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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

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152 odcinki

  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