Bulls vs. Bears

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 is a business podcast hosted by MPC Markets, with 132 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

MPC Markets hosts Bulls vs. Bears, a business show with 132 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

• 

  Episode #132

  The Forgotten Themes of 2026

  Aug 14, 202648 minS2

  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.

  ListenShow Notes
• 

  Episode #131

  EP131: AI & SaaS Bounce as Investors Regain Bull-ief

  Aug 7, 202647 minS2

  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, and ASX earnings season is off to a flying start. We unpack AMP's gap-up, Credit Corp's algo-driven sell-off (and why buying it at the open was the move), James Hardie's US aftermarket rally, and the Nick Scali playbook. In the US, Microsoft and Amazon saved the week while Google's AI team had a mass exodus. The SaaS apocalypse is over — CrowdStrike, Palo Alto and Atlassian are up 100%+ from lows. Kai's five pillars trade continues to deliver. Big segment on the "Situational Awareness" hedge fund that went from $45B AUM to near-zero on a 20% move. We talk Kelly Criterion, Martingale strategy, and why position sizing is the real edge. Plus: gold bouncing off $4,200, commodities turning green, Trump commoditising insider trading, AI model benchmarks, and our Bulls vs Bears calls for next week.

  ListenShow Notes
• 

  Episode #130

  EP130: CHIPLASH

  Aug 2, 202632 minS2

  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 carnage, Microsoft's best day since 2007, Amazon's AI cloud hitting a US$26B run rate, Meta getting sold off, the chip-to-software rotation, Australia's CPI surprise and what it means for rates, oil market spin from the US energy secretary, Korea's margin call crisis, and a viewer-suggested SaaS stock that actually passed the sniff test. Plus: JT wins the Bull/Bear comp from overseas. Kai almost picked Boeing. Phil gets most improved. New episodes weekly. mpcmarkets.com.au

  ListenShow Notes
• 

  Episode #129

  EP129: Hyperscalers Turn Into Hyper-Spenders

  Jul 24, 202638 minS2

  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. 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. Next week is massive — RBA, FOMC, Aussie CPI, US GDP, core PCE, plus Apple, Meta, Microsoft and Amazon earnings. Stay sharp. Free portfolio review at mpcmarkets.com.au

  ListenShow Notes
• 

  Episode #128

  EP128: is it time to "Abandon Chip" or buy the "Chip"

  Jul 17, 202651 minS2

  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 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. New team member Phil Deloughery debuts next week.

  ListenShow Notes

Based on semantic analysis of episode topics and host coverage, this show is a strong guest fit for executives in:

Industry fit is computed by PitchCentric using vector embeddings of the show's episode catalog.