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  • What Fighting, Sex, and Pizza Reveal About the Economy

    What Fighting, Sex, and Pizza Reveal About the Economy
    2025/12/30
    Data doesn’t always capture what’s happening in the economy. Malcolm Ethridge and Ricky Mulvey discuss: - Malcolm’s biggest market worry for 2026. - How the state of boxing reflects the broader economy. - Why sugar daddies are spending less. - Tighter spending showing up at pizza chains. 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
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    48 分
  • How to Invest For Decades w/ John Rotonti

    How to Invest For Decades w/ John Rotonti
    2025/12/23
    John Rotonti is a Portfolio Manager for Bastion Fiduciary where he runs the Bastion Industrial and Infrastructure Portfolio. He joined Ricky Mulvey for a conversation about: - The housing shortage and how John is approaching it as an investor. - Finding high-quality companies. - A less-discussed player in the AI buildout. - How sustainable share buybacks reward long-term holders. Host: Ricky Mulvey Guest: John Rotonti Engineer: Tim Sparks
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    54 分
  • An OpenAI IPO? w/ Alex Kantrowitz

    An OpenAI IPO? w/ Alex Kantrowitz
    2025/12/18
    When will OpenAI go public? Could it really happen as soon as 2026? What will AI wearables actually look like? And why has the market largely forgotten about Waymo? Alex Kantrowitz, who writes the Big Technology Substack and hosts the Big Technology podcast, joins Ricky and Malcolm to break it down. - Alex and Malcolm debate OpenAI going public in 2026. - They discuss why AI wearables won’t look like your phone. - Alex explains why Waymo is underrated. Hosts: Ricky Mulvey, Malcolm Ethridge Guest: Alex Kantrowitz Engineer: Tim Sparks
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    44 分
  • Your Online Grocer "Randomly" Raises Prices

    Your Online Grocer "Randomly" Raises Prices
    2025/12/16
    Instacart is testing different prices for the same basket of goods, sold from the same grocery store and at the same time. Algorithmic pricing is in your grocery cart. Ricky Mulvey and Malcolm Ethridge discuss: - Disney allowing its characters on OpenAI’s Sora platform. - Why Malcolm is losing faith in Oracle’s business. - Instacart playing with algorithmic pricing on grocery items - The potential of a one-person unicorn. Hosts: Ricky Mulvey, Malcolm Ethridge Engineer: Tim Sparks
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    47 分
  • Work From Home Is Dying. Investors Haven’t Noticed.

    Work From Home Is Dying. Investors Haven’t Noticed.
    2025/12/09
    More than half of Fortune 100 companies have asked “desk-using employees” to come back to the office five days a week. But office REITs are not roaring back. Malcolm Ethridge and Ricky Mulvey discuss: - Crypto’s downturn, and if it represents a “buy the dip” opportunity. - Meta cutting its metaverse budget. - The career implications of working from home, and the data on return to office. 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: Malcolm Ethridge, Ricky Mulvey Engineer: Tim Sparks
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    49 分
  • Retail is Nervous. Wall Street Isn’t. Why?

    Retail is Nervous. Wall Street Isn’t. Why?
    2025/12/02
    Retail investors are selling off risky assets, like Bitcoin, but the big institutional money is sitting tight. Ricky Mulvey and Malcolm Ethridge discuss: - The surprising number of high-income earners using Buy Now Pay Later. - Abercrombie & Fitch as a buyback machine. - Why retail investors are afraid of the AI trade, but big money is not. - Nvidia’s potential accounting issues. Hosts: Malcolm Ethridge, Ricky Mulvey Engineer: Tim Sparks Articles discussed: High-income earners using BNPL: https://theharrispoll.com/wp-content/uploads/2025/11/Income-Paradox-Survey-November-2025.pdf Nvidia’s accounting questions: https://substack.com/home/post/p-179453867 Please contact advertising@airwavemedia.com if you would like to advertise on our podcast
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    50 分
  • How to Beat Financial Nihilism w/ Hanna Horvath

    How to Beat Financial Nihilism w/ Hanna Horvath
    2025/11/28
    AI is propping up the economy. Homes aren’t affordable. You don’t feel like you’re making enough at your job. So what do you do? Hanna Horvath, CFP®, writes the Substack “Your Brain on Money” and joined Malcolm and Ricky for a conversation about: - How the definition of being middle class is changing. - Gen Z’s split preference between socialism and capitalism. - Building more agency into your financial life.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 Guest: Hanna Horvath Engineer: Tim Sparks
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    54 分
  • “The Market Needs a Good Spanking”

    “The Market Needs a Good Spanking”
    2025/11/25
    Some investors are rooting for a bear market. Are you? Malcolm Ethridge and Ricky Mulvey discuss: - Why a blowout Nvidia quarter does not impress investors anymore. - “The big market delusion” and artificial intelligence. - Why younger generations are steering away from stocks. - The growth of private credit funds being sold to retail investors. Hosts: Ricky Mulvey, Malcolm Ethridge Engineer: Tim Sparks We are proud to be in the Airwave Media network! Please contact advertising@airwavemedia.com if you would like to advertise on our podcast. Articles discussed: “Why We Could Use a Good, Long Bear Market.” https://www.wsj.com/finance/stocks/why-we-could-use-a-good-long-bear-market-73997cb7?gaa_at=eafs&gaa_n=AWEtsqdDbPx_jftTXFB1T9awbqTolkrusKFpCLJlZ6JlMSF13bLTJfWxXRDCEyLsRw%3D%3D&gaa_ts=6924c3dc&gaa_sig=PujCvwH9HJ2TE109icuSfI5d4aN0SQp3-cCr-FyArg9JWOVesK05tH8dige5vrA50-nLqvxUBdYnumxwxKNqMg%3D%3D AI’s Winners, Losers, and Wannabee: Beyond Buzzwords” https://pages.stern.nyu.edu/~adamodar/pdfiles/country/AICombinedNEW.pdf
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    50 分