Season 1

July 4, 2022

Meta-Troubles with guest Yoshio Osaki

This week, and in coming weeks, the Bubble Trouble team will turn our attention to the phase dejour, the bait of all click baits,…

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June 28, 2022

This Year's Vanilla: Our Conversation with the FT's Brooke Masters Pa…

We're back with more of our conversation with Brooke Masters, the Chief Business Commentator and Associate Editor of the Financia…

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June 20, 2022

Crypto's Collapse

This week we salvage what's left of the crypto bubble and delve into the recent dollar devaluations of stable coins with our gue…

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June 6, 2022

Dry Powder

Today we will not be powdering your nose, but be sprinkling our conversation with a little dry powder. That's cash or marketable …

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May 30, 2022

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 g…

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May 23, 2022

Buy. Borrow. Die.

Today, we're treading deep in some chicken sh*t with Propublica investigative journalist Jesse Eisenger.

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May 16, 2022

Muscles in Brussels

Recently, in the most European city of Brussels, there was mingling with the finest folks in competition law and economics. They …

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May 9, 2022

Analyst Notes, The Black Art of Price Targeting, and Twitter with gue…

Today, we target those analysts notes that tell us what they think the price should be and how much faith we should put in that m…

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May 2, 2022

Passing the Tech Ethics "Hot Potato" with Stephanie Hare

Today we wrestle with ethics and technology. Stephanie Hare's wonderful new book. Technology Is Not Neutral, gives us a much need…

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April 26, 2022

NFTs - They're Not For Me

This week, we'll get Will Page’s impressions of the bubbles gathering around that island and what tsunami warning horns ought to …

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April 18, 2022

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 add…

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April 11, 2022

The World Is Addicted to Easy Money with Chris Leonard

We've made quantitative easing easy-ish to understand, now we need to infiltrate the institutions that do that easing: the centra…

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April 4, 2022

Finding Out What's Really Going On with guest Martin Peers

A lot of financial journalism about companies and markets lives and dies based on access. But what are other ways of finding out …

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March 28, 2022

Where Does Money Come From? with Michael McMahon

Today we bring on the sexy topics of fractional reserve lending and quantitative easing with Michael McMahon from the Bank of Eng…

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March 7, 2022

Poor Standards

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

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March 2, 2022

Culture Eats Strategy For Breakfast

With all the emphasis on hard metrics and financials, it's often easy to overlook the culture of companies and the role it plays …

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Feb. 21, 2022

SPACs Are This Year's Vanilla: Our Conversastion with the FT's Brooke…

SPACs Are This Year's Vanilla: Our Conversastion with the FT's Brooke Masters Part Two

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Feb. 14, 2022

The World is Full of Pyramids: Our Conversation with the FT's Brooke …

Today we have our first of two episodes featuring Brooke Masters, the Chief Business Commentator and Associate Editor of the Fina…

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Jan. 31, 2022

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 i…

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Jan. 24, 2022

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 import…

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Jan. 17, 2022

Is This The Next Housing Bubble? Daryl Fairweather on Hyper-competiti…

We're back to blowing bubbles in the housing market with Daryl Fairweather, an acclaimed economist from Redfin, where we ask if t…

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Jan. 3, 2022

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

We add a new acronym to our alphabet soup: FOFO--Fear of Finding Out, as we discuss hyper-competition in China with economist Geo…

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Dec. 27, 2021

Will's Favorite Episode of 2021: Andrew Savikas on Hyper-competition …

For the last two episodes of the year, we’re looking back at favorite episodes for both Richard and Will. This week, Will’s favor…

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Dec. 20, 2021

Richard's Favorite Episode of 2021: The Charade of the Earnings Call

For the last two episodes of the year, we’re looking back at favorite episodes for both Richard and Will. This week, Richard’s fa…

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Dec. 10, 2021

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 …

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Nov. 29, 2021

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 tr…

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Nov. 22, 2021

Seth Wunder on Hyper competition in the Hedge Fund World

On this episode, we discuss hyper-competition in the hedge fund world with Seth Wunder.

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Nov. 15, 2021

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…

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Nov. 8, 2021

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.

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Oct. 25, 2021

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…

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Oct. 18, 2021

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 …

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Oct. 11, 2021

Sucking on Subsidies

This week, sucking on subsidies. Government grants, fat contracts, tax credits, state aid, all the cash a company didn't generate…

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Oct. 4, 2021

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, som…

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Sept. 27, 2021

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 …

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Sept. 20, 2021

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…

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Sept. 13, 2021

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 o…

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Sept. 6, 2021

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 boredo…

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Aug. 23, 2021

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?

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Aug. 16, 2021

Stenographers and Sycophants

We talk about financial analysts and why it's sometimes more accurate to call them sycophants and stenographers, and how these an…

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Aug. 9, 2021

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 g…

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Aug. 2, 2021

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 add…

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July 26, 2021

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 th…

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July 19, 2021

Hyper Competition

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

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July 12, 2021

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 lo…

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June 28, 2021

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 t…

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June 14, 2021

Poor Standards

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

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June 11, 2021

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, so…

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May 12, 2021

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 basi…

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May 12, 2021

Paying Attention

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 att…

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May 12, 2021

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 tr…

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