How Countries Go Broke (June 2025 Fintwit Book Club)
In this monthly book club edition of Yet Another Value Podcast, host Andrew Walker is joined by Byrne Hobart of The Diff and Capital Gains to unpack Ray Dalio’s latest book, How Countries Go Broke: The Big Cycle. The pair probe Dalio’s sweeping macroeconomic theories, debt cycles, historical analog…
Softwar: An Intimate Portrait of Larry Ellison and Oracle $ORCL (Fintwit Book Club July 2025)
In this episode of Yet Another Value Podcast Book Club, host Andrew Walker is joined by Byrne Hobart of The Diff to explore Softwar, the 2003 biography of Oracle co-founder Larry Ellison. Together, they dissect the contradictions of Ellison's public and private personas, Oracle's aggressive sales c…
Railroader (August 2025 fintwit book club)
In this episode of Yet Another Value Podcast Book Club, host Andrew Walker and co-host Byrne Hobart of The Diff discuss Railroader, the biography of Hunter Harrison—one of the most transformative figures in modern railroading. They explore Harrison’s management style, capital discipline, and the pr…
John Malone's Memoirs: Born to be Wired book club
In this episode of Yet Another Value Podcast, host Andrew Walker is joined by Byrne Hobart from The Diff for the monthly book club. They discuss Born to Be Wired, the newly released memoir of John Malone. The conversation explores Malone’s strategic mastery, his historical and modern media investme…
(Preview) The Hidden Benefits of Bubble Economics, Microsoft and OpenAI Make a Deal, Notes on Taylor Sheridan, Sora, and Nexperia
Discussing Ben's interview with Substrate CEO James Proud, including the "insane" challenge he's undertaken as Substrate attempts to compete with TSMC and ASML, and the ways in which a bubbly environment benefits innovation by incentivizing exactly that sort of moonshot. From there: Ben's thou…
Gemini 3 Reactions, Cloudflare Outage, The Upsides of Bubbles | Byrne Hobart, Glenn Hutchins, Yogi Goel, Sam Jones, Ali Madani, Amit Jain
(01:04) - iMessages in Gemini 3
(10:52) - 𝕏 Timeline Reactions to Gemini 3
(28:29) - 𝕏 Timeline Reactions
(01:05:11) - CloudFlare Outage
(01:16:16) - Byrne Hobart on the Upsides of Bubbles
(01:30:12) - Byrne Hobart is an investor, consultant, and writer, best known for his newsletter "T…
David Shor and Byrne Hobart on the Politics of a White-Collar Wipeout
Nobody knows when or if AI will lead to mass displacement of white-collar work. But the anxiety is clearly here now, and there's very little evidence that our politicians are taking it seriously. Of course, there are at least two questions operating at once here. The first is whether or not AI real…
Payroll, pins, and punch cards
In this episode of Complex Systems, Patrick McKenzie riffs on why public sector payroll modernization is even more likely to fail than the typical public software procurement project. He then goes into a wider discussion about payroll providers and their role as software, payment rails, and a sink …
The Historical Roots of Stablecoins
Welcome back to the Fintech Takes podcast. I'm Alex Johnson, joined by Mike Hsu, former Acting Comptroller of the Currency.
I recently crossed paths with Mike at the Bank of North Dakota's fintech and stablecoin event in Fargo, where he led a 90-minute session on stablecoins from a policymaker's…
Can Private Equity Scale (Good) Bagels?
Private equity firms and venture capitalists are investing millions in new bagel shops. Can they bring great bagels to towns and cities across the country? Or are bagels the next investment bubble? Show Notes
"Grip, Rip, Dip, Repeat. Grip, Rip, Dip, Repeat," Liz Dunn, New York Magazine https://ww…
ポッドキャスト検索エンジン
当社の Web サイトを使用して、人、場所、トピックごとに 3,828,217 ポッドキャストや 196,398,629 エピソードを検索できます。
知識への投資は最も大きな利益をもたらす。だから私はポッドキャストを聴く。
‐ Benjamin "Llamacorn" Franklin
