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. 5 dage siden

    Is The Market Too Hot To Trust?

    Elon Musk says SpaceX could hit $1 trillion in revenue by 2030, a fifteen-fold jump from 2027 estimates. Parts of the market feel like they're on fire. So where does a long-term bull actually put money when they don't want to chase 40%-in-a-week moves?  Ricky Mulvey and Malcolm Ethridge discuss: The REITs they're using as cover in an overheated market — cold storage, data centers, and class-A office — and Malcolm's "what's the yield" test for every one of them. Why "fiduciary" might not mean what you think, and how to tell a real one from a salesperson. State Farm's plan to cut agent pay and lean on AI, and what it signals about white-collar work. Why Gen Z is trading like the system is rigged, and whether they're wrong. Want to contact us? thistimepod@gmail.com We are proud to be in the Airwave Media network! Please contact advertising@airwavemedia.com if you would like to advertise on our podcast. Hosts: Ricky Mulvey, Malcolm Ethridge  Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

    54 min.

  2. 16. jun.

    Is the American Dream Dead? w/ Freddie Smith

    Is the American Dream Dead? w/ Freddie Smith Over the past 50 years, Americans created roughly $140 trillion in new wealth. Roughly two SpaceX’s worth of wealth reached the bottom half. Actor-turned-economic-commentator Freddie Smith argues the American dream isn't dead, but the timeline to reach it has become unreasonable for the typical worker. Is he right, and what would it actually take to fix it? Ricky Mulvey and Malcolm Ethridge are joined by Freddie Smith, author of the upcoming book Generation F****d, to discuss: Freddie's radical tax plan: scrap every federal tax and replace it with a 10% levy on gross revenue. The case for banning stock buybacks, and Malcolm's pitch to just raise the dividend instead. How a capital gains tax holiday for mom-and-pop landlords could unlock frozen housing supply. Whether regular 401(k) investors are locked out of the real growth happening in OpenAI, Anthropic, and SpaceX. Want to contact us? thistimepod@gmail.com We are proud to be in the Airwave Media network! Please contact advertising@airwavemedia.com if you would like to advertise on our podcast. Hosts: Ricky Mulvey, Malcolm Ethridge Guest: Freddie Smith Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

    58 min.

  3. 10. jun.

    The Real Reason for Big Tech Layoffs

    Google is raising $80 billion, and nearly 40% of it is going to the IRS, not data centers. Is Big Tech cutting employees to pay a tax bill? Ricky Mulvey and Malcolm Ethridge discuss: Why index funds are forced to buy SpaceX at a bad time The Nasdaq rule change that helps big IPOs, and possible reasons why the exchange declined to answer Ricky's questions Why Malcolm is making a list of stocks to buy when the hype dies Whether RocketLab is still a good investment. Want to contact us? thistimepod@gmail.com We are proud to be in the Airwave Media network! Please contact advertising@airwavemedia.com if you would like to advertise on our podcast. Hosts: Ricky Mulvey, Malcolm Ethridge  Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

    52 min.

  4. 2. jun.

    Why Did SpaceX Buy $131 Million of Cybertrucks?

    SpaceX is mostly an AI company now. Or, that’s where it sees most of its total addressable market in one of the largest economic opportunities “in human history.” Well, that's according to the company. Malcolm is more skeptical. Is this the last big bang in the AI bull market? What's buried in the SpaceX S-1 that nobody's talking about. Whether OpenAI's IPO will land with a thud in SpaceX's shadow Gen Z trading bars for $300-a-month gyms — status symbol or genuine shift? Why ChatGPT gave Ricky very bad advice in a Tokyo pharmacy How American entertainment companies could build “venture capital arms” for content. Want to contact us? thistimepod@gmail.com We are proud to be in the Airwave Media network! Please contact advertising@airwavemedia.com if you would like to advertise on our podcast. Hosts: Ricky Mulvey, Malcolm Ethridge  Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

    1 t. 2 min.

  5. 26. maj

    Microsoft's Early Retirement Offer and What It Teaches Everyone Else

    Malcolm flies solo this week to break down one of the more generous early retirement packages in recent memory, and whether "generous" and "right for you" are actually the same thing. He covers: - What makes Microsoft's offer different from a typical severance package (hint: five years of health care) - The three-bucket framework for deciding if you can actually afford to say yes - Why your RSU vesting window might matter more than the cash payout - The tax trap hiding inside the year you accept, and how charitable giving can help offset it - What saying no might actually be signaling about your job security Host: Malcolm Ethridge Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

    34 min.

  6. 19. maj

    The Beginning of Facebook's Decline?

    Meta is losing users for the first time in company history. It has a mountain of debt loaded in other development companies. Is this a blip for an unstoppable force or the beginning of a slow decline?Ricky Mulvey and Malcolm Ethridge discuss: - America’s debt problem, and the landmark of owing more than it makes.  - Strategy backtracking on permanent bitcoin ownership.- Why AI stock trading bots lose money, or the ones we know about. - If Meta is about to follow the same path as Yahoo and AOL.Want to contact us? thistimepod@gmail.com We are proud to be in the Airwave Media network! Please contact advertising@airwavemedia.com if you would like to advertise on our podcast.Hosts: Ricky Mulvey, Malcolm EthridgeEngineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

    54 min.

  7. 12. maj

    Investing in 2026 vs. 1999

    This isn’t just like the dot-com boom, but you’ll find pockets of “irrational exuberance” if you look a little bit. Ricky Mulvey and Malcolm Ethridge discuss:  - How arena football shows the “dark part” of the American Dream.  - Why Malcolm believes that parts of the stock market are overheated and what he’s actually doing with his own money.  - If Robinhood can be a casino and a long-term financial advisor.  - Who is making most of the money on prediction markets. Question for the show? Email us at thistimepod@gmail.com  We are proud to be in the Airwave Media network! Please contact advertising@airwavemedia.com if you would like to advertise on our podcast. Hosts: Malcolm Ethridge, Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

    56 min.

  8. 5. maj

    OpenAI Is Leaking, Big Tech is Earning

    Someone at OpenAI leaked that it is missing targets, but they didn't leak the numbers. That's either a red flag or a setup. Malcolm Ethridge and Ricky Mulvey discuss: The OpenAI leak: why leak a miss without leaking the actual numbers? Meta deception, the magic trick concept that might explain how big companies manage investor expectations Big tech earnings: Meta's ad machine is working, and Malcolm explains why Amazon's chip business may be the most underrated AI story Starbucks vs. the K-shaped economy: what delivery orders and $6 California gas tell us about where the real cracks are showing. Why the stock market keeps shrugging off the Iran War. Micron skepticism: listener question on a stock up almost 6x in 12 months that still looks cheap on paper Tim Cook's legacy and the three problems for new CEO John Ternus. Contact us: thistimepod@gmail.com We are proud to be in the Airwave Media network! Please contact advertising@airwavemedia.com if you would like to advertise on our podcast. Hosts: Malcolm Ethridge, Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

    53 min.
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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

Oplysninger

  • Skaber
    Malcolm Ethridge and Ricky Mulvey
  • Aktive år
    2023 - 2026
  • Episoder
    133
  • Vurdering
    Ikke anstødeligt
  • Copyright
    © The Tech Money Podcast All Rights Reserved
  • Websted for serie
    This Time Is Different

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