Shows
Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkWe're Taking A Break!After 138 episodes and almost four years to the day since we recorded our first one, Will and Richard have decided to take a short break. We do plan to continue Bubble Trouble, and we are not short of bubbles that are causing trouble, but we want to take time to recharge and reflect on how we can make the show better than ever. We hope you’ll look back through the archives as there are so many episodes that are every bit as relevant today as they were in 2021 when we started. We’ll hav...2025-02-1700 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkAn X-Rated Account of Twitter with Kurt WagnerWho doesn’t like to talk about Twitter and Tweets? Word of mouth (or tweet) is the secret sauce of its success. But has it ever been successful? And if it hasn’t, how do you gauge the impact of Elon Musk’s shock therapy over the past two years? Journalist Kurt Wagner joins to share his deep dive profile of the tortured history of Twitter. [Repeat from May, 2024]For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.li...2025-02-0347 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkTectonic Shifts in TV with Doug ShapiroThis week let’s settle back to our sofas, grab our remote controls and work out what to watch with Doug Shapiro, among the most prominent voices in the world of television and its tech disrupters. His clear and concise work, all available to watch and read on his website is the go to for thousands.For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/More on Will Page at: ht...2025-01-2756 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkMapping the Terrain w/ Dror PolegIn this episode of Bubble Trouble, hosts Richard Kramer and Will Page return with guest Dror Poleg, an expert in real estate and economic history. They discuss the volatility expected in 2025, reflections on the work-from-home trend, and the dynamic interplay between geopolitics and everyday life. With insights into real estate bubbles, economic predictions, and the evolving nature of productivity, Dror offers a deep dive into how technological advancements shape our physical and economic world. The conversation also covers topics such as the challenges in the housing market, defense spending, AI investment, and the impact of geopolitical shifts. This episode...2025-01-2050 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkAll Your Eggs in One Big Tech Basket [Repeat]This week we get into portfolio theory, or lack of, as for many the rush to big tech and wilful ignorance of everything else Wall Street has to offer seems to be the rule as opposed to the exception. Why is that, and is it sustainable? [Repeat from February, 2024]For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/More on Will Page at: https://pivotaleconomics.com(Times below...2025-01-1442 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkTaking Stock Before a Bubbly YearWe have had over 30 episodes of Bubble Trouble this year, and had some real highlights along with a mad world we are living in. And now after a predictions show with Benedict Evans last week, we move on to our own look back to highlight the must-listen shows of 2024 and turn to the top troubles with bubbles to watch out for in 2025.Will’s favorite shows of 2024:Law Without Lawyers: A Conversation with Damien RiehlThe Meltdown of Credit Suisse w/ Duncan MavinYou Can't Lead If You Don't Know Wh...2024-12-3047 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkInto the Future with Benedict EvansBack by popular demand, returning guest Benedict Evans to help us work out where we’ll be a year from now. This is our first predictions show, and Benedict has been brave enough to lead from the front with his latest presentation AI Eats the World. Will it? And if it does, what sort of indigestion will it bring? We double down on what the next twelve months will bring given the avalanche of “events-dear-boy-events” we’ve witnessed in the last twelve. For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletro...2024-12-2346 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkWhy Stocks Get WhackedWhen markets get fooled, stocks get …well, WHACKED, to quote a famous Kramerism. Our audience deserves to know more about volatility - for all the PhDs, MBAs and CFAs working on Wall Street, for all the compliance rules and regulations, why is it that a stock can go from hero to zero so quickly? Why is stability in itself destabilizing? [Repeat from May, 2024]For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/...2024-12-1647 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkHow Much Is Copyright Worth?In the last couple episodes, we've looked at the property market, we've looked at the demise of Credit Suisse, but now we're gonna go one-on-one with Will Page, talking about his latest work: How much is copyright worth and the way in which music is having its own, getting back at cinema.For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/More on Will Page at: https://pivotaleconomics.com2024-12-0942 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkLearning From A Doer: A Conversation with Roger MadelinToday we are going deep with a real creator. No, not one of the avatars of AI influencers in the creator economy, but someone who builds things that take 20 years to complete, Roger Madelin, CBE, the name behind the scenes in making London's Kings Cross a reality.For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/More on Will Page at: https://pivotaleconomics.com(Times below correspond to...2024-12-0253 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkThe Meltdown of Credit Suisse w/ Duncan MavinOn Bubble Trouble, we are never short of subject matter: from the metaverse, NFTs and Chinese