The Diff

The Surprisingly Weak IPO-Housing Effect

August 31, 2026·10 min
Episode Description from the Publisher

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) - The Surprisingly Weak IPO-Housing Effect (06:28) - Bottlenecks (07:32) - More Bottlenecks (08:22) - Disjoint Models (09:06) - Aligning Incentives (09:40) - Momentum

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