Bubble Trouble: Laying Out Inconvenient Truths About How Business and Financial Markets Really Work
Magnificent Noise x Richard Kramer x Will Page
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. Hosted on Acast. See acast.com/privacy for more information.
Episodes
Mentioned books
Nov 8, 2021 • 32min
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. Hosted on Acast. See acast.com/privacy for more information.
Oct 25, 2021 • 25min
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, Mr. Mike Follett. The point where quantity goes up and quality goes down, we call that hyper competition, and certainly there's a lot of advertising competing for our time Hosted on Acast. See acast.com/privacy for more information.
Oct 18, 2021 • 28min
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 expectations", as Dickens once wrote, "need to be met with better than expected results" (Repeat) Hosted on Acast. See acast.com/privacy for more information.
Oct 11, 2021 • 30min
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? Hosted on Acast. See acast.com/privacy for more information.
Oct 4, 2021 • 35min
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 reiterate the mantra of some choice is better than none, but it does not necessarily follow that more choice is better than some. Hosted on Acast. See acast.com/privacy for more information.
Sep 27, 2021 • 22min
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. Hosted on Acast. See acast.com/privacy for more information.
Sep 20, 2021 • 33min
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. Hosted on Acast. See acast.com/privacy for more information.
Sep 13, 2021 • 30min
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 ourselves reverting back to bubble trouble. What's the customer really worth? And how much did you spend to grab them and keep them? Hosted on Acast. See acast.com/privacy for more information.
Sep 6, 2021 • 22min
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? Hosted on Acast. See acast.com/privacy for more information.
Aug 23, 2021 • 25min
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? Hosted on Acast. See acast.com/privacy for more information.
