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 advertising@airwavemedia.com 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

This Time Is Different

Malcolm Ethridge and Ricky Mulvey

Economic Narratives 2026: Dedollarization, AI Profits, and Bitcoin

JAN 13, 202650 MIN
This Time Is Different

Economic Narratives 2026: Dedollarization, AI Profits, and Bitcoin

JAN 13, 202650 MIN

Description

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