E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles

Подписаться 535 тыс.

Просмотров 255 тыс.

50% 1

This conversation was recorded LIVE at the All-In Summit in Miami!
0:00 Bill Gurley & Brad Gerstner break down the state and historical significance of 2022's market downturn
12:27 How VCs will handle capital commitments from LPs, underwriting startups in the new reality
24:14 Bull run mistakes, why VCs don't underwrite lower valuations, handling distributions
33:52 Gurley's take on WeCrashed & Super Pumped TV series, how sophisticated investors got "gaslit" by the market, influx of capital creating consumer-surplus businesses
47:54 Brad predicts the market for next year, Bill gives post-Benchmark plans
Follow the besties:
/ chamath
linktr.ee/calacanis
/ davidsacks
/ friedberg
Follow the pod:
/ theallinpod
linktr.ee/allinpodcast
Intro Music Credit:
rb.gy/tppkzl
/ yung_spielburg
Intro Video Credit:
/ thezacheffect
#allin #tech #news

Опубликовано:

28 июн 2024

Ссылка:

Скачать:

Готовим ссылку...

Добавить в:

Мой плейлист

Посмотреть позже

Комментарии : 234

@509drone2 2 года назад

I love this podcast as a super normie retail investor. I feel like I've snuck into some super elite VC club, and get to enjoy their insights & knowledge. Super cool stuff you guys are doing here!

@509drone2 2 года назад

@@thetobyg lol I love how you equate "normie retal investor" with being an idiot. I just DCA into an index fund every month. Pretty sure everyone started off as a newbie at some point. Good one chief.

@swan1471 2 года назад

@@thetobyg wow this guy definitely fucks. I bet you've 10x all your investments, I mean you must have right if this is what your frontal lobe spews out in response to op's comment.

@HispanicCapitalist 2 года назад

@@509drone2 you need to be “stupid” in this market and just follow time and price. Let the haters hate lol

@chickenfishhybrid44 2 года назад

@@509drone2 Washington?

@509drone2 2 года назад

@@chickenfishhybrid44 yes. Spokane

@Casgains 2 года назад

Watched this live and it was the most valuable talk in the entire conference

@ALTOSVISTAVILLAGIO 2 года назад

Hope the #homies #poker 44 #ante #glocal #freakamonics #currency #globalcryto #adaptation #social #xapital #giving2055 #X

@ayoub.3939 2 года назад

I heard someone is crying in the front seat why ?

@sirus312 2 года назад

they didn't give us what stocks to buy like other youtubers do

@ALTOSVISTAVILLAGIO 2 года назад

@@sirus312 all-in episode #81 tis been on #history #techking #crypt #eurasia

@ayoub.3939 2 года назад

@@ronf28 did you hear someone crying?

@adamlake3003 2 года назад

Already watched it twice, going for a 3rd time just to let it soak in. Thrilled to have been following this podcast over these past year. The value you guys provide each week is priceless. Can't thank the besties enough..... 🙏🙏

@daintellekt 2 года назад

👍 High quality content! You don’t get these content in traditional media outlets but on high growth tech platform says a lot about inherent value trapped in quality tech stocks despite inflation and higher interest rates.

@rajeshupadhyay5683 2 года назад

Perfectly said! I am also here to learn how to invest after listening to a lady on tv talk about the importance of investing and how she made 7 figure in 3 month, somehow the video taught me nothing and left me even more confused, I'm a newbie and I'm open to ideas on how to invest for retirement

@lezliewhicker8450 2 года назад

@@rajeshupadhyay5683 I'll advise you lookup Priscilla Dearmin-Turner, she's have been our real investment prodigy since the crash and have also help me recovered my loses

@davidhudson3001 2 года назад

A news host spoke so highly of💕 Priscilla Dearmin-Turner and her loss prevention strategies been trying to get to her ever since didn’t know she was so accessible to the public

@dr.ervingalen1777 2 года назад

@@lezliewhicker8450Thank you for the information i just lookup her name online and found her accreditation on FINRA and SEC, she seems really solid. I already leave her a mail on her webpage🙏

@investorwest8735 2 года назад

Paid off $892000 loan within 7 months thanks to Madam Priscilla! So happy we are finally onto baby step 4, 5 & 6! Amazing! 🇨🇦

@JaypalSidhu 2 года назад

G^2 spitting fire right out of the gate. Really excited for this episode.

@dropshipincanada 2 года назад

solid paaji

@Akos-Duna 2 года назад

Brad Gerstner is amazing, such clarity of thought, awesome!

