All-In with Chamath, Jason, Sacks & Friedberg

E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest

Apr 30, 2022

01:51:40

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Highlights

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Episode notes

Transparency in Fund Returns is Essential

01:40

Success Demands More Than Easy Transactions

01:26

Assess the Risks Before Private Fund Investments

01:39

Anticipate Change, Act Accordingly

01:01

Introduction

2min

The Rain Man - The Vanguard of All the Virgins

2min

The Secrets of a Leaked Fund Raising Deck

3min

How to Get the Most Out of Your Capital Calls

2min

The Number of Capital Calls Is Easier Than You Think

3min

The Best Asset Manager in the World?

2min

The Only Metric That Matters Is How Much Cash I Put In

2min

Investing in Mutual Funds

3min

Private Investing - The Flip Reality That You Realize

3min

10.

What Do You Look for When You're Investing in Large Funds?

2min

11.

The Ultimate Buyer of Text Stocks

2min

12.

Is There a Lagging Effect in Private Markets?

2min

13.

Sax

2min

14.

Are You Growing Faster Than Valuation?

2min

15.

The Risk of a Recession?

2min

16.

Consumers Savings Boom Is Almost Over, Right?

3min

17.

Supply Chain Issues in the Hardware Industry

3min

18.

The Consumer Confidence Index Is on a Rolla Coaster

3min

19.

The Stock Market's a Leading Indicator - I'm a Bearish About Growth Stalls

2min

20.

Quantitative Tightening

2min

21.

The Government Is Putting Their Hands on the Steering Wheel

4min

22.

Student Debt Forgiveness - What's the Difference?

3min

23.

The Number One Reason Why You Can't Forgive Student Loans

4min

24.

Sax, What's the Solution?

2min

25.

Is There a Debt Forgiveness in Bankruptcy?

2min

26.

Is the Federal Government Trying to Be a Market Maker?

3min

27.

Is There a Differential Risk Pricing?

2min

28.

Is the Federal Student Loan Programme Doing More Harm Than Good?

3min

29.

Student Debt

2min

30.

Graduate With Meaningfully Less Debt

2min

31.

You Can't Rely on the Luck of the Butterfly Effect to Build a Good Life

2min

32.

The Linkage Is Crazy, Ok?

2min

33.

How Did the Banks Let This Happen?

4min

34.

What's the Psychology of This?

2min

35.

Disinformation Governance Board - I Got Pinched

2min

36.

Disinformation, You Should Be Running Our Disinformation Board

2min

37.

Do We Really Need a Homeland Security Department?

2min

38.

Thers Is a Hoax, Ok?

2min

39.

Canma, I'm Not Saying Twitter Made the Right Decision, but He.

2min

40.

The Hunter Bitin Story Was Not Hacked

2min

41.

I Think He's Going to Buy Twitter

2min

42.

Is There a Need for Censorship of Violence?

2min

43.

Free Speech Is Not Protected by the First Amendment

2min

44.

Is It Possible to Defend Defamation Rights on Twitter?

2min

45.

You Should Allow People to Say Stubborn Things, Right?

2min

46.

I'd Label It Right or Wrong

2min

47.

Is Twitter Censorship?

3min

48.

Ivromecton

2min

49.

Is Red Wine Good for You or Bad for You?

2min

50.

Dosn't Trust Yourself

3min

0:00 Bestie intros

4:32 Understanding VC fund metrics that matter, state of private markets

29:37 Recession possibilities, Q1 negative growth

44:56 Student loan forgiveness, fixing the underlying system, solutions

1:09:52 Archegos founder Bill Hwang arrested and charged with fraud and racketeering

1:19:08 New Disinformation Governance Board

1:30:23 Predictions for Elon's Twitter vision, policing speech on social media using existing case law

Follow the besties:

https://twitter.com/chamath

https://linktr.ee/calacanis

https://twitter.com/DavidSacks

https://twitter.com/friedberg

Follow the pod:

https://twitter.com/theallinpod

https://linktr.ee/allinpodcast

Intro Music Credit:

https://rb.gy/tppkzl

https://twitter.com/yung_spielburg

Intro Video Credit:

https://twitter.com/TheZachEffect

Referenced in the show:

https://www.socialcapital.com/ideas/2021-annual-letter

https://twitter.com/jasongoepfert/status/1520040516955643905

https://www.wsj.com/articles/us-economy-gdp-growth-q1-11651108351

https://twitter.com/lizannsonders/status/1520021943621140483

https://www.conference-board.org/topics/consumer-confidence

https://twitter.com/DavidSacks/status/1489128016508719104

https://educationdata.org/wp-content/uploads/78/historical-cost-of-tuition-and-fees-room-and-board.webp

https://www.theatlantic.com/ideas/archive/2022/04/should-biden-forgive-student-loan-debt/629700/

https://www.sec.gov/news/press-release/2022-70

https://apnews.com/article/russia-ukraine-immigration-media-europe-misinformation-4e873389889bb1d9e2ad8659d9975e9d

https://www.dhs.gov/ntas/advisory/national-terrorism-advisory-system-bulletin-february-07-2022

https://www.nytimes.com/2017/11/01/us/politics/russia-2016-election-facebook.html

https://twitter.com/elonmusk/status/1519073003933515776

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All-In with Chamath, Jason, Sacks & Friedberg

E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest

Transparency in Fund Returns is Essential

Success Demands More Than Easy Transactions

Assess the Risks Before Private Fund Investments

Anticipate Change, Act Accordingly

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

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Get the Snipd
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