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: [email protected]

We are proud to be in the Airwave Media network! Please contact [email protected] if you would like to advertise on our podcast.

Hosts: Malcolm Ethridge, Ricky Mulvey

Engineer: Tim Sparks

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America did not make more friends at the World Economic Forum. And while stories about Greenland and tariffs flare up, the ground may be shifting as more central banks buy up gold.

Ricky Mulvey and Malcolm Ethridge discuss:

- Why Malcolm is purchasing the stocks of big banks and ServiceNow.

- If purchasing Warner Bros. is a good idea for Netflix.

- What the World Economic Forum revealed about the macroeconomy.

- Balling on a budget sushi tips.

We are proud to be in the Airwave Media network! Please contact [email protected] if you would like to advertise on our podcast.

Contact the show at [email protected]

Hosts: Ricky Mulvey, Malcolm Ethridge

Engineer: Tim Sparks

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

Elon Musk just told a podcast audience they don't need to save for retirement because AI will provide universal high income. Meanwhile, someone placed a $74 million options bet on Taiwan Semiconductor right before a major tariff announcement. And Trump's proposing a 10% credit card interest rate cap with bipartisan support from Bernie Sanders and Josh Hawley.

Sheesh, there's a lot going on.

Malcolm Ethridge and Ricky Mulvey discuss:

Question/comment on the show? Email us at [email protected]

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Hosts: Ricky Mulvey, Malcolm Ethridge
Engineer: Tim Sparks

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What stories are going to drive the economy and the market this year?

Malcolm Ethridge and Ricky Mulvey discuss:

- De-dollarization: Why central banks are buying gold and what it means for the U.S. dollar's reserve currency status.

- AI profitability: Do AI projects need to start generating cash in 2026?

- A Recession-proof investing myth: Why alcohol stocks aren't the defensive play they used to be.

- Bitcoin and HODL (Hold On for Dear Life): Does BTC deserve "hold forever" asset status?

- Economic observations from Australia: What Ricky’s trip Down Under revealed about global economy

Question/comment on the show? Email us at thistimepod at gmail dot com.

Please contact [email protected] 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

Some financial truisms become common knowledge for good reason. Some deserve to be revisited. 

Malcolm Ethridge and Ricky Mulvey discuss: 

- If young people should save as much as they can early in their career.

- How investors should think about their “return on effort”.

- The economic rules of home ownership. 

- Why job switching doesn’t necessarily pay.

We are proud to be in the Airwave Media network! Please contact [email protected] if you would like to advertise on our podcast.

Hosts: Ricky Mulvey, Malcolm Ethridge

Engineer: Tim Sparks

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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 [email protected] if you would like to advertise on our podcast.

Hosts: Ricky Mulvey, Malcolm Ethridge

Engineer: Tim Sparks

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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

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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

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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

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 [email protected] 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