EP16: Tech Tumbles & Rate Cut Doubts Shake Global Markets

24/11/2025 10 min Episodio 13

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Episode Synopsis

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 dissectedNvidia & Palo Alto reports loom – can they reignite the rally?S&P 500 at 30.4 P/E (vs historic 16-18) – mean reversion risk?MIT study: 95% of AI pilots show negative ROI despite 50% spending jumpJerome Powell’s hawkish stance vs Trump’s expected Fed takeover in MayMPC’s 2-year structured strategy with 6-month lookback to buy the S&P dipIs the AI hype meeting reality? Leverage-fueled volatility ahead? Sophisticated investors: discover our capital-protected play to profit from the coming reset.👉 Contact MPC Markets for strategy details (@mpcmarkets)#GlobalAlpha #StockMarket #AI #NvidiaEarnings #Investing