E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more

2022-05-13 · 101 min · 28 entities

episode page audio

Asserted relationships

→ references Yung Spielburg person

0.77

evidence rules-v4
Link in episode "E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more": https://twitter.com/yung_spielburg
→ references cloudedjudgement.substack.com website

0.77

evidence rules-v4
Link in episode "E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more": https://cloudedjudgement.substack.com/
→ references AndrewE Dunn person

0.77

evidence rules-v4
Link in episode "E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more": https://twitter.com/AndrewE_Dunn/status/1523653942252826624
→ discusses Technology company

0.40

evidence rules-v4
Feed category: Technology
→ discusses Business concept

0.40

evidence rules-v4
Feed category: Business
→ discusses Entrepreneurship concept

0.40

evidence rules-v4
Feed category: Entrepreneurship
→ hosted by All-In Podcast, LLC company

0.40

evidence rules-v4
Feed author/publisher: All-In Podcast, LLC
→ references Tppkzl website

0.38

evidence rules-v4
Link in episode "E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more": https://rb.gy/tppkzl
→ references CIVPART website

0.38

evidence rules-v4
Link in episode "E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more": https://fred.stlouisfed.org/series/CIVPART
→ references Default book

0.38

evidence rules-v4
Link in episode "E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more": https://federalreserve.gov/releases/g19/current/default.htm
→ references Home Price Median Annual Income Ratio website

0.38

evidence rules-v4
Link in episode "E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more": https://longtermtrends.net/home-price-median-annual-income-ratio
→ references Data website

0.38

evidence rules-v4
Link in episode "E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more": https://dol.gov/ui/data.pdf
→ references Consumer Debt Soars Credit Cards person

0.38

evidence rules-v4
Link in episode "E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more": https://axios.com/2022/04/08/consumer-debt-soars-credit-cards
→ references Dow Rallies Fed Ups Rates person

0.38

evidence rules-v4
Link in episode "E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more": https://usatoday.com/story/money/2022/05/04/dow-rallies-fed-ups-rates/9649150002

Entities found in this episode

websites 10

mentioned cloudedjudgement.substack.com website

0.90

evidence rules-v4
Link in episode "E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more": https://cloudedjudgement.substack.com/
references cloudedjudgement.substack.com website

0.77

evidence rules-v4
Link in episode "E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more": https://cloudedjudgement.substack.com/
mentioned Tppkzl website

0.45

evidence rules-v4
Link in episode "E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more": https://rb.gy/tppkzl
mentioned CIVPART website

0.45

evidence rules-v4
Link in episode "E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more": https://fred.stlouisfed.org/series/CIVPART
mentioned Home Price Median Annual Income Ratio website

0.45

evidence rules-v4
Link in episode "E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more": https://longtermtrends.net/home-price-median-annual-income-ratio
mentioned Data website

0.45

evidence rules-v4
Link in episode "E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more": https://dol.gov/ui/data.pdf
references Tppkzl website

0.38

evidence rules-v4
Link in episode "E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more": https://rb.gy/tppkzl
references CIVPART website

0.38

evidence rules-v4
Link in episode "E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more": https://fred.stlouisfed.org/series/CIVPART
references Home Price Median Annual Income Ratio website

0.38

evidence rules-v4
Link in episode "E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more": https://longtermtrends.net/home-price-median-annual-income-ratio
references Data website

0.38

evidence rules-v4
Link in episode "E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more": https://dol.gov/ui/data.pdf

persons 8

mentioned Yung Spielburg person

0.90

evidence rules-v4
Link in episode "E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more": https://twitter.com/yung_spielburg
mentioned AndrewE Dunn person

0.90

evidence rules-v4
Link in episode "E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more": https://twitter.com/AndrewE_Dunn/status/1523653942252826624
references Yung Spielburg person

0.77

evidence rules-v4
Link in episode "E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more": https://twitter.com/yung_spielburg
references AndrewE Dunn person

