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Bulls vs. Bears

MPC Markets
Artificial Intelligence
Spacex
Silver
NVIDIA
Openai
Gold
Semiconductors
S&P 500
Bitcoin
Trump
Anthropic
Data Centers
Space Economy
Oil
Greenland
Memory Chips
Donald Trump
Energy Infrastructure
United States Federal Reserve
Copper

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 ... more

PublishesWeeklyEpisodes132Founded3 years ago
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InvestingBusiness

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Latest Episodes

US debt hits $40 trillion. Bitcoin surges 20%. Moderna rockets 177% on a breakthrough cancer treatment. And Bessent starts buying the long end of the curve — is this the white flag on US fiscal discipline?

In this week's Bulls vs Bears, Mark, Phil, ... more

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. Softw... more

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 ... more

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 sinc... more

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Recent Guests

Philip Deloughery
Newest team member
MPC Markets
Episode: EP129: Hyperscalers Turn Into Hyper-Spenders
Phil Deloughery
Head of US Equities Analysis (joining MPC)
MPC Markets
Episode: EP128: is it time to "Abandon Chip" or buy the "Chip"
Finn Jadel
Crypto expert
Independent/crypto expert
Episode: EP117 Datacentres Baby!
Michael Wayne
Guest on media call discussed as part of market chatter
Median Finance
Episode: Bulls vs Bears Episode 93 : Rate Cuts vs Reality
Howard Coleman
Guest on media call offering longer-term perspective
Unspecified
Episode: Bulls vs Bears Episode 93 : Rate Cuts vs Reality
Oleg Vornik
CEO of DroneShield mentioned in ASX highlights
DroneShield
Episode: Bulls vs Bears Episode 93 : Rate Cuts vs Reality
Finn Judell
Joined this week to discuss Digital Assets and Crypto
MPC Markets
Episode: EP90: Be Alert, but not Alarmed.... Yet
Richard Nader
AusBiz analyst who appeared on the episode
AusBiz
Episode: EP85: Oracle Earnings Sends AI Hyperscaling Thematic Sky-Rocketing

Hosts

Mark Gardner
Host focused on market analysis and commentary, leading discussions on equities, macro themes, and investment theses.
Jonathan Tacadena
Co-host contributing market color, portfolio ideas, and banter-driven debate on bulls vs. bears theses.
Kai Chen
Co-host bringing technicals, software/AI perspectives, and practical portfolio ideas; often anchors discussions with data-driven insights.

Reviews

4.8 out of 5 stars from 12 ratings
  • Audio quality is too low to listen through

    Podcast Addict
    3
    duckman
    2 years ago

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

EP125: Chips Ahoy!
Q: How does the panel view the role of AI-related infrastructure in these stock moves?
AI data centers and related hardware are central to demand for memory and high-reliability components, but the trajectory depends on the balance between capex in cloud infrastructure and the ability of suppliers to meet quality and reliability requirements.
EP125: Chips Ahoy!
Q: What is driving the strength in memory chip stocks versus the rest of the market?
The rally is driven by a tight supply of memory, especially server RAM for hyperscalers, which is keeping prices elevated and supporting margins for producers like Micron and SK Hynix, even as other sectors lag.

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Frequently Asked Questions About Bulls vs. Bears

What is Bulls vs. Bears about and what kind of topics does it cover?

A fast-paced weekly wrap of markets with a strong focus on Australian equities and global tech names, combining market-moving data, sector themes, and practical trading ideas. The discussion blends macro context, earnings chatter, and real-time stock moves to map opportunities for the week ahead, with a lively banter-driven dynamic among three regular hosts. Expect candid debates on the bull and bear cases for high-conviction ideas, plus guest insights and anecdotes that connect everyday investing to larger trends in AI, semiconductors, and energy. Noteworthy is the show's habit of translating complex market moves into tactical takes for subscribers, often sprinkled with humor and a light pub-chat vibe that keeps the analysis approachable f... more

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Which podcasts are similar to Bulls vs. Bears?

These podcasts share a similar audience with Bulls vs. Bears:

1. MPC Markets Morning Call
2. The Call from ausbiz
3. On the Couch
4. Market Updates
5. Buy Hold Sell, by Livewire Markets

How many episodes of Bulls vs. Bears are there?

Bulls vs. Bears launched 3 years ago and published 132 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Bulls vs. Bears?

Recent guests on Bulls vs. Bears include:

1. Philip Deloughery
2. Phil Deloughery
3. Finn Jadel
4. Michael Wayne
5. Howard Coleman
6. Oleg Vornik
7. Finn Judell
8. Richard Nader

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