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
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Ricky Mulvey Podcasts
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Work From Home Is Dying. Investors Haven’t Noticed.
49:18
49:18
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49:18More 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…
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Retail is Nervous. Wall Street Isn’t. Why?
50:04
50:04
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50:04Retail 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. - Nvidi…
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How to Beat Financial Nihilism w/ Hanna Horvath
53:44
53:44
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53:44AI 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 an…
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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. Ho…
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Warren Buffett Lives “The Baby Boomer Dream”
53:03
53:03
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53:03He’s retiring at age 95 as a multi-billionaire. He’s 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 shutting down his hedge fund. - Warren Buffett’s letter to shareholders and how Buffett has affected…
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What happens when we put a financial planner and a mixed martial arts betting analyst in conversation? Cody Saftic is a mixed martial arts betting analyst, the co-host of Bookie Beatdown, and an MMA matchmaker. Cody joined Malcolm and Ricky to discuss: - Recent fight fixing allegations in the UFC. - The number one rule of gambling. - How Cody has s…
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How to Invest with a Casino in Your Pocket
48:11
48:11
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48:11Why 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, t…
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Long-form conversations that challenge the consensus thinking around markets, the economy, and your money. Hosted by Malcolm Ethridge and Ricky MulveyBy Malcolm Ethridge and Ricky Mulvey
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The economy is in a weird place. Nvidia added more than $600 billion in market cap in five trading days. Amazon cut 14,000 workers. AI is the reason for both. Malcolm Ethridge and Ricky Mulvey discuss: - Why Nvidia’s market cap continues to skyrocket. - OpenAI’s proposed initial public offering, and why “$60 billion won’t cut it”. - Some takeaways …
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Retirement savings are wide open for private equity, and more investors are looking to gold. Malcolm Ethridge and Ricky Mulvey discuss: - The FBI breaking up a gambling ring involving NBA players and the mafia. - OpenAI releasing the Atlas web browser. - Why more private funds are opening to regular investors. - What’s behind the massive run-up in …
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When should you run toward a dumpster fire? When should you stay away? Ricky Mulvey and Malcolm Ethridge discuss: - What some investors misunderstand about Oracle's business. - If Robinhood has a branding problem. - Investing in companies with visible problems. Articles discussed: Oracle's margin questions: https://www.theinformation.com/articles/i…
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But that doesn’t mean the bubble will pop soon. Ricky Mulvey and Malcolm Ethridge kick off their new show, “This Time Is Different”. They discuss: - What the Shiller PE ratio reveals about the stock market. - Circular dealmaking among AI companies. - Why Ricky is putting more of his long-term savings in cash and bonds. - Peter Lynch’s investing les…
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Tech Money Podcast: Improving Your Relationship with Money with Hanna Horvath
36:11
36:11
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36:11In this episode of Tech Money Live, Malcolm chats with special guest, Hanna Horvath, of Bankrate and "Your Brain on Money," to discuss her work as a personal finance writer, and her passion for helping people understand the ways in which their background, social conditioning, and personalities all influence the way they think and handle and talk ab…
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Tech Money Podcast: Beyond Bitcoin: Is there More to Crypto?
