The Forgotten Themes of 2026

from Bulls vs. Bears · host MPC Markets

Bulls vs Bears Ep. 132 — The Forgotten Themes of 2026. It's been a quiet week, so the team digs into the thematics that got buried by geopolitics and headlines. Rare earths are down 41% from highs and JT lays out three catalysts for a comeback. Software caught a private equity bid on Workday. Kai explains AI sandbox escapes and why cybersecurity keeps running. Plus, an ASX earnings wrap, next week's big reports (NAB, BHP, CSL, JB Hi-Fi), the private equity wave sweeping ASX mid-caps, and why the "neocloud" might be where the next phase of AI investing really kicks in. General advice only. AFSL 556167.

Episode metadata supplied by the publisher feed · Published Aug 14, 2026

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The Forgotten Themes of 2026

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