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

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