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This Time Is DifferentThe four most dangerous words in investing. A podcast for investors who think differently. Author: Malcolm Ethridge and Ricky Mulvey
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 Language: en Genres: Business, Investing, Technology Contact email: Get it Feed URL: Get it iTunes ID: Get it Trailer: |
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Will Healthcare Costs Take More Jobs Than AI?
Tuesday, 29 September, 2026
Mark Cuban says rising health benefit costs will get more people fired or not hired than artificial intelligence will. Ricky and Malcolm dig into the claim that polite society isn’t supposed to talk about. Ricky Mulvey and Malcolm Ethridge discuss: Why healthcare costs, now close to $19,000 per employee per year, could cost more jobs than AI. What GLP-1 drugs are doing to company budgets, including Bank of America's $250 million a year in spending. Why Oracle is warning its creditor that it may struggle to make payments on a data center, and what OpenAI's delayed IPO has to do with it. Why SoftBank's near-10% high-yield bond offering to buy more OpenAI shares is a sign markets are getting more skeptical, and why bond fund holders may already be exposed to the AI trade. Why Unreasonable Hospitality by Will Guidara might be the book Malcolm needs to download next, plus Ricky's case for Costco, Disney parks, and Trader Joe's. Want to 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 MulveyEngineer: Heather Horton Learn more about your ad choices. Visit megaphone.fm/adchoices
