This Time Is Different

This Time Is Different


How to Invest with a Casino in Your Pocket

November 11, 2025

Why is Sam Altman getting heated about a simple valuation question?

In the first half of the show, Malcolm Ethridge and Ricky Mulvey discuss

- OpenAI CEO Sam Altman’s surprising response to a question about his company’s $1.4 trillion commitments.

- A Big Short against Palantir.

- Where they’re seeing opportunities in Ethereum and Chipotle.

Then, they explore the rise of sports betting and how taking a game-like approach can change the way you invest.

Hosts: Ricky Mulvey, Malcolm Ethridge

Engineer: Mark Lamorgese