Bulls vs Bears: Global Alpha Edition

MPC Markets
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Welcome to Bulls vs Bears: Global Alpha Edition—the podcast where global markets meet sharp analysis. Each week, we spotlight top stock recommendations, debate bullish and bearish calls, and uncover trends shaping portfolios worldwide. Whether you’re a seasoned investor or just starting out, tune in for actionable insights and a fresh perspective on finding alpha across the globe.

  1. Feb 23

    Bulls vs Bears Global Alpha Edition - EP 28 - Trump Tariff Theatrics - 23rd February 2026

    This episode covers recent market volatility driven by US-China trade tensions, US military posturing, and key earnings reports. It provides insights into how geopolitical events influence markets and what traders should watch for.keywordsmarket volatility, US-China trade, tariffs, earnings, geopolitical risk, MPC Marketskey topicsUS tariffs and Supreme Court rulingMarket volatility and geopolitical risksEarnings reports and tech sector performanceTitlesTrump Tariff Theatrics: Market Impact and Future OutlookHow US-China Tensions Are Shaping Global Markets

    10 min

  2. Feb 17

    17th February 2026 - JB Hi-Fi Earnings Reverses Recent Sell-Off

    In this morning call, Jonathan Tacadena from MPC Markets discusses the latest market trends, focusing on key earnings reports, particularly from JB Hi-Fi, and the overall performance of the retail sector. He analyzes the dynamics of the commodities market, technical indicators of major indices, and provides insights into the banking sector's performance. The conversation emphasizes cautious optimism in the market, highlighting potential growth opportunities and the impact of consumer behavior on stock performance.

    19 min

  3. Feb 16

    EP 25: Bond markets hinting a “super cycle”

    In the latest episode of Bulls vs. Bears Global Alpha Edition, Finn Judell and co-host Richard Nader dive into the current financial landscape, discussing potential bullish signals from the bond market and what they mean for investors. With inflation rates in the U.S. showing signs of decline, the conversation reveals exciting opportunities for growth across various sectors. GET MPC MOSAIC: https://mosaic.mpcmarkets.com.au/subscription/plans

    9 min

  4. Feb 2

    EP23: Earnings Update & The Bullish Thesis on Copper

    Bulls vs Bears Global Hour: Tech earnings preview (Palantir, AMD, Google, Amazon) + deep dive into copper's massive supply-demand crunch driven by AI, EVs, and electrification. Bullish on big tech reports and copper's long-term deficit. Sign up for Mosaic to access upcoming copper strategies, articles & insights: https://mosaic.mpcmarkets.com.au/subscription/plans (30-day free trial available). Weekly market breakdowns from MPC Markets. Subscribe now. #Investing #Tech #AI #Copper #Markets

    10 min

  5. Jan 27

    EP22: Earnings, earnings, earnings!

    This week on Bulls vs Bears — Global Alpha Edition, Finn Judell and Richard Nader dive straight into U.S. earnings season and the stocks driving market sentiment. We break down last week’s key reports (Intuitive Surgical, Intel, Netflix) and preview heavyweight earnings ahead — including UnitedHealth, Northrop Grumman, RTX, Boeing, Texas Instruments, IBM, Tesla, Microsoft, Apple, Visa/Mastercard, Chevron, Shell and more. We also touch on:• Why medical growth names like ISRG & Eli Lilly matter• Intel’s pullback and the 12-month context behind it• Netflix’s Warner Bros acquisition story• Defence exposure via RTX & Northrop• The AI angle for Texas Instruments, Micron & IBM• Tesla’s headwinds vs Nvidia’s autonomous push• Macro signals through consumer spending, CPI & the Fed• Crypto sentiment and why forgotten assets can be opportunities 👉 Try Mosaic free for 30 days — get our investment research, stock recommendations & earnings tracking all in one place. https://mosaic.mpcmarkets.com.au/subscription/plans

    22 min

  6. Jan 20

    EP 21: Upcoming Earnings, NYSE Announces Tokenised Stock Exchange

    Finn Judell and Richard Nader dive into key earnings previews, streaming wars, and a major NYSE blockchain announcement shaking up traditional markets.Sign up to Mosaic: https://mosaic.mpcmarkets.com.au/subscription/plans

    8 min

  7. Jan 5

    EP20: Equities Holiday Recap, 2026 & Venezuela Plays

    Click here to download the 2026 Market Outlook PDF: https://bit.ly/2026MPCMarketOutlook Finn and Richard unpack global markets over the Christmas and New Years break and discuss the escalation of geopolitical tensions with the US and Venezuala.

    12 min

  8. 12/08/2025

    EP:19 AI Power Surge, Peace Talk Jitters and Markets Near Record Highs

    In this episode, hosts Finn Judell and Richard Nader discuss the current state of the market, focusing on trends in volatility, the impact of AI on data centers, and the energy sector's response to growing demands. They analyze the performance of major companies like Google and the implications of upcoming earnings reports, while also exploring the dynamics of energy sources such as natural gas, renewables, and nuclear power in relation to AI data centers.

    12 min
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About

Welcome to Bulls vs Bears: Global Alpha Edition—the podcast where global markets meet sharp analysis. Each week, we spotlight top stock recommendations, debate bullish and bearish calls, and uncover trends shaping portfolios worldwide. Whether you’re a seasoned investor or just starting out, tune in for actionable insights and a fresh perspective on finding alpha across the globe.

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