Bulls vs Bears – EP52 Trump’s Triple Play: Rate Cuts, AI, and the Crypto Comeback

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.

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