ABOUT THIS EPISODE

English
United States

TRANSCRIPT 🔗

SEARCH PAST EPISODES

Search past episodes of This Time Is Different.

OTHER EPISODES IN THIS PODCAST

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…
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. …
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 …
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…
Disclaimer: The podcast and artwork embedded on this page are from Malcolm Ethridge and Ricky Mulvey, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.