Chapter
Predictions for Q1 Investment Strategy
27:45 - 38:05 (10:20)
A discussion about investment strategy for the first quarter, focusing on the 10-year bond and its derivatives, and the potential impact of tapering and quarter-point rate hikes.
Clips
The Federal Reserve disclosed the minutes of its December meeting which revealed unexpected plans of rapidly tapering and selling assets instead of gradually.
27:45 - 30:58 (03:13)
Summary
The Federal Reserve disclosed the minutes of its December meeting which revealed unexpected plans of rapidly tapering and selling assets instead of gradually. This caused a disruption in the market due to the lack of advance notice.
ChapterPredictions for Q1 Investment Strategy
EpisodeE62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The current market situation demands a close look at the 10-year bond derivative and its impact on long-term growth and inflation, and investors must decide if current market problems will trickle into private markets.
30:58 - 35:57 (04:59)
Summary
The current market situation demands a close look at the 10-year bond derivative and its impact on long-term growth and inflation, and investors must decide if current market problems will trickle into private markets. A move into private markets presents new investment opportunities, but it requires a deeper understanding of the businesses that are primed for profit and growth financially.
ChapterPredictions for Q1 Investment Strategy
EpisodeE62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
As the number of VC-backed companies worth over $1 billion continues to increase, the challenge for these companies to achieve successful IPOs and meet their projected valuations becomes greater.
35:57 - 38:05 (02:07)
Summary
As the number of VC-backed companies worth over $1 billion continues to increase, the challenge for these companies to achieve successful IPOs and meet their projected valuations becomes greater. With the end market being only to go public, the companies are forced to do so, despite potentially falling short of their projections.