E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI
All-In with Chamath, Jason, Sacks & Friedberg · All-In Podcast, LLC
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Show Notes
0:00 Bestie intros
3:02 Where Masa and SoftBank went wrong, why VC isn't scaleable, Vision Fund impact
27:59 Metrics that signify a bubble or the top of a market
36:46 US macroeconomic picture
50:45 FBI raids Mar-a-Lago, Trump back in news
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Intro Music Credit:
https://twitter.com/yung_spielburg
Intro Video Credit:
https://twitter.com/TheZachEffect
Referenced in the show:
https://cloudedjudgement.substack.com/p/clouded-judgement-81222
https://www.wsj.com/articles/u-s-housing-affordability-in-june-was-the-worst-since-1989-11660312801
https://fred.stlouisfed.org/series/FIXHAI
https://www.newyorkfed.org/microeconomics/hhdc
https://twitter.com/AndrewYang/status/1556987104219090945
https://twitter.com/andrewcuomo/status/1556990308424028163
https://twitter.com/elonmusk/status/1546669610509799424
https://twitter.com/michaeljburry/status/1557934401505308672