equity markets

also referred to as: equity market

6 statements across 6 episodes · 0 bullish · 5 bearish · 2 people on the record · first statement May 21, 2020 by Chamath Palihapitiya · across every show →

Everything said about equity markets, oldest first

May 21, 2020 bearish
Opinion
Chamath: Stock market recovery is buoyed by Fed dollars, not economic reality
“It is a equity market that is buoyed by Fed dollars that is not mapping to the reality of what's happening on the ground.”
Chamath Palihapitiya May 21, 2020 ▶ 24:14 E3: Modern Cold War, politicizing the pandemic & more with David Sacks & David Friedberg
Nov 4, 2020
Assertion Supported
Chamath: Financial and betting markets flipped 180 degrees on election night
“Literally what we've seen in the last 35 minutes is both the equity markets, the currency markets, And the betting markets flip 180 degrees from where they have been, not just all day, but frankly, where they have been probably for the last few months.”
Chamath Palihapitiya Nov 4, 2020 ▶ 20:41 E11: Election Night Special featuring Phil Hellmuth, Bill Gurley, Brad Gerstner & more!
Apr 9, 2022 bearish
Prediction Held up
Palihapitiya: Fed will aggressively hike rates until equity markets sell off
“So I think what the Fed's going to do is get even more aggressive. You're going to probably see, you know, a lot of fifties, maybe even a 75 point hike. You probably are going to see them, you know, even ratchet up quantitative tightening until there is a bit …”
Chamath Palihapitiya Apr 9, 2022 ▶ 12:16 E75: Fast shuts down, board culpability, Elon buys 9% of Twitter, deplatforming's evolution & more
Jun 24, 2022 bearish
Prediction Not checkable as stated
Palihapitiya: Markets will drop $3T-$5T plus 20-30% if Fed contracts M2 supply
“So, you know, it stands to reason that if the Fed is going to take three to five trillion dollars of value out, then we have to rewrite the equity markets by three to five trillion dollars at a minimum. And then you have to rewrite and re baseline for earnings…”
Chamath Palihapitiya Jun 24, 2022 ▶ 45:37 E84: Markets update, crypto collapse, Russia/Ukraine endgame, state of the podcast
Oct 1, 2022 bearish
Opinion
Friedberg warns of a 2008-style global capital flow freeze
“I think I mentioned a while ago that dollars were kind of locked up in March and then I went to this conference and people were like, yeah, we're loosening up and making a plan again in July because the market was kind of turning back up and now equity markets…”
David Friedberg Oct 1, 2022 ▶ 1:16:26 E98: Big tech starts making cuts, Fed incompetency, global debt, Russia/Ukraine & more
Jul 12, 2024 bearish
Prediction Not checkable as stated
Chamath: Equity markets could face a contraction after an AI hype cycle
“We could be at the end of just an enormous hype cycle here where we have to contract the equity market.”
Chamath Palihapitiya Jul 12, 2024 ▶ 19:25 Biden chaos, Soft landing secured? AI sentiment turns bearish, French elections
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