global economy

4 statements across 4 episodes · 1 bullish · 1 bearish · 3 people on the record · first statement Mar 19, 2020 by Chamath Palihapitiya · across every show →

Everything said about global economy, oldest first

Mar 19, 2020 neutral

Insight

Chamath: Global economy must optimize for resiliency over efficiency

“Because the world of just-in-time efficiency, I think we're learning now was the wrong optimization for the world. We need to optimize for resiliency, and that means some amount of inefficiency.”

Chamath Palihapitiya Mar 19, 2020 ▶ 1:23:29 E1: US Response to COVID-19 & Impact on Startups, VC & Public Markets with David Friedberg

Mar 26, 2022 bullish

Prediction Not checkable as stated

Brad Gerstner: Global economy will avoid long-term stagflation and hyperinflation

“If I look out over the five, 10 year horizon, I don't believe in global stagflation. I don't believe that we're in this new hyperinflation environment.”

Brad Gerstner Mar 26, 2022 ▶ 7:00 E73: Late-stage VC markdowns and mistakes, market strategy, Ukraine/Russia update with Brad Gerstner

May 13, 2022 bearish

Prediction Didn’t hold up

Sacks: A major economic recession is now inevitable

“I think, like, recession now is just inevitable. You, to Jamal's point, you can't have 14% of global wealth wiped out practically overnight and not have that translate into a big recession.”

David Sacks May 13, 2022 ▶ 16:38 E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more

Aug 9, 2024 neutral

Assertion Contradicted

Sacks: Yen carry trade injected roughly $20 trillion into global economy

“The yen carry trade has injected roughly 20 trillion dollars of liquidity into the global economy, and that is propping up all sorts of things, right?”

David Sacks Aug 9, 2024 ▶ 23:09 Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz

global economy

Everything said about global economy, oldest first

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