All-In with Chamath, Jason, Sacks & Friedberg · CoreWeave Crash, AI Trade Cracks, Anthropic IPO Red Flags, Bill Gates Doomer
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Financed the boxes by borrowing money and using credit-default swaps (CDS) as default insurance for the debt
CDS risk spiked to about 953 basis points (~16% annual default probability, ~55% over five years)
“Absolute return investing, on the other hand, it's not just a long only fund. I can go long. I can go short. I can put on relative value trades. I can use synthetics like credit default swaps.”
“Debt used wisely is one of the most powerful tools... borrow money at a reasonable rate... deploy it into an asset that compounds at a higher rate over time.”
“About three quarters of our borrowers are repeat borrowers… they’re identifying opportunities that fit the box on paper.”
“The US government has borrowed an astonishing amount of money, I mean, it's over $40 trillion now.”
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