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, part Friday afternoon pub chat. The team covers ASX and US stocks, sector themes, commodities, macro trends, and the bull and bear case on the ideas that matter most. New episode every Friday. Subscribe for your weekly market wrap.
Bulls vs. Bears
Claim This Podcastby MPC Markets
129 episodes
Updated Daily
Accepts GuestsHas SponsorsLocation 🇦🇺
53
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality56
Social0
YouTube64
Engagement60
Podcast Overview
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, part Friday afternoon pub chat. The team covers ASX and US stocks, sector themes, commodities, macro trends, and the bull and bear case on the ideas that matter most. New episode every Friday. Subscribe for your weekly market wrap.
Language
🇺🇲
Publishing Since
1/19/2024
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53
Podcast Authority
BetaFairBased on show quality, social media presence, reviews, charts, and more
Quality56
Social0
YouTube64
Engagement60
7
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10
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excellent
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87 episodes over 1.6 years
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Recent Episodes
July 24, 2026
EP129: Hyperscalers Turn Into Hyper-Spenders
<p>We welcome Phil Deloughery to the team and dive straight into the hyperscaler CapEx blowout — Google's first-ever negative free cash flow quarter, Oracle's spend ballooning 26x in five years, and all the major cloud players expected to go negative free cash flow next year.</p><p>Plus: Iran escalation and Houthi disruption shutting down the Bab el-Mandeb strait, US oil reserves at 45-year lows, Brent at $100, Tesla down 14% on zero robotaxi/Optimus updates, Aussie employment blowing past expectations (+76K) making another rate hike near-certain, the ASX SaaS stocks getting crushed, and Trump slapping tariffs on Australia under a forced labour technicality.</p><p>Next week is massive — RBA, FOMC, Aussie CPI, US GDP, core PCE, plus Apple, Meta, Microsoft and Amazon earnings. Stay sharp.</p><p>Free portfolio review at mpcmarkets.com.au</p><p></p>
July 17, 2026
EP128: is it time to "Abandon Chip" or buy the "Chip"
<p>Chip stocks are getting hammered. TSMC beat earnings by 10%+ and still dropped. Netflix lost 9% after pulling more transparency. IBM got flogged 37%. Is this the dip to buy — or the start of something worse?</p><p>Mark, Finn and Kai break down the wreckage, the CapEx risk heading into Alphabet and Tesla earnings, and where the real opportunities are sitting. Oil gets a deep dive — US reserves at 40-year lows, Hormuz back in crisis mode, and refining margins 20% above previous records. Buy-the-dip picks include Chevron, ConocoPhillips, Coinbase, and Arista Networks. Kai explains why Arista's open-source networking switches are the essential plumbing of every AI data center. All three hosts are bearish.</p><p>New team member Phil Deloughery debuts next week.</p><p></p>
July 10, 2026
EP127: Be fearful when others are greedy
<p>The optimists are away — JT's sailing to Japan and Finn's in Tonga with the whales — so the ex-bond traders are running the show. Mark walks through 12 risk factors that have been quietly building: record margin lending, rock-bottom cash allocations, almost zero downside protection, and corporate bond demand starting to dry up. Meanwhile, the semiconductor sector is splitting in two — memory chip makers are printing money while the hyperscalers writing the cheques are starting to feel it.</p><p>Plus: Meta making its own chips, Apple's luxury AR glasses play, the India-Australia uranium deal, copper's relentless grind higher, and why next week's US bank earnings (JPMorgan, Goldman, Citi, BofA, Wells Fargo) could set the tone for the quarter. And yes — Mark has finally overtaken Kai on the leaderboard after 191 days.</p><p>Not financial advice. General advice warning applies. Do your own research.</p><p></p>
129 total episodes available
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- What is Bulls vs. Bears?
- How often does this podcast release new episodes?
This podcast updates daily.
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This podcast is available on 7 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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