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In The Media

Balaji Srinivasan on The Many Crisis

by Larry Chiang on March 30, 2020

By Larry Chiang
Deeply Understanding Capital Knowledge, DUCK, helps you avoid 9’s. 9s are chargeoffs. 
Charge-offs are about to happen in these areas
virus crisis, 
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unemployment crisis, 
student loan crisis, 
mortgage crisis, 
oil price crisis 
and etc as per Balaji S. Srinivasan (@balajis)

Balaji S. Srinivasan (@balajis)
It’s also possible that this break is so dislocative as to be qualitatively different.

There’s a virus crisis, unemployment crisis, student loan crisis, mortgage crisis, oil price crisis, and so on all at once.

Future may be so different that “rebuild” doesn’t make any sense.


image1.jpeg
Future may be so different that “rebuild” doesn’t make any sense.

Blogged from my personal iPhone, 650-283-8008, that Steve Jobs texted me on

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