Chapter
Geopolitical Strain On The Market
1:08:03 - 1:13:47 (05:43)
The geopolitical tensions between the US and Iran are causing global market conditions to become uncertain, leading to a decrease in stock prices. However, some investors believe that this geopolitical strain could actually provide upside potential for the market in the long run.
Clips
The prevailing market sentiment is that there are too many low probability but high severity geopolitical moments, which is heavily weighing on the market by creating an aggregate value of expected loss.
1:08:03 - 1:10:07 (02:04)
Summary
The prevailing market sentiment is that there are too many low probability but high severity geopolitical moments, which is heavily weighing on the market by creating an aggregate value of expected loss. This can be a potential political motivation for individuals to make calls to representatives and activate a resolution to this tension in the region.
ChapterGeopolitical Strain On The Market
EpisodeE98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The possibility of a nuclear incident in the ongoing Ukraine-Russia conflict might be low, but any such instance would have disastrous consequences.
1:10:07 - 1:12:28 (02:20)
Summary
The possibility of a nuclear incident in the ongoing Ukraine-Russia conflict might be low, but any such instance would have disastrous consequences. The markets might have priced in the effects of the war, but the second and third-order economic impacts could lead to many unresolved issues.
ChapterGeopolitical Strain On The Market
EpisodeE98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The possibility of Russia losing the war in Ukraine and China's reaction to it, such as concern that it could embolden hawks in America to target China next, is discussed.
1:12:28 - 1:13:47 (01:18)
Summary
The possibility of Russia losing the war in Ukraine and China's reaction to it, such as concern that it could embolden hawks in America to target China next, is discussed.