This Time Is Different

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**This Time Is Different**

Long-form conversations that challenge consensus thinking about markets, money, and the economy. We question the narratives everyone else accepts and welcome contrarian ideas.

Hosted by Malcolm Ethridge and Ricky Mulvey

Latest Episodes:

What Fighting, Sex, and Pizza Reveal About the Economy Dec 30, 2025

Show notes

Data doesn’t always capture what’s happening in the economy.

Malcolm Ethridge and Ricky Mulvey discuss:

- Malcolm’s biggest market worry for 2026.

- How the state of boxing reflects the broader economy.

- Why sugar daddies are spending less.

- Tighter spending showing up at pizza chains.

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

How to Invest For Decades w/ John Rotonti Dec 23, 2025

Show notes

John Rotonti is a Portfolio Manager for Bastion Fiduciary where he runs the Bastion Industrial and Infrastructure Portfolio. He joined Ricky Mulvey for a conversation about:

- The housing shortage and how John is approaching it as an investor.

- Finding high-quality companies.

- A less-discussed player in the AI buildout.

- How sustainable share buybacks reward long-term holders.

Host: Ricky Mulvey

Guest: John Rotonti

Engineer: Tim Sparks

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

An OpenAI IPO? w/ Alex Kantrowitz Dec 18, 2025

Show notes

When will OpenAI go public? Could it really happen as soon as 2026? What will AI wearables actually look like? And why has the market largely forgotten about Waymo?

Alex Kantrowitz, who writes the Big Technology Substack and hosts the Big Technology podcast, joins Ricky and Malcolm to break it down.

- Alex and Malcolm debate OpenAI going public in 2026.

- They discuss why AI wearables won’t look like your phone.

- Alex explains why Waymo is underrated.

Hosts: Ricky Mulvey, Malcolm Ethridge

Guest: Alex Kantrowitz

Engineer: Tim Sparks

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

Your Online Grocer "Randomly" Raises Prices Dec 16, 2025

Show notes

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 your grocery cart.

Ricky Mulvey and Malcolm Ethridge discuss:

- Disney allowing its characters on OpenAI’s Sora platform.

- Why Malcolm is losing faith in Oracle’s business.

- Instacart playing with algorithmic pricing on grocery items

- The potential of a one-person unicorn.

Hosts: Ricky Mulvey, Malcolm Ethridge

Engineer: Tim Sparks

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

Work From Home Is Dying. Investors Haven’t Noticed. Dec 09, 2025

Show notes

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 roaring back.

Malcolm Ethridge and Ricky Mulvey discuss:

- Crypto’s downturn, and if it represents a “buy the dip” opportunity.

- Meta cutting its metaverse budget.

- The career implications of working from home, and the data on return to office.

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

Retail is Nervous. Wall Street Isn’t. Why? Dec 02, 2025

Show notes

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

Ricky Mulvey and Malcolm Ethridge discuss:

- The surprising number of high-income earners using Buy Now Pay Later.

- Abercrombie & Fitch as a buyback machine.

- Why retail investors are afraid of the AI trade, but big money is not.

- Nvidia’s potential accounting issues.

Hosts: Malcolm Ethridge, Ricky Mulvey

Engineer: Tim Sparks

Articles discussed:

High-income earners using BNPL: https://theharrispoll.com/wp-content/uploads/2025/11/Income-Paradox-Survey-November-2025.pdf Nvidia’s accounting questions: https://substack.com/home/post/p-179453867

Please contact advertising@airwavemedia.com if you would like to advertise on our podcast

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

How to Beat Financial Nihilism w/ Hanna Horvath Nov 28, 2025

Show notes

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 Horvath, CFP®, writes the Substack “Your Brain on Money” and joined Malcolm and Ricky for a conversation about:

- How the definition of being middle class is changing.

- Gen Z’s split preference between socialism and capitalism.

- Building more agency into your financial life.
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: Hanna Horvath

Engineer: Tim Sparks

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

“The Market Needs a Good Spanking” Nov 25, 2025

Show notes

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

Malcolm Ethridge and Ricky Mulvey discuss:

- Why a blowout Nvidia quarter does not impress investors anymore.

- “The big market delusion” and artificial intelligence.

- Why younger generations are steering away from stocks.

- The growth of private credit funds being sold to retail investors.

Hosts: Ricky Mulvey, Malcolm Ethridge

Engineer: Tim Sparks

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

Articles discussed: “Why We Could Use a Good, Long Bear Market.” https://www.wsj.com/finance/stocks/why-we-could-use-a-good-long-bear-market-73997cb7?gaa_at=eafs&gaa_n=AWEtsqdDbPx_jftTXFB1T9awbqTolkrusKFpCLJlZ6JlMSF13bLTJfWxXRDCEyLsRw%3D%3D&gaa_ts=6924c3dc&gaa_sig=PujCvwH9HJ2TE109icuSfI5d4aN0SQp3-cCr-FyArg9JWOVesK05tH8dige5vrA50-nLqvxUBdYnumxwxKNqMg%3D%3D

AI’s Winners, Losers, and Wannabee: Beyond Buzzwords” https://pages.stern.nyu.edu/~adamodar/pdfiles/country/AICombinedNEW.pdf

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

Warren Buffett Lives “The Baby Boomer Dream” Nov 18, 2025

Show notes

He’s retiring at age 95 as a multi-billionaire. He’s leaving his kids 1% of his fortune. And everyone is hanging on to hear his insight. Warren Buffett is truly living the Baby Boomer Dream.

Malcolm Ethridge and Ricky Mulvey discuss:

- Michael Burry shutting down his hedge fund.

- Warren Buffett’s letter to shareholders and how Buffett has affected them.

- Opendoor as a “cult stock” and the actual business of iBuying homes.

- A start-up that is fractionalizing home ownership.

Please contact advertising@airwavemedia.com if you would like to advertise on our podcast.
Question for the show? Email us at thistimepod at gmail dot com.

Hosts: Ricky Mulvey, Malcolm Ethridge

Engineer: Tim Sparks

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

The Real Economics of Sports Betting Nov 13, 2025

Show notes

What happens when we put a financial planner and a mixed martial arts betting analyst in conversation?

Cody Saftic is a mixed martial arts betting analyst, the co-host of Bookie Beatdown, and an MMA matchmaker. Cody joined Malcolm and Ricky to discuss:

- Recent fight fixing allegations in the UFC.

- The number one rule of gambling.

- How Cody has seen the interest in sports gambling explode over the past decade.

- What you can do if you want to “gamble” in the stock market (and not hurt yourself too much)..

- Why social media makes gambling look more profitable than it is.