This Time Is Different

Recent Episodes

Economic Narratives 2026: Dedollarization, AI Profits, and Bitcoin

Posted January 13, 2026 • 00:50:39

What stories are going to drive the economy and the market this year?

Malcolm Ethridge and Ricky Mulvey discuss:

-...

Is Common Financial Wisdom ACTUALLY True?

Posted January 6, 2026 • 00:47:07

Some financial truisms become common knowledge for good reason. Some deserve to be revisited.

Malcolm Ethridge and Ricky Mulvey...

What Fighting, Sex, and Pizza Reveal About the Economy

Posted December 30, 2025 • 00:48:12

Data doesn’t always capture what’s happening in the economy.

Malcolm Ethridge and Ricky Mulvey discuss:

- Malcolm’s biggest...

How to Invest For Decades w/ John Rotonti

Posted December 23, 2025 • 00:53:34

John Rotonti is a Portfolio Manager for Bastion Fiduciary where he runs the Bastion Industrial and Infrastructure Portfolio. He joined Ricky Mulvey...

An OpenAI IPO? w/ Alex Kantrowitz

Posted December 18, 2025 • 00:44:01

When will OpenAI go public? Could it really happen as soon as 2026? What will AI wearables actually look like? And why has the market largely forgotten...