Published Aug 13, 2022

E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI

This episode delves into SoftBank's $21 billion Vision Fund losses due to strategic missteps, examines economic indicators of potential market bubbles, and discusses the FBI's high-profile raid on Mar-a-Lago and its effects on political polarization and institutional trust.

Episode Highlights

Topics covered

Episode Highlights

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Dexa/All-In Podcast

E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI

Topics covered

Popular Clips

Conflicting Data and Q4 Predictions

SoftBank's Risky Investments

Consumer Credit Concerns

VC Strategies

Unprecedented Raid

Macro Investing Insights

Economic Outlook

The Kingmaker Fallacy

Managing Capital Deployment

Economic Slowdown Analysis

SoftBank's Critical Error

Challenging FBI, Declining Empires

Market Metrics and Bubble Indicators

FBI's Lack of Trust

Episode Highlights

SoftBank's Strategic Missteps

Economic and Market Predictions

FBI's Raid and Political Implications

Related Episodes

E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning

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

E119: Silicon Valley Bank implodes: startup extinction event, contagion risk, culpability, and more

E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more

E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner

E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee

E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move

E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest

E24: Markets trend down, political pandemic manipulation, stimulus breakdown, biological Patriot Act

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E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more

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E85: SBF's crypto bailout, Zendesk sells for ~$10B, buyout targets, US diplomacy, AlphaFold & more

E156: Ivy League antisemitism, macro, SaaS recovery, Gemini, Figma deal delay + big Friedberg update

Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks

E91: SoftBank's $21B+ Vision Fund loss, signals of a bubble, macro picture, Trump raided by FBI

Topics covered

Popular Clips

Episode Highlights

SoftBank's Strategic Missteps

Economic and Market Predictions

FBI's Raid and Political ImplicationsThe FBI's raid on Mar-a-Lago has ignited discussions on institutional trust and political polarization. Chamath Palihapitiya and others explore the raid's implications, questioning its necessity and potential impact on societal divisions.

FBI's Raid and Political Implications

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