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. hace 1 día

    Cybersecurity Stocks' Comeback

    AI didn’t kill all software. In fact, some of the big dogs in cybersecurity may be stronger than before. Ricky and Malcolm discuss: Bitcoin's return to favor, and whether it's a trade or a decade-long hold. Why CrowdStrike and Okta are rallying, and the CISO survey stat behind the next leg of cybersecurity spending. The "SaaS-pocalypse" that may still be coming, and how private equity gets hurt. Ricky's Medicare for All reporting, and the cost assumption nobody's talking about. TRICARE's opaque drug pricing, and why other developed nations pay less for U.S.-made drugs. A mailbag question on investing real money for a college asset management timeline. 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. Host: Ricky Mulvey Co-host: Malcolm Ethridge Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

  2. 25 ago

    Matt Argersinger: The AI Trade Is Musical Chairs

    Future US stock returns may not follow its historical success. Former Motley Fool senior analyst Matt Argersinger sits in for Malcolm this week. Ricky and Matt discuss: - 30-year Treasury yields near two-decade highs, and what that means for income investors who remember 2% bonds.- A real estate investment trust that Matt thinks is a great value. - The case for playing defense on the AI trade. - Ricky’s reporting on debanking.- Mercado Libre, gold, and covered-call ETFs. - When it actually makes sense to pay for active management, versus indexing. 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. Host: Ricky Mulvey Guest: Matt Argersinger Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

  3. 18 ago

    The Only Sane Person in Crazy Town

    The economy is unhinged! Ricky and Malcolm discuss: Gen Z redirecting investing dollars toward gambling. Malcolm as the lone voice of caution on a CNBC panel of market bulls.  Bill Ackman's return to Netflix as an activist investor and his shaky track record with the stock. Reddit's inclusion in the S&P 500, and why Google and OpenAI need the site for AI ambitions. Cerebras' wild earnings swings, the buildout of "collateralized chip obligations," and Malcolm's case about semiconductor shortage, which may not last forever. Ricky's reporting about margin debt, which is at a record amount in the US stock market.  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: Malcolm Ethridge, Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

  4. 11 ago

    When to Sell a Stock You've Owned for Years

    Malcolm bought a popular tech stock a few years ago and just decided it's time to sell. How did he know? Ricky Mulvey and Malcolm Ethridge discuss: Why Malcolm is selling a streaming giant after a multi-year run, and why he believes there are signs the company's best growth days are behind it. Mercado Libre, the "Amazon of Latin America," and why a company trading off profit margins for a decade of growth might be a stock you just hold and don't overthink. The little-known Fed rule that hasn't been touched since 1974, how it could effect the record levels of margin in the US stock market. A listener question on the K-shaped economy: what would it actually take for the bottom half of the K to catch up to the top? 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

  5. 4 ago

    Why Smart People Take Dumb Money Risks

    A 24-year-old hedge fund manager said he had more "situational awareness" than anyone on Wall Street. Then his leveraged bets on memory chipmakers blew up, forcing a fire sale to Ken Griffin. Wall Street is pretty smart. Ricky Mulvey and Malcolm Ethridge discuss: - How Leopold Aschenbrenner's AI manifesto and multi-billion-dollar hedge fund imploded within months, and what it says about ego. - South Korea's leveraged ETF boom, and what a 30% single-day swing in SK Hynix says about the stock market. - What free solo climber Dean Potter's story (via HBO's The Dark Wizard) reveals about risk tolerance vs. risk capacity. - Why AI chatbots are quietly rewriting the dating game, and what a Bloomberg story on "chat phishing" says about how people communicate now. 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

  6. 28 jul

    ServiceNow's Pitch: A Kill Switch for Rogue Bots

    ServiceNow is down 50% over the past twelve months. Investors are doubting the company's place in a world with AI agents. But, maybe the software giant is figuring it out… Ricky Mulvey and Malcolm Ethridge discuss: - OpenAI’s latest scandal. Its bot broke out of a sandboxed test environment and hacked its way into another company’s servers using stolen credentials. - Ricky passing the CFP® exam. - ServiceNow’s pitch for an AI “kill switch,” and why Wall Street isn’t buying it (yet). - Tesla’s robotaxi miles dropped 36% quarter over quarter, and nearly all of its net income came from SpaceX stock gains. - Why Gen Z women are financially “momming” their boyfriends, and what it says about the dating economy. - The financial lessons hiding inside Christopher Nolan’s The Odyssey. 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

  7. 21 jul

    Canaries in the AI Coal Mine

    Uber, Tesla, xAI, Meta, and now IBM have all quietly signaled the same thing: AI is too expensive. Ricky Mulvey and Malcolm Ethridge discuss: Whether "gotcha questions" in media interviews (from Tucker Carlson to JD Vance on Rogan) actually work Why Malcolm bought Netflix into weakness after a disappointing earnings report, and picked up Cerebras (CBRS) as a bet against Nvidia's pricing power. The "canaries in the coal mine" for AI spending: Tesla and Uber capping employee AI token usage, Meta and xAI signaling they overbuilt data center capacity, and IBM's ugly pre-released earnings blaming AI infrastructure costs Why Ricky bought VICI Properties, the landlord behind Caesars and MGM on the Las Vegas Strip, as a hideout trade disconnected from AI The other half of the K-shaped economy: falling grocery unit sales at PepsiCo versus surging same-store sales at Costco A listener question on gifting money tax-free to kids for a home down payment. 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

  8. 14 jul

    Remember Nvidia’s Memory

    Nvidia’s valuation is the cheapest it has been since the AI boom. Traders’ attention moved to memory chipmakers. They may have forgotten that Nvidia makes advanced memory systems.  Ricky Mulvey and Malcolm Ethridge discuss:- An unpaid intern getting “fired” for demanding $32 per hour, and if unpaid internships should even be legal.- What investors forgot about Nvidia.- President Trump’s financial disclosures, and Malcolm’s prediction on insider trading legislation.-  Why Ricky thinks Dave & Buster's has a midlife crisis after the arcade chain announced that it will host raves. Could this be a good time for some activists to get involved?  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

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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

Información

  • Creador
    Malcolm Ethridge and Ricky Mulvey
  • Años de actividad
    2023 - 2026
  • Episodios
    143
  • Clasificación
    Apto
  • Copyright
    © The Tech Money Podcast All Rights Reserved
  • Mostrar sitio web
    This Time Is Different

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