This Time Is Different
Latest Episodes
Is Common Financial Wisdom ACTUALLY True?
Some financial truisms become common knowledge for good reason. Some deserve to be revisited. Malcolm Ethridge and Ricky Mulvey discuss: - If young people should save as much as they can early in their career. - How investors should think about t
What Fighting, Sex, and Pizza Reveal About the Economy
Data doesnt always capture whats happening in the economy.Malcolm Ethridge and Ricky Mulvey discuss:- Malcolms biggest market worry for 2026.- How the state of boxing reflects the broader economy.- Why sugar daddies are spending less.- Tight
How to Invest For Decades w/ John Rotonti
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.- Findi
An OpenAI IPO? w/ Alex Kantrowitz
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 podc
Your Online Grocer "Randomly" Raises Prices
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
Work From Home Is Dying. Investors Haven’t Noticed.
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:- Cryptos downturn, and if it represents a bu
Retail is Nervous. Wall Street Isn’t. Why?
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
How to Beat Financial Nihilism w/ Hanna Horvath
AI is propping up the economy. Homes arent affordable. You dont feel like youre 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: - Ho
“The Market Needs a Good Spanking”
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
Warren Buffett Lives “The Baby Boomer Dream”
Hes retiring at age 95 as a multi-billionaire. Hes leaving his kids 1% of his fortune. And everyone is hanging on to hear his insight. Warren Buffett is truly living the Baby Boomer Dream.Malcolm Ethridge and Ricky Mulvey discuss:- Michael Burry shu





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