Podcast Episodes
Back to SearchA Bull Market in Facts; A Bear Market in Narratives
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2 years, 9 months ago
Predicting, and Knowing What to Predict
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2 years, 9 months ago
Paradoxes of Productivity Growth
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2 years, 10 months ago
"Capital Light" is a Trait of the Cycle as well as the Industry
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2 years, 10 months ago
Making A Match
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2 years, 10 months ago
And, elsewhere:
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2 years, 10 months ago
Price-First or Thesis-First Research?
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2 years, 10 months ago
The Supply Chains of Bits and Atoms
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2 years, 11 months ago
Instacart is the Best and Worst Grocery Business Imaginable
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2 years, 11 months ago
Should We Expect Valuations to Mean-Revert Over Time?
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2 years, 11 months ago