Chapter
Potential Market Slowdown and Business Models
09:06 - 16:03 (06:56)
The CEOs and boards of companies will have to be precise in their earnings releases as some companies may blame macro headwinds while others have flawed business models. The market may experience a valuation reset on any faint weakness, and a potential slowdown may occur due to interest rate increases, inflation, and war supply chain disruptions.
Clips
The possibility of an economic recession is looming due to factors such as interest rate increases, inflation, supply chain disruptions, and trade wars causing spikes in commodity prices.
09:06 - 14:39 (05:33)
Summary
The possibility of an economic recession is looming due to factors such as interest rate increases, inflation, supply chain disruptions, and trade wars causing spikes in commodity prices. Companies with flawed business models or overvalued stocks will likely face a valuation reset during such a downturn.
ChapterPotential Market Slowdown and Business Models
EpisodeE74: Market update, inverted yield curve, immigration, new SPAC rules, $FB smears TikTok and more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The combination of inflation and a slowing economy could lead to a recession as decreased spending and rising prices make it difficult for the job creation engine to catch up.
14:39 - 16:03 (01:23)
Summary
The combination of inflation and a slowing economy could lead to a recession as decreased spending and rising prices make it difficult for the job creation engine to catch up.