Bulls vs. Bears

MPC Markets
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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 where the opportunities are heading into next week. Part weekly market recap, part investment debate, part Friday afternoon pub chat. The team covers ASX and US stocks, sector themes, commodities, macro trends, and the bull and bear case on the ideas that matter most. New episode every Friday. Subscribe for your weekly market wrap.

  1. EP123: Are the 3 MEGA IPOs Signalling a Market Bubble?

    2d ago

    EP123: Are the 3 MEGA IPOs Signalling a Market Bubble?

    🚀 SpaceX, OpenAI & Anthropic: Are the 3 MEGA IPOs Signalling a Market Bubble? | Bulls vs Bears In this week's Bulls vs Bears, Mark Gardner and the team dive deep into the biggest financial story of 2026 — the wave of mega IPOs that could reshape global markets. With SpaceX reportedly listing at $1.77 trillion, alongside OpenAI and Anthropic, we're witnessing what could be the three largest IPOs in history. Is this the peak of market euphoria or the start of a new era in space, AI, and technology investing? We break down: The explosive valuations and retail frenzy around SpaceX IPO — Elon Musk's latest rocket rideWhat these listings mean for the broader market, tech stocks, semiconductors (NVIDIA, Broadcom, Apple), and the S&P 500Fresh economic data: Strong payrolls, sticky CPI & PPI inflation, and what to expect from the upcoming Fed meetingGeopolitical drama with Trump, Iran, and oil market impactsCrypto update: Bitcoin weakness, Hyperliquid strength, and MicroStrategy's strategy shiftWhy long-term investors should stay grounded amid the hypePerfect for Australian investors aged 55+ looking for clear, no-nonsense analysis on wealth preservation, structured income solutions, and navigating record-high markets. Whether you're protecting your retirement portfolio or seeking high-growth opportunities, this episode delivers practical insights you can act on. Timestamps & Chapters available in the full video. If you're serious about smarter investing in volatile times, subscribe to Bulls vs Bears for weekly market updates, strategy sessions, and expert commentary you won't get from the mainstream media. 👉 Explore MPC Markets structured investment solutions at mosaic.mpcmarkets.com.au

    48 min
  2. Ep 122 | 10-Week Win Streak Starts to Wobble

    Jun 5

    Ep 122 | 10-Week Win Streak Starts to Wobble

    Bulls vs Bears Ep 122 | 10-Week Win Streak Starts to Wobble — Dow Rallies, NASDAQ Dips & Software Stocks Update The S&P 500's historic 10-week winning streak is under pressure. In this episode of Bulls vs Bears from MPC Markets, Mark Gardner, JT, and Kai break down a week where old-school indices fought back — the Dow and Russell 2000 both surged ~1.5% while the NASDAQ slipped 0.5%. What we cover in this episode: 00:00 — The 10-week streak wobbles: Dow & Russell rally, tech pulls backMicron joins the trillion-dollar club after an extraordinary run from ~$419 to $1,080. Samsung memory workers threaten strike action over pay disparity. We discuss what the memory chip shortage means for investors. Megaport (ASX: MP1) delivered a 3x return off its lows, hitting $21 after languishing at $7. The company's pivot to GPUs-as-a-service raises questions about enterprise AI hosting and whether companies should run their own language models. Software Survivors update — our picks from the original webinar are tracked with full performance data. CrowdStrike and Palo Alto up ~90% since recommendation. We revisit which SaaS names face genuine AI disruption risk vs those with durable moats (Xero, ServiceNow, Snowflake, Atlassian). Jonathan explains the stock repair options strategy — a way to reduce your average entry price without deploying additional capital. We discuss why MPC is considering an "Options for Dummies" education series. Coal prices remain resilient near $160 while crude oil has been volatile. Strategic petroleum reserves are reportedly at critical levels. Bitcoin has broken to new lows for the year after Michael Saylor flagged potential BTC sales to fund dividends. All three hosts pick bearish for next week — a consensus that has historically been a contrarian signal. Key risks: US employment data (NFP), CPI, and Oracle/Adobe earnings. Register for the Software Survivors Sequel webinar (link in comments). This is general information only and not personal financial advice. MPC Markets is an Australian financial services firm — AFSL applies. #ASXStocks #BullsVsBears #MPCMarkets #SoftwareStocks #Micron #Megaport #OptionsTrading

