EPISODE · Apr 24, 2026 · 48 MIN
EP116 (Tinfoil Hat Edition): Trump, Mad Genius or Just Mad?
from Bulls vs. Bears · host MPC Markets
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.
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EP116 (Tinfoil Hat Edition): Trump, Mad Genius or Just Mad?
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