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  • Netflix's Warner Bros Problem, OpenAI's Nvidia Drama, and SpaceX Going Public

    Netflix's Warner Bros Problem, OpenAI's Nvidia Drama, and SpaceX Going Public
    Feb 10 2026
    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 thistimepod@gmail.com. We are proud to be in the Airwave Media network! Please contact advertising@airwavemedia.com 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
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    1 Std.
  • Resist and Unsubscribe: Can You Actually Boycott Big Tech?

    Resist and Unsubscribe: Can You Actually Boycott Big Tech?
    Feb 3 2026
    Scott Galloway is calling for Americans to “Resist and Unsubscribe,” canceling big tech subscriptions. The call is for cancellations including Amazon Prime, Netflix, ChatGPT, and Apple services. The hope is that it will lead to political change. But will it work? And what happens if it does? Malcolm Ethridge and Ricky Mulvey discuss: - Why Microsoft dropped 12% despite solid earnings. - The economics (and problems) of boycotting Amazon, Apple, and Meta - 2026 stock picks. - Malcolm’s beef with life insurance. - Your questions: our biggest portfolio losers and the wage growth gap Get in touch: thistimepod@gmail.com We are proud to be in the Airwave Media network! Please contact advertising@airwavemedia.com if you would like to advertise on our podcast. Hosts: Malcolm Ethridge, Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
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    53 Min.
  • Sell America Gets Real

    Sell America Gets Real
    Jan 27 2026
    America did not make more friends at the World Economic Forum. And while stories about Greenland and tariffs flare up, the ground may be shifting as more central banks buy up gold. Ricky Mulvey and Malcolm Ethridge discuss: - Why Malcolm is purchasing the stocks of big banks and ServiceNow. - If purchasing Warner Bros. is a good idea for Netflix. - What the World Economic Forum revealed about the macroeconomy. - Balling on a budget sushi tips. We are proud to be in the Airwave Media network! Please contact advertising@airwavemedia.com if you would like to advertise on our podcast. Contact the show at thistimepod@gmail.com Hosts: Ricky Mulvey, Malcolm Ethridge Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
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    57 Min.
  • Elon Musk: "Don't Save for Retirement" – AI Will Make It Irrelevant

    Elon Musk: "Don't Save for Retirement" – AI Will Make It Irrelevant
    Jan 20 2026
    Elon Musk just told a podcast audience they don't need to save for retirement because AI will provide universal high income. Meanwhile, someone placed a $74 million options bet on Taiwan Semiconductor right before a major tariff announcement. And Trump's proposing a 10% credit card interest rate cap with bipartisan support from Bernie Sanders and Josh Hawley. Sheesh, there's a lot going on. Malcolm Ethridge and Ricky Mulvey discuss: Gen Z's new dating dealbreakers. Elon Musk's bad retirement advice. The proposed 10% cap on credit card interest rates. Alamo Drafthouse breaking its brand promise by allowing mobile ordering during movies? The case for IMAX in a K-shaped economy, and why Ricky has been proven wrong by the giant big screens. Question/comment on the show? Email us at thistimepod@gmail.com Interested in advertising? Contact advertising@airwavemedia.com Hosts: Ricky Mulvey, Malcolm EthridgeEngineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
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    48 Min.
  • Economic Narratives 2026: Dedollarization, AI Profits, and Bitcoin

    Economic Narratives 2026: Dedollarization, AI Profits, and Bitcoin
    Jan 13 2026
    What stories are going to drive the economy and the market this year? Malcolm Ethridge and Ricky Mulvey discuss: - De-dollarization: Why central banks are buying gold and what it means for the U.S. dollar's reserve currency status. - AI profitability: Do AI projects need to start generating cash in 2026? - A Recession-proof investing myth: Why alcohol stocks aren't the defensive play they used to be. - Bitcoin and HODL (Hold On for Dear Life): Does BTC deserve "hold forever" asset status? - Economic observations from Australia: What Ricky’s trip Down Under revealed about global economy Question/comment on the show? Email us at thistimepod at gmail dot com. Please contact advertising@airwavemedia.com 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
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    51 Min.
  • Is Common Financial Wisdom ACTUALLY True?

    Is Common Financial Wisdom ACTUALLY True?
    Jan 6 2026
    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 their “return on effort”. - The economic rules of home ownership. - Why job switching doesn’t necessarily pay. We are proud to be in the Airwave Media network! Please contact advertising@airwavemedia.com 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
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    47 Min.
  • What Fighting, Sex, and Pizza Reveal About the Economy

    What Fighting, Sex, and Pizza Reveal About the Economy
    Dec 30 2025
    Data doesn’t always capture what’s happening in the economy. Malcolm Ethridge and Ricky Mulvey discuss: - Malcolm’s biggest market worry for 2026. - How the state of boxing reflects the broader economy. - Why sugar daddies are spending less. - Tighter spending showing up at pizza chains. We are proud to be in the Airwave Media network! Please contact advertising@airwavemedia.com 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
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    48 Min.
  • How to Invest For Decades w/ John Rotonti

    How to Invest For Decades w/ John Rotonti
    Dec 23 2025
    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. - Finding high-quality companies. - A less-discussed player in the AI buildout. - How sustainable share buybacks reward long-term holders. Host: Ricky Mulvey Guest: John Rotonti Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
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    54 Min.