equities

7 statements across 7 episodes · 2 bullish · 4 bearish · 4 people on the record · first statement Sep 9, 2020 by Chamath Palihapitiya · across every show →

Everything said about equities, oldest first

Sep 9, 2020 bullish
Prediction Didn’t hold up
Chamath predicts negative risk-free rates will make long equities highly profitable
“You're basically going to get paid to be long equities because your risk-free rate is zero and will soon be negative.”
Chamath Palihapitiya Sep 9, 2020 ▶ 47:01 E7: California's collapse, how SPACs are opening the markets for growth stocks & more
Jun 24, 2022 bearish
Prediction Didn’t hold up
Palihapitiya: Corporate earnings will fall in 2022 and 2023, driving stock repricing
“I think Wall Street's wrong. And I think that earnings are going to go down this year, and will definitely go down in 23. And so I think what probably happens is the entire world of equities needs to get repriced at a lower price. And in that, it's going to pu…”
Chamath Palihapitiya Jun 24, 2022 ▶ 36:04 E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
Jul 8, 2022 bearish
Prediction Not checkable as stated
Palihapitiya: Stock market equities face severe pressure without buyer support
“Equities get really under pressure. There is no scenario where there's a bid to equities.”
Chamath Palihapitiya Jul 8, 2022 ▶ 25:28 E86: Macro outlook: jobs, housing, inflation + Dutch farmers protests & EU climate missteps
Jan 6, 2023 bearish
Assertion Partly supported
Sacks: Capital flows are shifting heavily from equities into bonds
“And that's why capital flows are moving hugely right now from equities into bonds, especially if we're going to a recession, which is inherently deflationary.”
David Sacks Jan 6, 2023 ▶ 1:04:46 E110: 2023 Bestie Predictions!
Oct 25, 2024 bearish
Prediction Not checkable as stated
Sacks: Debt monetization will drive interest rates up and clobber equities and real estate
“If you're going to allow higher inflation, basically monetizing the debt, the bond markets are going to make the government pay higher interest rates on its debt, right? So we're going to be in a world of higher interest rates, which means that equities get cl…”
David Sacks Oct 25, 2024 ▶ 47:20 Markets turn Trump, Long rates spike, Election home stretch, Influencer mania, Saving Starbucks
Sep 9, 2025 bullish
Disclosure
Adena Friedman: Nasdaq integrating equity tokenization into core public markets
“So this morning we announced that we're going to be bringing tokenization into our markets, so making sure that equities are tokenized and traded on market, in the markets, not in a side sleeve, but actually in the core markets.”
Adena Friedman Sep 9, 2025 ▶ 2:57 Nasdaq CEO Reveals the Next Era Of The Stock Market - Adena Friedman | All-In Summit
Jan 25, 2026
Assertion Partly supported
Calacanis states half of Americans do not own equities
“Half the country doesn't own equities.”
Jason Calacanis Jan 25, 2026 ▶ 52:02 The Future of Everything: What CEOs of Circle, CrowdStrike & More See Coming in 2026
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