June 23, 2026

Is The Market Too Hot To Trust?

Is The Market Too Hot To Trust?
Is The Market Too Hot To Trust?
This Time Is Different
Is The Market Too Hot To Trust?

Elon Musk says SpaceX could hit $1 trillion in revenue by 2030, a fifteen-fold jump from 2027 estimates. Parts of the market feel like they're on fire. So where does a long-term bull actually put money when they don't want to chase 40%-in-a-week moves?

Ricky Mulvey and Malcolm Ethridge discuss:

  • The REITs they're using as cover in an overheated market — cold storage, data centers, and class-A office — and Malcolm's "what's the yield" test for every one of them.

  • Why "fiduciary" might not mean what you think, and how to tell a real one from a salesperson.

  • State Farm's plan to cut agent pay and lean on AI, and what it signals about white-collar work.

  • Why Gen Z is trading like the system is rigged, and whether they're wrong.

Want to contact us? 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