Did Chamath short Credit Suisse?
abhvio.us>I wonder if he was short CS as soon as he learned they were offering the sweetener? Or did he have too many relations with that bank. (He is one of their private clients). Or did he miss the trade entirely?
This article is clickbait that basically boils down to a zero-content ad for some podcast.
Maybe there is wisdom to be gleaned! Who knows? All we know is that we must pay attention to this podcast by finance bros because they may or may not make or have made good trades!
i certainly don't do clickbait. no links to the original or anything. i thought the content was this observation. i'm trying to use whisper.cpp to get transcripts for the older ones.
“When did Chamath short Credit Suisse?”
When did you answer this question in your post? If you readily admit that you are incapable of answering that, would you say that if you’d submitted this to HN with the title “Goosy Goosy on the 6.5” you would have gotten… fewer clicks?
What substance is there to this post aside from suggesting a podcast?
Little tidbit, Chamath fittingly sounds pretty much how the Swiss would pronounce "Checkmate".
From the original Shah Mat!
I am confused, did Chamath short Credit Suisse? For how much? When? Where can I find that article?
Maybe never...but he had the signal 2 weeks ago in E118.
This is interesting, much like firms that try and extract alpha signal from r/wallstreetbets. There must be a set of second-order metrics that contain alpha, that groups like this are plugged into without realizing it (perhaps)
I am appalled that we’re at a point where 4 rich spoiled males bantering is considered A) entertainment B) source of actual information. I shiver.
I listen, though (or because?) most of the topics are irrelevant to me. I do find it entertaining, and there is at least some insight being shared. I think you need to know what to listen to and what to ignore; be skeptical of pretty much any rationalization David Sacks makes of his ideological views, question some of Chamath's hypocritical moral grand-standing (how does SPAC grubbiness not stick to him?), ignore Jason's insecurities etc. Fundamentally though, they are four well-connected, intelligent people talking about issues that do matter in an entertaining format.
4 guys do it and it makes us sick. 4,000 guys do it and we call it HN.
If you think those rich people are spoiled people you have no idea how more than 50% of people on earth behave as soon as they have just a little bit of money.
i was skeptical. But these four probably do 100 meetings a week each, many about new deals with new founders. They hear a lot of smart ideas and the best of those are going to leak out when the videos are all about trying to sound smart.
haven't you ever watched the likes of bloomberg or cnbc? Also, I would expect their figures to have peaked following this episode as the cancellation crew moves in.