This Time Is Different

The four most dangerous words in investing. A podcast for investors who think differently.

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Recent Episodes

Your Online Grocer "Randomly" Raises Prices

Posted December 16, 202500:47:25

Instacart is testing different prices for the same basket of goods, sold from the same grocery store and at the same time. Algorithmic pricing is in...

Work From Home Is Dying. Investors Haven’t Noticed.

Posted December 9, 202500:49:18

More than half of Fortune 100 companies have asked “desk-using employees” to come back to the office five days a week. But office REITs are not...

Retail is Nervous. Wall Street Isn’t. Why?

Posted December 2, 202500:50:04

Retail investors are selling off risky assets, like Bitcoin, but the big institutional money is sitting tight.

Ricky Mulvey and Malcolm Ethridge...

How to Beat Financial Nihilism w/ Hanna Horvath

Posted November 28, 202500:53:44

AI is propping up the economy. Homes aren’t affordable. You don’t feel like you’re making enough at your job. So what do you do? 

Hanna...

“The Market Needs a Good Spanking”

Posted November 25, 202500:49:53

Some investors are rooting for a bear market. Are you?

Malcolm Ethridge and Ricky Mulvey discuss:

- Why a blowout Nvidia quarter does...