All Episodes
Bulls vs. Bears — 129 episodes
EP129: Hyperscalers Turn Into Hyper-Spenders
EP128: is it time to "Abandon Chip" or buy the "Chip"
EP127: Be fearful when others are greedy
EP126: The Half Time Report
EP125: Chips Ahoy!
EP124: The next Mega IPO's
EP123: Are the 3 MEGA IPOs Signalling a Market Bubble?
Ep 122 | 10-Week Win Streak Starts to Wobble
Fresh Record Highs for Stocks on AI Frenzy
EP120: Rockets & AI IPOs: SpaceX
GPUs CPUs TPUs rocket higher on I.O.U's
EP118: Peace, Love and Semiconductors
EP117 Datacentres Baby!
EP116 (Tinfoil Hat Edition): Trump, Mad Genius or Just Mad?
EP115: if you say it enough times, it must be true
EP114: Peace in the Middle East
EP113: Mission Accomplished....?
EP112: It's the Best Plan, it's the Greatest Plan
EP111: Energy Infrastructure Under Attack
EP110: Oil Explodes Higher as trump whacks the hornets nest
EP109: 33km of Inflation
EP108: Battered Saas Stocks recover as AI narrative corrects
EP107: Markets on Edge as US Surrounds Iran
EP106: Tsunami of Software Selling
EP104: AI Stocks Savaged by....AI Stocks
EP103: Jampacked January
EP102: Tired of Trumps TACO
EP101: Greenland for Sale?
EP100: Trump Strikes in Venezula...Where Next?
EP99: Central bank divergence & “choose your own” Economic Data
EP98: Who needs AI Stocks? We’ve Got Silver
EP97: RATE CUT “HOPES” KEEP MARKET AT SKY HIGH VALUATIONS
EP96: IS OpenAI the Posterchild of AI, or the AI bubble
Bulls vs Bears EP95: Tech Stocks smashed as Investors dig deeper into Nvidia results
Bulls vs Bears Episode 93 : Rate Cuts vs Reality
EP93: Corporate Lay-offs signal weakness in US Labour market
EP92: Mega-cap stocks deliver earnings
EP91: Tesla is not a car company (in future)
EP90: Be Alert, but not Alarmed.... Yet
EP89: Bullion Boom: Why Precious Metals continue to have swagger
EP88: The Stock market is not the Economy
Ep. 96 – US Goes Nuclear for Data Centers
EP85: Oracle Earnings Sends AI Hyperscaling Thematic Sky-Rocketing
EP84: bulls pray to the labor market gods into pivotal payrolls number
EP83: Valuations Flashing Red into September
Bulls vs Bears EP82: Tech Stalls as Seasonal Weakness Beckons
EP80: Trump brings home semiconductor manufacturing with a big threat
Episode 79: Bull run looking tired despite outstanding MAG7 earnings
Episode 78: Trump still juggling hundreds of trade deals as August deadline looms
EP77: Fresh Records as investors remain in “Extreme Greed” mode
Bulls vs Bears EP76: Trump Pumps Copper
Bulls vs Bears EP75: Trade Deal Deadline. 3 down, 97 to go
EP74: Middle East peace?
EP73: will Trump T.A.C.O. on Iran?
Bulls vs Bears Global Alpha Edition: EP1
EP72: Stocks near record highs ...as the world falls apart
Episode 71: The worlds richest man & the worlds most powerful man have a social media “spat”
EP70: Nvidia does all the heavy lifting… again
Episode 68: The running of the tech bulls, could it be running out of energy?
Bulls vs Bears EP67: Powell describes Stagflation, without mentioning Stagflation
Bulls vs Bears EP66 - 100 days of Chaos, what to expect in the next 100 days
EP65: Trump changes the plan…. As planned
EP64: Bear markets can be opportunity
Bulls vs Bears EP63: "art of the surrender?", Trump backpedals on Tariffs
Episode 62: Trump Tariffs shock global economy, markets sell off
Episode 61: the Trump headline vortex has investors missing the big picture
Bulls vs Bears EP60: Everything is fine?
