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. 15 H FA

    Sell America Gets Real

    America did not make more friends at the World Economic Forum. And while stories about Greenland and tariffs flare up, the ground may be shifting as more central banks buy up gold. Ricky Mulvey and Malcolm Ethridge discuss: - Why Malcolm is purchasing the stocks of big banks and ServiceNow. - If purchasing Warner Bros. is a good idea for Netflix. - What the World Economic Forum revealed about the macroeconomy. - Balling on a budget sushi tips. We are proud to be in the Airwave Media network! Please contact advertising@airwavemedia.com if you would like to advertise on our podcast. Contact the show at thistimepod@gmail.com Hosts: Ricky Mulvey, Malcolm Ethridge Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

    57 min

  2. 20 GEN

    Elon Musk: "Don't Save for Retirement" – AI Will Make It Irrelevant

    Elon Musk just told a podcast audience they don't need to save for retirement because AI will provide universal high income. Meanwhile, someone placed a $74 million options bet on Taiwan Semiconductor right before a major tariff announcement. And Trump's proposing a 10% credit card interest rate cap with bipartisan support from Bernie Sanders and Josh Hawley. Sheesh, there's a lot going on. Malcolm Ethridge and Ricky Mulvey discuss: Gen Z's new dating dealbreakers. Elon Musk's bad retirement advice. The proposed 10% cap on credit card interest rates. Alamo Drafthouse breaking its brand promise by allowing mobile ordering during movies? The case for IMAX in a K-shaped economy, and why Ricky has been proven wrong by the giant big screens. Question/comment on the show? Email us at thistimepod@gmail.com Interested in advertising? Contact advertising@airwavemedia.com Hosts: Ricky Mulvey, Malcolm EthridgeEngineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

    48 min

  3. 13 GEN

    Economic Narratives 2026: Dedollarization, AI Profits, and Bitcoin

    What stories are going to drive the economy and the market this year? Malcolm Ethridge and Ricky Mulvey discuss: - De-dollarization: Why central banks are buying gold and what it means for the U.S. dollar's reserve currency status. - AI profitability: Do AI projects need to start generating cash in 2026? - A Recession-proof investing myth: Why alcohol stocks aren't the defensive play they used to be. - Bitcoin and HODL (Hold On for Dear Life): Does BTC deserve "hold forever" asset status? - Economic observations from Australia: What Ricky’s trip Down Under revealed about global economy Question/comment on the show? Email us at thistimepod at gmail dot com. 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

    51 min

  4. 6 GEN

    Is Common Financial Wisdom ACTUALLY True?

    Some financial truisms become common knowledge for good reason. Some deserve to be revisited.  Malcolm Ethridge and Ricky Mulvey discuss:  - If young people should save as much as they can early in their career. - How investors should think about their “return on effort”. - The economic rules of home ownership.  - Why job switching doesn’t necessarily pay. 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

    47 min

  5. 30/12/2025

    What Fighting, Sex, and Pizza Reveal About the Economy

    Data doesn’t always capture what’s happening in the economy.  Malcolm Ethridge and Ricky Mulvey discuss: - Malcolm’s biggest market worry for 2026. - How the state of boxing reflects the broader economy. - Why sugar daddies are spending less. - Tighter spending showing up at pizza chains. 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

    48 min

  6. 23/12/2025

    How to Invest For Decades w/ John Rotonti

    John Rotonti is a Portfolio Manager for Bastion Fiduciary where he runs the Bastion Industrial and Infrastructure Portfolio. He joined Ricky Mulvey for a conversation about: - The housing shortage and how John is approaching it as an investor. - Finding high-quality companies. - A less-discussed player in the AI buildout. - How sustainable share buybacks reward long-term holders. Host: Ricky Mulvey Guest: John Rotonti Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

    54 min

  7. 18/12/2025

    An OpenAI IPO? w/ Alex Kantrowitz

    When will OpenAI go public? Could it really happen as soon as 2026? What will AI wearables actually look like? And why has the market largely forgotten about Waymo? Alex Kantrowitz, who writes the Big Technology Substack and hosts the Big Technology podcast, joins Ricky and Malcolm to break it down. - Alex and Malcolm debate OpenAI going public in 2026. - They discuss why AI wearables won’t look like your phone. - Alex explains why Waymo is underrated. Hosts: Ricky Mulvey, Malcolm Ethridge Guest: Alex Kantrowitz Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

    44 min

  8. 16/12/2025

    Your Online Grocer "Randomly" Raises Prices

    Instacart is testing different prices for the same basket of goods, sold from the same grocery store and at the same time. Algorithmic pricing is in your grocery cart. Ricky Mulvey and Malcolm Ethridge discuss: - Disney allowing its characters on OpenAI’s Sora platform. - Why Malcolm is losing faith in Oracle’s business. - Instacart playing with algorithmic pricing on grocery items - The potential of a one-person unicorn. Hosts: Ricky Mulvey, Malcolm Ethridge Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

    47 min
Elenco completo (110)

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Descrizione

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

Informazioni

  • Creatore
    Malcolm Ethridge and Ricky Mulvey
  • Anni di attività
    2023 - 2026
  • Puntate
    110
  • Classificazione
    Contenuti adatti a tutti
  • Copyright
    © The Tech Money Podcast All Rights Reserved
  • Sito web del podcast
    This Time Is Different

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