Episode 52: Trump’s Triple Play: Rate Cuts, AI, and the Crypto Comeback

24/01/2025 35 min Temporada 2 Episodio 52

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Episode Synopsis



This week’s episode of Bulls vs Bears covers the key market developments and events shaping the week:

Trump’s Economic Moves: Analysis of President Trump’s video address to the World Economic Forum, his call for interest rate cuts, and his pro-crypto executive order promoting a national digital asset strategy. The discussion explores market reactions and implications for crypto and equity markets.

Market Highlights: Key stock updates, including:

Clarity Pharmaceuticals’ FDA fast-track approval for a prostate cancer diagnostic drug.
Paladin Energy’s strong quarterly uranium production and its acquisition of Fission Uranium.
Liontown Resources’ robust performance despite lower lithium prices.


Commodities & FX: A roundup of market trends, with gold nearing all-time highs, bitcoin hitting $109k, and crude oil continuing its downtrend.

Earnings Highlights: A closer look at:

Netflix’s record-breaking Q4 earnings, driven by live sports and ad-supported tiers.
A rebound in investment banking, with major banks posting strong results.
Interactive Brokers’ impressive growth and innovations in automated brokerage services.


Trade of the Week: A focus on Paladin Energy (PDN) as a high-conviction pick, driven by its expanded global presence and favorable uranium market conditions.