This Time Is Different

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Latest Episodes:

Know What You Own, Our Rules for Investing Mar 03, 2026

Show notes

**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.

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: Malcolm Ethridge, Ricky Mulvey

Engineer: Tim Sparks

Learn more about your ad choices. Visit megaphone.fm/adchoices

Jason Moser Talks Stocks Feb 27, 2026

Show notes

JMo is back! Motley Fool Senior Analyst, Jason Moser, joins Ricky Mulvey and Malcolm Ethridge to discuss what's actually happening in the AI selloff, and what's just noise.

They discuss

The companies that AI will not disrupt.

If the Citrini Research AI doom scenario, causing a market sell-off, is marketing or reality.

Jason’s thoughts on PayPal and Axon.

Malcolm’s theory on trading bots driving swings in the market.

The stocks that Jason has been buying.

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

Guest: Jason Moser

Engineer: Tim Sparks

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Private Credit Freezes, Investors Feel a Chill Feb 24, 2026

Show notes

Blue Owl Capital just froze quarterly withdrawals from its private credit fund, and retail investors can't access their money. We explain why this isn't just a Blue Owl problem and why you want to know if you own private credit funds.

Malcolm Ethridge and Ricky Mulvey discuss:

- The private credit crisis, and why your portfolio might have more AI exposure than you think.

- Stocks we are buying.

- Age limits for Congress, and if members will ever face trading restrictions.

- Ricky’s reporting on Whale options activity and their effects on market.

-What Epstein's trades teach about investing psychology

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: Malcolm Ethridge, Ricky Mulvey

Engineer: Tim Sparks

Learn more about your ad choices. Visit megaphone.fm/adchoices

Invest for an AI Crash? Plus, We Reveal Epstein’s Stock Trades Feb 17, 2026

Show notes

The AI selloff is building momentum, and investors are moving to safety. Is it time to become a contrarian? Plus, Ricky reveals Jeffrey Epstein's brokerage statements. They break down his biggest mistakes: $300,000 in Yahoo, terrible options trades, and swing trading that lost money during a bull market.

(0:00) - Intro

(2:44) - The cybersecurity stock that can thrive as AI-agents spread.

(12:59) - Epstein’s swing trading habits (and why he was not very good at it).

(27:37) - An age cap for politicians? And, why Malcolm thinks Congress will ban insider trading (eventually).

(38:45) - If investors should prepare for an AI bubble to burst.

(48:10) - Plus, we respond to Scott Galloway’s comment about our podcast and challenge him to come on our show, America’s number 2 “Resist and Unsubscribe” podcast.

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

Link to trading documents: https://www.justice.gov/age-verify?destination=/epstein/files/DataSet%2010/EFTA01267639.pdf

Learn more about your ad choices. Visit megaphone.fm/adchoices

Netflix's Warner Bros Problem, OpenAI's Nvidia Drama, and SpaceX Going Public Feb 10, 2026

Show notes

Why is SpaceX adding an AI company (that Elon Musk also owns)?

Ricky Mulvey and Malcolm Ethridge discuss:

- Why Warner Bros. Discovery could earn Netflix’s stock a “conglomerate discount”, and why Ricky changed his mind on the stock.

- Malcolm breaks down why OpenAI’s relationship with Nvidia could be falling apart.

- SpaceX preparing for a massive IPO and bringing xAI along for the ride.

- How Brian Niccol is already turning Starbucks around

Get in touch with the show at 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

Resist and Unsubscribe: Can You Actually Boycott Big Tech? Feb 03, 2026

Show notes

Scott Galloway is calling for Americans to “Resist and Unsubscribe,” canceling big tech subscriptions. The call is for cancellations including Amazon Prime, Netflix, ChatGPT, and Apple services. The hope is that it will lead to political change. But will it work? And what happens if it does?

Malcolm Ethridge and Ricky Mulvey discuss:

- Why Microsoft dropped 12% despite solid earnings.

- The economics (and problems) of boycotting Amazon, Apple, and Meta

- 2026 stock picks.

- Malcolm’s beef with life insurance.

- Your questions: our biggest portfolio losers and the wage growth gap

Get in touch: 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: Malcolm Ethridge, Ricky Mulvey

Engineer: Tim Sparks

Learn more about your ad choices. Visit megaphone.fm/adchoices

Sell America Gets Real Jan 27, 2026

Show notes

America did not make more friends at the World Economic Forum. And while stories about Greenland and tariffs flare up, the ground may be shifting as more central banks buy up gold.

Ricky Mulvey and Malcolm Ethridge discuss:

- Why Malcolm is purchasing the stocks of big banks and ServiceNow.

- If purchasing Warner Bros. is a good idea for Netflix.

- What the World Economic Forum revealed about the macroeconomy.

- Balling on a budget sushi tips.

We are proud to be in the Airwave Media network! Please contact advertising@airwavemedia.com if you would like to advertise on our podcast.

Contact the show at thistimepod@gmail.com

Hosts: Ricky Mulvey, Malcolm Ethridge

Engineer: Tim Sparks

Learn more about your ad choices. Visit megaphone.fm/adchoices

Elon Musk: "Don't Save for Retirement" – AI Will Make It Irrelevant Jan 20, 2026

Show notes

Elon Musk just told a podcast audience they don't need to save for retirement because AI will provide universal high income. Meanwhile, someone placed a $74 million options bet on Taiwan Semiconductor right before a major tariff announcement. And Trump's proposing a 10% credit card interest rate cap with bipartisan support from Bernie Sanders and Josh Hawley.

Sheesh, there's a lot going on.

Malcolm Ethridge and Ricky Mulvey discuss:

Gen Z's new dating dealbreakers.
Elon Musk's bad retirement advice.
The proposed 10% cap on credit card interest rates.
Alamo Drafthouse breaking its brand promise by allowing mobile ordering during movies?
The case for IMAX in a K-shaped economy, and why Ricky has been proven wrong by the giant big screens.

Question/comment on the show? Email us at thistimepod@gmail.com

Interested in advertising? Contact advertising@airwavemedia.com

Hosts: Ricky Mulvey, Malcolm Ethridge
Engineer: Tim Sparks

Learn more about your ad choices. Visit megaphone.fm/adchoices

Economic Narratives 2026: Dedollarization, AI Profits, and Bitcoin Jan 13, 2026

Show notes

What stories are going to drive the economy and the market this year?

Malcolm Ethridge and Ricky Mulvey discuss:

- De-dollarization: Why central banks are buying gold and what it means for the U.S. dollar's reserve currency status.

- AI profitability: Do AI projects need to start generating cash in 2026?

- A Recession-proof investing myth: Why alcohol stocks aren't the defensive play they used to be.

- Bitcoin and HODL (Hold On for Dear Life): Does BTC deserve "hold forever" asset status?

- Economic observations from Australia: What Ricky’s trip Down Under revealed about global economy

Question/comment on the show? Email us at thistimepod at gmail dot com.

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

Is Common Financial Wisdom ACTUALLY True? Jan 06, 2026

Show notes

Some financial truisms become common knowledge for good reason. Some deserve to be revisited.

Malcolm Ethridge and Ricky Mulvey discuss:

- If young people should save as much as they can early in their career.

- How investors should think about their “return on effort”.

- The economic rules of home ownership.

- Why job switching doesn’t necessarily pay.

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

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