banking system

3 statements across 3 episodes · 0 bullish · 3 bearish · 1 people on the record · first statement Oct 7, 2022 by David Sacks · across every show →

Everything said about banking system, oldest first

Oct 7, 2022 negative
Assertion Not checkable as stated
Sacks: California legal cannabis industry fails due to lack of banking access
“The reason why the legal cannabis industry isn't working at all in California is because they can't bank, they can't take payments, so it's this weird all-cash business that makes no sense.”
David Sacks Oct 7, 2022 ▶ 52:01 E99: Cheating scandals, Twitter updates, rapid AI advancements, Biden's pardon, Section 230 & more
Mar 24, 2023 negative
Insight
Sacks: Banking system incentives encourage high-leverage gambling with depositor funds
“They're highly leveraged. The deposits, from their standpoint, are leveraged. They're leveraged 10 to one. So their incentive is to go to the casino and gamble it because they get to keep all the upside, and if they lose it, It's basically someone else on the …”
David Sacks Mar 24, 2023 ▶ 1:10:59 E121: Macro update, Fed hike, CRE debt bubble, Balaji's Bitcoin bet, TikTok's endgame & more
May 12, 2023 bearish
Prediction Not checkable as stated
Sacks warns persistent inflation will force rate hikes and break more banks
“If inflation remains persistently high, Then the fed won't be able to lower interest rates. So they'll need to keep them elevated. They might even need to keep raising them. And if that happens, they'll continue to be incredible stress on the banking system an…”
David Sacks May 12, 2023 ▶ 38:19 E128: Google enters AI wars, Druck’s warning, Trump crushes CNN & more
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