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

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

Update: 2025-01-24
Share

Description



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.



Comments 
loading
00:00
00:00
1.0x

0.5x

0.8x

1.0x

1.25x

1.5x

2.0x

3.0x

Sleep Timer

Off

End of Episode

5 Minutes

10 Minutes

15 Minutes

30 Minutes

45 Minutes

60 Minutes

120 Minutes

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

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

MPC Markets