Episode notes
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…
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Bulls vs. Bears
MPC Markets · Business · English
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, p
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S2 · E122 · 5 Jun 2026 · 44 min
Ep 122 | 10-Week Win Streak Starts to Wobble
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S2 · E121 · 29 May 2026 · 39 min
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…
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S2 · E120 · 22 May 2026 · 49 min
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…
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S2 · E119 · 15 May 2026 · 43 min
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 startups CPU vs GPU vs TPU explained simply (perfect for beginners) Cerebras IPO — 30x…
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S2 · E118 · 8 May 2026 · 48 min
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…
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S2 · E116 · 24 Apr 2026 · 48 min
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…
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S2 · E115 · 17 Apr 2026 · 42 min
EP115: if you say it enough times, it must be true
a market that continues to hit record highs despite ongoing geopolitical tensions in the Middle East, high energy prices, and rising cost-of-living pressures, with skepticism toward repeated claims of an imminent peace deal. They note the divergence between a euphoric equity market (particularly the Mag Seven) and more cautious signals from bonds and energy markets, while highlighting strong performance in lithium and uranium amid supply concerns. The episode covers Australian bank earnings driven by trading revenues, potential buying opportunities in Viva Energy after a refinery fire,…
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S2 · E112 · 10 Apr 2026 · 46 min
EP114: Peace in the Middle East
In this week's Bulls vs Bears episode, the hosts discuss the chaotic Middle East conflict, Trump's rapid "fake ceasefire" announcement via Pakistan, and its immediate market impact, while expressing skepticism over its longevity given the region's history of broken agreements. They analyze the sharp equity rebound despite ongoing oil supply risks, debate AI safety concerns surrounding Anthropic's delayed model release and potential regulation, review technical chart similarities to past bear market rallies, and share their bearish outlook for the week ahead amid geopolitical uncertainty. 6…
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S2 · E113 · 2 Apr 2026 · 32 min
EP113: Mission Accomplished....?
Trump's late-week announcement that US forces would hit Iran "extremely hard" for the next two to three weeks — rather than exit — sent markets sharply lower, with crude oil spiking toward $106 and the NASDAQ futures falling nearly 2% by Thursday afternoon. Mark, JT, and Kai work through a volatile week where risk-on/risk-off sentiment flipped multiple times on Trump headlines, review the Bulls vs Bears scoreboard, and assess what Australia's diesel supply constraints could mean if the conflict extends beyond expectations. Key Points Trump reversed market expectations by pledging to…
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S2 · E112 · 27 Mar 2026 · 42 min
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…
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