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Artwork for This Time Is Different

This Time Is Different

Malcolm Ethridge and Ricky Mulvey
Artificial Intelligence
Openai
Nvidia
Spacex
Netflix
Microsoft
Private Credit
Stock Market
Options Trading
Wealth Building
Sports Betting
Bitcoin
Blue Owl Capital
Investing
Oracle
NBA Gambling
AI Infrastructure
Insider Trading
Gold Investment
Private Equity

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

PublishesWeeklyEpisodes138Founded6 years ago
Number of ListenersCategories
TechnologyBusinessInvesting

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Artwork for This Time Is Different

Latest Episodes

ServiceNow is down 50% over the past twelve months. Investors are doubting the company's place in a world with AI agents. But, maybe the software giant is figuring it out…

Ricky Mulvey and Malcolm Ethridge discuss:

- OpenAI’s latest scandal. Its bo... more

YouTube

Uber, Tesla, xAI, Meta, and now IBM have all quietly signaled the same thing: AI is too expensive. Ricky Mulvey and Malcolm Ethridge discuss:

• Whether "gotcha questions" in media interviews (from Tucker Carlson to JD Vance on Rogan) actually work... more

YouTube

Nvidia’s valuation is the cheapest it has been since the AI boom. Traders’ attention moved to memory chipmakers. They may have forgotten that Nvidia makes advanced memory systems.

Ricky Mulvey and Malcolm Ethridge discuss:- An unpaid intern getting ... more

YouTube

US margin debt, what investors borrow from their brokerages to buy securities, rose 54% from a year ago. Don’t take the punch bowl away!

Ricky Mulvey and Malcolm Ethridge discuss:

Malcolm’s prediction that Sam Altman will have to walk back OpenAI's... more

YouTube

Key Facts

Accepts Guests
Accepts Sponsors
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Recent Guests

Freddie Smith
Actor and economic commentator
Author of Generation EFT
Episode: Is the American Dream Dead? w/ Freddie Smith
Jason Moser
ETF strategist and market commentator
Tidal Financial Group
Episode: Why Are Stocks at All-Time Highs?
Mark Cuban
Investor and entrepreneur
Self / various health-care initiatives
Episode: Why Are Stocks at All-Time Highs?
Yuri Khodjamirian
Investment professional from Tema ETFs, focused on space economy and NASA ETF
Tema ETFs
Episode: Are Space Stocks Overheated?
Hanna Horvath
Writer focusing on social dynamics of money
Your Brain on Money (social media handle)
Episode: The Great Wealth Transfer w/ Hanna Horvath Pt. 2
Chamath Palihaptiya
Founder/CEO involved in SPAC discussions and public markets commentary
Episode: The Iran War Impacts Your Investments, Live Nation's Settlement Changes Nothing
Alex Kantrowitz
Founder of Big Technology, a Substack and podcast dedicated to tech narratives and trends.
Big Technology
Episode: An OpenAI IPO? w/ Alex Kantrowitz
Cody Saftic
Professional gambler and co-host of Bookie Beatdown, a podcast focused on UFC betting.
Bookie Beatdown
Episode: The Real Economics of Sports Betting
Tim White
Principal at Cyface Design, a fractional CTO consulting firm
Cyface Design
Episode: Leave Stocks? And Go Where?

Hosts

Malcolm Ethridge
Host with a focus on contrarian market perspectives and economic governance.
Ricky Mulvey
Co-host known for energetic, opinionated discussions on investing, tech, and markets.

Reviews

4.9 out of 5 stars from 82 ratings
  • Nice Podcast!!

    This is now one of my favorite podcasts. Malcolm and Ricky bring a fresh blend of intelligence, cultural awareness, and logic that resonates with the audience. Stay on the money…this is a must listen!

    Apple Podcasts
    5
    AdkinsB
    United States6 months ago
  • New favorite investing podcast

    I’ve separately liked Malcolm and Ricky’s work. An unusual business show that welcomes other perspectives. Also entertaining. No question it’s my favorite business show right now.

