Bulls vs. Bears

Bulls vs. Bears

By MPC MarketsBusinessInvesting
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Bulls vs. Bears episodes

  • Bulls vs Bears EP57: is the MAG7 run over?

    In this week’s edition of Bulls vs Bears, we dive into the latest market trends, economic shifts, and corporate developments shaping the financial landscape. Here are the highlights:

      • Market Shifts: The “Magnificent 7” tech giants reported strong earnings, but their stock performance didn’t reflect this success, suggesting a potential cooling of the AI rally and shift in market sentiment.

      • Corporate Challenges: Major companies like Star Entertainment, Mineral Resources, and WiseTech are facing significant challenges, including liquidity struggles, regulatory scrutiny, and leadership turmoil.

      • Economic Tensions: President Trump announced new tariffs on imports from Mexico, Canada, and China, effective March 4, potentially impacting global trade and market dynamics.

      • Commodity Trends: Gold’s recent rally has paused, while other commodities like silver, copper, and Bitcoin are showing volatility amid broader market uncertainty and risk-off sentiment.

    Stay informed with our in-depth analysis of these key stories and their potential impact on global markets. Read the full report for expert insights and strategic investment perspectives.

    37 min
  • Episode 56: Stocks drift lower as hawkish Central banks signal prolonged pause in rates

    MPC Markets Weekly Roundup: Bulls vs Bears

    In this week's edition of Bulls vs Bears, we dive into the latest market trends, economic shifts, and corporate developments shaping the financial landscape. Here are the highlights:

    • RBA cuts rates to 4.10%, but with hawkish undertones
    • Banking sector faces headwinds as NAB reports weaker profits
    • Domain receives $2.7 billion takeover bid from US property giant CoStar
    • Mixed results for tech giants: Alibaba shows strength, while Baidu reports revenue dips
    • Precious metals continue their upward trend, with gold hitting new record highs
    • Geopolitical tensions rise as Trump-Zelensky relationship deteriorates

    Stay informed with our in-depth analysis of these key stories and their potential impact on global markets. Read the full report for expert insights and strategic investment perspectives.

    43 min
  • EP 55: Hot inflation means no rate cuts


    A comprehensive overview of current financial markets, focusing on ASX earnings season, US stock news, commodity trends, and geopolitical developments.

    It highlights significant earnings reports from companies like Avita Medical, Commonwealth Bank, John Deere, and McDonald's, as well as the continued growth of Meta Platforms.

    We also covers commodity market trends, including gold reaching new record highs and volatility in oil prices. A notable geopolitical update involves President Trump's diplomatic efforts to end the Ukraine conflict through direct negotiations with Russian President Putin. The report concludes with a trade recommendation for Palantir (PLTR:NASDAQ) and includes a detailed disclaimer about the nature and use of the information provided

    40 min
  • Episode 54: Investors start to question AI capex

    The MPC Weekend Edition provides a comprehensive overview of recent financial and geopolitical developments affecting global markets.

    Key points include:

    • AI Investment Skepticism: Google's $75B AI/data center capex plan caused investor unease, impacting MAG7 stocks. Palantir, however, saw significant growth.
    • Trade War Effects: New U.S. tariffs on Canada, Mexico, and China are creating opportunities in domestic sectors.
    • Earnings Highlights: Notable performances from Amazon, Alphabet, and Palantir, with varying market reactions.
      • Domino's Pizza Enterprises announced a restructuring plan, closing 205 stores and projecting $15.5M in annual savings.
      • News Corp reported strong quarterly results, driven by REA Group growth.
        • Trump imposed new tariffs on imports from Canada, Mexico, and China.
        • A controversial plan for Gaza was proposed, involving temporary relocation of Palestinians.
          • Gold reached new highs, approaching $3,000.
          • Bitcoin experienced volatility, rebounding from $92k to $100k.
          • Oil prices tested support levels around $70.

            • This weeks newsletter also includes sections on AI webinars, reading recommendations, and a high-conviction stock pick (Palantir), along with standard disclaimers and legal notices.

            43 min
          • A.I. for Dummies

            The AI for Dummies podcast episode from February 2025 provides an accessible introduction to artificial intelligence, breaking down its history, core technologies, and future implications. The discussion begins with a historical overview, tracing AI’s evolution from Alan Turing’s foundational ideas in the 1950s to key milestones like IBM’s Deep Blue defeating Garry Kasparov in 1997, the rise of deep learning in 2006, and IBM Watson’s victory on Jeopardy! in 2011. The conversation then shifts to major breakthroughs, including the introduction of Transformers by Google Brain in 2017, OpenAI’s launch of GPT models in 2018, and the widespread adoption of AI-powered interfaces like ChatGPT in 2022.

            The episode closes with a thought-provoking discussion on whether AI will ever become sentient. The hosts examine different perspectives, weighing the philosophical, technical, and ethical dimensions of AI consciousness. Throughout the podcast, they provide insights into where AI is heading and how it might continue to shape industries and everyday life.

            43 min
          • Episode 52: Trump’s Triple Play: Rate Cuts, AI, and the Crypto Comeback

            This week’s episode of Bulls vs Bears covers the key market developments and events shaping the week:

            • Trump’s Economic Moves: Analysis of President Trump’s video address to the World Economic Forum, his call for interest rate cuts, and his pro-crypto executive order promoting a national digital asset strategy. The discussion explores market reactions and implications for crypto and equity markets.

            • Market Highlights: Key stock updates, including:

              • Clarity Pharmaceuticals’ FDA fast-track approval for a prostate cancer diagnostic drug.
              • Paladin Energy’s strong quarterly uranium production and its acquisition of Fission Uranium.
              • Liontown Resources’ robust performance despite lower lithium prices.

              • Commodities & FX: A roundup of market trends, with gold nearing all-time highs, bitcoin hitting $109k, and crude oil continuing its downtrend.

              • Earnings Highlights: A closer look at:

                • Netflix’s record-breaking Q4 earnings, driven by live sports and ad-supported tiers.
                • A rebound in investment banking, with major banks posting strong results.
                • Interactive Brokers’ impressive growth and innovations in automated brokerage services.

                • Trade of the Week: A focus on Paladin Energy (PDN) as a high-conviction pick, driven by its expanded global presence and favorable uranium market conditions.

                  • 36 min
                • Bulls vs Bears – EP51 US rally broadens as MAG7 slips

                  Market Trends

                  • Investor focus shifting from “Magnificent 7” tech stocks to cyclical sectors
                  • Nasdaq struggling while Dow Jones Industrial Average shows resilience


                    • Rio Tinto & Glencore Merger Talks
                    Potential merger discussions underway, driven by growing copper demand for decarbonization.

                    US Earnings Highlights

                    • Bank of America: Q4 revenue $25.3 billion, EPS $0.82
                    • Goldman Sachs: Revenue $13.52 billion, EPS $11.95
                    • TSMC: Growth driven by 3nm chips and AI-related orders

                      • Global Political Developments

                      • Potential Gaza ceasefire mediated by US and Qatar
                      • Rising concerns over US-Canada trade relations and potential tariffs

                        • Commodities and FX

                        • Gold approaching record highs at $2,785
                        • Silver nearing $31, with potential to reach $32
                        • Copper up 11% year-to-date, indicating opportunities in related stocks

                          • 44 min

                        About Bulls vs. Bears

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                        Bulls vs Bears is a weekly Australian stock market podcast from MPC Markets. Every Friday, Mark Gardner, Jonathan Tacadena, and Kai Chen wrap up the week in markets, what moved, what mattered, and…