Chapter

Anticipated Post-COVID Normalization of Rates and the Unforeseen Ukraine Conflict
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00:48 - 04:27 (03:39)

With COVID-19 rates expected to eventually normalize, experts also fear hyperinflation and the unpredicted war in Ukraine has added to the uncertainty, risk premiums, and concerns over future inflation.

Clips
Brad Gershner discusses the SaaS market and index amidst the war in Ukraine and interest rate hikes, viewing the recent price changes as a normalization rather than a significant repricing.
01:23 - 02:19 (00:55)
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SaaS market
Summary

Brad Gershner discusses the SaaS market and index amidst the war in Ukraine and interest rate hikes, viewing the recent price changes as a normalization rather than a significant repricing.

Chapter
Anticipated Post-COVID Normalization of Rates and the Unforeseen Ukraine Conflict
Episode
E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
Podcast
All-In with Chamath, Jason, Sacks & Friedberg
The fear of hyperinflation, in addition to increasing risk premiums due to a devastating war in Ukraine, has added to the uncertainty surrounding the normalization of rates and future inflation rates.
02:19 - 04:16 (01:57)
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Inflation
Summary

The fear of hyperinflation, in addition to increasing risk premiums due to a devastating war in Ukraine, has added to the uncertainty surrounding the normalization of rates and future inflation rates.

Chapter
Anticipated Post-COVID Normalization of Rates and the Unforeseen Ukraine Conflict
Episode
E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner
Podcast
All-In with Chamath, Jason, Sacks & Friedberg
A comedian makes sarcastic comments about his colleague’s newborn baby during a live podcast recording.
04:16 - 04:27 (00:11)
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Comedy