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IBM: The Center of Gravity

Published 5 years, 4 months ago

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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) - IBM: The Center of Gravity
(15:47) - A Word From Our Sponsors
(16:21) - Price Signals
(17:28) - Texas Energy's Banking Crisis
(18:43) - Greensill's Arbitrage(s)
(20:05) - Which Long Run?
(21:29) - The Supply-Side/Demand-Side Seesaw

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