All-In PodcastE78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest
Episode Details
EPISODE INFO
- Released
- April 30, 2022
- Duration
- 1h 51m
- Channel
- All-In Podcast
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
0:00 Bestie intros 4:32 Understanding VC fund metrics that matter, state of private markets 29:37 Recession possibilities, Q1 negative growth 44:56 Student loan forgiveness, fixing the underlying system, solutions 1:09:52 Archegos founder Bill Hwang arrested and charged with fraud and racketeering 1:19:08 New Disinformation Governance Board 1:30:23 Predictions for Elon's Twitter vision, policing speech on social media using existing case law Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://www.socialcapital.com/ideas/2021-annual-letter https://twitter.com/jasongoepfert/status/1520040516955643905 https://www.wsj.com/articles/us-economy-gdp-growth-q1-11651108351 https://twitter.com/lizannsonders/status/1520021943621140483 https://www.conference-board.org/topics/consumer-confidence https://twitter.com/DavidSacks/status/1489128016508719104 https://educationdata.org/wp-content/uploads/78/historical-cost-of-tuition-and-fees-room-and-board.webp https://www.theatlantic.com/ideas/archive/2022/04/should-biden-forgive-student-loan-debt/629700/ https://www.sec.gov/news/press-release/2022-70 https://apnews.com/article/russia-ukraine-immigration-media-europe-misinformation-4e873389889bb1d9e2ad8659d9975e9d https://www.dhs.gov/ntas/advisory/national-terrorism-advisory-system-bulletin-february-07-2022 https://www.nytimes.com/2017/11/01/us/politics/russia-2016-election-facebook.html https://twitter.com/elonmusk/status/1519073003933515776 #allin #tech #news
SPEAKERS
David Friedberg
hostJason Calacanis
hostNarrator
otherChamath Palihapitiya
host
EPISODE SUMMARY
In this episode of All-In Podcast, featuring David Friedberg and Jason Calacanis, E78: VC fund metrics that matter, private market update, recession, student loans, Bill Hwang arrest explores vC metrics, looming recession, student loans, censorship, and leverage risk The episode opens with banter and then dives into how VC and private equity funds report performance, exposing how non-standard metrics and capital-call credit lines can be used to “juice” IRR and mislead LPs. The conversation broadens into a macro discussion about negative GDP growth, inflation, supply-chain constraints, and the odds of a recession, paired with practical advice for founders fundraising in a down market.
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