# Malcolm Ethridge
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Top podcast episodes featuring malcolm ethridge.
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 a…
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 …
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…
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 i…
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.
Red…
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 l…
Apple Finds the Crease
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 is u…
OpenAI Really Cares About Safety
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…
Will Healthcare Costs Take More Jobs Than AI?
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 $19,000…
Bilal Little on Leveraged ETFs and AI Agents
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:
…
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