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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
Predicting Interest Rates
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- The market is predicting that the Fed will decrease interest rates over the next two years, and that longterm rates will stabilize at 3.5%.
- The market is also predicting that the Fed has done enough to combat inflation, and that we are 50% overvalued.
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