0.77

evidence rules-v4
Link in episode "E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more": https://twitter.com/AndrewE_Dunn/status/1523653942252826624
mentioned Consumer Debt Soars Credit Cards person

0.45

evidence rules-v4
Link in episode "E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more": https://axios.com/2022/04/08/consumer-debt-soars-credit-cards
mentioned Dow Rallies Fed Ups Rates person

0.45

evidence rules-v4
Link in episode "E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more": https://usatoday.com/story/money/2022/05/04/dow-rallies-fed-ups-rates/9649150002
references Consumer Debt Soars Credit Cards person

0.38

evidence rules-v4
Link in episode "E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more": https://axios.com/2022/04/08/consumer-debt-soars-credit-cards
references Dow Rallies Fed Ups Rates person

0.38

evidence rules-v4
Link in episode "E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more": https://usatoday.com/story/money/2022/05/04/dow-rallies-fed-ups-rates/9649150002

companys 4

mentioned All-In Podcast, LLC company

0.70

evidence rules-v4
Feed author/publisher: All-In Podcast, LLC
mentioned Technology company

0.50

evidence rules-v4
Feed category: Technology
discusses Technology company

0.40

evidence rules-v4
Feed category: Technology
hosted by All-In Podcast, LLC company

0.40

evidence rules-v4
Feed author/publisher: All-In Podcast, LLC

concepts 4

mentioned Business concept

0.50

evidence rules-v4
Feed category: Business
mentioned Entrepreneurship concept

0.50

evidence rules-v4
Feed category: Entrepreneurship
discusses Business concept

0.40

evidence rules-v4
Feed category: Business
discusses Entrepreneurship concept

0.40

evidence rules-v4
Feed category: Entrepreneurship

books 2

mentioned Default book

0.45

evidence rules-v4
Link in episode "E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more": https://federalreserve.gov/releases/g19/current/default.htm
references Default book

0.38

evidence rules-v4
Link in episode "E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more": https://federalreserve.gov/releases/g19/current/default.htm

Episode description as stored

0:00 Bestie catchup and Friedberg intros! 4:40 Breaking down current macro risks, Great Recession comparisons 31:55 How a historically large amount of dry powder is impacting VC firms as the market shifts, problems with mega funds 41:31 Tiger Global's historic loss and where they might have gone wrong; Sacks' gives his playbook for raising capital in a downturn 58:35 How startup employees can protect themselves in a down market, questions to ask and metrics to know while evaluating startups to work at 1:13:21 Psychological impact of investing after taking huge losses 1:29:00 Predictions on how the market shakes out Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://twitter.com/cullenroche/status/1524441227931774976 https://www.axios.com/2022/04/08/consumer-debt-soars-credit-cards https://www.bls.gov/news.release/realer.nr0.htm https://www.federalreserve.gov/releases/g19/current/default.htm https://www.longtermtrends.net/home-price-median-annual-income-ratio https://www.bloomberg.com/news/articles/2022-05-12/musk-seeks-to-scrap-tesla-margin-loan-with-new-twitter-funding https://twitter.com/Jason/status/1523780820112007168 https://fred.stlouisfed.org/series/CIVPART https://www.dol.gov/ui/data.pdf https://twitter.com/TheBenSchmark/status/1522669777478684672 https://twitter.com/AndrewE_Dunn/status/1523653942252826624 https://twitter.com/mattturck/status/1524773379416408064 https://twitter.com/jonsakoda/status/1522625236130144256 https://cloudedjudgement.substack.com https://techcrunch.com/2022/05/10/tiger-global-hit-by-17b-hedge-fund-losses-has-nearly-depleted-its-latest-vc-fund/ https://twitter.com/ZoeSchiffer/status/1523017143939309568 https://twitter.com/BurryArchive/status/1524504399070081025 https://www.usatoday.com/story/money/2022/05/04/dow-rallies-fed-ups-rates/9649150002/ https://twitter.com/Airbnb/status/1524379284260892674