Avsnitt
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Google is raising $80 billion, and nearly 40% of it is going to the IRS, not data centers. Is Big Tech cutting employees to pay a tax bill?
Ricky Mulvey and Malcolm Ethridge discuss:
Why index funds are forced to buy SpaceX at a bad time
The Nasdaq rule change that helps big IPOs, and possible reasons why the exchange declined to answer Ricky's questions
Why Malcolm is making a list of stocks to buy when the hype dies
Whether RocketLab is still a good investment.
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Hosts: Ricky Mulvey, Malcolm Ethridge
Engineer: Tim Sparks
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SpaceX 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.
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Hosts: Ricky Mulvey, Malcolm Ethridge
Engineer: Tim Sparks
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Saknas det avsnitt?
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Malcolm 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
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Meta 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? [email protected] We are proud to be in the Airwave Media network! Please contact [email protected] if you would like to advertise on our podcast.Hosts: Ricky Mulvey, Malcolm EthridgeEngineer: Tim Sparks
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This 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.
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We are proud to be in the Airwave Media network! Please contact [email protected] if you would like to advertise on our podcast.
Hosts: Malcolm Ethridge, Ricky Mulvey
Engineer: Tim Sparks
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Someone 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.
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Hosts: Malcolm Ethridge, Ricky Mulvey
Engineer: Tim Sparks
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The 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
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Hosts: Malcolm Ethridge, Ricky Mulvey
Engineer: Tim Sparks
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Is 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
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SpaceX 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.
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Hosts: Malcolm Ethridge, Ricky Mulvey
Guest: Yuri Khodjamirian
Engineer: Tim Sparks
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OpenAI 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.
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Please contact [email protected] if you would like to advertise on our podcast.
Hosts: Malcolm Ethridge, Ricky Mulvey
Engineer: Tim Sparks
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Five 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
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Hosts: Malcolm Ethridge, Ricky Mulvey
Engineer: Tim Sparks
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Seven states now allow full online casinos on your phone, such as slots and blackjack. But, two states, Virginia and Massachusetts, just shelved iGaming bills. Is the tide turning on mobile gambling?
Ricky and Malcolm also dig into why gold is falling even as the Iran war drags on, and break down the short report targeting SoFi.
In this episode, they discuss:
(4:40) Why retail investors are pulling back from gold — and what that signals
(15:11) Who economically benefits from a war in Iran?
(22:15) SoFi's short report and whether Anthony Noto's response was good enough.
(35:30) Why states that said yes to sports betting are saying no to the next step of online gambling.
(43:30) Why gambling addiction is more dangerous than other vices.
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Hosts: Malcolm Ethridge, Ricky Mulvey
Engineer: Tim Sparks
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The Great Wealth Transfer is such a big conversation that we're dedicating two shows to the topic.
Hanna Horvath, CFP®, writes Your Brain on Money. She joins Ricky and Malcolm for the second part of their conversation about the Great Wealth Transfer. In this episode, they discuss:
- The effect of inheritances on romantic relationships.
- Family wealth and the creation of bad art.
- How the tax system punishes work and rewards investment income.
- If there are any solutions for the "inheritocracy."
Check out Hanna’s Substack: https://yourbrainonmoney.substack.com/
Contact us: [email protected]
We are proud to be in the Airwave Media network! Please contact [email protected] if you would like to advertise on our podcast.
Hosts: Malcolm Ethridge, Ricky Mulvey
Guest: Hanna Horvath
Engineer: Tim Sparks
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Ricky Mulvey and Malcolm Ethridge take a breath and explain why right now is a bad time to make big money decisions. They discuss:
- The economics of the Iran War, and Ricky breaks down some of his reporting on the cost of the conflict.
- Robinhood’s new investment vehicle for retail investors to buy private companies, and why Malcolm won’t pick up shares.
- Live Nation’s $300 million proposed settlement, and why it’s a “speeding ticket” for the company.
- Chamath Palhapatiya telling a retail investor to be grateful for capital losses.
Contact us: [email protected]
We are proud to be in the Airwave Media network! Please contact [email protected] if you would like to advertise on our podcast.
Hosts: Malcolm Ethridge, Ricky Mulvey
Engineer: Tim Sparks
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Tens of trillions of dollars are expected to change hands between generations in the coming decades. What does this mean for our society, for the families passing down money, or for the kids who have to pull themselves up by the bootstraps?
Hanna Horvath, CFP®, writes Your Brain on Money. She joins Ricky and Malcolm for a two-part conversation about the Great Wealth Transfer. In this episode, they discuss:
- If the promise that hard work + education = success has been broken.