Bulls vs Bears EP59: Tech Giants Tumble as Real Assets Take the Crown
Episode 58: has the “Trump Trade” become the “Trump Trap”
Bulls vs Bears EP57: is the MAG7 run over?
Episode 56: Stocks drift lower as hawkish Central banks signal prolonged pause in rates
EP 55: Hot inflation means no rate cuts
Episode 54: Investors start to question AI capex
A.I. for Dummies
Episode 53: DeepSeek shakes up the AI landscape
Episode 52: Trump’s Triple Play: Rate Cuts, AI, and the Crypto Comeback
Bulls vs Bears – EP51 US rally broadens as MAG7 slips
Episode 50: bond yields weigh down stocks as LA wildfires burn
Episode 49: bond yield spike gatecrashes 2024 rally
EP48 – Lululemon shows there is life in the consumer left yet
Bitcoin surged past $100,000 for the first time
Nvidia earnings beat analysts expectations... but not the markets
Episode 44: Trump "Make Bitcoin Great Again"
EP43: Stocks soar as Trump & Republicans sweep US election
Episode 42: NASDAQ slides as Mag 7 goes on sale
Episode 41: Tesla earnings save the market from surging bond yields
Episode 40: Microsoft and Amazon go radioactive to power A.I.
Episode 39: Hurricanes, inflation & Middle East conflict cant stop Big Tech
Episode 38: Tensions high in the middle east ...again
Episode 37: China unleashes boldest stimulus in years
Episode 36: History isn’t on the side of bulls, or is it?
Episode 35: All that glitters is gold (and silver)
Episode 34: Lets get ready to Rumble! Investors brace for US Payrolls
Episode 33: Nvidia "beats the Street".... then plummets
Episode 32: All Hail the Market Darlings
ASX Earnings mini-webinar - Week 4
ASX Earnings Mini-Webinar - Week 3
Episode 31: Earnings Lay Bare the Hits and Misses
Bulls vs. Bears: Episode 30: Buy the Dip?
Earnings Season Podcast Series August 2024 part 1
Episode 29: Slowing growth arrives to shut down the equities party
Episode 28: Earnings Misses Spark a Tech Wreck
Episode 27: Sun starts to set on tech rally
Episode 26: Fed fuels optimism on soft landing
Episode 25: US Summer & 4th July make for quiet week
Episode 24: EOFY Tax Selling Unveils Bargains
Episode 23: Nvidia becomes worlds most valuable... for a day
Episode 22: AI stocks surge while the rest burn
Episode 21 - Europe and Canada break the seal on rate cuts
Episode 20: Rising yields and Salesforce dent AI optimism (except Nvidia)
Episode 19: Bond Bears Battle NVIDIA Bulls
Episode 18: Coppertunity knocks
Episode 17: Stocks sail higher on rate cut optimism
Episode 16: Investors Interpret Fed Through Rose Coloured Glasses
Episode 15: Google results save the day... but for how long?
Episode 14: Israel Fires Rockets into Iran
Episode 13: Major Banks Set to Reveal Q1 Earnings Amid Rising Costs and Challenges
Episode 12: Silver Bulls Dance the Comeback Waltz
Episode 11: Tech bulls take a rest into Easter Weekend
Episode 10: To Cut or Not to Cut?
Episode 9: Investors get selective hearing on rates
Episode 8: Bitcoin and Bullion Breaks Records
Episode 7: Bitcoin's Bullish Blaze Meets Lithium's Electrifying Escalade
Episode 6: Nvidia whips up AI frenzy
Episode 5: Australian Earning Season in Full Swing
Episode 4: Rate Cuts on the Horizon? Analyzing Powell's Latest Signals
Episode 3: Kazatomprom’s Production Puzzle & Uranium’s Supply Shortfall
Episode 2: Tech Earnings Tumult & Trump's Turmoil
Episode 1: Uranium's Rising Tide & Middle Eastern Tensions