Today we look back Elizabeth Holmes and Theranos. Was this a unique case of "faking it until you make it" or this what everyone in tech does? Visit https://www.bubbletroublepodcast.com/ for the transcript for this episode. Hosted on Acast. See acast.com/privacy for more information.
Jan 31, 2022•28 min•Season 1Ep. 32
Today we're going to take a break from blowing bubbles and instead go smoking…and look at the smoke signals we should, and importantly, shouldn't be looking out for in 2022. Visit https://www.bubbletroublepodcast.com/ for the transcript for this episode. Hosted on Acast. See acast.com/privacy for more information....
Jan 24, 2022•33 min•Season 1Ep. 31
We're back to blowing bubbles in the housing market with Daryl Fairweather, an acclaimed economist from Redfin, where we ask if the double-digit grow in housing prices indicates another bubble. Visit https://www.bubbletroublepodcast.com/ for the transcript for this episode. Hosted on Acast. See acast.com/privacy for more information....
Jan 17, 2022•31 min•Season 1Ep. 30
We add a new acronym to our alphabet soup: FOFO--Fear of Finding Out, as we discuss hyper-competition in China with economist George Magnus. Visit https://www.bubbletroublepodcast.com/ for the transcript for this episode. Hosted on Acast. See acast.com/privacy for more information....
Jan 03, 2022•30 min•Season 1Ep. 27
For the last two episodes of the year, we’re looking back at favorite episodes for both Richard and Will. This week, Will’s favorite: their interview with Andrew Savikas on hyper competition in the book industry. Visit https://www.bubbletroublepodcast.com/ for the transcript for this episode. Hosted on Acast. See acast.com/privacy for more information....
Dec 27, 2021•32 min
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. Hosted on Acast. See acast.com/privacy for more information.
Dec 20, 2021•24 min
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. Hosted on Acast. See acast.com/privacy for more information.
Dec 10, 2021•30 min•Season 1Ep. 29
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) Hosted on Acast. See acast.com/privacy for more information.
Nov 29, 2021•32 min•Season 1Ep. 27
On this episode, we discuss hyper-competition in the hedge fund world with Seth Wunder. Hosted on Acast. See acast.com/privacy for more information.
Nov 22, 2021•24 min•Season 1Ep. 26
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. Hosted on Acast. See acast.com/privacy for more information.
Nov 15, 2021•29 min•Season 1Ep. 25
On this episode we discuss continue our series on hyper-competition, this time in the business of the written and spoken word. Hosted on Acast. See acast.com/privacy for more information.
Nov 08, 2021•32 min•Season 1Ep. 24
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 time Hosted on Acast. See acast.com/privacy for more information.
Oct 25, 2021•25 min•Season 1Ep. 23
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 planned all along. "Great expectations", as Dickens once wrote, "need to be met with better than expected results" (Repeat) Hosted on Acast. See acast.com/privacy for more information.
Oct 18, 2021•28 min•Season 1Ep. 22
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? Hosted on Acast. See acast.com/privacy for more information.
Oct 11, 2021•30 min•Season 1Ep. 21
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 reiterate the mantra of some choice is better than none, but it does not necessarily follow that more choice is better than some. Hosted on Acast. See acast.com/privacy for more information.
Oct 04, 2021•35 min•Season 1Ep. 20
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. Hosted on Acast. See acast.com/privacy for more information.
Sep 27, 2021•22 min•Season 1Ep. 19
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. Hosted on Acast. See acast.com/privacy for more information.
Sep 20, 2021•33 min•Season 1Ep. 18
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 to grab them and keep them? Hosted on Acast. See acast.com/privacy for more information.
Sep 13, 2021•30 min•Season 1Ep. 17
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 in the future? Hosted on Acast. See acast.com/privacy for more information.
Sep 06, 2021•22 min•Season 1Ep. 16
This week, to bundle or not to bundle. If we are all now content creators, how are we all supposed to get paid? Hosted on Acast. See acast.com/privacy for more information.
Aug 23, 2021•25 min•Season 1Ep. 15
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) Hosted on Acast. See acast.com/privacy for more information.
Aug 16, 2021•27 min•Season 1Ep. 14
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. Hosted on Acast. See acast.com/privacy for more information.
Aug 09, 2021•29 min•Season 1Ep. 13
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? Hosted on Acast. See acast.com/privacy for more information.
Aug 02, 2021•26 min•Season 1Ep. 12
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. Hosted on Acast. See acast.com/privacy for more information.
Jul 26, 2021•28 min•Season 1Ep. 11
This week we look at the tremendous explosion in cultural production--content creation and hyper competition. Hosted on Acast. See acast.com/privacy for more information.
Jul 19, 2021•25 min•Season 1Ep. 10
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 them? And if we do listen to them, are we putting ourselves at risk? Hosted on Acast. See acast.com/privacy for more information.
Jul 12, 2021•24 min•Season 1Ep. 9
This week we explore the charade of the earnings call--that quarterly bit of theater that often helps stoke bubbles and creates trouble. Hosted on Acast. See acast.com/privacy for more information.
Jun 28, 2021•24 min•Season 1Ep. 8
This week we look into rating agencies and ask: Why were they invented? What is their purpose? Who pays their wages? Hosted on Acast. See acast.com/privacy for more information.
Jun 14, 2021•26 min•Season 1Ep. 7
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. Hosted on Acast. See acast.com/privacy for more information.
Jun 11, 2021•27 min•Season 1Ep. 6
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? Bubble Trouble is hosted by economist and author Will Page and financial analyst Richard Kramer. It is produced by Magnificent Noise, http://magnificentnoise.com . More information is available at bubbletroublepodcast.com. Hosted on Acast. See acast.com/privacy for more information....
May 12, 2021•28 min•Season 1Ep. 5