Chapter

2021 - A Year of Portfolio Realignment
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1:51:27 - 1:55:53 (04:25)

The past year saw a realignment in portfolios, where people who were overinvested in sectors that benefited from certain dynamics got run over. Those who did not understand this suffered the most.

Clips
A tweet thread involving Elon Musk helped calculate the expected rate of return of Tesla, which when compounded over several years can lead to significant returns due to the high beta and current high risk free rate.
1:51:27 - 1:52:59 (01:31)
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Tesla
Summary

A tweet thread involving Elon Musk helped calculate the expected rate of return of Tesla, which when compounded over several years can lead to significant returns due to the high beta and current high risk free rate.

Chapter
2021 - A Year of Portfolio Realignment
Episode
E109: 2022 Bestie Awards Live from Twitter HQ
Podcast
All-In with Chamath, Jason, Sacks & Friedberg
Rumors circulate that Zuckerberg will make a 10-15% cut in the company based on performance rather than calling it a layoff, showing that he's turning the company around.
1:52:59 - 1:53:57 (00:58)
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Facebook
Summary

Rumors circulate that Zuckerberg will make a 10-15% cut in the company based on performance rather than calling it a layoff, showing that he's turning the company around. The podcast hosts discuss who had the best turnaround of the year, with one host mentioning Metta and their stock prices.

Chapter
2021 - A Year of Portfolio Realignment
Episode
E109: 2022 Bestie Awards Live from Twitter HQ
Podcast
All-In with Chamath, Jason, Sacks & Friedberg
Despite the San Francisco DA’s bias 60-40 margin, recent recalls, including that of Alison Collins, indicate that the electorate is moving towards the centrist Democrats as opposed to the radicals.
1:53:57 - 1:55:53 (01:56)
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San Francisco
Summary

Despite the San Francisco DA’s bias 60-40 margin, recent recalls, including that of Alison Collins, indicate that the electorate is moving towards the centrist Democrats as opposed to the radicals.

Chapter
2021 - A Year of Portfolio Realignment
Episode
E109: 2022 Bestie Awards Live from Twitter HQ
Podcast
All-In with Chamath, Jason, Sacks & Friedberg