@MegaMultiAnonymous 2 года назад

really cool of you guys to record/release these for us poors who couldn't attend

@DanyCesc83 2 года назад

This is the best RU-vid channel for this segment, period!

@TheDevilscry69 9 месяцев назад

Every time Brad's done speaking, I stand in ovation.

@GioDudeReviews 2 года назад

David just absorbing the conversation haha

@spol 2 года назад

So many people up there.. someones gotta do some listening lol

@TommyPaynejr 2 года назад

I'm not sure he was actually awake

@luisocuba 2 года назад

I have to say, Im not a finance savvy and I may only understand a 5% of all this but I love the dynamic of your videos. Keep up the healthy smart humor guys. You guys are the best. This should become a weekly TV program. Great work guys. Oh Chamath, I love the way you dress brother.👍🏻💪🏼

@CruJonesBeatBartTaylor 2 года назад

David Faustino looks great, glad to hear he's doing well with his new investing venture!

@nygariottley245 2 года назад

Chamath may talk a lot but his not shyness in asking questions and commenting which brings in other comments helps me as a newbie to this game. Way to take one for the new investors team.

@travisratnam2095 2 года назад

I would love to see Cathy Woods chat with you guys. This may sound controversial but you guys generally agree on everything. Bill is Warren Buffet smart in that he’s disciplined on the VC fundamentals; which many need to hear. Cathy seems to be pioneering something new around investing in innovation in public markets. Cathy doesn’t get questioned by quality people like Bill, David, et al and I bet you guys would respect the way she breaks things down; and it would make for a rich convo. Not that this wasn’t. Love your podcast; it’s God sent!🙏

@Dwilliams33 2 года назад

Cathie was at the All In Summit so we should see an episode with her soon

@Behardy24 2 года назад

Thank you been waiting for this all weekend!

@brndmkrs 2 года назад

First 3 minutes and I already got this amazing hand saw analogy for what risk curves really look like. Thank you All-In!

@glasscannon5383 2 года назад

Your intro sound is just freaking amazing, I get so pumped for the content every time 😂👌👌

@SS-up5sc 2 года назад

the all in pod the highlight of my week! Amazing pod guys! BG^2 should come again for sure!

@Here22Learn 2 года назад

Tackling the most important questions of investing in this environment. Spot on!

@netolawrence9154 2 года назад

Can’t believe this content is free! Seriously thanks guys

@PaulHallelujahMaranatha 2 года назад

Always and only here for Chamath, not disappointed

@krishnachatpar231 2 года назад

Excited for this!

@shivachan99 2 года назад

Can’t believe this content is free for retail investors like us. What are you doing in terms of getting “smart money” advice to investors for no cost is similar to what Jack Bogle did for the retail community

@vattipulusu 2 года назад

Ending was super good! Always setting bar higher 👍

@menelik83 2 года назад

I’ve been patiently waiting for this

@send2dwight 2 года назад

Wow! May have to listen to this one again. 👏🏾👏🏾👏🏾

@Papachief23 2 года назад

Thanks for the pod

@rendelx 2 года назад

Once again high quality analysis for anyone seeking economic knowledge. great job fellas

@andrewashmore8000 2 года назад

Brilliant, tonne of info. Jcal doing his thing. Ace job dudes.

@jbownzino 2 года назад

Good stuff guys.. very helpful

@Bishman 2 года назад

Right when I was going to bed… I get the All-In Podcast notification. LFG! 🔥

@russellmm 2 года назад

finally... some serious withdrawls over the weekend. Keep em coming!

@shammi13 2 года назад

10/10 content here, unmatched.

@AndreAnyone 2 года назад

favorite podcast !!

@bennnbrown 2 года назад

Terrific episode guys !

@cryptotheonly6216 2 года назад

Keep up the great work. Liked and shared

@russellmm 2 года назад

you gotta love how BGx2 kept referencing things that were discussed in previous pods. It means these two watch all the podcasts!

@toyeebgodo 2 года назад

Excellent episode 👏👏👏

@MyVictoriaMarie 2 года назад

Phwew I thought we weren’t getting an episode this week. Missed the Friday release

@allin 2 года назад

bunch of AIS content getting released over the coming days!

@steinarjonsson_ 2 года назад

This podcast is absolutely brilliant!

@johns.777 2 года назад

Let’s go !!! 🚀

@jimbaker5110 2 года назад

Gurley is very insightful. Great new guest.