- Why people with “family money” hide their support.
- How their relationships with their family and money shaped their attitudes towards their own finances.
- Why the word “inheritance” has a branding problem.
- Malcolm’s issue with people jogging in Manhattan at 11:00 am on weekdays.
Check out Hanna’s Substack: https://yourbrainonmoney.substack.com/
Contact us: [email protected]
We are proud to be in the Airwave Media network! Please contact [email protected] if you would like to advertise on our podcast.
Hosts: Malcolm Ethridge, Ricky MulveyGuest: Hanna Horvath
Engineer: Tim Sparks
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**NOTE: We recorded this before the Iran War started.**
Sure, we’ve got earnings coverage, but we are also taking a step back to discuss our personal rules for investing and how to stay disciplined in any market.
Malcolm Ethridge and Ricky Mulvey discuss:
- How Ricky won $2,600 back from an airline by using AI.
- Netflix walking away from Warner Bros. Discovery.
- How CAVA’s story is changing, and Ricky
- The difference between speculating and investing.
- Position sizing, “sleep numbers,” and building an investment policy statement before the storm hits.
Contact us: [email protected]
We are proud to be in the Airwave Media network! Please contact [email protected] if you would like to advertise on our podcast.
Hosts: Malcolm Ethridge, Ricky Mulvey
Engineer: Tim Sparks
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JMo is back! Motley Fool Senior Analyst, Jason Moser, joins Ricky Mulvey and Malcolm Ethridge to discuss what's actually happening in the AI selloff, and what's just noise.
They discuss
The companies that AI will not disrupt.
If the Citrini Research AI doom scenario, causing a market sell-off, is marketing or reality.
Jason’s thoughts on PayPal and Axon.
Malcolm’s theory on trading bots driving swings in the market.
The stocks that Jason has been buying.
Contact us: [email protected]
We are proud to be in the Airwave Media network! Please contact [email protected] if you would like to advertise on our podcast.
Hosts: Ricky Mulvey, Malcolm Ethridge
Guest: Jason Moser
Engineer: Tim Sparks
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Blue Owl Capital just froze quarterly withdrawals from its private credit fund, and retail investors can't access their money. We explain why this isn't just a Blue Owl problem and why you want to know if you own private credit funds.
Malcolm Ethridge and Ricky Mulvey discuss:
- The private credit crisis, and why your portfolio might have more AI exposure than you think.
- Stocks we are buying.
- Age limits for Congress, and if members will ever face trading restrictions.
- Ricky’s reporting on Whale options activity and their effects on market.
-What Epstein's trades teach about investing psychology
Contact us: [email protected]
We are proud to be in the Airwave Media network! Please contact [email protected] if you would like to advertise on our podcast.
Hosts: Malcolm Ethridge, Ricky Mulvey
Engineer: Tim Sparks
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The AI selloff is building momentum, and investors are moving to safety. Is it time to become a contrarian? Plus, Ricky reveals Jeffrey Epstein's brokerage statements. They break down his biggest mistakes: $300,000 in Yahoo, terrible options trades, and swing trading that lost money during a bull market.
(0:00) - Intro
(2:44) - The cybersecurity stock that can thrive as AI-agents spread.
(12:59) - Epstein’s swing trading habits (and why he was not very good at it).
(27:37) - An age cap for politicians? And, why Malcolm thinks Congress will ban insider trading (eventually).
(38:45) - If investors should prepare for an AI bubble to burst.
(48:10) - Plus, we respond to Scott Galloway’s comment about our podcast and challenge him to come on our show, America’s number 2 “Resist and Unsubscribe” podcast.
Contact us at [email protected].
We are proud to be in the Airwave Media network! Please contact [email protected] if you would like to advertise on our podcast.
Hosts: Ricky Mulvey, Malcolm Ethridge
Engineer: Tim Sparks
Link to trading documents: https://www.justice.gov/age-verify?destination=/epstein/files/DataSet%2010/EFTA01267639.pdf
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Why is SpaceX adding an AI company (that Elon Musk also owns)?
Ricky Mulvey and Malcolm Ethridge discuss:
- Why Warner Bros. Discovery could earn Netflix’s stock a “conglomerate discount”, and why Ricky changed his mind on the stock.
- Malcolm breaks down why OpenAI’s relationship with Nvidia could be falling apart.
- SpaceX preparing for a massive IPO and bringing xAI along for the ride.
- How Brian Niccol is already turning Starbucks around
Get in touch with the show at [email protected].
We are proud to be in the Airwave Media network! Please contact [email protected] 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 - Visa fler