real estate, to Silicon Valley Bank and er… that small issue of a former global powerhouse Credit Suisse. Remember them? Well our guest, Duncan Mavin, knows their story better than anyone, and he’s documented them in the wonderfully titled Meltdown: Scandal, Sleaze and the Collapse of Credit Suisse. For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/richa...2024-11-2547 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkFiscal Drag QueenThis week, we’re talking taxes. Don’t switch off, don’t fall asleep and please don’t hire an accountant as the next 45 minutes will defy the laws of gravity and make taxes sexy. Or make saxes testy… [Repeat from March, 2024.]Mentioned in today’s show: Barbarians at the Gate: https://youtu.be/Z3HiONtjZSM?si=xZ64zb46sYIfSs5ZFor more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/More...2024-11-1847 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkSonic Shifts: How Tech and Culture are Changing the Music Industry with Mark MulliganThis week we welcome Mark Mulligan of MIDiA Research who has had a ringside seat for years and years of bubbles, be it the creator economy, NFTs or AI music, or just everyone claiming they are gaining market share at the same time. He is the founder and driving force behind the tiny little company that an entire industry looks to as the source of truth.For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com...2024-11-1152 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkNew Media Overtaking Old Media with Lauren JarvisPodcasts are having another moment: Trump on Joe Rogan, Kamala on Call Her Daddy. New media is overtaking old media in audience and influence. Back in early 2023, we welcomed guest Lauren Jarvis, who helped bring Rogan to Spotify and growing podcasts into the medium we see today. Given this week’s election mania, we bring Lauren back to make sense of it all. For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/...2024-11-0448 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkSolving for XRepeat from November, 2023.For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/More on Will Page at: https://pivotaleconomics.comIn this episode of Bubble Trouble, hosts Richard Kramer and Will Page engage in an in-depth discussion with Alex Kantrowitz, veteran tech journalist and founder of Big Technology. The discussion provides insights on some of the issues and dilemmas facing Twitter (now called X) under the leadership...2024-10-281h 02Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkWhen Companies Outgrow CountriesThe past week has seen US stocks–and gold, btw–rally to record highs. This week, we’re going to apply the magnifying glass to the ‘Magnificent Seven’ that are driving this rally and ask what happens when the sheer size of these US corporations, or corporate value, starts to overtake individual European stock markets. That’s right - any one of these US companies are worth more than British or German capitalism. With an election on the horizon, time to figure out what this all means.For more on Bubble Trouble, including transcripts of the show, visit u...2024-10-2137 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkBT 128 Labour’s 100 Days: No Bubbles, Some TroublesWe thought we’d get a little political on this week’s show. Are we serving up a bubble that was a landslide UK election, or is the new government trouble a bubble? And we want to deconstruct Will’s Pessimism Paradox as it applies to the place we most often seen bubbles, in high finance where the less certain the outcomes to higher the markets go.For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in...2024-10-1433 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkOpen AI: For What It's WorthWe always try to flag the smoke signals of mischievous market behaviour that gets society and stock portfolios into trouble. Are we about to get fooled again by the hype and hysteria surrounding the poster child Open AI? Or maybe, just maybe, it’s worth joining us for 30 minutes to find what really sits behind a 150bn valuation and ask whether beauty is in the eye of the beholder?For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www...2024-10-0744 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkYou Can't Lead If You Don't Know Where You're Going: Big Tech vs Big Gov Tech with Bill RaduchelThis week we speak with Bill Raduchel, who has served as a high-level executive and strategic adviser for organizations such as Sun Microsystems, AOL Time Warner, Xerox, McGraw-Hill, and the Salvation Army. Over half a century working with systems, software, and networks, he has remained at the forefront of the technology revolution in media, education, and corporate governance including recognition at Sun as CIO of the Year and the top CFO in the computer industry and at AOL as CTO of the year. He holds more than fifty issued patents as well as a PhD in econometrics from Harvard...2024-09-3050 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkLaw Without Lawyers: A Conversation with Damien RiehlOne of the first casualties of the AI race may be lawyers, and that’s where we go this week with Damien Riehl who is at the front line of disrupting the legal profession. Law without lawyers? Really? Are we moving from if to when this tipping point becomes reality. Damien's company: https://vlex.com/vincent-aiDamien's TED Talk: https://www.ted.com/talks/damien_riehl_why_all_melodies_should_be_free_for_musicians_to_useAll The Music: https://allthemusic.info/All the Patents: http://allthepatents.info/For more on Bubble Trouble...2024-09-2349 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkAI Supremacy and Ethical Dilemmas: A Conversation with Parmy OlsonToday we’ve got a page turner…not that Page, our co-presenter…but a book that brings