Welcome to Bulls vs Bears – Episode 93, where Jonathan and Kai break down another huge week in markets.
From rate-cut fantasies colliding with economic reality, to AI-bubble cracks forming, to lithium’s fourth boom cycle, the team dives deep into what’s really driving sentiment. They also unpack silver’s breakout, insider selling at DroneShield, the Bitcoin halving cycle, and how money is rotating out of expensive AI names into value and healthcare.

Plus:
• ASX sentiment hits extreme fear despite barely pulling back
• Why the S&P rotation matters more than the headline index
• The new “Buy the Dip” structured product and how it works
• Mosaic updates + alpha portfolio performance
• A quick recap of Jonathan and Kai’s latest appearance on The Call

If you want clear market insights without the noise — this episode is for you.