    44 min
  3. Fresh Record Highs for Stocks on AI Frenzy

    May 29

    Fresh Record Highs for Stocks on AI Frenzy

    🎙️ Bulls vs Bears Podcast EP121: Fresh Record Highs for Stocks on AI Frenzywith Jonathan Tacadena & Mark Gardner from MPC Markets In this episode of Bulls vs Bears, Jonathan Tacadena (JT) and Mark Gardner (MG) break down the explosive market action as global stocks hit fresh record highs, fuelled by the unrelenting AI frenzy. From Nvidia and the Magnificent 7 dominating the US market heatmap to strong moves in Apple, Broadcom, and other tech giants — the bulls are charging. We also dissect the ASX heatmap, where miners and select stocks are holding their own amid the global rally. What we cover in EP121: US & Australian market heatmaps – who’s winning and who’s lagging in the AI-driven rallyInflation update: US PCE jumps to 3.8% headline / 3.3% core in April — what does it mean for the Fed?Global indices snapshot – ASX200, Nikkei, Hang Seng, Dow, S&P 500, Nasdaq & Russell 2000 performance (daily & 5-day)Commodities check: Gold, Silver, Crude oil plunge, Iron ore, Bitcoin, and moreExplosive growth in Australian ETFs – record FUM and cumulative YTD net flows hitting $20.7bUS equity flows – what the big money is doing behind the scenesVolatility & market sentiment – Fear & Greed Index at 60 (Greed) + scorecard updateGlobal economic calendar – key events & earnings for 1–6 June 2026 (Non-Farm Payrolls, GDP, tech earnings & more)Plus the usual no-holds-barred debate between the Bulls and Bears — who came out on top this week? 📺 Watch now and decide: Are we in a sustainable AI supercycle or is this the top of the frenzy? 🎧 Listen on your favourite platform:→ Apple Podcasts | YouTube | Spotify→ Follow @mpcmarkets

    39 min
  4. EP120: Rockets & AI IPOs: SpaceX

    May 22

    EP120: Rockets & AI IPOs: SpaceX

    SpaceX is heading to the Nasdaq — and it could make Elon Musk the world's first trillionaire. In Episode 120 of Bulls vs Bears, the MPC Markets team unpacks the SpaceX IPO: valuation, timeline, and a total addressable market of $28.5 trillion (that's 25% of global GDP). We also dig into NVIDIA's record earnings and why explosive growth might have a ceiling, Anthropic hitting $10 billion in monthly revenue ahead of schedule, the Cerebras "wafer-scale" chip that's redefining AI inference, Elon's plan to build data centers on the moon using Optimus robots, bond yields flashing red at 5.9% on the 30-year while equity markets look the other way, private credit defaults at a record high, and the collapse of Australian property investor demand following negative gearing changes. Plus — next week we're joined by a guest breaking down how you can get pre-IPO SpaceX exposure right now through blockchain prediction markets. New episodes every week. Subscribe so you never miss a market-moving conversation. Powered by MPC Markets | Discover Mosaic at mpcmarkets.com.au — portfolio and trade ideas in one place.

    49 min
  5. GPUs CPUs TPUs rocket higher on I.O.U's

    May 15

    GPUs CPUs TPUs rocket higher on I.O.U's

    Bulls vs Bears: GPUs, CPUs & TPUs Rocket Higher on IOUs | AI Chip Financing Exposed + ASX Budget Reaction In this week's episode of Bulls vs Bears, Mark Gardner and Kai Chen (JT is on tin-foil leave) dive deep into the explosive semiconductor rally. Nvidia, Micron, AMD, and the entire SOX index are surging — but how much is real demand vs circular vendor financing and IOU accounting? We break down: The complex web of AI chip financing, vendor deals, and backlog accounting between Nvidia, hyperscalers, and startupsCPU vs GPU vs TPU explained simply (perfect for beginners)Cerebras IPO — 30x oversubscribed and up 68% on day oneSoftware Survivors strategy up 243% since early MarchWhy Tesla is now trading like a chip stockMicron's insane run and why we trimmedASX Market Update: Banks hammered post-Budget, resources surging (52% reversal since we called the rotation in Sept 2024)Gold/Silver moves, copper strength, and BHP's relative underperformanceFull Australian Federal Budget breakdown: Capital gains tax changes, negative gearing, trust restructures — what it means for investors and propertyPlus: Bulls vs Bears scoreboard, Kai Chen turning bearish, and why the market feels frothy yet unstoppable. Timestamps:00:00 Intro & Semiconductor Madness05:30 Circular AI Financing Explained12:45 CPU vs GPU vs TPU Breakdown22:00 ASX Rotation & Budget Impact35:00 Bulls vs Bears Calls A high-energy (slightly exhausted) look at the AI boom, market rotations, and what’s next for investors. Keywords: Nvidia stock, AI chips, semiconductor rally, SOX index, Cerebras IPO, Australian Budget 2026, capital gains tax, negative gearing, ASX resources, Tesla stock, Micron, GPU explained, vendor financing Feeling lost in these markets? Check out Mosaic by MPC Markets — clear portfolio guidance and trade ideas in one place. Subscribe for weekly Bulls vs Bears, market recaps, and investing strategies from Australia’s sharpest minds. #Nvidia #AIStocks #ASX #Semiconductors #Investing

