Chapter
Predicting Growth Stocks for Next Year
47:34 - 50:38 (03:03)
The speaker believes that growth stocks will be higher this time next year, but there might be a significant decrease before the upward trend due to the counterfactual to the hyperinflation argument. They are also excited about public stocks.
Clips
The market may experience lower growth stocks in the short-term due to uncertain inflation rates, but in the long-term the market may return to trend as things become more predictable and investable.
47:34 - 49:06 (01:31)
Summary
The market may experience lower growth stocks in the short-term due to uncertain inflation rates, but in the long-term the market may return to trend as things become more predictable and investable.
ChapterPredicting Growth Stocks for Next Year
EpisodeE81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The speaker shares their thoughts on investing strategies, board seats, and their excitement for investing in public stocks.
49:07 - 49:40 (00:33)
Summary
The speaker shares their thoughts on investing strategies, board seats, and their excitement for investing in public stocks.
ChapterPredicting Growth Stocks for Next Year
EpisodeE81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The valuations of public stocks are becoming increasingly interesting as there are amazing deals out there.
49:40 - 50:38 (00:57)
Summary
The valuations of public stocks are becoming increasingly interesting as there are amazing deals out there. This podcast episode also features Bill Gurley's experience of investing and his views on liquidating his investments.