The Diff

V-Shaped Recovery for Me, L-Shaped Recovery for Thee: The Aftermath

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  • (00:00) - V-Shaped Recovery for Me, L-Shaped Recovery for Thee: The Aftermath
  • (07:29) - Supply Chains and Deflationary Bullwhip Effects
  • (08:25) - Microsoft Commoditizes the Complement
  • (09:25) - "I think this is the future"
  • (09:57) - Apple's Demographic Crunch
  • (10:30) - State Bailouts
  • (11:11) - Adpocalypse: Bad News and Green Shoots
    • ...more
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    The DiffBy Byrne Hobart