Byrne Hobart (@ByrneHobart), creator of The Diff (diff.substack.com), joins Erik on this episode.

They discuss:

• The role of cost disease in healthcare, education, and construction
• The future of globalization
• Can bitcoin become a reserve asset
• Is Wall Street good for society
• How interest rates will change over the next 5-10 years and the role of negative interest rates
• Mental models for thinking about financial bubbles
• Betting on the future of Silicon Valley
• Reasons for the Tech Lash and how it will evolve over the next decade
• Future of the US-China relationship

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Check us out on the web at villageglobal.vc or get in touch with us on Twitter @villageglobal.