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.

<ul><li>(00:00) - The Bullwhip Effect</li>
<li>(09:11) - A Word From Our Sponsors</li>
<li>(09:48) - State Capacity Liquidationism</li>
<li>(11:24) - Hong Kong: Still a Financial Center</li>
<li>(11:48) - More of the Infrastructure Long Game</li>
<li>(12:42) - Big Tech Plays Hardball With Big Data</li>
</ul>

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 Bullwhip Effect (09:11) - A Word From Our Sponsors (09:48) - State Capacity Liquidationism (11:24) - Hong Kong: Still a Financial Center (11:48) - More of the Infrastructure Long Game (12:42) - Big Tech Plays Hardball With Big Data

The Bullwhip Effect

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.

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The Bullwhip Effect

The Bullwhip Effect