Chapter
The Risks of Inflation and Recession
01:12 - 07:35 (06:23)
The risks of inflation are slightly higher with a better chance of a soft landing, while the risk of recession is slightly lower due to the latest jobs report. However, the Federal Reserve may increase the Fed Fund's rate from 4.5 to 5.5% to stick the landing, leading to concerns of overheating of the economy and increased labor costs.
Clips
Tramath Palihapitiya shares his thoughts on the labor market and the Federal Reserve's recent actions, which are expected to include a 25 basis point hike and potentially staying high for the rest of the year.
01:12 - 02:49 (01:37)
Summary
Tramath Palihapitiya shares his thoughts on the labor market and the Federal Reserve's recent actions, which are expected to include a 25 basis point hike and potentially staying high for the rest of the year. He also reflects on Fed Chairman Jerome Powell's recent speech and the changes in his stance from December 2018.
ChapterThe Risks of Inflation and Recession
EpisodeE114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Tax loss harvesting and Powell's seemingly hawkish press conference caused a dip in stocks, but Powell later gave in and stocks, such as Tesla, have since rebounded significantly.
02:49 - 04:31 (01:42)
Summary
Tax loss harvesting and Powell's seemingly hawkish press conference caused a dip in stocks, but Powell later gave in and stocks, such as Tesla, have since rebounded significantly.
ChapterThe Risks of Inflation and Recession
EpisodeE114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The risks of inflation are slightly higher than before, but the risks of a recession are slightly lower due to a better job report.
04:31 - 07:35 (03:04)
Summary
The risks of inflation are slightly higher than before, but the risks of a recession are slightly lower due to a better job report. There is speculation that labor costs will go back up, causing the economy to overheat, and the Fed will have to increase rates.