Victory Lap for Rates
Chamath takes a moment to celebrate his accurate prediction that interest rates will remain elevated for an extended period. He highlights the significant implications for the markets, particularly regarding risk assets and commodity prices. As the Fed acknowledges the current economic landscape, Chamath warns that unprofitable companies may face severe market cap reductions due to rising discount rates.In this clip
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E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
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