Published Mar 26, 2022

E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner

Explore the shifting landscape of late-stage investments, market strategy insights, and geopolitical impacts with guest Brad Gerstner, as the hosts dissect economic influences from the Ukraine-Russia conflict and their implications on investor strategies and valuations.

Episode Highlights

Topics covered

Episode Highlights

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Dexa/All-In Podcast

E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner

Topics covered

Popular Clips

Global Economic Risks

Market Realities

Reverting Valuations

Market Repricing, War Impact

Nuclear Weapons Rhetoric

The Investor's Dilemma

Market Outlook

Escalating Tensions

All In Summit Announcements

The Ukrainian Conflict

Celebrity Collaborations

Uncertainty and Mispricing

China's Tax Cuts

Escalation and Negotiation

Episode Highlights

Geopolitical Impacts

Market Strategy

Late-Stage Investments

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E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast

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E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more

E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner

Topics covered

Popular Clips

Episode Highlights

Geopolitical ImpactsThe Ukraine-Russia conflict is dissected through the lens of US strategic interests and economic statecraft. The discussion highlights potential escalation, the role of sanctions, and the broader geopolitical implications.

Geopolitical Impacts

Market StrategyBrad Gerstner joins the discussion to explore market patterns, economic influences, and investment opportunities in the current financial landscape. He provides insights into how global events and economic factors are shaping investor strategies and market valuations.

Market Strategy

Late-Stage InvestmentsInvestment criteria for late-stage companies are shifting, with a focus on metrics like burn multiple and strategic financial management. Valuation adjustments and IPO challenges highlight the need for disciplined decision-making in a volatile market.

Late-Stage Investments

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