Episodes

For the last two episodes of the year, we’re looking back at favorite episodes for both Richard and Will. This week, Richard’s favorite: The Charade of the Earnings Call.

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.

This time we look at the themes and dreams that markets put out there to attract the investor's dollar. If it's too good to be true, are we in dreamland? (Repeat)

On this episode, we discuss hyper-competition in the hedge fund world with Seth Wunder.

In this episode, we're in conversation with our fifth special guest, Joe Kessler of UTA IQ, discussing hyper-competition for that scarcest of commodities--talent.

On this episode we discuss continue our series on hyper-competition, this time in the business of the written and spoken word.

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 …

This time, we're going to talk about how market trends are all too often too smooth to be true. What might that mean? Well, life isn't as predictable as it might first appear, meaning those unpredictable events may have been …

This week, sucking on subsidies. Government grants, fat contracts, tax credits, state aid, all the cash a company didn't generate on its own. Does it help? Or does it stoke up problems for a future date?

This episode we're back into hyper-competition, speaking with Podnews editor James Cridland. We have some real-time thinking, some real-time podcasting about a problem that we've yet to solve...that problem being, is there too much choice? And to...

This week we get to the good, the bad and the ugly of "goodwill," how it's supposed to be used and how it can often be abused in bubble trouble.

This week we kick off a series on episodes on hyper-competition (the point where quantity goes up and quality goes down) with the man who coined the term, Paul Sanders of state51.

This week we unpack the SAC. That's Subscriber Acquisition Costs--getting to the heart of the issue and the core of why we find ourselves reverting back to bubble trouble. What's the customer really worth? And how much did you spend …

In this episode we go deep on Robinhood and the gamification of retail investing. Is it a passing fad that rescued us from boredom during lockdown, or, and it's a big question, a new foundation for how markets will work …

This week, to bundle or not to bundle. If we are all now content creators, how are we all supposed to get paid?

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)

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 …

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?

The UK parliament has dug deep into the economics of music streaming, licensing, and what artists get paid. We'll look at what they discovered and the knock-on effect throughout the rest of the world.

This week we look at the tremendous explosion in cultural production--content creation and hyper competition.

This week: talking your own book. Those analysts outside the company and those executives inside the company, who are long and loud about their views of their own stock. Why so long? Why so loud? Why should we listen to …

This week we explore the charade of the earnings call--that quarterly bit of theater that often helps stoke bubbles and creates trouble.

This week we look into rating agencies and ask: Why were they invented? What is their purpose? Who pays their wages?

This week we're going to go to SPACs and back, and that's an acronym. It's an acronym that sounds strange, sounds unfamiliar, sounds technical. We'll explain what they are and why they getting so much attention.