the AI battle to life: Supremacy: AI, ChatGPT and the Race That Will Change the World, Written by our guest, Parmy Olson. Buckle up as it's going to be a wild ride. For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/More on Will Page at: https://pivotaleconomics.com(Times below corresp...2024-09-1652 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkDefinitely (Maybe) Dynamic Booms and BustsWe’re back from summer break and we want to revisit some past pods as they get dragged into the current of current events, making our predictions as good - or even better - than the AI led herd. Today we’ve got a slew of stories to unpack, from AI Fakes and our podcast with the now-under-threat CEO of Boomy, the unwinding of the greatest money making machine you never heard of, and in Part Two revisiting our Ticketmaster / Live Nation show and the current fiasco of dynamic pricing for Oasis tickets. For more on Bub...2024-09-0944 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkConstructing Bubbles with David TrainerThis week we’re going to keep on pricking bubbles with a fellow cynic of the sycophants and stenographers. Here to help us is David Trainer of New Constructs, whose company makes “robo-adjustments” to the reported accounts of 1000s of listed companies and tries to unearth the real financials behind the content marketing from company investor relations teams.For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/More on Will Page a...2024-09-0251 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkReddit and WeepSo let's look forward and prepare you for the next big sexy blockbuster tech IPO, you’ve read all about it - that’s right. Reddit is going to ring the bell.For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/More on Will Page at: https://pivotaleconomics.com(Times below correspond to the episode without considering any inserted advertisements.)Reddit's IPO Adventure: A Deep Dive into...2024-08-2640 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkKill the Chicken to Scare The Monkey with guest Linda YuehThis week we talk with Linda Yueh, author of the book The Great Crashes. Since America's Wall Street Crash of 1929, the global economy has weathered the most tumultuous century in financial history. From the currency crises of the 1980s, to Japan's housing meltdown, the dot com boom and bust, the global financial crash and the COVID pandemic, crash after crash has sent shockwaves through our world. The Great Crashes tells the stories of ten of these historic financial events. They serve as a series of cautionary tales, each with their own lessons to be learnt. With clear-eyed analysis, renowned...2024-08-191h 00Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkThames Water gets Whacked with guest Feargal SharkeyToday, we welcome back Feargal Sharkey, who visited Bubble Trouble last summer and dropped a (water) bomb on our privatized utilities. He’s fought the noble fight to expose Thames Water as profiteering polluters. Nine months later we have a massive credit bubble bursting, dumping toxic sewage in both debt laden shell companies and the real shit floating in our rivers and seas, while private equity owners took out £78bn of dividends since privatization kicked in. A warning: this conversation should make everyone angry, whether you draw a drink, go for a wild swim, or just watch your rising wate...2024-08-1258 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkIn Conversation with Former Enron CFO Andy Fastow Part TwoFor more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/More on Will Page at: https://pivotaleconomics.comIn this milestone 100th episode of Bubble Trouble podcast, hosts Richard Kramer and Will Page converse with former Enron CFO, Andy Fastow, discussing the downfall of Enron, financial regulation, the financial crisis, and the manipulation of financial statements. Fastow delves into the fine line between legal and illegal practices in...2024-08-0553 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkIn Conversation with Former Enron CFO Andy Fastow Part OneFor more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/More on Will Page at: https://pivotaleconomics.comIn this 100th episode of Bubble Trouble, hosts Richard Kramer and Will Page discuss the inner workings of business and financial markets, shedding light on their truths via conversations with their guest, former CFO of Enron, Andy Fastow. They discuss the key factors that led to the downfall of Enron, including the exploitation...2024-07-2955 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkThe Summer of DiscontentThis week, we freeform on two topics: summer music festivals and the stock markets. Will has identified a very interesting bubble this summer, which is the rapid cancellation of music festivals. Perhaps because supply got ahead of demand or perhaps because of extraneous factors, we wanna look into why so few people want to be standing out in their field or outstanding in their field. We're also gonna talk a little bit about the way in which random comments from politicians are roiling the stock markets.For more on Bubble Trouble, including transcripts of the show...2024-07-2242 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkAI Bubbles are Bursting with Andrew OrlowskiToday we’ve got a guest who's been doing our job for decades. Andrew Orlowski is a writer who has followed the technology industry for two decades, so he’s see the hype cycle peak and trough many times.For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/More on Will Page at: https://pivotaleconomics.com(Times below correspond to the episode without considering any inserted advertisements.)2024-07-1552 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkWhen Bubbles Become Clouds[Repeat from