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
Sep 10, 2021 • 16min
Modern Financial History Begins in 1998
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) - Modern Financial History Begins in 1998
(11:00) - Two Turnarounds
(12:07) - Smart Glasses
(13:23) - Credit Cards, Spending, and Splurging
(14:03) - The Cyclical CEO Condition
(15:07) - Permanent Pricing
Sep 3, 2021 • 13min
Globalized Talent and the Brand Grab
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) - Globalized Talent and the Brand Grab
(07:33) - Developing Vietnam
(08:58) - Liquidity, Discount Rates, and Theft
(09:41) - Shortages
(11:05) - Pigs and OPEC
(12:02) - Statistical Privacy
Sep 2, 2021 • 11min
Freshworks' Efficient Frontiers
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) - Freshworks' Efficient Frontiers
(06:07) - Ad Bugs
(07:09) - A Money Market Modest Proposal
(08:06) - Restructuring China Tech
(08:58) - Shrinking Shrinkage
(09:42) - Limits to Copying
Aug 27, 2021 • 15min
Warby Parker and EssilorLuxottica: Irresistible Force, Immovable Object
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) - Warby Parker and EssilorLuxottica: Irresistible Force, Immovable Object
(07:27) - A Word From Our Sponsors
(08:11) - Cutting the Apple Tax
(09:52) - Messaging
(11:10) - China and Security
(12:32) - Cyber Risk and Coordination
(13:12) - CEO Training
Aug 20, 2021 • 19min
The Dividend Futures Disaster Revisited: Anatomy of a Very Bad Trade
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 Dividend Futures Disaster Revisited: Anatomy of a Very Bad Trade
(11:13) - A Word From Our Sponsors
(11:52) - What's Big on Facebook
(12:43) - OnlyClothed?
(15:24) - Elite Overproduction as Risk Aversion
(16:11) - A Second Cleantech Boom
(17:29) - Chip Consolidation
(18:00) - Channel Shifts and Comp
Aug 13, 2021 • 13min
Magalu: Inside Brazils' Omnichannel Powerhouse
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) - Magalu: Inside Brazils' Omnichannel Powerhouse
(06:34) - A Word From Our Sponsors
(07:16) - The Privacy/Security/Centralization Axes
(08:18) - Factors of Production
(09:27) - VPNs and Streaming Price Discrimination
(10:41) - The Belt and Road Alternative
(11:32) - Privacy and Tradeoffs
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)