    Apple Podcasts
    5
    AJRam4455
    United States8 months ago
  • A rare podcast that actually teaches you something new

    This Time Is Different stands out in a crowded field. The hosts dig into market and behavioral dynamics with clarity and curiosity, and they avoid the recycled takes you hear everywhere else. It is polished, thought provoking, and genuinely insightful. If you want a show that helps you understand why the world works the way it does, this is a great pick.

    Apple Podcasts
    5
    Cormac B.
    United States9 months ago
  • Ricky’s Back!!

    So great to see Ricky find an incredible home from one of my favorite old follows (the “Tech Money Podcast”).

    Apple Podcasts
    5
    Bigbangsmile
    United States9 months ago
  • Refreshing investing podcast!

    I am truly enjoying this rebooted podcast. Hosts Malcolm Ethridge and Ricky Mulvey, both of whom I have listened to in their own podcasts, have a key, magic ingredient missing from many investing podcasts these days - candor. They address any topic and give their true opinions and provide excellent points to learn from and to consider in future investing. They don’t shy away from talking in detail about the current chaotic economic and financial landscape. The conversational style works. Subscri... more

    Apple Podcasts
    5
    acortwright
    United States9 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Many regard it as a fresh, unvarnished take on tech, markets, and macro trends.
Audience highlights the show's ability to simplify complex topics without sacrificing rigor.
Fans appreciate the hosts' debates and non-consensus viewpoints.
Listeners praise candor and practical investing insights.

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Talking Points

Recent interactions between the hosts and their guests.

Are Space Stocks Overheated?
Q: How will Tema ETFs participate on IPO day with the SpaceX exposure?
Tema ETFs will use SPVs to hold SpaceX exposure within a transparent, SEC-registered vehicle, aiming to balance purity of exposure with lower internal fees, while acknowledging the complexities and liquidity considerations of private shares before an eventual public listing.
Are Space Stocks Overheated?
Q: So what's the overall thesis you can serve the listeners with about the space economy?
The space economy is at an inflection point where decreasing launch costs, commercialized space activities, and a broad base of suppliers create a multi-year growth trajectory, provided investors focus on fundamentals, management quality, and a diversified exposure rather than chasing hype.
Jason Moser Talks Stocks
Q: Which AI-related risks do you think could materially impact the market soon?
Key risks include regulatory bottlenecks, the potential for AI-driven mispricing or panic in markets due to aggressive automation, and the uncertain pace at which AI agents can gain wide trust and regulatory acceptance in high-stakes sectors like real estate and finance.
Jason Moser Talks Stocks
Q: What are your thoughts on how AI will affect financial services and payments?
The panelists agree that AI will likely strengthen incumbents by enabling better data usage, risk management, and customer experiences, rather than instantly destroying established networks like Visa/MasterCard; the transformation will be gradual and dependent on regulatory alignment and how firms deploy AI across services.
Invest for an AI Crash? Plus, We Reveal Epstein’s Stock Trades
Q: How do I profit off of the AI bubble bursting?
Malcolm suggests instead of making speculative bets, focus on what to buy when the correction happens.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About This Time Is Different

What is This Time Is Different about and what kind of topics does it cover?

Two seasoned hosts dissect markets, money, and the economy with a contrarian lens. Episodes blend sharp financial analysis, tech-forward thinking, and candid debates about risk, policy, and corporate strategy. Listeners can expect long-form conversations that challenge mainstream narratives, feature guests or expert input, and move fluidly between macro themes, individual stock stories, and real-world implications for investors and workers alike. Noteworthy is the show's habit of mixing rigorous numbers with bold opinions and a popular knack for turning complex topics into accessible debates about valuation, governance, and the future of tech-enabled business models.

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1. Motley Fool Hidden Gems Investing
2. On Investing
3. Money Unplugged with Chris Hill
4. Rule Breaker Investing
5. The Real Eisman Playbook

How many episodes of This Time Is Different are there?

This Time Is Different launched 6 years ago and published 138 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on This Time Is Different?

Recent guests on This Time Is Different include:

1. Freddie Smith
2. Jason Moser
3. Mark Cuban
4. Yuri Khodjamirian
5. Hanna Horvath
6. Chamath Palihaptiya
7. Alex Kantrowitz
8. Cody Saftic

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