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Episodes

April 18, 2024

E24: Why Acquisitions Fail, How to Write a Great Memo, and The Fate o…

On this week's episode of The Riff, Erik and Byrne discuss the acquisition landscape, how to write great business memos, and why it's hard to monetize a successful ChatGPT wrapper. Get Harmonic: Head to https://bit.ly/harmoni...

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April 11, 2024

E23: Hard Tech Pivots, Potato Investing, and When to Enforce the Law

On this week's episode of The Riff, Erik and Byrne discuss pivots in hard tech, cybersecurity and privacy, and the considerations in how often to enforce the law. For listeners watching the video, please note that Erik’s vide...

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April 4, 2024

E22: Corporate Espionage, Algorithmic Collusion, and Transitioning th…

On this week's episode of The Riff, Erik and Byrne delve into corporate espionage, algorithmic collusion, and the lifecycle of companies amidst technological changes. --- This show is produced by Turpentine: a network of podc...

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March 28, 2024

E21: Austin Real Estate, Duolingo’s Bull Case, and Identifying Spurio…

On this week's episode of The Riff, Erik and Byrne discuss Austin real estate, why Duolingo has remained strong post-pandemic, and how to identify spurious correlations during data analysis. --- This show is produced by Turpe...

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March 21, 2024

Content Moderation, AI in Advertising, and the Future of Social Secur…

In this episode Byrne Hobart and Erik Torenbrg discuss how technological changes influence markets and business adaptability. They explore the dynamics and challenges of e-commerce roll-ups, the unique economic incentives of ...

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March 14, 2024

E19: Hedging against Life, Outage Economics, and Open Source vs Propr…

On today’s episode, Byrne Hobart delves into the intricacies of technology-induced market shifts, hedge fund dynamics, Byrne’s post on outage economics, and the evolving landscape of open source and proprietary AI models. ---...

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March 7, 2024

E18: Tiger Global, Selling Alpha, and Dating Apps

On this week's episode of The Riff, Erik and Byrne discuss lessons about Tiger Global from Carrie Sun’s book Private Equity, the role of alternative data in investing, and why it’s hard to make a good dating app. --- The …

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Feb. 29, 2024

E17: How Quants See the World

Byrne and Erik discuss company valuations, short selling, company earnings guidance, market predictions, and the behavior of companies and investors in financial markets. The Riff is a part of the Turpentine podcast network. ...

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Feb. 22, 2024

E16: The Fertility Crisis

On this week's episode of The Riff, Erik and Byrne discuss the fertility crisis, how Walmart is a tool of upward mobility, AI as the last interface, and more. The Riff is sponsored by Brave. Head to https://brave.com/brave-ad...

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Feb. 15, 2024

E15: Understanding Real Estate with Brad Hargreaves

On this week's episode of The Riff, Erik and Byrne sit down with Brad Hargreaves, founder of General Assembly and Common and editor at real estate publication Thesis Driven . They do a deep dive on everything real estate, fro...

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Feb. 8, 2024

E14: How to Build a Media Empire

On this week's episode of The Riff, Erik and Byrne do a deep dive on the history of media, how technology is impacting the media landscape, and how to build the next media empire.

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Feb. 1, 2024

E13: Corporate Mortality, Momentum Investing, and Learning From Extre…

On this week's episode of The Riff, Erik and Byrne discuss the mortality of corporations, why momentum investing works, and when to learn from extreme events.

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Jan. 25, 2024

E12: How Silicon Valley Became Financially Literate

On this week's episode of The Riff, Erik and Byrne discuss factor netural hedge funds, the trend of Silicon Valley becoming more financially literate, the opportunity cost of features, and more.

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Jan. 18, 2024

E11: What Byrne Hobart Thinks about Nearly Everything (Part Two)

This week's episode is the second part of Erik's March 2020 interview with Byrne on Venture Stories from Village Global. Erik and Byrne talk about generalists vs specialists, how the work of Rene Girard can be used to understand financial …

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Jan. 11, 2024

E10: Prediction markets are a trillion dollar opportunity. Why aren’t…

This week on The Riff, Erik and Byrne talk about why you should ignore the 2024 presidential election news cycle, the barriers to the success of prediction markets, why the United States can't be a net exporter, and more.

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Jan. 4, 2024

E9: What Byrne Hobart Thinks About Nearly Everything

Today's episode is a throwback to when Erik interviewed Byrne Hobart for the first time on the Venture Stories by Village Global podcast. Byrne and Erik go deep on technological change, debate centralization versus decentralization, discuss mental models for financial …

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Dec. 28, 2023

E8: Antitrust, the Future of Competition, and Higher Education

This week, writer Byrne Hobart and investor Erik Torenberg discuss the failed acquisition of Figma by Adobe, a deep dive on antitrust, Byrne's take on higher education and viable alternatives, unions, and more.

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Dec. 21, 2023

E7: OpenAI updates, macro predictions, and why McDonald’s is a softwa…

Writer Byrne Hobart and investor Erik Torenberg discuss new updatates from OpenAI, Byrne's macroeconomic predictions, the importance of software for Microsoft, and more.

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Dec. 14, 2023

E6: How Charlie Munger and Warren Buffett beat the market

This week, writer Byrne Hobart and investor Erik Torenberg discuss the lessons to be learned from the life of the late Charlie Munger. They explore what made Munger a great investor, how he was different from Warren Buffett, and where …

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Dec. 7, 2023

E5: Hedge Funds, VC, and Finding Alpha

In our 5th episode of The Riff, Byrne Hobart and Erik Torenberg are joined by Thomas Li, the CEO of Daloopa for a deep dive into the world of hedge funds. They discuss what venture capitalists may not know about …

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Nov. 30, 2023

E4: A Closer Look at Demographics, Dating, and Globalization

In our 4th episode of The Riff, Byrne Hobart and Erik Torenberg discuss the complex interplay of technology, economic growth, demographics and investment decisions and the socio-technological implications of dating apps on society.

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Nov. 21, 2023

E3: Sam Altman, the Microsoft Bull Case, and AI Live Players

In our third episode of The Riff, Byrne Hobart and Erik Torenberg discuss the evolving story of Sam Altman’s ousting at OpenAI and new home at Microsoft, what OpenAI's next pivot could look like, the new competitive landscape for the …

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Nov. 16, 2023

E2: OpenAI, Investing Bets, and Social Media Paradigms

In our second episode of The Riff, Byrne Hobart and Erik Torenberg discuss the role and influence of companies like OpenAI, AI investment opportunities, the whitespace in the future of social media companies, and turning cloud networks into real communities.

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Nov. 16, 2023

E1: Psychoanalyzing SBF, Crypto Markets, and Byrne's Biggest Influenc…

In our first episode of The Riff, Byrne Hobart and Erik Torenberg discuss Byrne's writing for his newsletter The DIff, his biggest influences, and the fall of Sam Bankman-Fried.

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