Chapter
Investing During Market Turmoil
54:53 - 1:03:00 (08:07)
Investors can take advantage of market turmoil by identifying and investing in companies they wish to hold for a long period of time as stocks are currently cheaper than they have been in years, while the Fed may hold off on interest rate increases while this is going on.
Clips
Brad Gerstner has published charts showing a significant increase in multiples for internet and SaaS companies during COVID over the last two years.
54:53 - 57:18 (02:24)
Summary
Brad Gerstner has published charts showing a significant increase in multiples for internet and SaaS companies during COVID over the last two years.
ChapterInvesting During Market Turmoil
EpisodeE70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The current market conditions are ideal for identifying and investing in productive cash-generating businesses for the long term, as the probability of a rate hike is low and there are great opportunities in technology, industrials, and energy sectors.
57:18 - 1:00:37 (03:19)
Summary
The current market conditions are ideal for identifying and investing in productive cash-generating businesses for the long term, as the probability of a rate hike is low and there are great opportunities in technology, industrials, and energy sectors.
ChapterInvesting During Market Turmoil
EpisodeE70: EMERGENCY POD! Russia invades Ukraine: Reactions, Putin's ambition, Biden's response and more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The markets are forward-looking and people are putting money at stake to invest in future markets, but unless they're placing bets, it's all just cheap talk.
1:00:37 - 1:03:00 (02:22)
Summary
The markets are forward-looking and people are putting money at stake to invest in future markets, but unless they're placing bets, it's all just cheap talk. The geopolitical risk of Eastern Europe is not inspiring confidence in the markets.