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Tonight's bedtime story is a Sherlock Holmes mystery by Arthur Conan Doyle. Support the podcast and enjoy ad-free and bonus episodes. Try FREE for 7 days on Apple Podcasts. For other podcast platforms go to https://justsleeppodcast.com/support Or, you can support with a one time donation at buymeacoffee.com/justsleeppod Order your copy of the Just Sleep book! https://www.justsleeppodcast.com/book/ If you like this episode, please remember to follow on Spotify, Apple Podcasts, or your favourite podcast app. Also, share with any family or friends that might have trouble drifting off. Goodnight! Hosted on Acast. See acast.com/privacy for more information.…
תוכן מסופק על ידי Byrne Hobart. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Byrne Hobart או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
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(00:00) - "Do Firms Need Juniors?" Might be the Wrong Question
תוכן מסופק על ידי Byrne Hobart. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Byrne Hobart או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.
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) - "Do Firms Need Juniors?" Might be the Wrong Question
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) - (04:19) - Credit Spreads (04:57) - Retail and Institutions (05:38) - Scale (06:12) - Non-Tariff Barriers (07:11) - Technology Adoption
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) - Concentrate! (07:31) - Coasian Geopolitics (09:00) - Relaunching (10:13) - Tariff Inversion (11:16) - Crypto Holdcos (12:22) - Buybacks
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) - What Would the Aftermath of the AI Bust Look Like? (09:37) - Succession (10:29) - The Stats (12:58) - Going Direct (13:40) - Banks are Back (14:17) - Young Founders…
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) - Strip-Mining the Maybesphere (09:28) - Regulatory Clarity (10:15) - Eurobonds (11:17) - Just-In-Time (11:59) - Ratings (13:14) - The Crypto Credit Cycle…
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 Finance of Alchemy (08:01) - SPACs, Back (08:46) - Sanctions and Supply Chains (09:17) - AI Filtering (10:13) - Measurement Errors (11:19) - Data Labeling…
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) - Compensation as Game Design (13:00) - More on Talent (14:21) - Financial Engineering (15:06) - Where We Are in the Cycle (15:46) - Product/Service Complementarity (16:41) - The Missing Panic…
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) - What We'll Lose With AI (09:05) - Platforms and Reputation (10:35) - General-Purpose Technologies (11:26) - Court Politics (12:46) - Post-Ozempic Snacking (13:20) - The Next Phase of Crypto Treasury Strategies…
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) - In Defense of the Ad Economy (09:45) - Wage Elasticity (11:23) - Coopetition (11:58) - Capital Structure (12:46) - Market Breadth (14:26) - Playing Chicken…
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) - Gonzo Startups (07:01) - Don't Bet on a Third World War (08:11) - Perplexity (08:39) - Equity Compensation (09:36) - Hiring (10:36) - LLM SEO!…
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) - Reasoning Models Don't Really Reason, But It's Fine: Computers Don't Really Think in 1s and 0s, Either (05:51) - Guidance (06:21) - Correlated Outages (06:57) - Attrition (07:52) - Policy Impact (08:35) - Antitrust…
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) - Search Remains the Best Business in History (09:38) - Equity Market Vigilantes (10:27) - Scale (11:15) - Volatility (12:02) - Tariff Impact (13:03) - Splits and Synergies…
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) - Democratizing Complicated Financial Products is Inevitable, but Fraught (08:27) - Startup Fraud (09:09) - Automation (09:52) - Motivations (10:31) - Ads (11:15) - Utilization…
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) - And, elsewhere: (00:03) - Banking (00:44) - Financial Engineering (01:20) - Hiring and Game Theory (02:38) - Currency Blocs (03:13) - AI SEO
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) - TK Competing Elite-Selection Mechanisms (06:39) - Left-Tail Outcomes (08:18) - Downgrades and Giffen Goods (10:21) - Bearer Instruments (11:27) - Currency (12:07) - Shipping…
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) - Arbs Close, Infrastructure Remains (06:41) - Abundance and Realignment (07:17) - AI Undeath (08:11) - Basic Capital (09:42) - Tariffs (11:28) - Insurable Risks…
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) - When Step One is to Light Money on Fire and Measure How Fast it Burns (06:21) - Groupchats and Norms (09:56) - Venture (10:23) - Made in America (11:08) - Real Estate Elasticity (11:47) - Lagging Investments…
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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) - "Do Firms Need Juniors?" Might be the Wrong Question (06:02) - Solve for X + X (07:45) - Refactoring (08:21) - AI and Distribution (09:11) - How Models Think (10:14) - The AI Business Model…
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) - There's More Than One Efficient Market Paradox (08:06) - Reciprocal Tariffs (08:46) - AI Purgatory (09:24) - Payments and Credit (10:47) - LinkedInFluencers (11:43) - Efficient 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) - Klarna and the Two Pivots of 2022 (11:00) - Crypto Adoption (12:26) - Art Margin Calls (13:13) - Liquidations (14:07) - Corporate Espionage (15:26) - DeepSeek…
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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) - Tools, Agents, Interfaces, and Synthetic Luck: AI Interaction Models (06:40) - Lyft Got Fined For Telling the Truth and is Now Compelled to Lie to Drivers (09:59) - Ozempic and Signaling (10:41) - Wargaming and Pivots…
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) - Tokenomics, Revisited (04:41) - AI and Education (06:59) - Money Laundering (07:54) - Agglomeration Economics (08:49) - Threat Models (09:24) - Universal Hardware…
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) - And, elsewhere: (00:01) - Capital Structure (01:12) - Designer Brands and Transaction Costs (02:45) - SMBs (04:27) - Top-Down Market Reform (05:10) - Chosen Obligations…
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