Chapter
Statistical Insights into Market Bottoms
1:23:43 - 1:31:50 (08:06)
The speaker discusses statistical insights into market bottoms, highlighting the turnover of shares, companies like Microsoft and JP Morgan during the 2000 and 2009 eras, and the tough position of the Fed in a time of inflation and impending recession.
Clips
Founders need to be willing to make cuts and take action to save their company from failure.
1:23:43 - 1:25:54 (02:10)
Summary
Founders need to be willing to make cuts and take action to save their company from failure. It's crucial to focus on selling the product rather than just securing funding, and to implement layoffs when necessary to avoid business failure.
ChapterStatistical Insights into Market Bottoms
EpisodeE80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
An interesting analysis of market bottom and shares turnover was conducted by an individual taking into account the shares turnover of companies such as Microsoft, JP Morgan, and others during the downturns in the market, showing that it took about six times the total shares outstanding for them to go from top to bottom, while pointing out that several multiples with respect to volume need to trade before finding the true market bottom.
1:25:54 - 1:31:50 (05:55)
Summary
An interesting analysis of market bottom and shares turnover was conducted by an individual taking into account the shares turnover of companies such as Microsoft, JP Morgan, and others during the downturns in the market, showing that it took about six times the total shares outstanding for them to go from top to bottom, while pointing out that several multiples with respect to volume need to trade before finding the true market bottom.