INFORMAZIONI SU QUESTO PODCAST 🔗
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
Conduttori:
Frequenza di aggiornamento:
weekly
Durata media dell'audio:
45 minutes
Interviste agli ospiti
Inglese
Stati Uniti
152 episodi
da 13 Gennaio 2021
episodic
ULTIMO EPISODIO 🔗
Malcolm is away, and Motley Fool Senior Analyst Jason Moser came to save the day.
It’s been a while since we last checked in with him, and he’s got a big question on his mind this earnings season: how long do these big tech companies plan on bleeding cash flow?
Ricky Mulvey and Jason Moser also d…
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Cerca gli episodi passati di This Time Is Different.
EPISODI PRECEDENTI 🔗
If Netflix listens to two podcasters, then the company will turn around.
Ricky Mulvey and Malcolm Ethridge discuss:
Netflix’s earnings, and if a management shake-up can solve long-term problems.
What Netflix should do with the $2.8 billion breakup fee from Paramount Skydance.
Why …
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…
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…
Dichiarazione di non responsabilità: Il podcast e la grafica incorporati in questa pagina provengono da Malcolm Ethridge and Ricky Mulvey, che è di proprietà del suo proprietario e non è affiliato o approvato da Listen Notes, Inc.
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