"The Riff" with Byrne Hobart and Erik Torenberg cover image

E26: Stripe's Unbundling Strategy, What AI Means for Education, and 24-Hour Markets

"The Riff" with Byrne Hobart and Erik Torenberg

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Exploring Asymmetric Investment Opportunities and China's Economic Challenges

This chapter delves into asymmetric investment opportunities utilizing call options and leveraging S&P with treasuries, historical events like the East Asia financial crisis, and China's export-driven model. It also discusses China's property market risks, historical growth fueled by exports, unbundling strategies of companies like Stripe, and the evolving landscape of the payments industry.

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