The Diff
Byrne Hobart
The Diff is a newsletter exploring the technologies, companies, and trends that are making the future high-variance. Posts range from in-depth company profiles, applied financial theory, strategy breakdowns and macroeconomics.
Episodes
Mentioned books
Jul 30, 2021 • 19min
You And Your Investment Research
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) - You And Your Investment Research
(11:48) - A Word From Our Sponsors
(12:26) - A Successful IPO from Robinhood
(13:39) - Convergence
(14:47) - Underinvestment
(15:55) - Consumer-Friendly Defaults
(17:08) - The Amazon Rollup Boom
Jul 23, 2021 • 15min
Taking Strategy Seriously
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) - Taking Strategy Seriously
(09:06) - Streaming as Instant Gratification
(10:39) - Batteries
(11:42) - Shrinking Analyst Teams
(12:33) - Diffident Voters
(13:28) - Oil, Recapitalized
Jul 16, 2021 • 17min
Newsletters Can Move Markets
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) - Newsletters Can Move Markets
(10:34) - A Word From Our Sponsors
(11:12) - "Real Men Have Fabs"
(12:03) - Rollups
(12:54) - Platform Control
(13:46) - Outperformance
(15:04) - Chips and China
(16:27) - Double Zero
Jul 9, 2021 • 16min
Illumina: "View Source" for Life
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) - Illumina: "View Source" for Life
(10:17) - A Word From Our Sponsors
(10:55) - The Balance Sheet-Constrained Bank
(11:59) - The Global Kuznets Curve in Action
(12:35) - Net Zero
(13:30) - Real-Time
(14:35) - Aviations Big Two (Plus One)
Jul 6, 2021 • 18min
The Robinhood Challenge
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) - The Robinhood Challenge
(12:38) - Another Gulf Carrier?
(13:37) - Air Buyout
(14:06) - The AI Layer
(14:50) - Didi and Information Asymmetry
(15:53) - Strategic SPACs
Jul 2, 2021 • 17min
Chumboxes or Trust-Busters? Taboola and Outbrain
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) - Chumboxes or Trust-Busters? Taboola and Outbrain
(12:07) - Sticky Wages
(12:46) - Robinhood!
(13:53) - Search Engines
(15:09) - 1-to-M-of-N Secret Sharing
(16:02) - Housing
Jun 25, 2021 • 11min
We are All Buffettologists Now
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) - We are All Buffettologists Now
Jun 18, 2021 • 15min
Shifting the Global Kuznets Curve: Why Climate Matters More
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) - Shifting the Global Kuznets Curve: Why Climate Matters More
(09:32) - Online-to-Offline
(10:20) - Consolidation
(11:10) - Unintended Consequences
(12:02) - Supply Chains as Banking Systems
(13:22) - International Software Nationalism
Jun 11, 2021 • 30min
A Normal Country?
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) - A Normal Country?
(27:18) - Negative-Marginal-Cost Billboards
(28:17) - Spillovers
(28:44) - Piecemeal Privatization
(29:25) - Financial Protectionism
Jun 4, 2021 • 17min
Prediction Markets and Worse is Better
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) - Prediction Markets and Worse is Better
(09:18) - A Word From Our Sponsors
(09:56) - De-Dollarization on Paper
(10:56) - The Amazon Bundle
(12:05) - The Extension Market
(13:10) - Zombie Airlines
(14:03) - Supersonic
(15:25) - Fractal Fraud
