This Time Is Different

Malcolm Ethridge and Ricky Mulvey
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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

  1. 3D AGO

    The Real Economics of Sports Betting

    What happens when we put a financial planner and a mixed martial arts betting analyst in conversation? Cody Saftic is a mixed martial arts betting analyst, the co-host of Bookie Beatdown, and an MMA matchmaker. Cody joined Malcolm and Ricky to discuss: - Recent fight fixing allegations in the UFC.  - The number one rule of gambling. - How Cody has seen the interest in sports gambling explode over the past decade. - What you can do if you want to “gamble” in the stock market (and not hurt yourself too much).. - Why social media makes gambling look more profitable than it is. Cody’s X account: https://x.com/CjSaftic Hosts: Ricky Mulvey, Malcolm Ethridge Guest: Cody Saftic Engineer: Mark Lamorgese

    46 min

  2. 5D AGO

    How to Invest with a Casino in Your Pocket

    Why is Sam Altman getting heated about a simple valuation question? In the first half of the show, Malcolm Ethridge and Ricky Mulvey discuss - OpenAI CEO Sam Altman’s surprising response to a question about his company’s $1.4 trillion commitments. - A Big Short against Palantir. - Where they’re seeing opportunities in Ethereum and Chipotle. Then, they explore the rise of sports betting and how taking a game-like approach can change the way you invest. Hosts: Ricky Mulvey, Malcolm Ethridge Engineer: Mark Lamorgese

    45 min

  3. TRAILER

    This Time Is Different Trailer

    Long-form conversations that challenge the consensus thinking around markets, the economy, and your money. Hosted by Malcolm Ethridge and Ricky Mulvey

    1 min

  4. NOV 4

    A Wave of Big Tech Layoffs

    The economy is in a weird place. Nvidia added more than $600 billion in market cap in five trading days. Amazon cut 14,000 workers. AI is the reason for both. Malcolm Ethridge and Ricky Mulvey discuss: - Why Nvidia’s market cap continues to skyrocket. - OpenAI’s proposed initial public offering, and why “$60 billion won’t cut it”. - Some takeaways from big tech earnings. In the second half of the show, Malcolm and Ricky discuss the wave of white collar layoffs. They talk about the economic implications and the personal finance piece if you are anticipating you may get laid off, or you’ve recently experienced one. Hosts: Ricky Mulvey, Malcolm Ethridge Engineer: Mark Lamorgese

    44 min

  5. OCT 28

    Leave Stocks? And Go Where?

    Retirement savings are wide open for private equity, and more investors are looking to gold. Malcolm Ethridge and Ricky Mulvey discuss: - The FBI breaking up a gambling ring involving NBA players and the mafia. - OpenAI releasing the Atlas web browser. - Why more private funds are opening to regular investors. - What’s behind the massive run-up in the price of gold. Then, Tim White, the Principal at Cyface Design, which offers Fractional CTO consulting in digital publishing and content management, joins Ricky to discuss why Amazon Web Services went down and the ripple effects to watch. Editor’s note: Ricky accidentally recorded into the wrong microphone for his conversation with Tim. Please forgive him! Hosts: Ricky Mulvey and Malcolm Ethridge Guest: Tim White Engineer: Mark Lamorgese

    47 min

  6. OCT 22

    Investing Through Dark Clouds

    When should you run toward a dumpster fire? When should you stay away? Ricky Mulvey and Malcolm Ethridge discuss: - What some investors misunderstand about Oracle's business. - If Robinhood has a branding problem. - Investing in companies with visible problems. Articles discussed: Oracle's margin questions: https://www.theinformation.com/articles/internal-oracle-data-show-financial-challenge-renting-nvidia-chips Robinhood profile: https://www.bloomberg.com/news/features/2025-10-17/robinhood-s-next-bet-gen-z-401-k-s-and-trump?embedded-checkout=true Hosts: Malcolm Ethridge, Ricky Mulvey Engineer: Mark Lamorgese

    47 min

  7. OCT 15

    Yes, AI Is in a Bubble

    But that doesn’t mean the bubble will pop soon. Ricky Mulvey and Malcolm Ethridge kick off their new show, “This Time Is Different”. They discuss:  - What the Shiller PE ratio reveals about the stock market.  - Circular dealmaking among AI companies. - Why Ricky is putting more of his long-term savings in cash and bonds. - Peter Lynch’s investing lessons for 2025.   Hosts: Malcolm Ethridge and Ricky Mulvey Engineer: Mark Lamorgese References:  Bloomberg article on the AI bubble: https://www.bloomberg.com/news/articles/2025-10-09/why-experts-are-warning-the-ai-boom-could-be-a-bubble Peter Lynch on The Compound and Friends:  https://www.youtube.com/watch?v=YIlurDigZcY

    39 min

  8. 2024-06-26

    Tech Money Podcast: Improving Your Relationship with Money with Hanna Horvath

    In this episode of Tech Money Live, Malcolm chats with special guest, Hanna Horvath, of Bankrate and "Your Brain on Money," to discuss her work as a personal finance writer, and her passion for helping people understand the ways in which their background, social conditioning, and personalities all influence the way they think and handle and talk about money. Join the Tech Money Community on Microsoft Teams Resources: @Hanna_Horvath LinkedIn: Hanna Horvath Your Brain on Money Connect with Malcolm:  LinkedIn: Malcolm Ethridge Capital Area Planning Group MalcolmOnMoney Newsletter  @MalcolmOnMoney

    34 min
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Trailer

About

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

Information

  • Creator
    Malcolm Ethridge and Ricky Mulvey
  • Years Active
    2020 - 2025
  • Episodes
    97
  • Rating
    Clean
  • Copyright
    © The Tech Money Podcast All Rights Reserved
  • Show Website
    This Time Is Different

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