Chapter

Investing in Defensive Stocks
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1:17:33 - 1:23:36 (06:03)

With forecasts of a double-dip recession and the possibility of inflation, investors are opting for long healthcare stocks, industrial defense companies, and oil companies instead of risky startups in Silicon Valley. Startups may struggle with obtaining funding as VCs become more defensive.

Clips
Investors opt for long healthcare stocks, industrial defense companies and oil companies instead of social media and e-commerce stocks amidst economic uncertainty and the prediction of a double-dip recession.
1:17:33 - 1:23:36 (06:03)
listen on SpotifyListen on Youtube
investment
Summary

Investors opt for long healthcare stocks, industrial defense companies and oil companies instead of social media and e-commerce stocks amidst economic uncertainty and the prediction of a double-dip recession. This may result in less availability of VC funding for startups.

Chapter
Investing in Defensive Stocks
Episode
E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more
Podcast
All-In with Chamath, Jason, Sacks & Friedberg