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.