درباره این پادکست 🔗
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
Hosted by Malcolm Ethridge and Ricky Mulvey
میزبان‌ها:
فرکانس به روز رسانی:
weekly
میانگین طول صدا:
45 minutes
مصاحبه های مهمان
انگلیسی
ایالات متحده آمریکا
150 قسمت
از سال 13 ژانویه 2021
episodic
آخرین اپیزود 🔗
Some of the biggest risks are the ones that crash into you.
Ricky Mulvey and Malcolm Ethridge discuss:
Why avoiding taxes can be the bigger investment risk, using an Oracle case.
Malcolm’s two-step risk test: what can go wrong, and can you absorb it?
How a recent car accident changed t…
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اپیزود قبلی 🔗
AI agents want your credit card, and new research suggests they may not find you the best price. Ricky and Malcolm ask who these tools are actually beholden to.
Ricky Mulvey and Malcolm Ethridge discuss:
- Why Malcolm is watching Apple’s Mac mini, and how it became a way to skip the line for GPUs…
Leveraged ETFs have a reputation problem, and AI agents are already slipping past the security checks meant to stop them. Direxion's Bilal Little joins Ricky Mulvey and Malcolm Ethridge to separate the real risks from the misconceptions.
Ricky Mulvey, Malcolm Ethridge, and Bilal Little discuss:
…
Mark Cuban says rising health benefit costs will get more people fired or not hired than artificial intelligence will. Ricky and Malcolm dig into the claim that polite society isn’t supposed to talk about.
Ricky Mulvey and Malcolm Ethridge discuss:
Why healthcare costs, now close to $1…
Sam Altman told Fortune that OpenAI is delaying its IPO because of safety concerns. Ricky and Malcolm think the real story is something else.
Ricky Mulvey and Malcolm Ethridge discuss:
Why Sam Altman's "safety" excuse for delaying OpenAI's IPO looks a lot more like a company that isn't ready…
Apple dropped a new folding iPhone. Are you ready to pay $2k for one? Ricky and Malcolm are joined by special guest Dylan Lewis, now with The Morning Brew! They discuss:
Malcolm's case that this is Apple's "Jordan Mania" moment even if he's not buying one himself.
Why Apple's stock…
Tax tricks used by billionaires are now showing up in the algorithm, but the real money secrets aren’t going out on social media. Ricky and Malcolm discuss:
Winmark, a royalty-collecting franchisor (Play It Again Sports, Once Upon a Child) trading at a 52-week low, and why Ricky is interested…
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…
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.
…
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‐ Isaac "Llamacorn" Newton
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