Chapter
The Possibility of Recession Due to Current Market Conditions
53:11 - 56:58 (03:46)
The recent hawkish statements have caused the markets to flow red and increase the possibility of recession. Despite this, the crypto market is still attracting investors and has different dynamics than individual stocks.
Clips
The market has been flowing red for months and the balance of risk is making a recession possible.
53:11 - 55:38 (02:26)
Market
Summary
The market has been flowing red for months and the balance of risk is making a recession possible. The multi-trillion dollar mutual fund complex has been a net seller and the pricing was based on enthusiastic retail investors rather than fundamentals.
ChapterThe Possibility of Recession Due to Current Market Conditions
EpisodeE64: Antitrust standards & enforcement, tech repricing, lab leak obfuscation, E63 reactions & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The crypto market is still seeing an influx of investors despite recent withdrawals, while the tech sector may be nearing the end of a drawdown and the value area continues to rally.
55:38 - 56:58 (01:20)
Crypto, Tech, Value
Summary
The crypto market is still seeing an influx of investors despite recent withdrawals, while the tech sector may be nearing the end of a drawdown and the value area continues to rally.