Best Magnificent Noise X Richard Kramer X Will Page Podcasts (2024)

1
Constructing Bubbles with David Trainer 51:25

3h ago51:25

51:25

This week we’re going to keep on pricking bubbles with a fellow cynic of the sycophants and stenographers. Here to help us is David Trainer of New Constructs, whose company makes “robo-adjustments” to the reported accounts of 1000s of listed companies and tries to unearth the real financials behind the content marketing from company investor relati…

1
Reddit and Weep 40:44

2h ago40:44

40:44

So let's look forward and prepare you for the next big sexy blockbuster tech IPO, you’ve read all about it - that’s right. Reddit is going to ring the bell. 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-…

1
Kill the Chicken to Scare The Monkey with guest Linda Yueh 1:00:57

3d ago1:00:57

1:00:57

This week we talk with Linda Yueh, author of the book The Great Crashes. Since America's Wall Street Crash of 1929, the global economy has weathered the most tumultuous century in financial history. From the currency crises of the 1980s, to Japan's housing meltdown, the dot com boom and bust, the global financial crash and the COVID pandemic, crash…

1
Thames Water gets Whacked with guest Feargal Sharkey 58:10

1d ago58:10

58:10

Today, we welcome back Feargal Sharkey, who visited Bubble Trouble last summer and dropped a (water) bomb on our privatized utilities. He’s fought the noble fight to expose Thames Water as profiteering polluters. Nine months later we have a massive credit bubble bursting, dumping toxic sewage in both debt laden shell companies and the real shit flo…

1
In Conversation with Former Enron CFO Andy Fastow Part Two 53:18

9d ago53:18

53:18

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 In this milestone 100th episode of Bubble Trouble podcast, hosts Richard Kramer and Will Page con…

1
In Conversation with Former Enron CFO Andy Fastow Part One 55:50

16d ago55:50

55:50

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 In this 100th episode of Bubble Trouble, hosts Richard Kramer and Will Page discuss the inner wor…

1
The Summer of Discontent 42:13

23d ago42:13

42:13

This week, we freeform on two topics: summer music festivals and the stock markets. Will has identified a very interesting bubble this summer, which is the rapid cancellation of music festivals. Perhaps because supply got ahead of demand or perhaps because of extraneous factors, we wanna look into why so few people want to be standing out in their …

1
AI Bubbles are Bursting with Andrew Orlowski 52:10

2M ago52:10

52:10

Today we’ve got a guest who's been doing our job for decades. Andrew Orlowski is a writer who has followed the technology industry for two decades, so he’s see the hype cycle peak and trough many times. For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.com You can learn more about Richard …

1
When Bubbles Become Clouds 56:51

2M ago56:51

56:51

[Repeat from November, 2023.] 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 inse…

1
Calling Bubbles with Benedict Evans (Part Two) 47:46

2M ago47:46

47:46

This week, part two of our continued conversation with Benedict Evans, an analyst with over 175,000 avid readers for his tech blog. 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 Pag…

1
Calling Bubbles with Benedict Evans (Part One) 40:40

2M ago40:40

40:40

This week we are talking bubbles - or not! - with Benedict Evans, an analyst with over 175,000 avid readers for his tech blog. We’ve done our level best to reflect on why bubbles happen, but what about calling them out before they burst. “It would have been nice to have known” we were in a bubble before it caused trouble. That wish fits like an OJ …

1
Tech’s Set Piece Marketing 33:41

3M ago33:41

33:41

This week we’re going to split lanes as we’ve got breaking news coming out of Canada that Will’s been knee deep in: soon after their Government tried to regulate Google and Meta news, they’re now after Spotify and Netflix. Think contagion and buckle up - this may well be the sign of the regulatory times. Once we’re done with Canadians, we turn our …

1
Gatekeepers and Regulatory Bubbles 42:43

3M ago42:43

42:43

This week we turn to regulatory bubbles and the new buzz word: Gatekeepers! What are they, and what are they not and what gates do they actually keep? In forty five days, the European Commission drummed up an answer, while the US DoJ starts a court case about Google paying for search bar placements like Heinz beans play for shelf space in the groce…

1
DoJ Whacks Ticket Prices 38:44

3M ago38:44

38:44

This summer, a lot of us (and our children) will be packing our tents and heading to music festivals and concerts - there is trouble brewing. At one end, good luck buying a ticket and watching those fees add up. At the other end, the DoJ threw down the gauntlet and argued that Live Nation Ticketmaster needs to be broken up. This is big for music, a…

1
Why Stocks Get Whacked 47:24

3M ago47:24

47:24

When markets get fooled, stocks get …well, WHACKED, to quote a famous Kramerism. Our audience deserves to know more about volatility - for all the PhDs, MBAs and CFAs working on Wall Street, for all the compliance rules and regulations, why is it that a stock can go from hero to zero so quickly? Why is stability in itself destabilizing? For more on…

