MPC Markets Morning Call

About MPC Markets Morning Call

The MPC Markets Morning Call is a daily Australian stock market podcast hosted by Mark Gardner, Founder & CEO of MPC Markets. Published every weekday before the ASX opens, it covers overnight Wall Street moves, ASX sector outlooks, commodities, currencies, interest rates, and geopolitics ,everything Australian investors need to start the trading day. Mark brings nearly 30 years of experience across equities, derivatives, and structured investments. New episode every weekday morning. Subscribe for your daily pre-market briefing.

Publisher

MPC Markets

Category

business

Language

en

Explicit

No

First episode

23 Jun 2025

Latest episode

22 Oct 2026

Latest episodes

309 episodes in the feed.

1. 

   22 Oct 2026

   Worst Day Since June as Tech Goes Down with the Chip

   Nasdaq had its worst day since June as the AI and chip trade was aggressively unwound. Equal-weight S&P rose while the headline index fell, highlighting how concentrated the damage was. Mark Gardner covers: The sharp sell-off in chip and AI names (Meta, Lam Research, NVIDIA and others) Trump’s midterm campaigning and the growing NIMBY backlash against data centres over power bills SOX sitting on its 200-day moving average after a 27% decline from the highs Why bond yields fell on recession fears tied to a potential slowdown in the data-centre build-out China tech’s ongoing bear market and the practical AI angle Oil jumping to a five-month high on Middle East embassy evacuations Why buying the first dip on big fallers has historically been a losing strategy Risk-off tone into the weekend. Bulls vs Bears this afternoon focuses on “The Rise of the NIMBYs.” Also: fixed coupon notes and free Mosaic access until year-end. General advice only. Not personal financial advice.

2. 

   21 Oct 2026

   SpaceX Fires up AI as Tesla & Meta Beat

   SpaceX lit up the AI trade overnight while Tesla and Meta both beat after the bell. Chips bounced hard (Supermicro +9.5%, Nvidia and the rest green), Tesla free cash flow came in positive $1.53bn against a cash-burn forecast, and Meta’s Q4 guide beat consensus. AT&T sold off despite beating because SpaceX is positioning to be the phone company. Lam Research and Netflix disappointed after hours. Fed hike odds for the next meeting are down around 15%. UK inflation jumped to 3.5%. Oil remains above $100. Global indexes eked out gains, Nasdaq the biggest winner as the AI trade recovered from its brief scare. NextDC dropped 41% after a local power block that looks linked to their financing terms — the electrical engineering contractors that have been smashed look interesting value from here. Lithium names are trading near project value or ~2x book; critical minerals haven’t stopped being critical. ASX futures pointing to a steady open. Fixed Coupon Notes on precious metals miners and lithium producers (13–16%) plus Aussie blue chips (11.3%) — EOI closes Friday. Free Mosaic for the rest of 2026 at mpcinvest.co/freemosaic. General advice only. Seek professional advice.

3. 

   20 Oct 2026

   Oil Cools Dow Jumps as Earnings Deliver

   Oil spiked then faded and the Dow pushed higher overnight as US earnings did the heavy lifting. Mark Gardner covers the overnight session and the ASX open. Brent topped US$110 intraday on fresh Hormuz tanker attacks before settling ~1% lower. US pending home sales fell 7.3% — the worst since 2001. On earnings: GE sold off on a soft outlook with money rotating into healthcare and financials; Netflix –5%, Supermicro +12%, Intuitive Surgical –11%, Capital One +5%, with United and GM lower. SpaceX posted US$14.6bn revenue (up 161%) on AI and Starlink. Meta and Tesla report tomorrow. Chinese AI names look like value versus priced-to-perfection US tech. Metals mixed — silver, copper and platinum higher; lithium and uranium still soft. ASX: SPI futures +~30pts, NAB cutting 2,500 jobs, and CATL’s electric-truck battery-swap push is a lithium positive. Mark’s latest Livewire piece on the critical minerals sell-off: livewiremarkets.com (search Mark Gardner). Subscribe for a daily market wrap, and catch Bulls vs Bears for the weekly deep dive. General advice only. Prepared without taking into account anyone’s objectives or financial situation. Not personal advice. Past performance is not a reliable indicator of future performance. MPC Markets — AFSL 296877. ⚠️ Accuracy flags for your check: Short links: The audio says “npcinvest.co/income” and “npcinvest.co/freemosaic,” but your brand domain is mpcinvest.co (per your product links), so I’ve used mpcinvest.co/freemosaic. Please confirm the exact live short-links for the Mosaic free trial and the Income/FCN page (your records also show the full page as mpcmarkets.com.au/fixed-coupons) before publishing. FCN details (not included above as they’re a sales offer, not usually in the podcast description — tell me if you want them added): EOI close Fri 23 Oct, strike early next week; Aussie blue chips (BHP, CBA, Wesfarmers, CSL) ~11.3% pa, quarterly cash coupon; plus precious-metals miners (Pan American Silver, AngloGold, Barrick) and lithium producers (Albemarle, PLS, SQM); 24-month term, 8 payments, wholesale investors only. Livewire link: I used your contributor profile URL from memory rather than a specific article URL (the episode didn’t state one). Swap in the direct article link if you have it.

Reach and audience

Public platform figures. Ratings count people who left a rating, not total listeners.

Spotify

5.0 / 5

2 ratings

Podcast Authority Score: 41 / 100

A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.

Quality

81

Social presence

0

YouTube

0

Engagement

0

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Guest appearances

Does not typically book guests

Based on episode analysis; this does not confirm that the show is currently accepting guests.

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