Retail 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.
- Nvidia’s potential accounting issues.
Hosts: Malcolm Ethridge, Ricky Mulvey
Engineer: Tim Sparks
Articles discussed:
High-income earners using BNPL: https://theharrispoll.com/wp-content/uploads/2025/11/Income-Paradox-Survey-November-2025.pdf Nvidia’s accounting questions: https://substack.com/home/post/p-179453867
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