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

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February 4, 2023

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YouTube Description

as posted by the channel

(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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E114

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