March 3, 2026

Know What You Own, Our Rules for Investing

Know What You Own, Our Rules for Investing
Know What You Own, Our Rules for Investing
This Time Is Different
Know What You Own, Our Rules for Investing
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**NOTE: We recorded this before the Iran War started.**


Sure, we’ve got earnings coverage, but we are also taking a step back to discuss our personal rules for investing and how to stay disciplined in any market.

Malcolm Ethridge and Ricky Mulvey discuss:

- How Ricky won $2,600 back from an airline by using AI.

- Netflix walking away from Warner Bros. Discovery.

- How CAVA’s story is changing, and Ricky

- The difference between speculating and investing.

- Position sizing, “sleep numbers,” and building an investment policy statement before the storm hits.

Contact us: thistimepod@gmail.com

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Hosts: Malcolm Ethridge, Ricky Mulvey

Engineer: Tim Sparks


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