Category: Tech Monopoly
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The Thiel Experience
I’m not sure if Thiel is at the same level of Bond villain as Elon or Sam Altman but this interview was entertaining at 1.5x. Peter Thiel and Joe Rogan discuss various topics including Thiel’s contemplation of leaving California and the country, the US budget deficit, the paradoxical nature of California’s economy, and the history…
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6/20/23
https://media.licdn.com/dms/document/media/D4E10AQF0toTR_Tk9rA/ads-document-pdf-analyzed/0/1685027405027?e=1687798800&v=beta&t=xqj18k5NlsNOegEgJXFmm9uRJ1e1vac8jAPUp0YopdE Surprise Surprise…PIMCO likes bonds “moving away from a “TINA” world(where “there is no alternative” to equities) to one in whichbonds look cheap relative to equities. Now, bonds also appearattractive due to the current stage of the economic cycle… We maintain our underweight in equities and take a cautiousapproach, with a focus on low-leverage and…