What Byrne Hobart Thinks About Everything — Part One

Byrne Hobart (@ByrneHobart), creator of The Diff (diff.substack.com), joins Erik on this episode.

They discuss:

- The role of cost disease in healthcare, education, and construction
- The future of globalization
- Can bitcoin become a reserve asset
- Is Wall Street good for society
- How interest rates will change over the next 5-10 years and the role of negative interest rates
- Mental models for thinking about financial bubbles
- Betting on the future of Silicon Valley
- Reasons for the Tech Lash and how it will evolve over the next decade
- Future of the US-China relationship

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