Chapter

Debating the Metric for Executive Bonuses
listen on SpotifyListen on Youtube
1:02:41 - 1:12:02 (09:21)

This episode features a discussion on the debate about whether executive bonuses should be based on adjusted EBITDA or free cash flow per share. The importance of giving employees stock in the company is also emphasized.

Clips
Mark Roderick discusses how investing in real estate syndications can be a great source of passive income and how to maximize returns.
1:02:41 - 1:04:04 (01:23)
listen on SpotifyListen on Youtube
Real Estate
Summary

Mark Roderick discusses how investing in real estate syndications can be a great source of passive income and how to maximize returns.

Chapter
Debating the Metric for Executive Bonuses
Episode
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
Podcast
All-In with Chamath, Jason, Sacks & Friedberg
Stock as a form of compensation creates alignment and excitement in the early stages of venture capital, and is seen as part of the true magic of Silicon Valley.
1:04:04 - 1:07:46 (03:41)
listen on SpotifyListen on Youtube
venture capital
Summary

Stock as a form of compensation creates alignment and excitement in the early stages of venture capital, and is seen as part of the true magic of Silicon Valley.

Chapter
Debating the Metric for Executive Bonuses
Episode
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
Podcast
All-In with Chamath, Jason, Sacks & Friedberg
The SBC, Saks' 70% revenue, was long ignored by Wall Street as they preferred to focus on adjusted EBITDA and avoided rocking the boat as they made money on tech stocks.
1:07:46 - 1:09:52 (02:06)
listen on SpotifyListen on Youtube
Wall Street
Summary

The SBC, Saks' 70% revenue, was long ignored by Wall Street as they preferred to focus on adjusted EBITDA and avoided rocking the boat as they made money on tech stocks. CFOs now suggest buying back shares to make up for it.

Chapter
Debating the Metric for Executive Bonuses
Episode
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
Podcast
All-In with Chamath, Jason, Sacks & Friedberg
Compensation consultants play a key role in corporate governance, advising compensation committees on bonus and compensation plans.
1:09:52 - 1:12:02 (02:10)
listen on SpotifyListen on Youtube
Compensation, Corporate Governance
Summary

Compensation consultants play a key role in corporate governance, advising compensation committees on bonus and compensation plans. These plans are often based on adjusted EBITDA metrics, rather than free cash flow per share, which has led to some controversy over the accuracy of compensation decisions.

Chapter
Debating the Metric for Executive Bonuses
Episode
E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
Podcast
All-In with Chamath, Jason, Sacks & Friedberg