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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…
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. …
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 l…
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 i…
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 i…
Rechtliche Hinweise: Der auf dieser Seite eingebettete Podcast und das Bildmaterial stammen von Malcolm Ethridge and Ricky Mulvey, das Eigentum seines Eigentümers ist und nicht mit Listen Notes, Inc. verbunden ist oder von diesen unterstützt wird.