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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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OpenAI Is Leaking, Big Tech is Earning
Tuesday, 5 May, 2026
Someone at OpenAI leaked that it is missing targets, but they didn't leak the numbers. That's either a red flag or a setup. Malcolm Ethridge and Ricky Mulvey discuss: The OpenAI leak: why leak a miss without leaking the actual numbers? Meta deception, the magic trick concept that might explain how big companies manage investor expectations Big tech earnings: Meta's ad machine is working, and Malcolm explains why Amazon's chip business may be the most underrated AI story Starbucks vs. the K-shaped economy: what delivery orders and $6 California gas tell us about where the real cracks are showing. Why the stock market keeps shrugging off the Iran War. Micron skepticism: listener question on a stock up almost 6x in 12 months that still looks cheap on paper Tim Cook's legacy and the three problems for new CEO John Ternus. 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
