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

By Magnificent Noise x Richard Kramer x Will Page

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Category: Investing

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Subscribers: 128
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Episodes: 178

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.

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Episode Date
Why Stocks Get Whacked
Dec 16, 2024
How Much Is Copyright Worth?
Dec 09, 2024
Learning From A Doer: A Conversation with Roger Madelin
Dec 02, 2024
The Meltdown of Credit Suisse w/ Duncan Mavin
Nov 25, 2024
Fiscal Drag Queen
Nov 18, 2024
Sonic Shifts: How Tech and Culture are Changing the Music Industry with Mark Mulligan
Nov 11, 2024
New Media Overtaking Old Media with Lauren Jarvis
Nov 04, 2024
Solving for X
Oct 28, 2024
When Companies Outgrow Countries
Oct 21, 2024
BT 128 Labour’s 100 Days: No Bubbles, Some Troubles
Oct 14, 2024
Open AI: For What It's Worth
Oct 07, 2024
You Can't Lead If You Don't Know Where You're Going: Big Tech vs Big Gov Tech with Bill Raduchel
Sep 30, 2024
Law Without Lawyers: A Conversation with Damien Riehl
Sep 23, 2024
AI Supremacy and Ethical Dilemmas: A Conversation with Parmy Olson
Sep 16, 2024
Definitely (Maybe) Dynamic Booms and Busts
Sep 09, 2024
Constructing Bubbles with David Trainer
Sep 02, 2024
Reddit and Weep
Aug 26, 2024
Kill the Chicken to Scare The Monkey with guest Linda Yueh
Aug 19, 2024
Thames Water gets Whacked with guest Feargal Sharkey
Aug 12, 2024
In Conversation with Former Enron CFO Andy Fastow Part Two
Aug 05, 2024
In Conversation with Former Enron CFO Andy Fastow Part One
Jul 29, 2024
The Summer of Discontent
Jul 22, 2024
AI Bubbles are Bursting with Andrew Orlowski
Jul 15, 2024
When Bubbles Become Clouds
Jul 08, 2024
Calling Bubbles with Benedict Evans (Part Two)
Jul 01, 2024
Calling Bubbles with Benedict Evans (Part One)
Jun 24, 2024
Tech’s Set Piece Marketing
Jun 17, 2024
Gatekeepers and Regulatory Bubbles
Jun 10, 2024
DoJ Whacks Ticket Prices
Jun 03, 2024
Why Stocks Get Whacked
May 28, 2024
The Post-Bubble World of Podcasting with James Cridland and Jonas Woost
May 13, 2024
An X -Rated Account of Twitter with Kurt Wagner
May 06, 2024
Thames Water Gets Whacked with guest Feargal Sharkey
Apr 29, 2024
Private Equity Plays Pass the Parcel
Apr 22, 2024
Behind the Balance Sheet with Stephen Clapham
Apr 15, 2024
Troubling Times
Apr 08, 2024
You Can't Lead If You Don't Know Where You're Going: Big Tech vs Big Gov Tech with Bill Raduchel
Apr 01, 2024
Fiscal Drag Queen
Mar 25, 2024
Reddit and Weep
Mar 18, 2024
Browser Wars: Brave vs. Goliath
Mar 11, 2024
Kill the Chicken to Scare The Monkey with guest Linda Yueh
Mar 04, 2024
Brussels - Muscles or Mussels?
Feb 26, 2024
Super Fans Meet Super Stocks
Feb 19, 2024
All Your Eggs in One Big Tech Basket
Feb 12, 2024
Constructing Bubbles with David Trainer
Feb 05, 2024
Hugh You Looking At
Jan 29, 2024
Advertising Icebergs
Jan 22, 2024
Smoke Signals for '24
Jan 15, 2024
Big Brother Bubbles with Sir Peter Bazalgette
Jan 08, 2024
Water Works with Feargal Sharkey
Jan 01, 2024
Bubble Trouble Wrapped 2023
Dec 18, 2023
A Global History of Financial Bubbles
Dec 11, 2023