49:06
49:06
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49:06In this episode of Tech Money Live, Malcolm chats with special guest, Ryan Rasmussen, of Bitwise Asset Management to discuss cryptocurrency as an entire asset class beyond Bitcoin. The pair delve into into broader landscape of cryptocurrencies, including the emerging technologies and diverse applications that are shaping the future of finance. Whil…
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Tech Money Podcast: How to Build an Investment Portfolio from Scratch
28:05
28:05
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28:05In this episode of Tech Money Live, Malcolm lays out a playbook for how to construct an investment portfolio from scratch. Inspired by a recent blog post and feedback received from the Tech Money community, Malcolm walks through his own approach to investing, and also shares plenty of helpful resources for investors at all phases on the journey. Jo…
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Tech Money Podcast: The State of the Tech Worker with Alex Kantrowitz
58:58
58:58
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58:58In this episode, Malcolm Ethridge sits down with Alex Kantrowitz, Founder/CEO of Big Technology to discuss many different topics affecting tech workers, such as whether mass layoffs in tech are finally done, the likelihood that AI actually replaces knowledge workers, as well as Alex’s own journey from working in tech to reporting on it. Join the Te…
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Tech Money Podcast: Take Your 401(k) With You
18:25
18:25
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18:25In this episode, Malcolm Ethridge shares the reasons why he believes it’s (almost) always a good idea to take your 401(k) with you whenever you change jobs or retire. He also shares some of the potential pitfalls to be aware of, as well as some helpful insights about a little known option available to those who own substantial shares of their compa…
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Tech Money Podcast: Going from Saver to Spender in Retirement
16:58
16:58
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16:58In this episode, Malcolm Ethridge discusses the phenomenon of frugality inertia, and why it keeps retirees from being able to enjoy their retirement. He shares his insights on how it can help to reframe your focus and spend that retirement nest egg on things that will enhance your quality of life, ultimately leading to a happier and healthier versi…
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Tech Money Podcast: The Latest on Crypto Regulation with Andie Kramer
44:52
44:52
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44:52In recent years, the rise of digital currencies has revolutionized the way we think about money and finance, with more and more individuals and businesses embracing the potential of blockchain technology. However, with this rapid growth has come a significant amount of uncertainty and confusion around the legal and regulatory frameworks that govern…
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Tech Money Podcast: How to Know Whether Options Belong in Your Portfolio with Jessica Inskip
52:10
52:10
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52:10Investing is a way to grow your money over time, and secure your financial future. When you invest without a clear plan, you're more likely to make decisions based on emotions, rather than logic. You may be tempted to buy a stock because it's the latest hot trend or sell a stock because you're afraid of losing money. However, when you invest with a…
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Tech Money Podcast: Navigating Money and Divorce with Andrew Hatherley
42:23
42:23
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42:23Nobody enters a marriage expecting to get divorced. Yet, regardless of our best intentions, relationships can and do fall apart. While the emotional roller coaster of divorce is difficult enough, the added frustration of financial litigations can make a situation that much worse. Unfortunately, the current system of divorce in the United States doe…
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Tech Money Podcast: Avoiding Burnout as a Tech Worker with Michael Lin
50:15
50:15
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50:15Picture this: you’re working for one of the FANG companies, in a high-paying role, with unlimited PTO, free food, and plenty of responsibility -- sounds pretty ideal right? But there’s one big problem: you can’t take it anymore. On one hand, you feel guilty because you’ve ascended to a position many of your peers could only dream of. On the other, …
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Tech Money Podcast: The Rising Trend of Social Investing with Manning Field
48:49
48:49
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48:49The most common example of social trading is when individual investors follow successful traders on social trading platforms and copy their trades. This can help investors who lack the time, experience, or confidence to invest on their own to achieve similar returns to more experienced traders. But, if you’ve ever traded stocks or crypto on Robinho…
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Tech Money Podcast: What Does it Mean to Pay Yourself First?
17:42
17:42
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17:42Traditionally, we are taught from a young age that anyone who fails to pay their bills on time and in full is either irresponsible, lazy, or otherwise bad with money. By the time a person reaches young adulthood, they have essentially learned rule #1 of managing your personal finances: pay every bill on time, no matter what. The reality though is t…
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Tech Money Podcast: Investing in Non-Traditional Real Estate with Whitney Elkins-Hutten
58:56
58:56
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58:56The promise and allure of passive income is undeniable. The idea of making money “while you sleep” has led to a proliferation of personalities and influencers telling us how to build income streams through dividends, real estate, online courses, e-books, and more. Unlike the day-to-day income most workers are accustomed to, passive income allows yo…
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