Amazon crushed earnings on the back of AWS—but what does that mean for AI-led infrastructure and the rest of the MAG-7? In Episode 92, Jonathan and Kai dive into a mixed week for equities, Japan’s booming Nikkei, Australia’s CPI shock, the Fed’s “hawkish cut,” and a powerful move in uranium and gold. Plus: Kai’s thoughts on CSL after the sell-off and Jonathan’s Trade of the Week—Ballard Mining (BM1).

In this episode of Bulls vs Bears, Mark and Jonathan discuss the latest market trends, focusing on Tesla’s earnings, the dynamics of the gold market, and innovations in the mining industry. They explore the implications of Netflix’s strategy in the streaming market and the potential of AI technologies. The conversation also touches on investor sentiment and predictions for the upcoming economic landscape, emphasizing the importance of understanding market movements and the underlying economic factors.

discuss the latest trends in the financial markets, focusing on gold and silver prices, economic indicators, and the implications of Japan’s new leadership.

discuss the latest trends in the financial markets, focusing on gold and silver prices, economic indicators, and the implications of Japan’s new leadership.