Episodes

Sept. 5, 2022

Someone Else's Money

This time we discuss the most important subject of them all: money. More importantly, someone else's money. We'll get to the basics. Where does money even come from? (Repeat)

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Aug. 29, 2022

Stenographers and Sycophants

We talk about financial analysts and why it's sometimes more accurate to call them sycophants and stenographers, and how these analysts become cheerleaders of the companies they're supposed to cover. They praise as opposed to appraise. (Repeat)

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Aug. 22, 2022

Peak FOMO

We're back to blowing bubbles, the original source of this inspirational podcast, and we deep dive into the force that's driving markets to record highs. Peak FOMO, fear of missing out. (Repeat)

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Aug. 15, 2022

Achieving Presence: More Meta-Troubles with Seth Gerson

On this episode, we’re going to keep this deep dive on the metaverse going with another doer, not a thinker--a three-stripe veteran of the gaming industry whose career dates back to Sega in the early 90’s, Survios CEO Seth Gerson.

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Aug. 8, 2022

Newspaper Subscriptions Versus Music Subscriptions

This week we talk about subscriptions, specifically how the subscription business model in newspapers struggles, while half a billion people are willing to pay subscription fees for music.

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Aug. 1, 2022

Metaverse Perceptions versus Reality

This week we're gonna blow the halftime whistle on our travels into the metaverse on Bubble Trouble. Today Will quizes Richard: Is the metaverse the next big thing? Or are we back in bubble trouble? What's the perception and where's the reality. If Richard was at a casino sitting behind Zuckerberg,…

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July 25, 2022

Metaverse...Curb Your Enthusiasm with Eric Kress

This week we continue to deconstruct the metaverse with our brilliant Eric Kress of Gossamer Consulting Group, an independent research boutique that provides investors and industry clients with primary research on console mobile and other related technology companies.

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July 18, 2022

The Metaverse and Virtual Experiences with AmazeVR's Ernest Lee

We’re going to keep this deep dive on teh Metaverse going with a doer, not a thinker - someone with skin in the game, bacon not eggs! AmazeVR had longer queues at SXSW than any live band and there’s a reason for that: they are the real deal. We have the founder and CEO Ernest Lee.

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July 11, 2022

Hyper-competition in Advertising with Mike Follett

On this episode, we're in conversation with our third special guest, the source of truth and the mad men and women of advertising, Mr. Mike Follett. The point where quantity goes up and quality goes down, we call that hyper competition, and certainly there's a lot of advertising competing for our t…

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July 4, 2022

Meta-Troubles with guest Yoshio Osaki

This week, and in coming weeks, the Bubble Trouble team will turn our attention to the phase dejour, the bait of all click baits, the mother of all bubbles--the Metaverse. We’re going to begin this deep dive at the beginning and invite Yoshio Osaki, founder of the respected IDG Consulting group.

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June 28, 2022

This Year's Vanilla: Our Conversation with the FT's Brooke Masters Pa…

We're back with more of our conversation with Brooke Masters, the Chief Business Commentator and Associate Editor of the Financial Times.

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June 20, 2022

Crypto's Collapse

This week we salvage what's left of the crypto bubble and delve into the recent dollar devaluations of stable coins with our guest Kenny Estes, founder of Diffuse Digital.

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June 13, 2022

The World is Full of Pyramids: Our Conversation with the FT's Brooke …

Today we have our first of two episodes featuring Brooke Masters, the Chief Business Commentator and Associate Editor of the Financial Times.

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June 6, 2022

Dry Powder

Today we will not be powdering your nose, but be sprinkling our conversation with a little dry powder. That's cash or marketable securities that look like it's low risk and highly liquid and convertible to cash, but needs to be put to work.

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May 30, 2022

Shark Fins

This week we're going to be jumping the shark. That is we're going to be looking at why tech companies and their success, their growth, their user numbers often resemble a shark fin: how they scale up really fast, then taper off then fall really, really fast in a straight line all the way down. (Re…

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May 23, 2022

Buy. Borrow. Die.

Today, we're treading deep in some chicken sh*t with Propublica investigative journalist Jesse Eisenger.

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May 16, 2022

Muscles in Brussels

Recently, in the most European city of Brussels, there was mingling with the finest folks in competition law and economics. They were all trying to figure out if, and how, tech should be regulated. Will and Richard discuss.

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May 9, 2022

Analyst Notes, The Black Art of Price Targeting, and Twitter with gue…

Today, we target those analysts notes that tell us what they think the price should be and how much faith we should put in that moving target. We have Aman Verjee who served as a VP of Paypal from 2002 to 2010 and was first to call out the price target fiasco behind Twitter's defense of Elon's host…

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May 2, 2022

Passing the Tech Ethics "Hot Potato" with Stephanie Hare

Today we wrestle with ethics and technology. Stephanie Hare's wonderful new book. Technology Is Not Neutral, gives us a much needed framework for thinking about how the technologies we interact with every day affect our moral lives more.

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April 26, 2022

NFTs - They're Not For Me

This week, we'll get Will Page’s impressions of the bubbles gathering around that island and what tsunami warning horns ought to be blaring when we talk about NFTs.

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April 18, 2022

When Two Plus Two Equals Two

This week we explore the current craze in the mergers and acquisitions going on just now. And asking, do they actually create additional value? Or is it the case that two plus two does equal two? (Repeat)

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April 11, 2022

The World Is Addicted to Easy Money with Chris Leonard

We've made quantitative easing easy-ish to understand, now we need to infiltrate the institutions that do that easing: the central banks with the award-winning New York Times journalist and author of the aptly titled best-selling book, Lords of Easy Money, Christopher Leonard.

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April 4, 2022

Finding Out What's Really Going On with guest Martin Peers

A lot of financial journalism about companies and markets lives and dies based on access. But what are other ways of finding out what's really going on? Joining us this week is Martin Peers, Senior Writer for The Information.

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March 28, 2022

Where Does Money Come From? with Michael McMahon

Today we bring on the sexy topics of fractional reserve lending and quantitative easing with Michael McMahon from the Bank of England and Oxford University.

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