EPISODE · Oct 22, 2025 · 49 MIN
Investing Through Dark Clouds
from This Time Is Different · host Malcolm Ethridge and Ricky Mulvey
When should you run toward a dumpster fire? When should you stay away? Ricky Mulvey and Malcolm Ethridge discuss: - What some investors misunderstand about Oracle's business. - If Robinhood has a branding problem. - Investing in companies with visible problems. Articles discussed: Oracle's margin questions: https://www.theinformation.com/articles/internal-oracle-data-show-financial-challenge-renting-nvidia-chips Robinhood profile: https://www.bloomberg.com/news/features/2025-10-17/robinhood-s-next-bet-gen-z-401-k-s-and-trump?embedded-checkout=true Hosts: Malcolm Ethridge, Ricky Mulvey Engineer: Mark Lamorgese Learn more about your ad choices. Visit megaphone.fm/adchoices
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Investing Through Dark Clouds
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