Listen "Episode 8: Bitcoin and Bullion Breaks Records"
Episode Synopsis
This week's episode of "Bulls vs Bears" Bitcoin reached an all-time high of $69,191.95, fueled by U.S. regulatory approval for Bitcoin ETFs, a renewed enthusiasm for tech stocks, and the approaching "halving" event. Gold, on the other hand, marked a significant rise to $2,141.79 an ounce, up 17% from the previous year, driven by its safe-haven appeal amid economic instability and inflation concerns.
Stock Highlights of the Week:
Apple Inc.'s shift to AI and its stock performance.
BHP Limited's anticipation of a tighter copper market.
Nickel Industries' improving outlook and challenges.
Newmont and the bullish outlook for gold, energizing ASX-listed gold miners.
Weather Impact on Investments: Discussion on NOAA's La Niña watch, its potential global impact, and implications for investments in companies like Elders.
Commodities and FX Review: Overview of the week's quiet activities in commodities and FX, highlighting lithium's performance, gold's record high, and other notable trends in crude oil, coal, uranium, and Bitcoin.
Economic and Political Landscape:
Federal Reserve Chairman Jerome Powell's expectations for rate cuts in 2024 and the delicate balance of inflation reduction with economic growth.
Analysis of Australia's economic headwinds, including GDP growth slowdown, rising unemployment, and potential budget deficits.
Trade of the Week: Recommendation for buying Data#3 Limited (DTL), including analysis and investment strategy.
Stock Highlights of the Week:
Apple Inc.'s shift to AI and its stock performance.
BHP Limited's anticipation of a tighter copper market.
Nickel Industries' improving outlook and challenges.
Newmont and the bullish outlook for gold, energizing ASX-listed gold miners.
Weather Impact on Investments: Discussion on NOAA's La Niña watch, its potential global impact, and implications for investments in companies like Elders.
Commodities and FX Review: Overview of the week's quiet activities in commodities and FX, highlighting lithium's performance, gold's record high, and other notable trends in crude oil, coal, uranium, and Bitcoin.
Economic and Political Landscape:
Federal Reserve Chairman Jerome Powell's expectations for rate cuts in 2024 and the delicate balance of inflation reduction with economic growth.
Analysis of Australia's economic headwinds, including GDP growth slowdown, rising unemployment, and potential budget deficits.
Trade of the Week: Recommendation for buying Data#3 Limited (DTL), including analysis and investment strategy.
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.