This Time Is Different

Malcolm is away, and Motley Fool Senior Analyst Jason Moser came to save the day. It’s been a while since we last checked in with him, and he’s got a big question on his mind this earnings season: how long do these big tech companies plan on bleeding cash flow? Ricky Mulvey and Jason Moser also discuss: - Alphabet’s earnings. - Jason’s take on Anthropic going public. - Why Ricky is getting “AGI-Curious”. - Underrated/overrated candies.Host: Ricky Mulvey Guest: Jason Moser Engineer: Heath

If Netflix listens to two podcasters, then the company will turn around. Ricky Mulvey and Malcolm Ethridge discuss: Netflix’s earnings, and if a management shake-up can solve long-term problems. What Netflix should do with the $2.8 billion breakup fee from Paramount Skydance. Why Tesla and SpaceX should just merge, and what to make of Elon Musk’s $1 billion investment in Paramount Skydance. Credit default swaps on CoreWeave, Oracle, and Meta: why Malcolm sees a warning sign in Meta’s debt,

Some of the biggest risks are the ones that crash into you. Ricky Mulvey and Malcolm Ethridge discuss: Why avoiding taxes can be the bigger investment risk, using an Oracle case. Malcolm’s two-step risk test: what can go wrong, and can you absorb it? How a recent car accident changed the way Ricky weighs everyday costs against catastrophic risk. Why Malcolm argues the money that matters belongs at large, battle-tested institutions. The cost of AI performance falling roughly 13-fold over a

AI agents want your credit card, and new research suggests they may not find you the best price. Ricky and Malcolm ask who these tools are actually beholden to. Ricky Mulvey and Malcolm Ethridge discuss: - Why Malcolm is watching Apple’s Mac mini, and how it became a way to skip the line for GPUs. - The Financial Times report that OpenAI’s annualized revenue is closer to $50 billion than $70 billion and why that the AI trade under the microscope. - How Paramount’s $52 billion financing package

Leveraged ETFs have a reputation problem, and AI agents are already slipping past the security checks meant to stop them. Direxion's Bilal Little joins Ricky Mulvey and Malcolm Ethridge to separate the real risks from the misconceptions. Ricky Mulvey, Malcolm Ethridge, and Bilal Little discuss: International equities trading at a 30-35% discount to US peers. Bilal pushes back on the idea that leveraged ETFs are driving widespread market volatility. An AI agent that lowballed a Facebook Marke

Mark Cuban says rising health benefit costs will get more people fired or not hired than artificial intelligence will. Ricky and Malcolm dig into the claim that polite society isn’t supposed to talk about. Ricky Mulvey and Malcolm Ethridge discuss: Why healthcare costs, now close to $19,000 per employee per year, could cost more jobs than AI. What GLP-1 drugs are doing to company budgets, including Bank of America's $250 million a year in spending. Why Oracle is warning its creditor that it