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LinkedIn Presents. Hello and welcome to the big technology podcast, a show for cool-headed, nuanced conversation of the tech world and beyond.

I am so, so excited to bring you this episode today because the economy is absolutely

nuts. I don't know how to make sense of it. But today we have somebody who does. And Rich Greenfield

is here with us. He is the founder and a partner, founding partner at Lightshed, which is a great

group that does analysis and all the most important companies in tech.

Rich, welcome to the show.

Thanks for having me.

How do you deal with a moment like this?

Is it always this crazy?

Or do you, how do you wrap your head around the fact that, you know, there's so many different countervailing factors, so many things impacting?

Like, I couldn't imagine being an analyst right now.

It must be so tough to look at what's going on and make predictions and figure out how to assess

companies. Well, I think from a really high level, you've got to take a step back. Like,

literally kind of step out of your body and sort of think from a really high level. Like,

no one's ever seen this before, right?? What I mean, you know, we've seen

inflation. We've seen recessions. None of that is new, Alex. That's all old news. There's

models and ways of looking at those things that we understand. What we don't understand is

...