EP15: Beats, Misses and Crypto Twists

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Bulls vs Bears: Global Alpha Edition

MPC Markets

19 episodes

1 week ago

Welcome to Bulls vs Bears: Global Alpha Edition—the podcast where global markets meet sharp analysis. Each week, we spotlight top stock recommendations, debate bullish and bearish calls, and uncover trends shaping portfolios worldwide. Whether you’re a seasoned investor or just starting out, tune in for actionable insights and a fresh perspective on finding alpha across the globe.

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All content for Bulls vs Bears: Global Alpha Edition is the property of MPC Markets and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

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EP15: Beats, Misses and Crypto Twists

Bulls vs Bears: Global Alpha Edition

15 minutes 26 seconds

1 month ago

EP15: Beats, Misses and Crypto Twists

In this week’s Global Alpha podcast, MPC Markets and Finn Judell unpack a volatile week in the markets:

Major indexes close in the red as tech giants (Nvidia, Microsoft, Meta, Palantir) lead the sell-off
Defensive sectors (healthcare, Eli Lilly) hold up while consumer confidence hits historic lows
Earnings recap: Palantir, AMD & Qualcomm smash estimates but still get punished – is the AI trade cooling?
What to watch this week: Oklo (AI data-center power), Disney, Circle (USDC stablecoin issuer), CoreWeave, Grab & more
Crypto deep-dive with Finn:→ Privacy coins go parabolic – Zcash +17,000%, Dash 10x, Monero waking up→ Revenue monsters in DeFi: Hyperliquid ($1.4B annualized fees) & Pump.fun ($930M) trading at 4–10x P/E→ Why stablecoins could be the smart play if the crypto cycle rolls over

Whether you’re managing a portfolio, dollar-cost-averaging Bitcoin, or hunting the next 10x crypto narrative, this episode is packed with actionable insights.