In Conversation with Former Enron CFO Andy Fastow Part Two
Dec 04, 2023
In Conversation with Former Enron CFO Andy Fastow Part One
Nov 27, 2023
When Bubbles Become Clouds
Nov 20, 2023
Solving for X with Alex Kantrowitz
Nov 13, 2023
A Call for Activism
Nov 06, 2023
A Techno Realist’s Manifesto
Oct 30, 2023
Private Equity Plays Pass the Parcel
Oct 23, 2023
Talking Audiobooks
Oct 16, 2023
What’s Going to Burst First?
Oct 09, 2023
After the Goldrush
Oct 02, 2023
Gatekeepers and Regulatory Bubbles
Sep 25, 2023
The Complicated Dance Around ARM with James Ashton
Sep 18, 2023
AI and Digital Doppelgangers with Jessica Powell
Sep 11, 2023
Dan McCrum (FT, Wirecard) Part 2
Sep 04, 2023
Dan McCrum (FT, Wirecard) Part 1
Aug 28, 2023
Designing for AI with Professor Chris Speed
Aug 21, 2023
Pivot, The Afterword
Aug 14, 2023
UGC (User Generated Content) in Music with Mayk.it's Stefán Heinrich Henriquez
Aug 07, 2023
Browser Wars: Brave vs. Goliath
Jul 31, 2023
Taking Eight Million Creators to Eight Billion People
Jul 24, 2023
Behind the Balance Sheet with Stephen Clapham
Jul 17, 2023
Water Works with Feargal Sharkey
Jul 10, 2023
Has Innovation Moved The House? with guest Dror Poleg
Jul 03, 2023
Hugh You Looking At
Jun 26, 2023
Judging the Old Bailey
Jun 19, 2023
A Global History of Financial Bubbles
Jun 12, 2023
Podcast Bubbles Popping
Jun 05, 2023
SVB: Damned by Duration
May 29, 2023
Generative AI - A Solution That's Finding Its Way Into Every Possible Problem
May 22, 2023
Theatrics of the Market
May 15, 2023
AI and Digital Doppelgangers with Jessica Powell
May 08, 2023
History Doesn't Repeat Itself, but It Often Rhymes: With guest Kurt Andersen
May 01, 2023
Designing for AI with Professor Chris Speed
Apr 24, 2023
Buy. Borrow. Die.
Apr 17, 2023
ChatGPT Enters the Echo Chamber
Apr 11, 2023
Just The Ticket
Apr 04, 2023
Big Brother Bubbles with Sir Peter Bazalgette
Mar 27, 2023
SVB: Damned by Duration
Mar 20, 2023
Mobile Bubbles in Barcelona
Mar 13, 2023
Sucking on Subsidies
Mar 06, 2023
Inflation: The Hope Parade
Feb 27, 2023
First Cut is The Deepest
Feb 21, 2023
Troubles with Podcast Bubbles with guest Lauren Jarvis
Feb 06, 2023
A Call for Activism
Jan 30, 2023
Pivot
Jan 23, 2023
Passing the Tech Ethics "Hot Potato" with Stephanie Hare
Jan 09, 2023
Has Innovation Moved The House? with guest Dror Poleg
Jan 02, 2023
Culture Eats Strategy For Breakfast
Dec 26, 2022
Conversation with a Virtual Llama Owner with guest Clément Pouget.eth-Osmont
Dec 19, 2022
Chokepoint Capitalism with Cory Doctorow Part Two
Dec 12, 2022
Chokepoint Capitalism with Cory Doctorow Part One
Dec 05, 2022
NFTs - They're Not For Me
Nov 28, 2022
The Bubbles are Already Bursting with Sir Martin Sorrell
Nov 21, 2022
Music’s Worth $40bn
Nov 14, 2022
Right of Reply: The Future of the Free Press
Oct 31, 2022
Can't Truss It
Oct 25, 2022
When the Levee Breaks
Oct 17, 2022
The Downfall of Wirecard with Dan McCrum (Part Two)
Oct 03, 2022
The Downfall of Wirecard with Dan McCrum (Part One)
Sep 26, 2022
Summer Troubles, Autumn Bubbles
Sep 19, 2022
How Good is Goodwill?
Sep 12, 2022
Someone Else's Money
Sep 05, 2022
Stenographers and Sycophants
Aug 29, 2022
Peak FOMO
Aug 22, 2022
Achieving Presence: More Meta-Troubles with Seth Gerson
Aug 15, 2022
