Chapter
Investing in Energy
06:10 - 13:22 (07:11)
The speaker believes it is important to manage risk when investing in energy and has spent time exploring producers of natural gas, oil, LNG facilities and more. They are willing to share their buying or selling decisions in certain situations.
Clips
Two of the most successful founders of our generation, Elon Musk and Jeff Bezos, have collectively sold more than $11 billion of their holdings this year alone.
06:10 - 08:01 (01:50)
Summary
Two of the most successful founders of our generation, Elon Musk and Jeff Bezos, have collectively sold more than $11 billion of their holdings this year alone. Experts claim that managing risk is a crucial aspect of success in the stock market, and anyone who derides this approach is being naive.
ChapterInvesting in Energy
EpisodeE97: SPAC updates, public/private market overview, Putin's end game & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The speaker discusses how he uses other people's leading indicators to guide his investment decisions, but ultimately takes responsibility for his own choices and manages his liquidity according to market conditions.
08:01 - 09:45 (01:44)
Summary
The speaker discusses how he uses other people's leading indicators to guide his investment decisions, but ultimately takes responsibility for his own choices and manages his liquidity according to market conditions. He also mentions reading important hedge fund reports to try to gain additional insights.
ChapterInvesting in Energy
EpisodeE97: SPAC updates, public/private market overview, Putin's end game & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The speaker predicts a washout of most SPAC investors who will not successfully find targets, with only a few finding interesting opportunities in the energy sector.
09:45 - 13:22 (03:36)
Summary
The speaker predicts a washout of most SPAC investors who will not successfully find targets, with only a few finding interesting opportunities in the energy sector. Going public via SPACs seems unlikely at this point.