This Time Is Different

Jason Moser Talks Stocks

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. 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 Guest: Jason Moser Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Private Credit Freezes, Investors Feel a Chill

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 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: 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

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.  Contact us 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 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

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?

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