Newspaper Subscriptions Versus Music Subscriptions
Aug 08, 2022
Metaverse Perceptions versus Reality
Aug 01, 2022
Metaverse...Curb Your Enthusiasm with Eric Kress
Jul 25, 2022
The Metaverse and Virtual Experiences with AmazeVR's Ernest Lee
Jul 18, 2022
Hyper-competition in Advertising with Mike Follett
Jul 11, 2022
Meta-Troubles with guest Yoshio Osaki
Jul 04, 2022
This Year's Vanilla: Our Conversation with the FT's Brooke Masters Part Two
Jun 28, 2022
Crypto's Collapse
Jun 20, 2022
The World is Full of Pyramids: Our Conversation with the FT's Brooke Masters Part One
Jun 13, 2022
Dry Powder
Jun 06, 2022
Shark Fins
May 30, 2022
Buy. Borrow. Die.
May 23, 2022
Muscles in Brussels
May 16, 2022
Analyst Notes, The Black Art of Price Targeting, and Twitter with guest Aman Verjee
May 09, 2022
Passing the Tech Ethics "Hot Potato" with Stephanie Hare
May 02, 2022
NFTs - They're Not For Me
Apr 26, 2022
When Two Plus Two Equals Two
Apr 18, 2022
The World Is Addicted to Easy Money with Chris Leonard
Apr 11, 2022
Finding Out What's Really Going On with guest Martin Peers
Apr 04, 2022
Where Does Money Come From? with Michael McMahon
Mar 28, 2022
History Doesn't Repeat Itself, but It Often Rhymes: with guest Kurt Andersen
Mar 16, 2022
Poor Standards
Mar 07, 2022
Culture Eats Strategy For Breakfast
Mar 02, 2022
SPACs Are This Year's Vanilla: Our Conversastion with the FT's Brooke Masters Part Two
Feb 21, 2022
The World is Full of Pyramids: Our Conversation with the FT's Brooke Masters Part One
Feb 14, 2022
Paying Attention
Feb 07, 2022
The Theranos Bubble
Jan 31, 2022
Smoking Out Signals in 2022
Jan 24, 2022
Is This The Next Housing Bubble? Daryl Fairweather on Hyper-competition in Housing
Jan 17, 2022
FOFO: Fear of Finding Out--Hyper-competition in China with George Magnus
Jan 03, 2022
Will's Favorite Episode of 2021: Andrew Savikas on Hyper-competition in the Book Industry
Dec 27, 2021
Richard's Favorite Episode of 2021: The Charade of the Earnings Call
Dec 20, 2021
Peak FOMO
Dec 10, 2021
Themes and Dreams
Nov 29, 2021
Seth Wunder on Hyper competition in the Hedge Fund World
Nov 22, 2021
Joe Kessler on Hyper-competition in Talent
Nov 15, 2021
Andrew Savikas on Hyper-competition in Book Publishing
Nov 08, 2021
Mike Follett on Hyper-competition in Advertising
Oct 25, 2021
Too Smooth To Be True
Oct 18, 2021
Sucking on Subsidies
Oct 11, 2021
James Cridland on Hyper-competition in Podcasting
Oct 04, 2021
How Good Is Good Will?
Sep 27, 2021
Paul Sanders on Hyper-competition
Sep 20, 2021
Unpack the SAC
Sep 13, 2021
Robinhood and His Merry Memes
Sep 06, 2021
To Bundle or Not to Unbundle
Aug 23, 2021
Stenographers and Sycophants
Aug 16, 2021
Shark Fins
Aug 09, 2021
When Two Plus Two Equals Two
Aug 02, 2021
Facing the Music
Jul 26, 2021
Hyper Competition
Jul 19, 2021
Talking Your Own Book
Jul 12, 2021
The Charade of the Earnings Call
Jun 28, 2021
Poor Standards
Jun 14, 2021
To SPACS and Back
Jun 11, 2021
Building Block #5: Someone Else's Money
May 12, 2021
Building Block #4: Paying Attention
May 12, 2021
Building Block #3: Themes and Dreams
May 12, 2021
Building Block #2: Too Smooth To Be True
May 12, 2021
Building Block #1: Sycophants and Stenographers
May 12, 2021
Welcome to Bubble Trouble
May 01, 2021