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Bulls vs Bears: Global Alpha Edition
MPC Markets
20 episodes
2 days 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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Investing
Business
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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.
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.
Show more...
Investing
Business
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EP16: Tech Tumbles & Rate Cut Doubts Shake Global Markets
Bulls vs Bears: Global Alpha Edition
10 minutes 54 seconds
1 month ago
EP16: Tech Tumbles & Rate Cut Doubts Shake Global Markets

Join Richard and Finn as they unpack a turbulent week in markets: AI stocks bleed despite 82% earnings beats, defensive sectors (healthcare & energy) shine, and unprecedented 490% surge in stock market leverage raises 2008-style alarms.

🔍 Key Highlights:

  • CoreWeave, Rocket Lab, Tencent & Disney earnings dissected
  • Nvidia & Palo Alto reports loom – can they reignite the rally?
  • S&P 500 at 30.4 P/E (vs historic 16-18) – mean reversion risk?
  • MIT study: 95% of AI pilots show negative ROI despite 50% spending jump
  • Jerome Powell’s hawkish stance vs Trump’s expected Fed takeover in May
  • MPC’s 2-year structured strategy with 6-month lookback to buy the S&P dip

Is the AI hype meeting reality? Leverage-fueled volatility ahead? Sophisticated investors: discover our capital-protected play to profit from the coming reset.

👉 Contact MPC Markets for strategy details (@mpcmarkets)#GlobalAlpha #StockMarket #AI #NvidiaEarnings #Investing

Bulls vs Bears: Global Alpha Edition
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.