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

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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  • 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.

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    Copyright Magnificent Noise
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Episodes
  • Private Equity Plays Pass the Parcel

    Private Equity Plays Pass the Parcel
    Apr 22 2024
    This 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.]

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    38 mins
  • Behind the Balance Sheet with Stephen Clapham

    Behind the Balance Sheet with Stephen Clapham
    Apr 15 2024
    This week we have a distinguished guest with an estimable track record at calling out the machinations and malfeasance behind the numbers: Stephen Clapham, the driving force of Behind the Balance Sheet, a podcast of the same name and education company. Stephen helps teach fund managers and others the tricks of financial chicanery and magical massaging of the numbers. (Repeat from July, 2024.)

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    45 mins
  • Troubling Times

    Troubling Times
    Apr 8 2024

    Our 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.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.)


    In this episode of Bubble Trouble, hosts Will Page and Richard Kramer dive into discussions about financial market volatility and the phenomenon of market bubbles, touching on topics like the recent Reddit IPO and the cryptocurrency crisis exemplified by FTX’s fallout. They critically assess the risk and reality of investments, using illustrative examples to underline the often speculative nature of today’s financial markets. They also segue into discussions on the creator economy, the disruptive potential of AI and chips in the movie industry, and concerns around the instability of personal debt amidst rising interest rates. The episode concludes with recommendations for insightful reads, exploring themes from technological impacts on society to the resilience needed in today's challenging world.


    00:02 Introduction

    00:38 Part One

    06:17 The Reality of Stock Market Manias and Personal Debt

    08:25 Exploring the Trump SPAC and the Fate of Cameo

    12:45 The Crypto Conundrum: Skepticism Meets Reality

    16:52 Part Two

    16:52 Navigating the Creator Economy and Tech Innovations at SXSW

    22:19 The Economic Impact of Data Centers

    22:46 AMD's Influence in the Film Industry

    23:31 The Challenges of AI in Hollywood

    24:38 Chip Makers: The New Brand Ambassadors

    25:31 Rethinking the Creator Economy

    26:46 The Long Tail Dilemma in the Creator Economy

    27:48 The Misconception of Loyalty in the Digital Age

    31:49 Music Industry's Paradox: Growth vs. Sustainability

    33:43 Inflation's Impact on the Music Industry

    36:43 Easter Reading Recommendations

    41:28 Closing Thoughts and Future Episodes



    Hosted on Acast. See acast.com/privacy for more information.
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    42 mins
Business & Careers Economics Personal Finance Politics & Government
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