"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

CHAPTER

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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