E114: Markets update: whipsaw macro picture, big tech, startup mass extinction event, VC reckoning
01:12:33 Share

(0:00) Bestie intro!

(1:15) Macro picture update: 0.25% raise, jobs rip up, wage growth continues to slow

(17:52) Interest rates impact on mega-cap company creation

(33:58) Mass extinction event coming to startups, reckoning for VCs, venture debt issues

(1:02:33) Adani's potential fraud, role of short sellers

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Referenced in the show:

https://www.washingtonpost.com/business/2023/02/03/january-jobs-labor-market)

https://www.wsj.com/articles/fed-approves-quarter-point-rate-hike-signals-more-increaseslikely-11675278190

https://fred.stlouisfed.org/series/CIVPART)

https://www.ustreasuryyieldcurve.com)

https://www.amazon.com/Intelligent-Investor-Definitive-Investing-Essentials/dp/0060555661)

https://chamathreads.substack.com/p/higher-rates-will-lead-to-the-next)

https://www.google.com/finance/quote/META:NASDAQ)

https://medium.com/@alt.cap/time-to-get-fit-an-open-letter-from-altimeter-to-mark-zuckerberg-and-the-meta-board-of-392d94e80a18)

https://www.freightwaves.com/news/fedex-to-cut-global-officer-director-workforce-by-at-least-10)

https://www.theverge.com/2023/1/27/23574322/zuckerberg-puts-metas-middle-managers-on-notice)

https://twitter.com/tomloverro/status/1620466827519496194)

https://twitter.com/msuster/status/1620653106387386368)

https://twitter.com/gradypb/status/1620937502248034304)

https://www.axios.com/2023/02/01/david-cahn-leaves-coatue-for-sequoia-capital)

https://www.google.com/finance/quote/ADANIENT:NSE?window=1Y)

https://hindenburgresearch.com/adani)

https://www.bloomberg.com/news/articles/2023-01-30/most-adani-stocks-drop-as-rebuttal-draws-hindenburg-response)

https://www.sec.gov/rules/proposed/2022/34-94313.pdf)

https://www.theatlantic.com/magazine/archive/2023/03/wall-street-muddy-waters-activist-short-sellers-tesla-gamestop/672774)