The Switzer Show

Switzer

Imagine having the greatest minds in Australian finance, business, leadership, the economy and more on hand to decode the market each and every week. That’s the promise of the Switzer Show. Throughout each week, host and journeyman financial commentator Peter Switzer is joined by a rotating panel of Australia’s best minds on investing, business, leadership and more — the people whose decisions move billions and shape market consensus.

  1. Aug 31

    Reporting season winners, and why a fund manager is dialling back risk: Switzer Show 31 Aug 2026

    Reporting season delivered its winners and its warnings. On this week's Switzer Show, Peter Switzer is joined by Paul Rickard of the Switzer Report, Adam Dawes of Shaw and Partners, Russell Grady of FDC, Brendan O'Connor of Regal Partners and Joshua Bolot of DroneShield. In this episode: - Paul Rickard and Adam Dawes work through reporting season and land on seven names, from an industrial throwing off a billion in free cash to one healthcare stock that has run so far that only one of them is still buying it - Russell Grady on running a 36 year old construction business through its first weeks as a listed company, and the three-way split that keeps it out of residential - Brendan O'Connor on Phil King's retirement, the four forces he thinks will shape the next five years, and why he is telling clients to dial their risk back a notch - Joshua Bolot on the World Cup sites, airports and prisons now buying counter drone technology, and a direct answer on the director share sales that hit the share price Want the research behind these calls? Switzer Report subscribers get stock analysis from Peter Switzer, Paul Rickard and the team every trading day. https://switzerreport.com.au/subscribe/ The Switzer Show airs Mondays at 7pm AEST on ausbiz. Spotify: https://open.spotify.com/show/0mqHg1gPNAqIobu9lnXT2U Apple Podcasts: https://podcasts.apple.com/au/podcast/the-switzer-show/id1484916577

  2. Aug 10

    How to Invest in the World’s Best Private Companies before IPO | Cathie Wood

    CHAPTERS00:00 - Introduction02:40 - Tesla, robotaxis and the ultimate AI company08:48 - What is vibe coding?12:17 - The ARK Venture Fund comes to Australia24:20 - Kalshi and prediction markets31:15 - The US economy, stocks and the boom36:46 - Will AI take your job?40:17 - Trump, Reagan and the golden eraWhich AI companies and technologies will boom over the next five years? In this full Switzer Show interview, Cathie Wood, one of the world's most influential tech investors, gives Peter Switzer her 2026 predictions on which companies she believes will change the world.Cathie Wood is the founder and chief investment officer of ARK Invest. Cathie has over 40 years of experience investing in disruptive innovation. Peter Switzer is the founder of the Switzer Group, a diversified content, publishing and financial services firm. An award-winning broadcaster and former academic economist at the University of New South Wales, Peter is one of Australia's most recognised financial commentators.In this episode:- Tesla: why she calls it the ultimate AI company, ARK's robotaxi maths, and the compound returns she expects over five years even if you halve her assumptions- The AI names in the ARK Venture Fund: early stakes in OpenAI, Anthropic and xAI, plus Replit and Shield AI, now open to Australian wholesale investors- Vibe coding: the AI shift she says turns everyone into a developer, and the companies behind it- Kalshi and prediction markets: the case for a market that could scale to the size of derivatives- Her boom call: AI lifting growth, inflation falling, and what she calls a real head spinner for markets- Will AI take your job? The data behind her contrarian answerLearn more about the ARK Venture Fund (Australian Feeder): https://www.associateglobal.com/funds/ark/?utm_source=switzer&utm_medium=youtube&utm_campaign=cathie-wood-interview&utm_content=full-episodeABOUT THE SWITZER SHOWThe Switzer Show is Peter Switzer's podcast on markets, money and investing. Each week Peter brings Australian investors the insights, experts and ideas that matter for your money, live and on demand on ausbiz. Read more at https://switzer.com.au/cathie-wood-interview-switzer-showThis offer is available to Wholesale Clients only, as defined in sections 761G and 761GA of the Corporations Act 2001. This video is general information only and is not financial advice. All forward-looking views and company assessments are Cathie Wood's / ARK Invest's. Past performance is not a reliable indicator of future performance.Subscribe for more from The Switzer Show.#CathieWood #ARKInvest #AI #AIStocks #Tesla #ElonMusk #TheSwitzerShow #ARKVentureFund #Investing #StockMarket #PeterSwitzerGet a 21-day free trial of the Switzer Report - switzerreport.com.au/subscribeorSubscribe to the free Switzer Daily newsletter - https://switzer.com.au/subscribe

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Imagine having the greatest minds in Australian finance, business, leadership, the economy and more on hand to decode the market each and every week. That’s the promise of the Switzer Show. Throughout each week, host and journeyman financial commentator Peter Switzer is joined by a rotating panel of Australia’s best minds on investing, business, leadership and more — the people whose decisions move billions and shape market consensus.

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