Sign up to save your podcasts
Or
Share EP112: It's the Best Plan, it's the Greatest Plan
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
EP112: It's the Best Plan, it's the Greatest Plan
In episode 112 of Bulls vs. Bears, hosts Jonathan Takadena and the team deliver a sharp, tongue-in-cheek update amid escalating global tensions in the Strait of Hormuz, volatile markets, and a chaotic news cycle dominated by unverified Trump statements. They dissect sharp moves in oil, equities, bonds, and commodities, highlight Australia's worsening fuel crisis (exacerbated by a cyclone knocking out LNG supply), discuss sector rotations including a lithium/EV rebound, Meta/Google legal setbacks, and AI/memory chip impacts, while sharing their current bullish/bearish market views and introducing Mosaic’s new automated portfolio review tool.
Key Takeaways
Trump’s repeated claims of progress on Iran deals have an extremely low truth rate (~20%), with multiple statements on tankers, negotiations, and strikes proven false or exaggerated by satellite data and Iranian responses.
Oil prices have surged dramatically while bond yields spiked viciously; equities have held up surprisingly well so far but risk catching up to energy and food price pressures.
Australia is facing one of the world’s worst fuel crises, with reports of 500+ service stations out of diesel, soaring prices near $3+, and 30% of LNG supply disrupted by a cyclone.
Lithium and EV-related stocks bounced strongly as petrol/diesel shortages drive demand for electric vehicles, making Tesla and BYD owners appear prescient while traditional fuel users feel the pinch.
Meta and Google shares were hit after a landmark case where a plaintiff successfully sued over social media’s addictive design contributing to mental health issues, raising risks for their core business model.
The hosts remain positioned for higher oil and gold (short fiat), note Bitcoin holding steady on real demand but needing “degen” hype to rally further, and see potential buying opportunities in equities if they test key support levels around NASDAQ 6000.
View all episodes
By MPC MarketsIn episode 112 of Bulls vs. Bears, hosts Jonathan Takadena and the team deliver a sharp, tongue-in-cheek update amid escalating global tensions in the Strait of Hormuz, volatile markets, and a chaotic news cycle dominated by unverified Trump statements. They dissect sharp moves in oil, equities, bonds, and commodities, highlight Australia's worsening fuel crisis (exacerbated by a cyclone knocking out LNG supply), discuss sector rotations including a lithium/EV rebound, Meta/Google legal setbacks, and AI/memory chip impacts, while sharing their current bullish/bearish market views and introducing Mosaic’s new automated portfolio review tool.
Key Takeaways
Trump’s repeated claims of progress on Iran deals have an extremely low truth rate (~20%), with multiple statements on tankers, negotiations, and strikes proven false or exaggerated by satellite data and Iranian responses.
Oil prices have surged dramatically while bond yields spiked viciously; equities have held up surprisingly well so far but risk catching up to energy and food price pressures.
Australia is facing one of the world’s worst fuel crises, with reports of 500+ service stations out of diesel, soaring prices near $3+, and 30% of LNG supply disrupted by a cyclone.
Lithium and EV-related stocks bounced strongly as petrol/diesel shortages drive demand for electric vehicles, making Tesla and BYD owners appear prescient while traditional fuel users feel the pinch.
Meta and Google shares were hit after a landmark case where a plaintiff successfully sued over social media’s addictive design contributing to mental health issues, raising risks for their core business model.
The hosts remain positioned for higher oil and gold (short fiat), note Bitcoin holding steady on real demand but needing “degen” hype to rally further, and see potential buying opportunities in equities if they test key support levels around NASDAQ 6000.