This is an audio version of the free newsletter. Read the newsletter at thediff.co, and subscribe for an additional 3 posts (and podcasts!) per week.
- (00:00) - Should We Expect Valuations to Mean-Revert Over Time?
- (11:48) - Sushi
- (12:40) - Modeling Demand
- (13:35) - China's Debt
- (14:24) - Coevolution and Pulling Up the Ladder
- (15:21) - The Venn Diagram Career
