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This Time Is Different

Malcolm Ethridge and Ricky Mulvey

Long-form conversations that challenge consensus thinking about markets, money, and the economy. We question the narratives everyone else accepts and welcome contrarian ideas.Hosted by Malcolm Ethridge and Ricky Mulvey

Sito del podcast

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Episodi

152 episodi

  1. Jason Moser Talks Alphabet, Anthropic, and Candy 49:12
  2. Netflix Has a YouTube Problem 52:16
  3. The Risk You Didn’t Choose 51:15
  4. Who Does Your AI Actually Work For? 45:20
  5. Bilal Little on Leveraged ETFs and AI Agents 51:14
  6. Will Healthcare Costs Take More Jobs Than AI? 56:08
  7. OpenAI Really Cares About Safety 47:44
  8. Apple Finds the Crease 47:13
  9. Real Money Secrets Aren't on TikTok 50:06
  10. Cybersecurity Stocks' Comeback 50:58
  11. Matt Argersinger: The AI Trade Is Musical Chairs 51:46
  12. The Only Sane Person in Crazy Town 46:43
  13. When to Sell a Stock You've Owned for Years 42:50
  14. Why Smart People Take Dumb Money Risks 51:42
  15. ServiceNow's Pitch: A Kill Switch for Rogue Bots 1:03:52
  16. Canaries in the AI Coal Mine 52:51
  17. Remember Nvidia’s Memory 53:55
  18. Welcome to Crazy Town, Population: $1.4 Trillion Margin Debt 1:00:34
  19. Polymarket's Fake Bets. Wendy’s Becomes a Meme Stock. 53:12
  20. Is The Market Too Hot To Trust? 53:43
  21. Is the American Dream Dead? w/ Freddie Smith 57:48
  22. The Real Reason for Big Tech Layoffs 52:17
  23. Why Did SpaceX Buy $131 Million of Cybertrucks? 1:02:00
  24. Microsoft's Early Retirement Offer and What It Teaches Everyone Else 33:53
  25. The Beginning of Facebook's Decline? 54:05
  26. Investing in 2026 vs. 1999 55:44
  27. OpenAI Is Leaking, Big Tech is Earning 53:17
  28. The AI Bill is Coming Due 1:10:44
  29. Why Are Stocks at All-Time Highs? 44:48
  30. Are Space Stocks Overheated? 52:18
  31. Is OpenAI the next WeWork? 52:30
  32. Take Afroman Seriously, Not Elon Musk 54:33
  33. Is America FINALLY Pushing Back on Online Gambling? 54:31
  34. The Great Wealth Transfer w/ Hanna Horvath Pt. 2 43:59
  35. The Iran War Impacts Your Investments, Live Nation's Settlement Changes Nothing 56:25
  36. The Great Wealth Transfer w/ Hanna Horvath Pt. 1 45:36
  37. Know What You Own, Our Rules for Investing 57:40
  38. Jason Moser Talks Stocks 1:01:17
  39. Private Credit Freezes, Investors Feel a Chill 57:54
  40. Invest for an AI Crash? Plus, We Reveal Epstein’s Stock Trades 56:48
  41. Netflix's Warner Bros Problem, OpenAI's Nvidia Drama, and SpaceX Going Public 1:00:10
  42. Resist and Unsubscribe: Can You Actually Boycott Big Tech? 53:20
  43. Sell America Gets Real 56:42
  44. Elon Musk: "Don't Save for Retirement" – AI Will Make It Irrelevant 48:11
  45. Economic Narratives 2026: Dedollarization, AI Profits, and Bitcoin 50:39
  46. Is Common Financial Wisdom ACTUALLY True? 47:07
  47. What Fighting, Sex, and Pizza Reveal About the Economy 48:12
  48. How to Invest For Decades w/ John Rotonti 53:34
  49. An OpenAI IPO? w/ Alex Kantrowitz 44:01
  50. Your Online Grocer "Randomly" Raises Prices 47:25