Bulls vs Bears: Global Alpha Edition

Finn & Richard break down:US markets grinding higher – dip over, Santa rally starting?Earnings this week: CrowdStrike (tomorrow), Salesforce, Snowflake, Lululemon

Trump threatening Venezuela again – world’s biggest oil reserves in play?

Silver smashing records, oil quiet, weekend “buy button off” conspiracy explained

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Join Richard Nader and Finn Judell on the Global Alpha podcast as they delve into the latest market trends and financial insights. This episode covers the recent market downturns, the impact of earnings reports from major companies like Nvidia and Google, and the intriguing moves by investment giants like Berkshire Hathaway. Tune in for a deep dive into the world of finance, with expert analysis on the current state of the market a...

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) –...

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: ...

In this episode of the Global Alpha podcast, Jonathan and Finn discuss the current state of the crypto markets and recent earnings reports from major tech companies. They analyze the mixed outcomes of earnings, the performance of key players like Palantir and Uber, and the implications of Bitcoin's halving on market dynamics. The conversation also touches on investment strategies and the future outlook for both tech stocks and ...

In this episode of the Global Alpha podcast, Richard and Finn discuss the current market trends, focusing on strong corporate earnings and the impact of AI on the economy. They delve into the crypto market, exploring its maturation and the challenges faced by smaller tokens. The conversation shifts to quantum computing, where Finn shares his cautious perspective on investing in this emerging technology, emphasizing the importance o...

In this episode of the Global Alpha podcast, Richard and Jonathan discuss the recent volatility in the markets, focusing on the impact of AI on market trends, earnings reports frommajor companies, and the overall economic landscape. They delve into the question of whether the current AI investment surge is a bubble reminiscent of the dot-com era, while also analyzing sector performances, particularly in healthcare and technology. T...

Markets remain at record highs, but how long can the rally last? In this week’s Global Alpha podcast, Richard and Kai break down the latest moves in U.S. equities, from chipmakers and cloud stocks to Apple’s new product line. We dive into Nvidia’s China headwinds, Micron’s upcoming earnings, and Costco’s resilient business model. Plus, we look at uranium’s global divergence, Tesla’s AI and robotics ambitions, and the Fed’s rate-cut...

In this episode of the Global Alpha podcast, Richard and Kai discuss the current state of global markets, focusing on political instability, particularly in Europe and South America, and its implications for investors. They delve into the tech sector's performance, highlighting significant earnings reports and stock movements, especially in companies like Oracle and Tesla. The conversation also covers the anticipated rate cuts from...

In this episode of the Global Alpha podcast, Richard andJonathan discuss the current state of the market, focusing on earnings from the banking sector and tech companies. They analyze Nvidia's performance, the seasonal trends in September, and the implications of upcoming non-farm payroll data. The conversation also covers open recommendations and strategies for navigating the market, as well as an upcoming webinar on hyperscal...

In this episode of the Global Alpha Podcast, Richard and Jonathan discuss the current state of the markets, focusing on the potential topping out of trends, the significance of upcoming earnings from major tech companies like Nvidia, and the influence of government actions on the chipindustry. They explore the volatility in the tech sector, particularly among smaller stocks, and emphasize the importance of innovation in driving fut...

In this episode, Mark and Jonathan discuss the current state of the markets, focusing on US stocks, inflation, and the upcoming Aussie earnings season. They analyze the impact of economic indicators on market sentiment and provide insights into various sectors, including technology and commodities. The conversation also touches on trade recommendations and the overall outlook for the market, emphasizing the importance of understand...

This week on the Global Alpha Podcast, the MPC Markets team dives into a packed week for markets — from Tencent Music and Cisco earnings to fresh opportunities in the red-hot cybersecurity sector. We unpack the latest inflation trends, rate cut expectations from the RBA and Fed, and why Micron’s semiconductor guidance matters. The spotlight turns to quantum computing — what it is, where it’s headed, and why the hardware race will c...

In this episode, Mark Gardner and Richard Nader discuss therecent fluctuations in the market, focusing on earnings reports from major companies like Microsoft, Meta, and Amazon. They analyze the impact of economic indicators, including employment numbers and Federal Reserve decisions, on market performance. The conversation then shifts to the future of AI and quantum computing, exploring potential advancements and investments in th...

In this episode of Bulls vs Bears Global Alpha Edition, the hosts discuss recent market trends, focusing on bank earnings, particularly Goldman Sachs, and the performance of major companies like Netflix and Tesla. They explore the dynamics of trading in US versus Australian markets, the impact of Elon Musk's vision on Tesla's stock, and theupcoming earnings reports from major tech companies. The conversation highlights the ...

In this episode of the Global Alpha Podcast, the hosts discuss the current state of the global economy, focusing on tariffs, inflation, and the upcoming earnings season. They analyze the potential impacts of U.S. tariffs on Mexico and the EU, the resilience of the market amidst economic indicators like CPI, and the strategic moves of tech giants like Meta in the AI space. The conversation also touches on the importance of managing ...

Summary: In this brand new podcast from MPC Markets, Bulls vs Bears: Global Alpha Edition, Mark and Jonathanintroduce our Head of Global Alpha, Richard Nader and discuss the recent performance of FAANG stocks, the implications of political events on the market, the upcoming earnings season, and the significant investments in defense and AI. They also delve into Tesla's current challenges and future prospects amidst Elon Musk...