Podcast
This Time Is Different
Hosted by Malcolm Ethridge and Ricky Mulvey · EN
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
14episodes
Episodes
Newest firstAll episodes
Why Did SpaceX Buy $131 Million of Cybertrucks?
5d ago01:02:00Tap to summarizeSpaceX is mostly an AI company now. Or, that’s where it sees most of its total addressable market in one of the largest economic opportunities “in human history.” Well, that's according to the company. Malcolm is more skeptical. Is this the last big bang in the AI bull market? What's buried in the SpaceX S-1 that nobody's talking about. Whether OpenAI's IPO will land with a thud in SpaceX's shadow Gen Z trading bars for $300-a-month gyms — status symbol or genuine shift? Why ChatGPT gave Ricky very bad advice in a Tokyo pharmacy How American entertainment companies could build “venture capital arms” for content. 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
Transcribe →Microsoft's Early Retirement Offer and What It Teaches Everyone Else
2w ago00:33:53Tap to summarizeMalcolm flies solo this week to break down one of the more generous early retirement packages in recent memory, and whether "generous" and "right for you" are actually the same thing. He covers: - What makes Microsoft's offer different from a typical severance package (hint: five years of health care) - The three-bucket framework for deciding if you can actually afford to say yes - Why your RSU vesting window might matter more than the cash payout - The tax trap hiding inside the year you accept, and how charitable giving can help offset it - What saying no might actually be signaling about your job security Host: Malcolm Ethridge Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →The Beginning of Facebook's Decline?
3w ago00:54:05Tap to summarizeMeta is losing users for the first time in company history. It has a mountain of debt loaded in other development companies. Is this a blip for an unstoppable force or the beginning of a slow decline?Ricky Mulvey and Malcolm Ethridge discuss: - America’s debt problem, and the landmark of owing more than it makes. - Strategy backtracking on permanent bitcoin ownership.- Why AI stock trading bots lose money, or the ones we know about. - If Meta is about to follow the same path as Yahoo and AOL.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 EthridgeEngineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Investing in 2026 vs. 1999
4w ago00:55:44Tap to summarizeThis isn’t just like the dot-com boom, but you’ll find pockets of “irrational exuberance” if you look a little bit. Ricky Mulvey and Malcolm Ethridge discuss: - How arena football shows the “dark part” of the American Dream. - Why Malcolm believes that parts of the stock market are overheated and what he’s actually doing with his own money. - If Robinhood can be a casino and a long-term financial advisor. - Who is making most of the money on prediction markets. Question for the show? Email us at 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: Malcolm Ethridge, Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →OpenAI Is Leaking, Big Tech is Earning
May 500:53:17Tap to summarizeSomeone at OpenAI leaked that it is missing targets, but they didn't leak the numbers. That's either a red flag or a setup. Malcolm Ethridge and Ricky Mulvey discuss: The OpenAI leak: why leak a miss without leaking the actual numbers? Meta deception, the magic trick concept that might explain how big companies manage investor expectations Big tech earnings: Meta's ad machine is working, and Malcolm explains why Amazon's chip business may be the most underrated AI story Starbucks vs. the K-shaped economy: what delivery orders and $6 California gas tell us about where the real cracks are showing. Why the stock market keeps shrugging off the Iran War. Micron skepticism: listener question on a stock up almost 6x in 12 months that still looks cheap on paper Tim Cook's legacy and the three problems for new CEO John Ternus. 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: Malcolm Ethridge, Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →The AI Bill is Coming Due
Apr 2801:10:44Tap to summarizeThe companies building the AI future are the same ones laying off thousands of employees. This means that the AI story is changing. LLMs aren’t taking jobs quite yet, but AI companies that took on mountains of debt are cutting staff while interest rates rise. Malcolm Ethridge and Ricky Mulvey discuss: Why Malcolm sold his entire ASML position and trimmed Nvidia. The AI debt trap: how Microsoft, Meta, and Oracle are cutting jobs to pay for the AI buildout. Advice if you ever get a “voluntary buyout” from your boss The used EV flood. 600,000 leased EVs return to dealerships next year; more than the number of all used EVs sold last year. How automakers’ accounting mistakes could be good news for car buyers The Michael Jackson biopic, and the disconnect between critics, movie goers, and the economy. Why Malcolm is buying American Express and betting on the K-shaped economy 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: Malcolm Ethridge, Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Why Are Stocks at All-Time Highs?
Apr 2100:44:48Tap to summarizeIs the stock market ignoring the war in Iran? And why did Allbirds shoot up 800% in one single day? Jason Moser joins Ricky Mulvey to talk about: How solid earnings results are powering stock prices. Why Allbird’s pivot to AI is one of the most insane business stories ever. Ricky’s reporting on suspicious trades in the futures market. Stocks and ETFs that JMo has been buying. Host: Ricky Mulvey Guest: Jason Moser Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Are Space Stocks Overheated?
Apr 1400:52:18Tap to summarizeSpaceX could be the biggest IPO in history. Is this the beginning of the space economy, or peak optimism? Ricky and Malcolm sit down with Yuri Khodjamirian, CIO of Tema ETFs, which runs the NASA ETF, an actively managed space fund. They discuss: Why falling launch costs are the key to the space economy. How a publicly traded ETF can own non-public shares of SpaceX. If AST SpaceMobile is a real opportunity or too far along in the hype cycle. The hidden SpaceX suppliers that investors may want to know. Contact us: thistimepod@gmail.com Advertising: advertising@airwavemedia.com Hosts: Malcolm Ethridge, Ricky Mulvey Guest: Yuri Khodjamirian Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Is OpenAI the next WeWork?
Apr 700:52:30Tap to summarizeOpenAI just wrapped up a $122 billion funding round, but some investors are having trouble selling OpenAI stock in private markets. Malcolm Ethridge and Ricky Mulvey discuss: - Investing during the uncertainty of the Iran War, and one sector where investors may find some safety. - Oracle’s 30,000 employee layoff. - How more student loans are in default than subprime mortgages during the 2008 financial crisis. - A listener selling his Pokemon card collection for an engagement ring. 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: Malcolm Ethridge, Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →Take Afroman Seriously, Not Elon Musk
Mar 3100:54:33Tap to summarizeFive minutes before Trump announced a halt to Iran airstrikes, a trader reportedly bought $1.5 billion in S&P 500 futures and sold $200 million in oil futures. The orders were four to six times larger than anything else in the market at that moment. Huh. Isn't that interesting? Also: Afroman won his defamation trial against Ohio police officers. Ricky and Malcolm discuss the economic lessons from the trial. Malcolm and Ricky also talk about: - Crypto-backed mortgages. What could go wrong? - Why Pokemon card collectors don't trust the stock market - Malcolm's latest stock purchase, Okta. - The scrum that left airport security workers without paychecks. - Why More Americans are starting businesses — and the pickleball bubble Contact us: thistimepod@gmail.com Advertising: advertising@airwavemedia.com Hosts: Malcolm Ethridge, Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
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