Building Block #1: Sycophants and Stenographers

Welcome to Bubble Trouble: Trailer for Bubble Trouble, coming soon. by Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work

1 min listen

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

24 min listen

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, some real-time podcasting about a problem that we've yet to solve...that problem being, is there too much choice? And to... by Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work

35 min listen

Building Block #1: Sycophants and Stenographers: We talk about financial analysts and why it's sometimes more accurate to call them sycophants and stenographers, and how these analysts become cheerleaders of the companies they're supposed to cover. They praise as opposed to appraise. Bubble... by Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work

27 min listen

Building Block #4: 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 attention economy. How do you really measure attention, and even better, how do you measure the quality of attention or time... by Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work

46 min listen

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, sounds technical. We'll explain what they are and why they getting so much attention. by Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work

27 min listen

Poor Standards: This week we look into rating agencies and ask: Why were they invented? What is their purpose? Who pays their wages? by Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work

26 min listen

Stenographers and Sycophants: We talk about financial analysts and why it's sometimes more accurate to call them sycophants and stenographers, and how these analysts become cheerleaders of the companies they're supposed to cover. They praise as opposed to appraise. (Repeat) by Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work

27 min listen

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

24 min listen

Sucking on Subsidies: This week, sucking on subsidies. Government grants, fat contracts, tax credits, state aid, all the cash a company didn't generate on its own. Does it help? Or does it stoke up problems for a future date? by Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work

30 min listen

Will's Favorite Episode of 2021: Andrew Savikas on Hyper-competition in the Book Industry: For 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. by Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work

32 min listen

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 scarcest of commodities--talent. by Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work

29 min listen

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

24 min listen

Hyper Competition: This week we look at the tremendous explosion in cultural production--content creation and hyper competition. by Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work

25 min listen

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

32 min listen

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

25 min listen

Building Block #2: 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 isn't as predictable as it might first appear, meaning those unpredictable events may have been planned all along. "Great... by Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work

28 min listen

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 additional value? Or is it the case that two plus two does equal two? by Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work

26 min listen

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 man who coined the term, Paul Sanders of state51. by Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work

33 min listen

Building Block #5: 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 basics. Where does money even come from? Bubble Trouble is hosted by economist and author Will Page and financial analyst... by Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work

28 min listen

Building Block #3: 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 true, are we in dreamland? Bubble Trouble is hosted by economist and author Will Page and financial analyst Richard... by Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work

32 min listen

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 boredom during lockdown, or, and it's a big question, a new foundation for how markets will work in the future? by Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work

22 min listen

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 bubble trouble. by Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work

22 min listen

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 favorite: The Charade of the Earnings Call. by Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work

24 min listen

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 importantly, shouldn't be looking out for in 2022. by Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work

33 min listen

FOFO: Fear of Finding Out--Hyper-competition in China with George Magnus: We add a new acronym to our alphabet soup: FOFO--Fear of Finding Out, as we discuss hyper-competition in China with economist George Magnus. by Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work

30 min listen

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 isn't as predictable as it might first appear, meaning those unpredictable events may have been planned all along. "Great... by Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work

28 min listen

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 growth, their user numbers often resemble a shark fin: how they scale up really fast, then taper off then fall really,... by Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work

29 min listen

History Doesn't Repeat Itself, but It Often Rhymes: with guest Kurt Andersen: Joining us this week is writer Kurt Andersen discussing his books Fantasyland and Evil Geniuses by Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work

32 min listen

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 markets to record highs. Peak FOMO, fear of missing out. by Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work

30 min listen

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Building Block #1: Sycophants and Stenographers

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