DiscoverBubble Trouble
Bubble Trouble
Claim Ownership

Bubble Trouble

Author: Magnificent Noise

Subscribed: 13,913Played: 22,452
Share

Description

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.
20 Episodes
Reverse
How Good Is Good Will?

How Good Is Good Will?

2021-09-2724:27

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.
Unpack the SAC

Unpack the SAC

2021-09-1333:261

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?
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?
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)
Shark Fins

Shark Fins

2021-08-0934:401

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.
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?
Facing the Music

Facing the Music

2021-07-2630:011

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.
Hyper Competition

Hyper Competition

2021-07-1929:112

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

Talking Your Own Book

2021-07-1228:362

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

Poor Standards

2021-06-1430:281

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

To SPACS and Back

2021-06-1131:32

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.
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.
This week we look at the vague way in which various groups have measured the concept of time spent or tried to parcel out the attention economy. How do you really measure attention, and even better, how do you measure the quality of attention or time spent in this attention economy?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.
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? 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.
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."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.
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. 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.
Trailer for Bubble Trouble, coming soon.
Comments (2)

Ryan Schaub

This is very insightful. Excellent episode!

Jul 28th
Reply

Thomas J Reed

xtreme isolation was new for many of us, and we’re looking forward to getting - https://coin-master-free-spins-links.netlify.app/

Jul 26th
Reply
Download from Google Play
Download from App Store