The Only Sane Person in Crazy Town

The economy is unhinged! Ricky and Malcolm discuss: Gen Z redirecting investing dollars toward gambling. Malcolm as the lone voice of caution on a CNBC panel of market bulls. Bill Ackman's return to Netflix as an activist investor and his shaky track record with the stock. Reddit's inclusion in the S&P 500, and why Google and OpenAI need the site for AI ambitions. Cerebras' wild earnings swings, the buildout of "collateralized chip obligations," and Malcolm's case about semiconductor shortage, which may not last forever. Ricky's reporting about margin debt, which is at a record amount in the US stock market. Want to contact us? [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 Learn more about your ad choices. Visit megaphone.fm/adchoices