1 hr 41 min

E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more All-In with Chamath, Jason, Sacks & Friedberg

    • Technology

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

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

1 hr 41 min

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