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

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:
/ chamath
https://linktr.ee/calacanis
/ davidsacks
/ friedberg

Follow the pod:
/ theallinpod
https://linktr.ee/allinpodcast

Intro Music Credit:
https://rb.gy/tppkzl
/ yung_spielburg

Intro Video Credit:
/ thezacheffect

Referenced in the show:
/ 1524441227931774976
https://www.axios.com/2022/04/08/cons...
https://www.bls.gov/news.release/real...
https://www.federalreserve.gov/releas...
https://www.longtermtrends.net/home-p...
https://www.bloomberg.com/news/articl...
/ 1523780820112007168
https://fred.stlouisfed.org/series/CI...
https://www.dol.gov/ui/data.pdf
/ 1522669777478684672
/ 1523653942252826624
/ 1524773379416408064
/ 1522625236130144256
https://cloudedjudgement.substack.com
https://techcrunch.com/2022/05/10/tig...
/ 1523017143939309568
/ 1524504399070081025
https://www.usatoday.com/story/money/...
/ 1524379284260892674

#allin #tech #news