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) - Should We Expect Valuations to Mean-Revert Over Time?
(11:48) - Sushi(12:40) - Modeling Demand(13:35) - China's Debt(14:24) - Coevolution and Pulling Up the Ladder(15:21) - The Venn Diagram Career