Different This Time?

Phase Change Media
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For decades there were clear rules to follow to save for a secure and comfortable retirement. Today, the chaos of Donald Trump’s second term have thoughtful investors wondering if the old rules still apply. Is the turbulence we’re living through the normal bumpiness of history? Or are we entering a new phase that requires fresh thinking over old assumptions? Two longtime friends discuss investments, the possibility of economic catastrophe, and how they're navigating these challenges in their own lives. Get in touch: differentthistimepodcast@gmail.com

  1. ١٧ يناير

    Buying a Home in the Climate Change Era

    Keith interviews Ethan about the ways climate impacts will transform the housing market, especially the bifurcation of home values based on climate vulnerability. They also discuss how to assess the resilience of a prospective home and Ethan's path to his new career as a real estate agent helping clients evaluate and buy climate resilient homes (https://climateresilienthomes.com/).  Related Articles by Ethan: The Climate Repricing of Housing has Begun A Dozen Dangers: The 12 climate risks that threaten our homes How to buy a home that will hold its value Climate change and housing bubbles

    ٤٦ من الدقائق

  2. ٣٠‏/١٢‏/٢٠٢٥

    Get ready for robot cars

    Recent developments at Waymo have Keith and Ethan convinced that autonomous vehicles are about to start scaling worldwide. Where is this tech going, why is it shockingly under-reported compared to to AI LLMs, and is it possible to invest in this emerging tech?

    ٣٩ من الدقائق

  3. ٢٤‏/١١‏/٢٠٢٥

    What do the 2025 election results mean for investors?

    Do the large and geographically widespread Democratic wins in the 2025 elections have implications for investing? Keith and Ethan discuss whether a weaker Trump necessarily means anything will change -- at least with respect to investing strategy.

    ٣٨ من الدقائق

  4. ٠٦‏/١١‏/٢٠٢٥

    Does owning your home = diversification?

    With more financial turbulence ahead, Keith wonders if his longtime choice to rent should change, in order to gain portfolio diversification through ownership of a physical asset.

    ٢٩ من الدقائق

  5. ٢٤‏/١٠‏/٢٠٢٥

    AI and the Jenga Tower Economy

    Inspired by Eli Kasargod-Staub's description of the Jenga Tower Economy in his recent Substack, Keith and Ethan discuss the growing brittleness of different elements of our economy, and how the AI bubble popping would make these weaknesses hit hard.

    ٤٥ من الدقائق

  6. ٢٥‏/٠٩‏/٢٠٢٥

    Mainstream or Meltdown: The Crypto Conundrum

    Keith and Ethan unpack the volatile state of cryptocurrency: Is it finally going mainstream, or are we witnessing the setup for the next financial crisis? Maybe both. Tune in for a candid, nuanced take on what recent developments might mean for the future of money.

    ٤٠ من الدقائق

  7. ١٢‏/٠٩‏/٢٠٢٥

    Identity, Freedom, and Money

    Keith and Ethan get philosophical about saving and spending, understanding that without getting it right there is no money to invest.

    ٤١ من الدقائق

  8. ٠٣‏/٠٩‏/٢٠٢٥

    AI Hitting a Wall?

    One reason market valuations are so high is optimism about the transofrmative power of AI -- but the tide seems to be turning. From ChatGPT's recent stumbles to theoretical limitations for LLMs in general, what does the deterioration in prospects for AI mean for stocks? The Buffet Indicator: https://www.longtermtrends.net/market-cap-to-gdp-the-buffett-indicator/

    ٢٩ من الدقائق
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For decades there were clear rules to follow to save for a secure and comfortable retirement. Today, the chaos of Donald Trump’s second term have thoughtful investors wondering if the old rules still apply. Is the turbulence we’re living through the normal bumpiness of history? Or are we entering a new phase that requires fresh thinking over old assumptions? Two longtime friends discuss investments, the possibility of economic catastrophe, and how they're navigating these challenges in their own lives. Get in touch: differentthistimepodcast@gmail.com

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    Phase Change Media
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    Different This Time?