This Time Is Different
“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 steering away from stocks.
- The growth of private credit funds being sold to retail investors.
Hosts: Ricky Mulvey, Malcolm Ethridge
Engineer: Tim Sparks
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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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