The Diff

By 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 brea... more

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FAQs about The Diff:

How many episodes does The Diff have?

The podcast currently has 264 episodes available.

The Diff episodes:

August 13, 2021Magalu: 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
...more
13min
July 30, 2021You 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
...more
19min
July 23, 2021Taking 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
...more
15min
July 16, 2021Newsletters 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
...more
18min
July 09, 2021Illumina: "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)
...more
16min
July 06, 2021The Robinhood Challenge
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 Robinhood Challenge
(12:38) - Another Gulf Carrier?
(13:37) - Air Buyout
(14:06) - The AI Layer
(14:50) - Didi and Information Asymmetry
(15:53) - Strategic SPACs
...more
18min
July 02, 2021Chumboxes or Trust-Busters? Taboola and Outbrain
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) - Chumboxes or Trust-Busters? Taboola and Outbrain
(12:07) - Sticky Wages
(12:46) - Robinhood!
(13:53) - Search Engines
(15:09) - 1-to-M-of-N Secret Sharing
(16:02) - Housing
...more
18min
June 25, 2021We are All Buffettologists Now
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) - We are All Buffettologists Now
...more
12min
June 18, 2021Shifting the Global Kuznets Curve: Why Climate Matters More
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) - Shifting the Global Kuznets Curve: Why Climate Matters More
(09:32) - Online-to-Offline
(10:20) - Consolidation
(11:10) - Unintended Consequences
(12:02) - Supply Chains as Banking Systems
(13:22) - International Software Nationalism
...more
15min
June 11, 2021A Normal Country?
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) - A Normal Country?
(27:18) - Negative-Marginal-Cost Billboards
(28:17) - Spillovers
(28:44) - Piecemeal Privatization
(29:25) - Financial Protectionism
...more
31min

FAQs about The Diff:

How many episodes does The Diff have?

The podcast currently has 264 episodes available.