1
The Post-Bubble World of Podcasting with James Cridland and Jonas Woost 50:10

4M ago50:10

50:10

This week, with the world of podcasting descending on London for the Podcast Show, we’re going to turn the tables on ourselves and get a little introspective, figuring out what is happening with this Podcast format. This time two years ago, we got a little ahead of our skis with Spotify, Amazon and the like spending eight (and nine) figure sums on …

1
An X -Rated Account of Twitter with Kurt Wagner 47:29

4M ago47:29

47:29

Who doesn’t like to talk about Twitter and Tweets? Word of mouth (or tweet) is the secret sauce of its success. But has it ever been successful? And if it hasn’t, how do you gauge the impact of Elon Musk’s shock therapy over the past two years? Journalist Kurt Wagner joins to share his deep dive profile of the tortured history of Twitter. For more …

1
Thames Water Gets Whacked with guest Feargal Sharkey 58:10

4M ago58:10

58:10

Today, we welcome back Feargal Sharkey, who visited Bubble Trouble last summer and dropped a (water) bomb on our privatized utilities. He’s fought the noble fight to expose Thames Water as profiteering polluters. Nine months later we have a massive credit bubble bursting, dumping toxic sewage in both debt laden shell companies and the real shit flo…

1
Private Equity Plays Pass the Parcel 37:37

4M ago37:37

37:37

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…

1
Behind the Balance Sheet with Stephen Clapham 44:47

5M ago44:47

44:47

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 massag…

1
Troubling Times 42:20

5M ago42:20

42:20

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 T…

1
You Can't Lead If You Don't Know Where You're Going: Big Tech vs Big Gov Tech with Bill Raduchel 50:37

5M ago50:37

50:37

This week we speak with Bill Raduchel, who has served as a high-level executive and strategic adviser for organizations such as Sun Microsystems, AOL Time Warner, Xerox, McGraw-Hill, and the Salvation Army. Over half a century working with systems, software, and networks, he has remained at the forefront of the technology revolution in media, educa…

1
Fiscal Drag Queen 47:58

5M ago47:58

47:58

This week, we’re talking taxes. Don’t switch off, don’t fall asleep and please don’t hire an accountant as the next 45 minutes will defy the laws of gravity and make taxes sexy. Or make saxes testy… Mentioned in today’s show: Barbarians at the Gate: https://youtu.be/Z3HiONtjZSM?si=xZ64zb46sYIfSs5Z For more on Bubble Trouble, including transcripts o…

1
Browser Wars: Brave vs. Goliath 48:22

6M ago48:22

48:22

When looking at today's issues of privacy, social media, and AI, we can draw a lot from the battles of the browsers over the past 30 years. To explore this, we welcome a close friend onto the show, the father of JavaScript and a Silicon Valley legend, Brendan Eich. Brendan left the CTO role of Mozilla firefox years ago and embarked on a journey to …

1
Brussels - Muscles or Mussels? 41:57

6M ago41:57

41:57

This week, Will is just back from Brussels after addressing the European parliament on media and technology and, well, he’s doesn't see too impressed with his first visit since Brexit. And given we’ve discussed super stocks last week, this week we want to explore if any of those super stocks are going to come from the European Union, and equally, d…

1
Super Fans Meet Super Stocks 42:01

7M ago42:01

42:01

This week Richard puts Will on the hot seat, and review all his amazing work on the economics of the music industry, something that is a lot smaller than everyone imagines, even if it touches all of us deeply. For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.com You can learn more about R…

1
All Your Eggs in One Big Tech Basket 42:19

7M ago42:19

42:19

This week we get into portfolio theory, or lack of, as for many the rush to big tech and wilful ignorance of everything else Wall Street has to offer seems to be the rule as opposed to the exception. Why is that, and is it sustainable? For more on Bubble Trouble, including transcripts of the show, visit us online at http://bubbletroublepodcast.com …

1
Hugh You Looking At 50:30

7M ago50:30

50:30

Our guest this week is Hugh Hendry, a man who found fortunes walking the tightropes as booms turned to busts. Founder and CIO of Eclectica Asset Management, London, a Global Macro Hedge Fund, from 2002 to 2017, where its “high water mark” events were the early and successful identification of the gold bull market in 2003 and the housing debacle in …

1
Advertising Icebergs 50:27

8M ago50:27

50:27

One of the giant iceberg industries - it's all around us but we don’t really see it - is advertising. Frequently touted as the first to suffer, first to recover on the economic cycle, but also counter cyclical, since you need to sell harder in tougher times. Now we are seeing wobbles in economic data, some serious haircuts in tech exits and layoffs…

1
Smoke Signals for '24 42:37

8M ago42:37

42:37

With 340-odd days ahead, what are the smoke signals - good and bad - that you need to be aware of? Today we look forward, and make sense of the madness ahead of us in 2024. 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…

