, dependence on venture debt, and the need for a more robust approach to investing in startups.
Deep dives
Market conditions and Fed actions
The podcast discusses the recent market data, including the Fed's interest rate increase and the strong jobs report. The speaker suggests that while the Fed is trying to combat inflation and slow down speculative assets, they are struggling with the labor market. The market is reacting positively, with risk-on assets performing well in the short term. The speaker speculates that there may be similarities to the market conditions in the end of 2018 and beginning of 2019, where a head fake occurred, leading to a significant market rally.
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