November, 2023.]For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/More on Will Page at: https://pivotaleconomics.com(Times below correspond to the episode without considering any inserted advertisements.)In this engaging episode of Bubble Trouble, hosts Richard Kramer and Will Page welcome Liam Maxwell, former Chief Technology Officer for the British government and current AWS Senior Advisor, to delve into the transformative...2024-07-0856 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkCalling Bubbles with Benedict Evans (Part Two)This week, part two of our continued conversation with Benedict Evans, an analyst with over 175,000 avid readers for his tech blog. For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/More on Will Page at: https://pivotaleconomics.com(Times below correspond to the episode without considering any inserted advertisements.)In this episode of Bubble Trouble, hosts Richard Kramer and Will Page delve into the intricacies o...2024-07-0147 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkCalling Bubbles with Benedict Evans (Part One)This week we are talking bubbles - or not! - with Benedict Evans, an analyst with over 175,000 avid readers for his tech blog. We’ve done our level best to reflect on why bubbles happen, but what about calling them out before they burst. “It would have been nice to have known” we were in a bubble before it caused trouble. That wish fits like an OJ Simpson glove into a recent column by Benedict exploring how and when to call them. With AI mania and NVIDIA up 130% this year and 700% in 18 months, lifting many other boats with it, this wi...2024-06-2440 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkTech’s Set Piece MarketingThis week we’re going to split lanes as we’ve got breaking news coming out of Canada that Will’s been knee deep in: soon after their Government tried to regulate Google and Meta news, they’re now after Spotify and Netflix. Think contagion and buckle up - this may well be the sign of the regulatory times. Once we’re done with Canadians, we turn our attention to Cuppertino as we’ve just seen the WWDC wrap up the calendar of set piece marketing - Google, Meta, Microsoft and more - all now done and dusted. It's all become a...2024-06-1733 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkDoJ Whacks Ticket PricesThis summer, a lot of us (and our children) will be packing our tents and heading to music festivals and concerts - there is trouble brewing. At one end, good luck buying a ticket and watching those fees add up. At the other end, the DoJ threw down the gauntlet and argued that Live Nation Ticketmaster needs to be broken up. This is big for music, and it’s also big for anti-trust - they’ve actually picked a fight and we’re ringing the bell for round one. Gloves off, where might there be punches below the belt. What c...2024-06-0338 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkWhy Stocks Get WhackedWhen markets get fooled, stocks get …well, WHACKED, to quote a famous Kramerism. Our audience deserves to know more about volatility - for all the PhDs, MBAs and CFAs working on Wall Street, for all the compliance rules and regulations, why is it that a stock can go from hero to zero so quickly? Why is stability in itself destabilizing?For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/More on...2024-05-2847 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkThe Post-Bubble World of Podcasting with James Cridland and Jonas WoostThis week, with the world of podcasting descending on London for the Podcast Show, we’re going to turn the tables on ourselves and get a little introspective, figuring out what is happening with this Podcast format. This time two years ago, we got a little ahead of our skis with Spotify, Amazon and the like spending eight (and nine) figure sums on podcast companies. That bubble burst and now we’re picking up the pieces to see what the future might resemble given its recent roller coaster past. To do that, two guests and two of the very best...2024-05-1350 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkAn X -Rated Account of Twitter with Kurt WagnerWho doesn’t like to talk about Twitter and Tweets? Word of mouth (or tweet) is the secret sauce of its success. But has it ever been successful? And if it hasn’t, how do you gauge the impact of Elon Musk’s shock therapy over the past two years? Journalist Kurt Wagner joins to share his deep dive profile of the tortured history of Twitter.For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/ric...2024-05-0647 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkThames Water Gets Whacked with guest Feargal SharkeyToday, we welcome back Feargal Sharkey, who visited Bubble Trouble last summer and dropped a (water) bomb on our privatized utilities. He’s fought the noble fight to expose Thames Water as profiteering polluters. Nine months later we have a massive credit bubble bursting, dumping toxic sewage in both debt laden shell companies and the real shit floating in our rivers and seas, while private equity owners took out £78bn of dividends since privatization kicked in. A warning: this conversation should make everyone angry, whether you draw a drink, go for a wild swim, or just watch your rising wate...2024-04-2958 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkPrivate Equity Plays Pass the ParcelThis week we turn our attention back to private markets where Richard’s prior smoke signals may be bearing fruit. That is, we’re getting reports that private equity is playing pass the parcel: selling assets to themselves that they can’t exit and doing so at their own valuations. Marking your own homework? Delaying a bubble that’s sure to burst? Or is it simply remortgaging from one bank to another. [Repeat from