Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work - podcast cover

Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work

Magnificent Noise x Richard Kramer x Will Pagebubbletroublepodcast.com
Bubble Trouble features conversations between economist and author Will Page and independent analyst Richard Kramer that lay out some inconvenient truths about how financial markets really work. Like the “boy who cried wolf,” financial markets have a peculiar tendency to repeat past mistakes and get themselves into “bubble trouble.” They party hard, drink too much of the Kool Aid, and wake up with a pounding hangover...only to do the same thing the next day. With tech dominating daily headlines and teenage traders driving stocks to unprecedented valuations, you might be asking “What’s really going on?” “What am I missing?” Imagine having a set of tour guides to tell you the “story behind the story” of the world’s largest tech companies, and how they bend - or break - the rules of economics.

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Episodes

The Theranos Bubble

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, 202228 minSeason 1Ep. 32

Smoking Out Signals in 2022

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, 202233 minSeason 1Ep. 31

Is This The Next Housing Bubble? Daryl Fairweather on Hyper-competition in Housing

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, 202231 minSeason 1Ep. 30

FOFO: Fear of Finding Out--Hyper-competition in China with George Magnus

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, 202230 minSeason 1Ep. 27

Will's Favorite Episode of 2021: Andrew Savikas on Hyper-competition in the Book Industry

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, 202132 min

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. Hosted on Acast. See acast.com/privacy for more information.

Dec 10, 202130 minSeason 1Ep. 29

Themes and Dreams

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, 202132 minSeason 1Ep. 27

Joe Kessler on Hyper-competition in Talent

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, 202129 minSeason 1Ep. 25

Andrew Savikas on Hyper-competition in Book Publishing

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, 202132 minSeason 1Ep. 24

Mike Follett on Hyper-competition in Advertising

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, 202125 minSeason 1Ep. 23

Too Smooth To Be True

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, 202128 minSeason 1Ep. 22

Sucking on Subsidies

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, 202130 minSeason 1Ep. 21

James Cridland on Hyper-competition in Podcasting

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, 202135 minSeason 1Ep. 20

How Good Is Good Will?

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, 202122 minSeason 1Ep. 19

Paul Sanders on Hyper-competition

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, 202133 minSeason 1Ep. 18

Unpack the SAC

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, 202130 minSeason 1Ep. 17

Robinhood and His Merry Memes

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, 202122 minSeason 1Ep. 16

To Bundle or Not to Unbundle

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, 202125 minSeason 1Ep. 15

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) Hosted on Acast. See acast.com/privacy for more information.

Aug 16, 202127 minSeason 1Ep. 14

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. Hosted on Acast. See acast.com/privacy for more information.

Aug 09, 202129 minSeason 1Ep. 13

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? Hosted on Acast. See acast.com/privacy for more information.

Aug 02, 202126 minSeason 1Ep. 12

Facing the Music

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, 202128 minSeason 1Ep. 11

Hyper Competition

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, 202125 minSeason 1Ep. 10

Talking Your Own Book

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, 202124 minSeason 1Ep. 9

The Charade of the Earnings Call

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, 202124 minSeason 1Ep. 8

Poor Standards

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, 202126 minSeason 1Ep. 7

To SPACS and Back

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, 202127 minSeason 1Ep. 6

Building Block #5: 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? 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, 202128 minSeason 1Ep. 5
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