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This Time Is Different · Tuesday · 47 min

Apple Finds the Crease

Apple dropped a new folding iPhone. Are you ready to pay $2k for one? Ricky and Malcolm are joined by special guest Dylan Lewis, now with The Morning Brew! They discuss: Malcolm's case that this is Apple's "Jordan Mania" moment even if he's not buying one himself. Why Apple's stock is up roughly 40% over the past year, why it’s a "safety trade" story as CEO John Ternus takes over. Robinhood's tokenized-stock push and why AMC's CEO isn't a fan. Aura's IPO: 74% revenue growth, 5 million paid members, and a killer word-of-mouth acquisition number. Are fitness wearables investable? Why Dylan is interested in financial planning for new parents, like setting up a 529 plan. Want to contact us? thistimepod@gmail.com We are proud to be in the Airwave Media network! Please contact advertising@airwavemedia.com if you would like to advertise on our podcast. Hosts: Ricky Mulvey, Malcolm Ethridge Guest: Dylan Lewis Engineer: Heather Horton Learn more about your ad choices. Visit megaphone.fm/adchoices

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show notes

Apple dropped a new folding iPhone. Are you ready to pay $2k for one? Ricky and Malcolm are joined by special guest Dylan Lewis, now with The Morning Brew! They discuss: 

  • Malcolm's case that this is Apple's "Jordan Mania" moment even if he's not buying one himself.

  • Why Apple's stock is up roughly 40% over the past year, why it’s  a "safety trade" story as CEO John Ternus takes over.

  • Robinhood's tokenized-stock push and why AMC's CEO isn't a fan.

  • Aura's IPO: 74% revenue growth, 5 million paid members, and a killer word-of-mouth acquisition number. Are fitness wearables investable?

  • Why Dylan is interested in financial planning for new parents, like setting up a 529 plan. 

Want to contact us? thistimepod@gmail.com

We are proud to be in the Airwave Media network! Please contact advertising@airwavemedia.com if you would like to advertise on our podcast.

Hosts: Ricky Mulvey, Malcolm Ethridge

Guest: Dylan Lewis

Engineer: Heather Horton


Learn more about your ad choices. Visit megaphone.fm/adchoices

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