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Concentrate

Concentrate

Released Monday, 11th August 2025
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Concentrate

Concentrate

Concentrate

Concentrate

Monday, 11th August 2025
Good episode? Give it some love!
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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) - Concentrate!
  • (07:31) - Coasian Geopolitics
  • (09:00) - Relaunching
  • (10:13) - Tariff Inversion
  • (11:16) - Crypto Holdcos
  • (12:22) - Buybacks
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The Diff is a newsletter exploring the technologies, companies, and trends that are making the future high-variance. Posts range from in-depth company profiles, applied financial theory, strategy breakdowns and macroeconomics.

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