October, 2023.] Hosted on Acast. See acast.com/privacy for more information.2024-04-2237 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkTroubling TimesOur recent episode on Reddit was a surprise hit, as was the stock - temporarily - so we’ll be diving into that and much more. This week, a look at the volatile nature of financial markets with discussions around recent events, critiquing the creator economy, speculative frenzy in cryptocurrencies, and tech market overvaluation. For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/More on Will Page at: https://pivotaleconomics.com...2024-04-0842 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkYou Can't Lead If You Don't Know Where You're Going: Big Tech vs Big Gov Tech with Bill RaduchelThis week we speak with Bill Raduchel, who has served as a high-level executive and strategic adviser for organizations such as Sun Microsystems, AOL Time Warner, Xerox, McGraw-Hill, and the Salvation Army. Over half a century working with systems, software, and networks, he has remained at the forefront of the technology revolution in media, education, and corporate governance including recognition at Sun as CIO of the Year and the top CFO in the computer industry and at AOL as CTO of the year. He holds more than fifty issued patents as well as a PhD in econometrics from Harvard...2024-04-0150 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkFiscal Drag QueenThis week, we’re talking taxes. Don’t switch off, don’t fall asleep and please don’t hire an accountant as the next 45 minutes will defy the laws of gravity and make taxes sexy. Or make saxes testy… Mentioned in today’s show: Barbarians at the Gate: https://youtu.be/Z3HiONtjZSM?si=xZ64zb46sYIfSs5ZFor more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/More on Will P...2024-03-2547 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkReddit and WeepSo let's look forward and prepare you for the next big sexy blockbuster tech IPO, you’ve read all about it - that’s right. Reddit is going to ring the bell.For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/More on Will Page at: https://pivotaleconomics.com(Times below correspond to the episode without considering any inserted advertisements.)Reddit's IPO Adventure: A Deep Dive into...2024-03-1840 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkBrowser Wars: Brave vs. GoliathWhen looking at today's issues of privacy, social media, and AI, we can draw a lot from the battles of the browsers over the past 30 years. To explore this, we welcome a close friend onto the show, the father of JavaScript and a Silicon Valley legend, Brendan Eich. Brendan left the CTO role of Mozilla firefox years ago and embarked on a journey to scale up a privacy-first browser and search business that would reward the sites you visit with a token reflecting your attention and value. (Repeat from July, 2023)For more on Bubble Trouble, including...2024-03-1148 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkKill the Chicken to Scare The Monkey with guest Linda YuehThis week we talk with Linda Yueh, author of the book The Great Crashes. Since America's Wall Street Crash of 1929, the global economy has weathered the most tumultuous century in financial history. From the currency crises of the 1980s, to Japan's housing meltdown, the dot com boom and bust, the global financial crash and the COVID pandemic, crash after crash has sent shockwaves through our world. The Great Crashes tells the stories of ten of these historic financial events. They serve as a series of cautionary tales, each with their own lessons to be learnt. With clear-eyed analysis, renowned...2024-03-041h 00Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkBrussels - Muscles or Mussels?This week, Will is just back from Brussels after addressing the European parliament on media and technology and, well, he’s doesn't see too impressed with his first visit since Brexit. And given we’ve discussed super stocks last week, this week we want to explore if any of those super stocks are going to come from the European Union, and equally, dig into whether the stereotypes about the Old World still ring true.For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more...2024-02-2641 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkSuper Fans Meet Super StocksThis week Richard puts Will on the hot seat, and review all his amazing work on the economics of the music industry, something that is a lot smaller than everyone imagines, even if it touches all of us deeply.For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/More on Will Page at: https://pivotaleconomics.com(Times below correspond to the episode without considering any inserted advertisements.)2024-02-1942 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkAll Your Eggs in One Big Tech BasketThis week we get into portfolio theory, or lack of, as for many the rush to big tech and wilful ignorance of everything else Wall Street has to offer seems to be the rule as opposed to the exception. Why is that, and is it sustainable?For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/More on Will Page at: https://pivotaleconomics.com(Times below correspond to the...2024-02-1242 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkConstructing Bubbles with David TrainerThis week we’re going to keep on pricking bubbles with a fellow cynic of the sycophants and stenographers. Here to help us is David Trainer of New Constructs, whose company makes “robo-adjustments” to the reported accounts of 1000s of listed companies and tries to unearth the real financials behind the content marketing from company investor relations teams.For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/More on Will Page a...2024-02-0551 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkAdvertising IcebergsOne of the giant iceberg industries - it's all around us but we don’t really see it - is advertising. Frequently touted as the first to suffer, first to recover on the economic cycle, but also counter cyclical, since you need to sell harder in tougher times. Now we are seeing wobbles in economic data, some serious haircuts in tech exits and layoffs from the great and the good, it seems only right that we double down on a massive global ads market this week to see if it is suffering and if it is - might there be...2024-01-2250 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkSmoke Signals for '24With 340-odd days ahead, what are the smoke signals - good and bad - that you need to be aware of? Today we look forward, and make sense of the madness ahead of us in 2024.For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/More on Will Page at: https://pivotaleconomics.com(Times below correspond to the episode without considering any inserted advertisements.)Bubble Trouble: A...2024-01-1542 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkBubble Trouble Wrapped 2023This week we want to wrap up a stellar year of topics, guests and unimaginable bubbly behavior, and not just of the kind of champagne at holiday parties. For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/More on Will Page at: https://pivotaleconomics.com(Times below correspond to the episode without considering any inserted advertisements.)Bubble Trouble: 2023 in Review & Predictions for 2024Bubble T...2023-12-1845 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkA Global History of Financial BubblesEconomics wont get you a lot of spicy dates… but we delve into a fantastically accessible book that compliments this podcast like gin and tonic. This week we’re going to be in conversation with the authors of "Boom and Bust: A Global History of Financial Bubbles," an engaging tour of the last 300 years of bubbles. (Repeat from May 2023).For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/More on Will...2023-12-1140 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkIn Conversation with Former Enron CFO Andy Fastow Part TwoThis week wrap up our conversation with Andy Fastow, the former CFO of Enron. [Part 2 of 2]For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/More on Will Page at: https://pivotaleconomics.com(Times below correspond to the episode without considering any inserted advertisements.)In this milestone 100th episode of Bubble Trouble podcast, hosts Richard Kramer and Will Page converse with...2023-12-0453 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkIn Conversation with Former Enron CFO Andy Fastow Part OneThis week we take you back to one of the biggest bubble bursting in living memory, Enron, which went from Americas 7th largest company to bankrupt within a year at the turn of the millennium. How many booms, busts, frauds and financial irregularities have we witnessed since? Now, 100 episodes in, we get to sit down and LEARN from Andy Fastow, the former CFO of Enron. We’ve wanted this guest on the pod since, well, before the podcast began - buckle up for a conversation about what happened that fateful year, why it's continued to happen since and where an...2023-11-2755 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkWhen Bubbles Become CloudsThis week we’re going to tap into a topic that’s been ignored to date - the excitement that surrounds the big three cloud services of Microsoft (Azure), Google (GCP) and the market leader Amazon AWS. Are we getting ahead of our skies about what is another form of storage, or is this a truly game changing way that organisations can transform everything that they do? We’re joined by Liam Maxwell and this conversation travels from the clouds above Amazon HQ in Seattle (where it rains all the time) to the rather different clouds above the Ukraine, where...2023-11-2056 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkSolving for X with Alex KantrowitzThis week we turn to the unavoidable Mr Musk and his beached fail whale, X, formerly known as Twitter. Did he take something mediocre and make it worse? Was it deliverate sabotage, or willful ignorance? Blunder or bluster, megaphone or mega-fall from grace? Wiht us we have veteran tech journalist Alex Kantrowitz to help solve for X.For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.comYou can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/More on Will Page...2023-11-131h 02Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkPrivate Equity Plays Pass the ParcelThis week we turn our attention back to private markets where Richard’s prior smoke signals may be bearing fruit. That is, we’re getting reports that private equity is playing pass the parcel: selling assets to themselves that they can’t exit and doing so at their own valuations. Marking your own homework? Delaying a bubble that’s sure to burst? Or is it simply remortgaging from one bank to another. Hosted on Acast. See acast.com/privacy for more information.2023-10-2337 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkWhat’s Going to Burst First?This week, its just Will quizzing Richard with an ocean separating their microphones, as Will squeezes that thirty year veteran of the markets like a sponge to get us all up to speed on whether those bubbles are building everywhere in financial markets. Hosted on Acast. See acast.com/privacy for more information.2023-10-0939 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkAfter the GoldrushBubble Trouble has spent 90+ episodes in the studios exposing sycophants and stenographers. More recently, we went from the studio to the stage, with both of us top billing the Financial Times Weekend Festival at Kenwood House. Richard’s panel, aptly titled ‘The new