    43 min
  6. EP118: Peace, Love and Semiconductors

    May 8

    EP118: Peace, Love and Semiconductors

    Mark, Kai and JT from MPC Markets are back for Episode 118 of Bulls vs Bears: “Peace, Love and Semiconductors.” This week, the team breaks down record highs across global equity markets, the ASX lagging after the RBA, oil’s sharp moves, sticky inflation, rising bond yields, and the relentless semiconductor and AI trade. They also dig into Nvidia, data centres, market concentration, thematic ETFs, commodities, and why structured index exposure may be a smarter core strategy than chasing the next hype stock. Markets are hot, risk is rising, and the boys have plenty to say.Subscribe for weekly market commentary from MPC Markets.

    48 min
  7. EP117 Datacentres Baby!

    May 1

    EP117 Datacentres Baby!

    Mark's living his best life on a boat in Cairns, so Kai and JT are joined this week by crypto-turned-TradFi convert Finn Jadel. The verdict? If you're not building data centres, you're falling behind — and the market is making that very clear. This week the team breaks down Google's blockbuster earnings (spoiler: it's all about the infrastructure), digs into Meta's AI talent war and its ongoing $80B Metaverse hangover, and debates whether the US economy would even be growing at all without the data centre CapEx boom. They also cover the Strait of Hormuz signal hiding in the oil futures curve, what the RBA is likely to do next Tuesday, and why the NASDAQ, S&P and Dow hitting record highs at the same time might not be as bullish as it looks. Plus — Finn walks through MPC Markets' "Buy the Dip" structured product, Kai reveals he's three points clear on the scoreboard, and JT confirms he is going full bear purely out of spite.

    44 min
  8. EP116 (Tinfoil Hat Edition): Trump, Mad Genius or Just Mad?

    Apr 24

    EP116 (Tinfoil Hat Edition): Trump, Mad Genius or Just Mad?

    In this extra-spiky, conspiracy-laden edition of Bulls vs. Bears, the hosts don their tinfoil hats (and look suspiciously like Hershey’s Kisses) to explore whether Trump is a strategic mastermind or simply unhinged. They open with the usual market recap—oil grinding toward $96, refinery fires popping up worldwide, and brutal sell-offs in high-quality Aussie names—before plunging headfirst into three wildly compelling theories tying peak oil, Jared Kushner’s family ties, and a Bitcoin debt-destruction gambit to current events in the Strait of Hormuz. Key Takeaways: Market snapshot: Oil prices climbing, Strait of Hormuz traffic near zero, mysterious refinery fires in non-conflict nations (US, India, Australia, Pakistan, Mexico), plus sharp moves in Cochlear (-45%), CSL, and tech earnings. JT’s Peak Oil Conspiracy: US military and DoD see shale peaking; theory that America is deliberately prolonging the Strait closure to starve China and the rest of the world of affordable energy while securing its own low-cost supply advantage. Kai’s Kushner-Netanyahu Theory: Decades-long family friendship between the Kushners and Benjamin Netanyahu, Abraham Accords architect Jared Kushner, and the $2B Saudi sovereign fund investment into his private-equity firm Affinity Partners. Trump Bitcoin Gambit: Crypto-friendly Trump family allegedly accumulating seized Bitcoin to nuke the USD, inflate BTC to millions per coin, then use profits to pay down trillions in US debt. Bullish/Bearish calls & lunar-cycle banter: Hosts reveal their weekly market bets live; JT bearish on energy geopolitics, others bullish on market resilience and upcoming Mag-7 earnings. “Buy the Dip” strategy: Statistically compelling midterm-election-cycle trade—sell overvalued index ETFs now and deploy capital-efficient dip-buying for the historically strong post-May rebound.

    48 min
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About

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 where the opportunities are heading into next week. Part weekly market recap, part investment debate, part Friday afternoon pub chat. The team covers ASX and US stocks, sector themes, commodities, macro trends, and the bull and bear case on the ideas that matter most. New episode every Friday. Subscribe for your weekly market wrap.

Information

  • Creator
    MPC Markets
  • Years Active
    2024 - 2026
  • Episodes
    123
  • Rating
    Clean
  • Copyright
    © MPC Markets
  • Show Website
    Bulls vs. Bears

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