저자: ChamathPalihapitiya · 외국인
요약 보기
2022년 투자 전망 및 트렌드 영상으로, 특정 종목 직접 추천보다는 거시·테마 중심 견해가 주를 이룬다. 출연자 Chamath는 2022년 최고 성과 자산으로 초기 스타트업(시리즈A 직전 단계)을 꼽고, 배터리 금속(리튬·니켈·코발트·흑연) 바스켓도 제시했다. 지정학적 긴장 고조를 역발상 베팅으로 제시하며, 에너지 원자재·에너지 주식·방산 주식에 최근 큰 베팅을 했다고 밝혔다. 금 대신 비트코인이 전쟁기 방어 자산 역할을 할 수 있다고 언급했다. Sacks는 2022년 주목 트렌드로 민주당 진보와 실용적 자유주의 간 내분을 꼽았고, Freiberg는 야마나카 인자 기반 세포 재프로그래밍 바이오텍 골드러시를 예측했다. 규제 측면에서는 공인투자자 기준 변화와 암호화폐 법적 프레임워크 정비가 함께 자본 조달 방식을 바꿀 것이라고 전망했다. 미디어 측면에서는 All In 서밋(5월 마이애미)과 광고 없는 독립 미디어 구상을 밝혔다. 종목별 가격 방향 예측(삼성전자, 엔비디아, 비트코인 등 목록 자산)은 명시적으로 나오지 않았다. 특정 한국 종목·지표에 대한 언급은 없다.
다듬은 글
so let's go to best performing asset of 2022 what do you got your mom this is simple this would be battery metals uh lithium nickel cobalt okay graphite put them in a basket like you can be along these things and rapid fire sacks what do you got best performing apps i just said series a venture because it's pretty unoriginal it's what i do i think growth got a little bit over funded and overheated and i think the seed stage also there's like so there were so many new seed investors again it might have been partially because of excess liquidity so series a is still the choke point and i think it's still the best area to invest in innovation's not gonna stop there's gonna be great series a investments next year i also picked early stage startups because uh that's where the magic happens i picked early stage like right before series a i think spacking uh direct listings raising money people coming down to do the series b's all of that is creating a pull for more startups and the founders are getting very sophisticated in terms of finding product market fit and scaling globally you know earlier and that's what's creating these great big outcomes whether it's uber or facebook both figuring out and or airbnb how to go global quickly so my choice for best performing asset of 2022 is still early stage startups freebird what do you got obviously best performing asset in terms of a multiples basis you're never going to beat seed stage investing certainly um but uh you know i tried to highlight uh and continue my uh kind of contrarian bet that we're gonna see increase global conflict next year again driven by you know incumbents trying to hold on to political office and increase inflation and fueling economic growth and the american response to china so in a world of increased global conflict i think assets that do really well are energy commodities and energy stocks i recently made a big bet on energy stocks uh defense stocks and it used to be a gold it could be the case that bitcoin uh you know sees a a role as being a defensive uh position in portfolios in a world of war and conflict so those are my kind of macro um themes for for asset most anticipated trend of 2022 what do you got your mother a trend you're anticipating in 2022 peer-to-peer payments um the destruction of traditional rails uh it will come out of africa great sacks what do you got this is where i had the civil war between progressives and pragmatic liberals so building on what jamaa said you're already seeing this in the feud between london breed and chase a boudin that is really gonna i think blossom next year we have not heard the last of that you saw it in philadelphia where the mayor michael nutter took on larry krasner i think you're going to see it in new york city between eric adams and these manhattan elites um and you also saw it in washington dc where the progressives were blaming mansion for you know the losing the build back better so this is a civil war it's going to continue and uh which moth predicted with aoc versus schumer would would certainly play into that so uh it's grab the popcorn it is the the trend i'm anticipating the most all right there you go uh do you anticipate a similar trend with like the alt-right trumpians and desantis and that kind of thing breaking up how do you see that playing out not not yet because um trump isn't on the ballot in 2022 so i actually think the republican party is going to be surprisingly united in 2022 i think where the trouble might come in is when we have a republican primary in 2023 and especially if trump runs then you know all hell's going to break loose so who is who are the two people who would be most viable against trump in that 2023 ron desantis and ted cruz nikki haley vicki helen that's gonna be that's gonna be fireworks freeberg what do you got anticipated trend my biggest uh anticipated trend for 2022 is going to be a gold rush in biotech into what i think will become the cover story on magazines throughout the year that humans have discovered the fountain of youth and this will arise from these investments in what are called yamanaka factor-based cell reprogramming methods i've talked about this on the pod in the past a few years ago scientists identified that four chemicals could trigger gene expression in cells and get those cells to effectively revert to being stem cells and more recently demonstrated that using uh lower amounts of those chemicals and other what are called kind of epigenetic epigenetic factors can trigger partial cell reprogramming which causes cells in the body to act youthful as a result of those discoveries an absolute gold rush is now underway more recently yuri milner jeff bezos arch and others put a billion dollars to seed a new company called alto's labs to pursue therapeutics in this area google has individually funded