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

By: Magnificent Noise x Richard Kramer x Will Page
  • Summary

  • 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.

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

    Copyright Magnificent Noise
    Show more Show less
activate_Holiday_promo_in_buybox_DT_T2
Episodes
  • New Media Overtaking Old Media with Lauren Jarvis
    Nov 4 2024

    Podcasts 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.com

    You 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.)

    The Podcast Boom: Analyzing Influence and the Future of Media


    In this episode of Bubble Trouble, hosts Richard Kramer and Will Page delve into the evolving landscape of the podcast industry with guest Lauren Jarvis. They discuss the resurgence of podcasts as a significant media platform, touching on notable examples like Joe Rogan's recent Trump interview. The conversation also covers the economic potential of podcasts, their role in reaching new audiences, and the gamification of learning as a growing trend in tech. Jarvis shares insights on the integration of technology into daily life and the future of media consumption.


    00:00 Introduction to Bubble Trouble

    00:59 Part One

    02:52 Political Influence of Podcasts

    05:26 Audience Engagement and Monetization

    09:09 The Future of Media Consumption

    22:11 Part Two

    22:13 Tech Trends and Predictions

    37:46 AI and Data Utilization

    46:12 Closing Thoughts and Farewell

    48:33 Credits



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

    Show more Show less
    49 mins
  • Solving for X
    Oct 28 2024

    Repeat from November, 2023.


    For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.com

    You can learn more about Richard at https://www.linkedin.com/in/richard-kramer-16306b2/

    More on Will Page at: https://pivotaleconomics.com


    In 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 of Elon Musk. Kantrowitz offers valuable perspectives on the changing dynamics in the tech world, touching on the rise of Reddit, problems with 'Threads', and the impact of new leadership on Twitter's performance and brand value. The conversation also delves into the principle of 'Effective Altruism' prevalent in Silicon Valley and what it signifies about tech leadership. Analysis of recent data reveals Twitter's shrinking user base and engagement, though it remains a highly popular app. The episode wraps with Kantrowitz sharing about his newsletter 'Big Technology', and its recent features.


    00:00 Introduction and Welcome

    00:46 Part One

    00:52 Interview with Tech Journalist Alex Kantrowicz

    02:17 Exploring Twitter's History and Business Model

    06:52 Twitter's Influence and Impact on Journalism

    07:32 The Decline of Traditional Media and the Rise of Digital Platforms

    08:45 Twitter's Role in the Attention Economy

    09:54 Twitter's Popularity and Influence Despite Declining Numbers

    15:06 Analyzing Twitter's User Data and Trends

    28:47 Part Two

    32:37 The Future of Twitter: Cyclical or Structural Decline?

    36:26 Twitter's Competition: Reddit and Threads

    36:34 The Struggles of Threads

    36:59 The Power of Network Effects

    38:17 The Limitations of Threads

    39:48 The Rise of Reddit

    40:04 The Role of Reddit in the Social Media Landscape

    40:54 The Impact of Pocket App on Twitter

    41:25 The Irrelevance of Threads and the Power of Meta

    44:20 The Challenges Twitter Faces

    45:50 Potential Strategies to Save Twitter

    49:32 The Future of Twitter Under Musk's Leadership

    54:51 The Role of Effective Altruism in Tech Companies

    58:57 The Danger of Singular Solutions

    59:27 The Value of Comments and the Future of Twitter

    01:01:38 Closing Remarks and Promotion of Big Technology

    01:02:34 Credits



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

    Show more Show less
    1 hr and 3 mins
  • When Companies Outgrow Countries
    Oct 21 2024

    The 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 us online at http://bubbletroublepodcast.com

    You 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: Giants of Global Markets and Economic Quandaries


    In this episode of Bubble Trouble, Richard Kramer and Will Page explore the dominance of the 'Magnificent Seven' US corporations in the recent stock market rally and their comparison to European markets. They discuss the significant influence of American tech CEOs versus their European counterparts, global lobbying efforts by big tech, and the economic impact of major tech product launches like Apple's iPhone 16 on UK retail sales. The episode analyzes the UK's economic challenges, governmental budget constraints, and tax policy trade-offs, including the freezing of tax thresholds. The hosts delve into the broader societal and economic consequences of media monopolies, infrastructure investments, and the peculiarities of contemporary political landscapes.

    00:00

    00:00 Introduction

    00:55 Part One

    01:00 Feedback and OpenAI Discussion

    02:41 The Magnificent Seven: US Companies vs. European Markets

    04:29 Comparing Market Values

    07:26 Future Projections and Power Dynamics

    12:50 European Response and Regulatory Challenges

    15:49 Investment Strategies and Market Resilience

    18:21 Retail Sales and Apple's Influence

    19:30 Part Two

    19:30 UK's Economic Challenges and Government Budget

    22:19 Tax Policies and Fiscal Strategies

    30:18 The Impact of Media and Big Tech

    35:29 Concluding Thoughts and Audience Engagement

    36:49 Credits



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

    Show more Show less
    37 mins

What listeners say about Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work

Average customer ratings
Overall
  • 5 out of 5 stars
  • 5 Stars
    1
  • 4 Stars
    0
  • 3 Stars
    0
  • 2 Stars
    0
  • 1 Stars
    0
Performance
  • 5 out of 5 stars
  • 5 Stars
    1
  • 4 Stars
    0
  • 3 Stars
    0
  • 2 Stars
    0
  • 1 Stars
    0
Story
  • 5 out of 5 stars
  • 5 Stars
    1
  • 4 Stars
    0
  • 3 Stars
    0
  • 2 Stars
    0
  • 1 Stars
    0

Reviews - Please select the tabs below to change the source of reviews.