Chapter
Shift in Sentiment for Fed and Capital Loss
1:09:02 - 1:17:33 (08:31)
Due to a shift in sentiment, the Fed may have less of a desire to raise interest rates. However, this shift may cause capital loss totaling around $500 billion and the potential destruction of up to a trillion dollars from 2018 to 2022.
Clips
The recent inflation print suggests that there will be less of a driver for the Fed to raise interest rates, leading to a big shift in sentiment between the bond market and the equity market.
1:09:02 - 1:11:22 (02:20)
Summary
The recent inflation print suggests that there will be less of a driver for the Fed to raise interest rates, leading to a big shift in sentiment between the bond market and the equity market.
ChapterShift in Sentiment for Fed and Capital Loss
EpisodeE104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The conversation revolves around planning ahead for a market downturn and warns of choppiness ahead.
1:11:22 - 1:13:32 (02:10)
Summary
The conversation revolves around planning ahead for a market downturn and warns of choppiness ahead. Chamath recommends planning to have cash until the first quarter of 2025, around eight to nine quarters of cash.
ChapterShift in Sentiment for Fed and Capital Loss
EpisodeE104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The next few years may lead to around $500 billion in capital loss, and it may lead to the destruction of trillions of dollars in 2018 and beyond.
1:13:32 - 1:17:33 (04:01)
Summary
The next few years may lead to around $500 billion in capital loss, and it may lead to the destruction of trillions of dollars in 2018 and beyond. As a result of recent layoffs at corporations like Metta, many talented people may seek new opportunities at startups or smaller companies.