Listen " Episode 52: Trump’s Triple Play: Rate Cuts, AI, and the Crypto Comeback"
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.
More episodes of the podcast Bulls vs. Bears
EP92: Mega-cap stocks deliver earnings
31/10/2025
EP91: Tesla is not a car company (in future)
24/10/2025
EP90: Be Alert, but not Alarmed.... Yet
17/10/2025
EP88: The Stock market is not the Economy
03/10/2025
Ep. 96 – US Goes Nuclear for Data Centers
19/09/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.