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- (00:00) - V-Shaped Recovery for Me, L-Shaped Recovery for Thee: The Aftermath
- (07:29) - Supply Chains and Deflationary Bullwhip Effects
- (08:25) - Microsoft Commoditizes the Complement
- (09:25) - "I think this is the future"
- (09:57) - Apple's Demographic Crunch
- (10:30) - State Bailouts
- (11:11) - Adpocalypse: Bad News and Green Shoots
