The Minutes of David Friedberg on markets https://minutesof.com/david-friedberg/on/markets/ Everything David Friedberg has said on markets: 3 verbatim quotes between March 2020 and August 2026, each with a timestamp and a link to the recording it… en Sun, 30 Aug 2026 16:22:45 +0000 Friedberg states two-thirds of post-COVID IPOs now trade below total cash raised. https://minutesof.com/q/a5c0968c-05ee-4ca2-baa4-d7308f8bbcc4/ https://minutesof.com/q/a5c0968c-05ee-4ca2-baa4-d7308f8bbcc4/ “I think two thirds of the companies that went public since COVID are trading at less than the cash they raised to date as public companies now.” — Consumer VC with Mike Gelb Sun, 30 Apr 2023 12:51:57 +0000 markets Friedberg admits he was wrong about plant-based meat, having bet against companies because he thought consumer https://minutesof.com/q/a686afe5-c8e9-47d2-9adc-e33f5036d654/ https://minutesof.com/q/a686afe5-c8e9-47d2-9adc-e33f5036d654/ “I didn't bet against them, but I chose not to bet for them because I made the argument consumers will only buy stuff that's cheaper and taste as good, and I was wrong.” — All-In Podcast Sat, 19 Sep 2020 04:41:45 +0000 markets Friedberg compares market retracements: 1987 saw 33%, 2000 saw 47%, 2008 saw 56%, but we're only 20% into this https://minutesof.com/q/b9f0e0f2-18b5-4431-bc17-82bf6118326a/ https://minutesof.com/q/b9f0e0f2-18b5-4431-bc17-82bf6118326a/ “1987, we saw 33% retracement. 2000, we saw 47%. 2008, we saw 56% and we're only 20 into this one.” — All-In Podcast Sun, 15 Mar 2020 02:04:09 +0000 markets