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E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
2022-05-13 1:41:14

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

Bestie catchup and Friedberg intros!

Breaking down current macro risks, Great Recession comparisons

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

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

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

Psychological impact of investing after taking huge losses

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

感想

まだ感想はありません。最初の1件を書きましょう!

01:41:14

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