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) - IBM: The Center of Gravity
(15:47) - A Word From Our Sponsors(16:21) - Price Signals(17:28) - Texas Energy's Banking Crisis(18:43) - Greensill's Arbitrage(s)(20:05) - Which Long Run?(21:29) - The Supply-Side/Demand-Side Seesaw