business
Hosted by MPC Markets · business · EN-AU
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.
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Contact path
Verified email
Booking probability
35%
Guest openness
Selective
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Signup to Generate a PitchBulls 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.
Bulls vs. Bears is hosted by MPC Markets. The show has published 141 episodes to date.
Recent episodes include "Bulls Vs Bears EP143 - Hyperscalers Cash Burn" (30 October 2026, 35 minutes), "Everybody HATES Datacenters" (23 October 2026, 66 minutes), and "Hot Inflation & Coreweave Credit Crunch" (16 October 2026, 55 minutes).
Bulls vs. Bears publishes roughly weekly, with episodes averaging 47 minutes across 141 episodes.
Booking probability for Bulls vs. Bears is 35%, and the host is rated Selective on guests. Bulls vs. Bears requires a Pod Score of 80 or higher. Bulls vs. Bears's contact route on record: verified email.
The strongest fits for Bulls vs. Bears are Investment Banking & Trading. Bulls vs. Bears has a business audience.
MPC Markets hosts Bulls vs. Bears, a business podcast with 141 episodes published.
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Episode #143
AI demand is booming. So why are investors selling?This week on Bulls vs Bears, the MPC Markets team unpacks hyperscaler cash burn, soaring AI infrastructure spending and why strong earnings aren’t always enough to send...
Episode #142
Everybody HATES Datacenters (NOT IN MY BACKYARD)NextDC can’t expand in Lane Cove or Footscray. The SOX is 27% off its highs and sitting on the 200-day. Up to 70% of the world’s websites just had a PHP vulnerability...
Episode #140
Hot inflation (fuel-driven PPI and CPI), a $1.9 trillion SOX drawdown and CoreWeave’s credit situation dominate this week’s Bulls vs Bears. We look at why the inflation numbers feel higher in the real world than the...
Episode #139
CPI at 4%. A White House AI pact with zero legal force. And 59% of the S&P already more than 20% off its highs.This week Mark, Kai, Jonathan and Finn (Phil is on the boat) sit down with client and fifth-generation...
Episode #138
Bond Yields Hit 5.21%. Stocks Didn’t Get the Memo Risk-on in equities. Bond yields up 20 basis points in a few days. That pairing is usually mutually exclusive. The US 10-year hit 5.21 — highest since 2007 on the long...
Episode #137
Will they actually slow down AI? Dario Amodei, Sam Altman and Elon Musk say we should pace AI development — but we're not buying it. The three leaders of the AI race all agreeing on regulation? Smells like incumbents...
Episode #136
Oil at $103. Treasury yields at 5%. Trump handing out $5,000 cheques. And former AI safety researchers say there's a 10%+ chance artificial intelligence ends humanity within the decade. In Episode 136 of Bulls vs Bears...
Oil hit $93, Fed rate hike odds swung wildly, and Nvidia bought Hugging Face for $12.9 billion. Three simultaneous shocks heading into September, historically the worst month for equities. This week we break down the...
Episode #134
Jensen Huang has done it again. NVIDIA posted $59.7 billion in net income, more than 12 iconic companies combined, on 70% margins. Software stocks are surging, the SaaSpocalypse is dead, and we're only a quarter of the...
US debt hits $40 trillion. Bitcoin surges 20%. Moderna rockets 177% on a breakthrough cancer treatment. And Bessent starts buying the long end of the curve — is this the white flag on US fiscal discipline? In this...
Episode #132
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...
EP131: AI & SaaS Bounce as Investors Regain Belief The full crew reunites — JT's back from holiday, Phil's settling in, and markets are at all-time highs across the board. Record ETF inflows, fear & greed stuck at 40...
Episode #130
Memory chip stocks delivered some of the most violent moves we've ever seen this week — Micron down 9% then up 18%, SK Hynix down 15% then up 29%. The index barely moved. Welcome to Chiplash. We break down the chip...
Episode #129
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...
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? Mark, Finn...
Episode #127
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...
Episode #126
The best first half in the Dow in fifty years is in the books. Mark, Kai and guest Finn unpack a monster six months — the record SOX rally, why chips just cracked (Micron down 20% in two sessions), and where the money's...
Episode #125
Micron beat earnings by $6 billion and hit record highs. Memory chip stocks — MU, SK Hynix, SanDisk, Lam Research — are all running. The catch? It's coming out of the Mag-7's margins. Hyperscalers are paying through the...
Episode #124
Bulls vs Bears EP124: The Next Mega IPOs — SpaceX, OpenAI vs Anthropic & What Actually Matters SpaceX just listed. OpenAI is burning $14B this year. Anthropic just hit a $965B post-money valuation. So which one is...
🚀 SpaceX, OpenAI & Anthropic: Are the 3 MEGA IPOs Signalling a Market Bubble? | Bulls vs Bears In this week's Bulls vs Bears, Mark Gardner and the team dive deep into the biggest financial story of 2026 — the wave of...
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