goldrush: how to make money out of tech.' So this week we want to get back to the show title - ‘Bubbles’ and ask: Is the bubble back? Hosted on Acast. See acast.com/privacy for more information.2023-10-0246 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkPivot, The AfterwordWe don't do shameless plugs here on Bubble Trouble, but we're making an exception for our esteem co-host Will Page on the publication of the paperback edition of Tarzan Economics, renamed Pivot: Eight Principles for Transforming your Business in a Time of Disruption. (Repeat from January, 2023). Hosted on Acast. See acast.com/privacy for more information.2023-08-1437 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkPodcast Bubbles PoppingThis week we catch up with the subject that is near and dear to our hearts: the business of podcasting. Will is fresh from two days at the industry's leading event in London where thousands of people got together to figure out can they actually make money from podcasting, an emerging new medium that is yet to find its footing as a commercial enterprise. Hosted on Acast. See acast.com/privacy for more information.2023-06-0539 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkMobile Bubbles in BarcelonaThis week we free-ride off Richard’s travels, meaning he mingled with over 100,000 Telco executives so we didn’t have to. When you gather the population of a small city into a conference venue for a whole week, there’s got to be some bubble trouble brewing amongst the telecom delegates. Hosted on Acast. See acast.com/privacy for more information.2023-03-1339 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkInflation: The Hope ParadeThis week,we’re going to be discussing - read arguing - if the price is right. We’re back to that topic of inflation, where Will has been a self-proclaimed dove over recent months. Well the doves need to fly off as the hawks are coming into land - the hope parade needs a serenade. Prices are up and, in Richard's view, they’re staying up. Hosted on Acast. See acast.com/privacy for more information.2023-02-2738 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkFirst Cut is The DeepestThis week’s episode will “cut like a knife” (pun intended) in that we’re going to make sense of the headcount reductions and cost-cutting strategies we’re witnessing across tech large and small. First cut is the deepest, sung by Cat Stevens, then Rod Stewart, but there’s more than one verse to that song. Hosted on Acast. See acast.com/privacy for more information.2023-02-2130 min
Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkBonds, Bubbles, and the Kingdom of the Blind with guest SK SharmaThis week we welcome SK Sharma, whose career weaves through chemical physics to bond markets and back to music where he has shown up as the chief analytics and AI officer at Universal Music. SK talks with Will and Richard about AI, the Metaverse, and bond markets.2023-02-1338 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkPivotWe don't do shameless plugs here on Bubble Trouble, but we're making an exception for our esteem co-host Will Page on the publication of the paperback edition of Tarzan Economics, renamed Pivot: Eight Principles for Transforming your Business in a Time of Disruption. Hosted on Acast. See acast.com/privacy for more information.2023-01-2337 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkNFTs - They're Not For MeThis episode, we'll get Will Page’s impressions of the bubbles gathering around that island and what tsunami warning horns ought to be blaring when we talk about NFTs. (Repeat)Visit https://www.bubbletroublepodcast.com/ for the transcript for this episode. Hosted on Acast. See acast.com/privacy for more information.2022-11-2836 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkMusic’s Worth $40bnThis week Will’s out of his bat cave and produced his annual global value of music copyright which - when rounded up - would hit $40bn. That means all the worlds music is worth almost as much as Twitter. Hosted on Acast. See acast.com/privacy for more information.2022-11-1439 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkSummer Troubles, Autumn BubblesAs we're all back from our holidays this week is just Will and Richard trading postcards, anecdotes, and observations of what they've seen during our time away. Hosted on Acast. See acast.com/privacy for more information.2022-09-1939 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkMetaverse Perceptions versus RealityThis week we're gonna blow the halftime whistle on our travels into the metaverse on Bubble Trouble. Today Will quizes Richard: Is the metaverse the next big thing? Or are we back in bubble trouble? What's the perception and where's the reality. If Richard was at a casino sitting behind Zuckerberg, watching him put all his chips on metaverse, would Richard be leaning over and moving his arm in the same direction--or would he be thinking that this isn't gonna work out well?We’d really appreciate if you could take just a few minutes to fill ou...2022-08-0132 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkMeta-Troubles with guest Yoshio OsakiThis week, and in coming weeks, the Bubble Trouble team will turn our attention to the phase dejour, the bait of all click baits, the mother of all bubbles--the Metaverse. We’re going to begin this deep dive at the beginning and invite Yoshio Osaki, founder of the respected IDG Consulting group.We’d really appreciate if you could take just a few minutes to fill out our listener survey. Please visit survey.prx.org/bubble to give feedback on the show. Thanks! Hosted on Acast. See acast.com/privacy for more information.2022-07-0434 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkDry PowderToday we will not be powdering your nose, but be