Episode Details
Back to EpisodesV-Shaped Recovery for Me, L-Shaped Recovery for Thee: The Aftermath
Published 6 years, 3 months ago
Description
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) - 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