a company called calico led by art levinson the former founder and ceo of genentech and uh just recently blake byers and brian armstrong announced their new company called new limit with 100 million their own personal capital all of these uh companies are pursuing the same effort which is um basically causing cells to be youthful to regenerate in a youthful way and as a result you see kind of organs um and and systems in the body uh act more healthily and there will be magazine covers and you know uh 60 minutes arctic stories and all sorts of stuff will start to happen in 2022 saying oh my gosh as because the amount of money that's gone in this year is going to cause breakthroughs and discoveries to start to get published about next year and when that starts to happen and the media and the pr cycle start to kick up you'll see this become the year of yamanaka factor based reprogramming and everyone's saying it's going to be the biggest gold rush um in biotech since recombinant dna was used by genentech in the in the 80s and 90s all right and i had uh most anticipated trend of 2022 being the accredited investor laws are going to change and evolve and it might just be you take a test and you're now accredited it doesn't matter if you won the lottery or you make 200 000 a year and a legal crypto framework is going to happen i think at the same time so those regulations combined are going to empower really interesting capital formation on a global basis whether it's running a syndicate with everybody in the world including non-accredited investors or dows or those two things merging or as biology is talking about you know a cap table over here that's mirrored on a blockchain at the same time and people being able to trade their interest in chamot's fund or sax's fund or one of my syndicates with tokens on the internet and that could become that's pretty cool a major unlock where you know if you were in i don't have a fund i run a meager family office well if you were in your earlier funds and somebody and there was still stuff trickling to social capital three the people who have that could sell it back to you or sell it to each other if they wanted to get liquidity um and that's gonna be super interesting especially if it could happen just globally where some person in china decides they want to have access to u.s funds rlps could just start selling if it was structured that way most anticipated film tv series media yada yada for 20 20 22.
what do you got yellowstone season nine uh saks so watch the first two episodes it's really great i mean you forget what a great actor um what's his name is uh kevin costner koster is a great actor yes yellowstone is great i'll be watching next season but what i had down here is thor ragnarok uh the writer director tyka ytd is back if you saw um the last thor movie ragnarok ragnarok is the last one the new one is called thor love and thunder yeah and you know thor went from being i think one of the most boring marvel characters in the first two movies to totally being one of the funniest and yeah you know most fun in his last movie so i think that sequel will be really good and then the other one is they're doing a prequel show for game of thrones called house of the dragon i'm gonna have to watch that and then the probably the the um star wars show i'm looking forward to most would be the obi-wan kenobi show with you and mcgregor so that was anakin it's basically yes and i had as well the obi-wan show the boba fett show and the mandalorian shows all coming back are going to be absolutely bonkers and then there's also this um token uh series that's coming out the prequel i think that amazon spending a billion dollars on and i think that's landing in 2022.
uh what do you got chama it is the all in summit in may in miami and uh the the birth of all in media so i think that we by the end of 2022 will have um published content written content not necessarily by us well but uh other forms of uh media interaction that get the truth out to a large swath of humanity is this moving is this moving beyond just a couple of besties doing a podcast during lockdown what what all right wait so all in media is that a new acronym all in media aim oh what are we doing should we buy like a cable channel and just go 24 hours the name is the truth media a media okay there you go i didn't even know this is news to the rest of us but uh building on the media bro okay here we go who are we gonna hire tucker um there'll be no shortage of folks who will want to come out of the woodwork to work with us on this and i think the goal should just be to make sure we figure out what the real north star is so that we never deviate and part of the biggest things that we did guys was not trying to hustle for some few you know sheckles here and there which was like jcal wanted to yeah what are they talking about we're going to talk in a minute about the plan for the summer purity the purity of not wrapping this thing with crappy ads and all kinds of nonsense is we've never lost our way we don't need some stupid deal for some crappy media company we all have independent ways in which we can monetize our lives and our hard work and so we should come to this to always tell the truth i think that that's a one of the i will say one of the great innovations that and decisions that you championed was not putting ads on it i hear it all the time for people
Comments 0