『This Time Is Different』のカバーアート

This Time Is Different

This Time Is Different

著者： Malcolm Ethridge and Ricky Mulvey
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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 MulveyThe Tech Money Podcast All Rights Reserved 個人ファイナンス 経済学
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  • Remember Nvidia’s Memory

    Remember Nvidia’s Memory
    2026/07/14
    Nvidia’s valuation is the cheapest it has been since the AI boom. Traders’ attention moved to memory chipmakers. They may have forgotten that Nvidia makes advanced memory systems. Ricky Mulvey and Malcolm Ethridge discuss:- An unpaid intern getting “fired” for demanding $32 per hour, and if unpaid internships should even be legal.- What investors forgot about Nvidia.- President Trump’s financial disclosures, and Malcolm’s prediction on insider trading legislation.- Why Ricky thinks Dave & Buster's has a midlife crisis after the arcade chain announced that it will host raves. Could this be a good time for some activists to get involved? Want to contact us? thistimepod@gmail.com We are proud to be in the Airwave Media network! Please contact advertising@airwavemedia.com if you would like to advertise on our podcast. Hosts: Ricky Mulvey, Malcolm Ethridge Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
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    54 分
  • Welcome to Crazy Town, Population: $1.4 Trillion Margin Debt

    Welcome to Crazy Town, Population: $1.4 Trillion Margin Debt
    2026/07/07
    US margin debt, what investors borrow from their brokerages to buy securities, rose 54% from a year ago. Don’t take the punch bowl away! Ricky Mulvey and Malcolm Ethridge discuss: Malcolm’s prediction that Sam Altman will have to walk back OpenAI's spending commitments in the back half of 2026. The mechanics of triple-leveraged ETFs, and how they're driving 10% single-day swings in stocks like Micron without any individual investor buying the underlying company. The Cut’s article "It's Hard to See My Parents Living So Lavishly While We're Struggling." Stories of rich parents refusing to help their children; a loan a dad wouldn't cosign, and the daughter who found out at graduation she owed $80,000 in loans from her parents. The history of corporations in America, and how an idea that Alexander Hamilton implemented could be used today; profitable companies that serve the public interest. Want to contact us? thistimepod@gmail.com We are proud to be in the Airwave Media network! Please contact advertising@airwavemedia.com if you would like to advertise on our podcast. Hosts: Ricky Mulvey, Malcolm Ethridge Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 時間 1 分
  • Polymarket's Fake Bets. Wendy’s Becomes a Meme Stock.

    Polymarket's Fake Bets. Wendy’s Becomes a Meme Stock.
    2026/06/30
    Polymarket reportedly paid creators to post videos of themselves "winning" bets that didn't exist. The Wall Street Journal found 118 videos showing nearly $900,000 in winnings — bets that, in reality, would have lost more than $166,000, placed on a creatively misspelled lookalike site. Meanwhile, Wendy's is drawing more Wall Street Bets chatter than SpaceX, 80% of its borrowable shares are already sold short, and the internet has decided a $7 burger stock might be the next GameStop. Ricky Mulvey and Malcolm Ethridge discuss.: - The summer box office recovery, and what movie audiences want. - The Polymarket "poiymarket" fake-bet scheme. - Whether Wendy's is the next GameStop. - Netflix as a "durable good" and why it's trading at a discount to the market. - The clipping economy, why one operator estimates 90% of what you see online is advertising in disguise. Want to contact us? thistimepod@gmail.com We are proud to be in the Airwave Media network! Please contact advertising@airwavemedia.com if you would like to advertise on our podcast. Hosts: Ricky Mulvey, Malcolm Ethridge Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
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    53 分
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