All Episodes

Working in Public and the Economics of Free

To Understand Jio, You Need To Understand Reliance

The Bullwhip Effect

SPACs as a Call Option on Hype

The Hack: When Crime Pays Fractions of a Penny on the Dollar

The Depressing Bull Thesis for Rocket Mortgage

In Defense of Hiring Based on Side Projects

Software, Full-Stack, and Sumo Startups

Free Press vs Free Expression

The Invention of Postwar Europe

Communications, Commerce, and Money as the High-Order Bit

Lemonade: Solving the Market for Lemons

Incumbents, Not Startups, Are Regulatory Arbitrageurs

The Bloomberg Terminal Shows How to Create Virtual Economic Cluster

You Learn From Good Businesses and Bad Trades

Bretton Woods Revisited

The Future of Remote Work is not That Remote

VC and Public Choice: Logo-Hunting and Optionality

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

The Rise, Fall, and Rebirth of Airline Fuel Hedges

Sparta, LARPs, and Ivies