Guest
Chamath Palihapitiya explains his current trade position. Where he is long google (aplhabet) and Microsoft, and short the rest of Big Tech (amazon, apple, facebook (meta), etc.) He explains that the spread trade hedges him from market risk, and why he belives Google and Microsoft will outperform the rest of Big Tech. Chamath Palihapitiya is a Silicon Valley venture capital investor who has made himself into a tech firebrand. He is a proponent of SPACs - a kind of investment vehicle that allows private companies to go public with less scrutiny from the SEC. Palihapitiya is a sponsor and investor in half a dozen SPACs. Companies they have merged with include Virgin Galactic and Clover Health. He is also founder of Social Capital, a venture capital firm that he started in 2011; the firm faced a wave of defections in 2018. Subscribe to Think invest for content focused on investing, stocks, entrepreneurship, Innovation, bitcoin, etfs, index funds, motivation and passive i
