Épisodes

  • Who Hedges Where?

    Who Hedges Where?
    Aug 3 2026
    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) - Who Hedges Where?
    • (06:49) - Ads for Bots
    • (07:43) - Authenticity
    • (08:35) - The AI Race
    • (09:32) - Priority Disputes
    • (10:48) - Mission
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    12 min
  • What We Periodically Relearn About Rent Control

    What We Periodically Relearn About Rent Control
    Jul 27 2026
    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) - What We Periodically Relearn About Rent Control
    • (12:54) - Backstops
    • (14:42) - Complements and Substitutes
    • (15:36) - Personality Hire
    • (16:29) - Commoditization
    • (17:04) - IPOs
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    18 min
  • The Lots-of-Low-Satiety-Calories Business Isn't What it Used to Be

    The Lots-of-Low-Satiety-Calories Business Isn't What it Used to Be
    Jul 20 2026
    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) - Has AI Art Been Tried?
    • (04:38) - Pricing
    • (05:17) - Rewrites
    • (06:46) - Distribution
    • (07:35) - Trading Your PA
    • (08:44) - Managed Markets
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    10 min
  • The Bad Apple Problem

    The Bad Apple Problem
    Jul 13 2026
    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) - Has AI Art Been Tried?
    • (04:38) - Pricing
    • (05:17) - Rewrites
    • (06:46) - Distribution
    • (07:35) - Trading Your PA
    • (08:44) - Managed Markets
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    10 min
  • Cultural Stasis? Or Just Rising Budgets, a Limited Supply of Good Movie Release Dates, and the Kelly Criterion?

    Cultural Stasis? Or Just Rising Budgets, a Limited Supply of Good Movie Release Dates, and the Kelly Criterion?
    Jul 6 2026
    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) - Cultural Stasis? Or Just Rising Budgets, a Limited Supply of Good Movie Release Dates, and the Kelly Criterion?
    • (09:20) - MTurk, RIP
    • (10:42) - The Economist Cover Indicator
    • (12:15) - AI Cycles
    • (13:13) - Narratives
    • (14:13) - Intrusions
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    15 min
  • The Mythical Agent-Minute

    The Mythical Agent-Minute
    Jun 29 2026
    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 Mythical Agent-Minute
    • (07:08) - AI, Globalization, and Comparative Advantage in Lobbying
    • (08:16) - Media M&A
    • (09:41) - Retaliatory Tariffs
    • (10:15) - Capex
    • (10:52) - Pivots
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    12 min
  • Blind Extrapolation as a Powerful Force in Finance

    Blind Extrapolation as a Powerful Force in Finance
    Jun 22 2026
    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) - Blind Extrapolation as a Powerful Force in Finance
    • (07:50) - Midjourney Medical
    • (11:10) - Chips
    • (12:02) - Financial Engineering
    • (12:39) - Rigged Games
    • (13:30) - Reality is the Complement
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    15 min
  • What Does it Mean to Have a Trillion Dollars?

    What Does it Mean to Have a Trillion Dollars?
    Jun 15 2026
    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) - What Does it Mean to Have a Trillion Dollars?
    • (09:47) - Anthropic
    • (11:04) - Mean and Variance
    • (12:17) - Fragmentation
    • (13:37) - Guidance
    • (15:58) - Slightly-Heterodox Center-X
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    17 min