1
Big Brother Bubbles with Sir Peter Bazalgette 50:56

8M ago50:56

50:56

This week we’re in conversation with a special guest, someone who The Independent argued that he may be “the most influential man in British television.” Sir Peter Bazalegette. The man who brought Big Brother to our screens during his tenure at Endemol, steered the Arts Council England through a period of austerity and was recently chairman of the …

1
Water Works with Feargal Sharkey 42:12

8M ago42:12

42:12

Today, we turn our attention to a massive credit bubble that burst and dumped toxic sewage in the form of shell companies and endless debt on public utilities. A scandal is unfolding at Thames Water - London’s waterworks that’s frankly been drowned in debt by the private equity owners. To twist this up a notch, we’re joined by the Northern Irish fo…

1
Bubble Trouble Wrapped 2023 45:12

9M ago45:12

45:12

This week we want to wrap up a stellar year of topics, guests and unimaginable bubbly behavior, and not just of the kind of champagne at holiday parties. 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-163…

1
A Global History of Financial Bubbles 40:49

9M ago40:49

40:49

Economics wont get you a lot of spicy dates… but we delve into a fantastically accessible book that compliments this podcast like gin and tonic. This week we’re going to be in conversation with the authors of "Boom and Bust: A Global History of Financial Bubbles," an engaging tour of the last 300 years of bubbles. (Repeat from May 2023). For more o…

1
Solving for X with Alex Kantrowitz 1:02:57

10M ago1:02:57

1:02:57

This week we turn to the unavoidable Mr Musk and his beached fail whale, X, formerly known as Twitter. Did he take something mediocre and make it worse? Was it deliverate sabotage, or willful ignorance? Blunder or bluster, megaphone or mega-fall from grace? Wiht us we have veteran tech journalist Alex Kantrowitz to help solve for X. For more on Bub…

1
A Call for Activism 37:05

10M ago37:05

37:05

This week we look at that special "class" of investors who are busy raising their heads again to challenge management in a time of turmoil: the activist. Who are they, what gives them power and when they wield that power what’s the fall out. (Repeat) Hosted on Acast. See acast.com/privacy for more information.…

1
A Techno Realist’s Manifesto 40:33

10M ago40:33

40:33

This week we look at one of the noisiest self promoters on the VC carnival barker circuit, a man who famously said software eats the world when he has stocked his portfolio with software companies, with some wild claims about techno optimism. With our skeptical hat on we look at what's behind this and unpack the fears and hopes for the revolution t…

1
Talking Audiobooks 35:37

11M ago35:37

35:37

We know why you, our audience, listen to podcasts... to impress friends at dinner parties. Now waht about extending a 35 minute pod to a 15 hour audiobook? And that’s where we’re turning our attention to today, audiobooks have been in the news here in the UK (and Australia) with Spotify trying, a year after spending $135m buying a tiny company in O…

1
What’s Going to Burst First? 39:12

11M ago39:12

39:12

This week, its just Will quizzing Richard with an ocean separating their microphones, as Will squeezes that thirty year veteran of the markets like a sponge to get us all up to speed on whether those bubbles are building everywhere in financial markets. Hosted on Acast. See acast.com/privacy for more information.…

1
After the Goldrush 46:04

11M ago46:04

46:04

Bubble Trouble has spent 90+ episodes in the studios exposing sycophants and stenographers. More recently, we went from the studio to the stage, with both of us top billing the Financial Times Weekend Festival at Kenwood House. Richard’s panel, aptly titled ‘The new goldrush: how to make money out of tech.' So this week we want to get back to the s…

1
Gatekeepers and Regulatory Bubbles 42:43

11M ago42:43

42:43

This week we turn to regulatory bubbles and the new buzz word: Gatekeepers! What are they, and what are they not and what gates do they actually keep? In forty five days, the European Commission drummed up an answer, while the US DoJ starts a court case about Google paying for search bar placements like Heinz beans play for shelf space in the groce…

1
The Complicated Dance Around ARM with James Ashton 43:05

12M ago43:05

43:05

This week James Ashton joins us to talk about the complicated dance around the re-listing of ARM in the first tech IPO in some time. Few IPOs come this big, and few have had to revise down their target market price so quickly. All chips are on red, and we’re ready to spin the wheel and see where this UK tech darling lands on the US NASDAQ. Hosted o…

1
AI and Digital Doppelgangers with Jessica Powell 54:26

12M ago54:26

54:26

You may have heard about the recent collaboration between Drake and The Weeknd that wasn't a real collaboration, but an AI-generated fake. This incident is a canary in the coalmine not just for the music industry, but any creator or rights holders across numberous industries. Joining us to discuss is Jessica Powell of AudioShake, an A.I. startup th…

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