@chillones9574 2 года назад

First off, when Legends get together I shut the fuk up and listen. THANK-YOU ALL-in PODcast

@PassportGaming 2 года назад

I only watched for Elon musk but fell in love with the channel. I feel so grown up understanding most of the Jargon🤗

@JasonRayner 2 года назад

Another great episode!! All in summit for the win 💪🏼💪🏼

@calmdao472 2 года назад

Thanks for sharing the video, especially with the caption :)

@richardsevilla2702 2 года назад

Guys kept me up for an additional hour, worth it

@rg6807 2 года назад

Bill so deep but so simple. that’s what a genius does. no posturing.

@gpel 2 года назад

Took me awhile, but finally found David Sacks in the intro!

@krae1292 2 года назад

We love y’all! Thanks Xox

@AnthonyDoesYouTube 2 года назад

YES! Just finished my binge of the last month!

@skypedog5 9 месяцев назад

Liked all of the shows ...this one was the best

@Financial_Awareness 2 года назад

31:28 - love how Gerstner shares the ror some VC’s look for. Interesting insight there. Thanks for sharing gentlemen! Great discussion.

@longvickle7891 2 года назад

love the conversation

@euprime 2 года назад

BG^2 are worth the hype

@paulmcgillivray9415 2 года назад

These guys are amazing, I feel like they are doings community service, I am an ignorant investor and learning as I go. I learn more from these guys than anywhere else. It’s only truly intelligent people that can explain subjects in simple terms that even someone like me can understand. Absolutely brilliant thanks, I will follow everything you guys put out

@clintonrezeki4243 2 года назад

Love it! Great energy and candidedness

@kingzion3032 2 года назад

Episode 81: First and Jason is still here.

@allin 2 года назад

first!

@ALTOSVISTAVILLAGIO 2 года назад

@jason...gotta #SAAS #anteup #carbonfootprint :: #carboncapture #energy #allin #WSOP

@chancemack 2 года назад

Man. What a conversation. Thanks for letting us be a fly on the wall.

@nickbero722 2 года назад

Would love to hear Brad's thoughts on supply side inflation and how our economy & the fed would react if/when they overstep with policy in a slowing global growth environment. My guess is a policy pivot & foot off the brake

@dhowto3005 2 года назад

Thanks!

@venkatn2488 2 года назад

Love the content!! These guys give true knowledge and prospective

@Telluwide 2 года назад

You gotta get Peter Zeihan on the Podcast!

@rkhatod1 2 года назад

Probably the best All In Pod EVER. Super interesting and sensible thoughts from the BG's. Thanks!

@yex666 2 года назад

Oh yes!! 🙏

@fitfinish1502 2 года назад

We are all down so much in mister Ispac. Great bate and switch

@wolli238 2 года назад

if there existed an all-in pod stock i would definitively invest, haha. you guys are gonna make some good sub gains, great content

@mahirhaque1801 2 года назад

Bill Gurley a GOAT has started to look at Public Market Equities... enough said.

@kindnesslove5482 2 года назад

I am all in

@grega4450 2 года назад

Amazing insight

@eea1119 2 года назад

This is great, thanks JCal!

@heyfrancis3332 2 года назад

Let's Go!! what a way to start the week!

@ddusan 2 года назад

Perfect like usual

@junaidn18 2 года назад

You guys are fucking amazing!

@2spears 2 года назад

Should I invest the $7000 for the ticket price into my app and improve it or attend a conference?

@Specsy 2 года назад

history over here

@ardi3595 2 года назад

Lesssssgoooooooo!!!!

@richardtaylor3471 2 года назад

Let’s gooooooooooo

@persistentone3448 2 года назад

Right after 33:40, what is the name of the brothers that Bill Gurley references?

@epid3mic_3p58 2 года назад

best podcast for a reason thanks for the great content keep up the great work all in pod.

@blueobject 2 года назад

I love this Chanel amd what Jason Chamath, Friedberg and Sacks. Do you have any advice for software architects to join you guys in some way? Would love to work for you guys. You guys get it.

@Moonwalker088 2 года назад

Fuck yeah let’s goooooo!

@AHofmann25 2 года назад

Damn what a line up.

@MrPrentissDJones 2 года назад

We love Wework!!!!

@Unbedingt0815 2 года назад

Love it. Feels like watching a sophisticated campfire discussion on GULLIVER’S Travels

@eyasu6824 2 года назад

About time .....

@arimichael2499 2 года назад

BRAD GERSTNER IS ONLY SECOND TO DAVID SACKS...LEGEND

@colinmacdonald2871 2 года назад

David Sacks might have been quite during this but he's constantly moving his foot/leg which would suggest a type of nervous excitement. He really was enjoying the conversation. Or he's working on his N.E.A.Ts to keep trim.