sprinkling our conversation with a little dry powder. That's cash or marketable securities that look like it's low risk and highly liquid and convertible to cash, but needs to be put to work. Hosted on Acast. See acast.com/privacy for more information.2022-06-0629 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkMuscles in BrusselsRecently, in the most European city of Brussels, there was mingling with the finest folks in competition law and economics. They were all trying to figure out if, and how, tech should be regulated. Will and Richard discuss.Visit https://www.bubbletroublepodcast.com/ for the transcript for this episode. Hosted on Acast. See acast.com/privacy for more information.2022-05-1634 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkNFTs - They're Not For MeEvery March music, film and tech converge on this blue liberal island of Austin in a red Republican sea of Texas for the South By Southwest conference. This week, we'll get Will Page’s impressions of the bubbles gathering around that island and what tsunami warning horns ought to be blaring when we talk about NFTs.Visit https://www.bubbletroublepodcast.com/ for the transcript for this episode. Hosted on Acast. See acast.com/privacy for more information.2022-04-2636 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkWill's Favorite Episode of 2021: Andrew Savikas on Hyper-competition in the Book IndustryFor 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.2021-12-2732 minBubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkRichard's Favorite Episode of 2021: The Charade of the Earnings CallFor 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.2021-12-2024 min
Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkJames Cridland on Hyper-competition in PodcastingThis 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.2021-10-0435 min
Rocketship.fmBubble Trouble with ex-Chief Economist at Spotify Will Page and independent analyst Richard KramerToday, we sit down with the hosts of Bubble Trouble, ex-Chief Economist at Spotify Will Page and independent analyst Richard Kramer, as they lay out some inconvenient truths about how financial markets really work.Further Learning:Hayman Minsky - Stabilizing an Unstable EconomyTricia Wang - The Human Insights Missing from Big Data***This episode is brought to you by:Vidyard: The Top Video Tool for SaaS Marketing and Sales http://vidyard.com/rocketshipNetSuite: NetSuite...2021-09-3036 min
Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkHow 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.2021-09-2722 min
Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkPaul Sanders on Hyper-competitionThis 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.2021-09-2032 min
Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkUnpack the SACThis 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.2021-09-1330 min
Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkRobinhood and His Merry MemesIn 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.2021-09-0621 min
Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkTo Bundle or Not to UnbundleThis 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.2021-08-2324 min
Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkStenographers and SycophantsWe 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.2021-08-1626 min
Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkShark FinsThis 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.2021-08-0929 min
Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkWhen Two Plus Two Equals TwoThis 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.2021-08-0225 min
Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkFacing the MusicThe 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.2021-07-2628 min
Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkHyper CompetitionThis 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.2021-07-1924 min
Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkTalking Your Own BookThis 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.2021-07-1223 min
Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkThe Charade of the Earnings CallThis 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.2021-06-2824 min
Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkPoor StandardsThis 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.2021-06-1426 min
Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkTo SPACS and BackThis 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.2021-06-1127 min
Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkBuilding Block #5: Someone Else's MoneyThis 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.2021-05-1328 min
Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkBuilding Block #4: Paying AttentionThis 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. Hosted on Acast. See acast.com/privacy for more information.2021-05-1346 min
Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkBuilding Block #3: Themes and DreamsThis 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. Hosted on Acast. See acast.com/privacy for more information.2021-05-1232 min
Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkBuilding Block #2: Too Smooth To Be TrueThis 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. Hosted on Acast...2021-05-1227 min
Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkBuilding Block #1: Sycophants and StenographersWe 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. Hosted on Acast. See acast.com/privacy for more information.2021-05-1226 min
Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really WorkWelcome to Bubble TroubleTrailer for Bubble Trouble, coming soon. Hosted on Acast. See acast.com/privacy for more information.2021-05-0100 min