All-In with Chamath, Jason, Sacks & Friedberg

E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more

May 13, 2022

01:41:14

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What Is the Fair Market Value of the Common Stock?

01:50

What's the Problem With the Fed Put?

04:29

Investing Is Very Hard, Ido Not Market

02:25

Introduction

4min

Stocks and Cripto Have Plummeted.

4min

The Stock Market Is Still Going Up

3min

Cryptocurrency

3min

What of the Next Sos to Drop?

2min

Recession Nowas Is Inevitable

2min

The Biggest Concern I Have Is Consumer Credit

2min

Is There a Consumer Credit Bubble?

6min

Is the Environment Changing?

3min

10.

Biote Stocks Trading Below Cash Balance

3min

11.

Venture Funds - What's the Difference Between Halves and Half Knots?

2min

12.

How Many Sass Companies Are Worth Ten Billion Dollars?

4min

13.

Investing Is Very Hard, Ido Not Market

2min

14.

How Hard Is It to Hit a Dekacorn? I've Had Two in a Decade.

3min

15.

Capital as a Service

2min

16.

What's the Problem With the Fed Put?

4min

17.

Sax Mes - Is There a Polarized Outcome for Start Ups?

3min

18.

Are You Really Able to Raise a New Round Every 12 Months?

3min

19.

The Valuation Multiple Collapse in the Public Markets

2min

20.

How Do You Get Two Billion Dollars of a R R?

4min

21.

What Is Seniority?

4min

22.

What Is the Fair Market Value of the Common Stock?

2min

23.

How to Create a Corridor for Employee Participation

5min

24.

Capital Overhang

6min

25.

I'm Not Just Losing Mon in Aro. I'll Be Catching Willing Nite, Yes.

5min

26.

Fund Raising in Down Turns

2min

27.

The Next Round of Layoffs

6min

28.

Fed Funds Rate Versus Inflation

4min

29.

We've Got a Moner and Got Oorsa Wares

2min

30.

The Fed and the Central Government Don't Have the Tools to Fight Inflation

4min

0:00 Bestie catchup and Friedberg intros!

4:40 Breaking down current macro risks, Great Recession comparisons

31:55 How a historically large amount of dry powder is impacting VC firms as the market shifts, problems with mega funds

41:31 Tiger Global's historic loss and where they might have gone wrong; Sacks' gives his playbook for raising capital in a downturn

58:35 How startup employees can protect themselves in a down market, questions to ask and metrics to know while evaluating startups to work at

1:13:21 Psychological impact of investing after taking huge losses

1:29:00 Predictions on how the market shakes out

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://twitter.com/cullenroche/status/1524441227931774976

https://www.axios.com/2022/04/08/consumer-debt-soars-credit-cards

https://www.bls.gov/news.release/realer.nr0.htm

https://www.federalreserve.gov/releases/g19/current/default.htm

https://www.longtermtrends.net/home-price-median-annual-income-ratio

https://www.bloomberg.com/news/articles/2022-05-12/musk-seeks-to-scrap-tesla-margin-loan-with-new-twitter-funding

https://twitter.com/Jason/status/1523780820112007168

https://fred.stlouisfed.org/series/CIVPART

https://www.dol.gov/ui/data.pdf

https://twitter.com/TheBenSchmark/status/1522669777478684672

https://twitter.com/AndrewE_Dunn/status/1523653942252826624

https://twitter.com/mattturck/status/1524773379416408064

https://twitter.com/jonsakoda/status/1522625236130144256

https://cloudedjudgement.substack.com

https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund/

https://twitter.com/ZoeSchiffer/status/1523017143939309568

https://twitter.com/BurryArchive/status/1524504399070081025

https://www.usatoday.com/story/money/2022/05/04/dow-rallies-fed-ups-rates/9649150002/

https://twitter.com/Airbnb/status/1524379284260892674

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All-In with Chamath, Jason, Sacks & Friedberg

E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more

What Is the Fair Market Value of the Common Stock?

What's the Problem With the Fed Put?

Investing Is Very Hard, Ido Not Market

Get the Snipdpodcast app

AI-poweredpodcast player

Discoverhighlights

Save anymoment

Share& Export

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Get the Snipd
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highlights

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moment

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