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E101: Ye acquires Parler, Snap drops 30%, macro outlook, VC metrics, valuing stocks & more
All-In with Chamath, Jason, Sacks & Friedberg
The Long Tail of Risk
Rates have come up 65% from 2.7 to 4.3 in the last 60 days, and the markets basically sideways. That tells me that the market's gotten its arms around rates and inflation. What the market really is worried about now are two things. Number one is earnings. And number two is the long tail of risk.
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