The Switzer Show

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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.

  1. 43m ago

    Shorting the supermarkets, 5 all weather stocks and Bouris on a housing crash | Switzer Show 3/8/26

    Marty Switzer steps in for Peter this week, with three of the sharpest reads in the market as reporting season opens. FNArena's Rudi Filapek-Vandyck explains why this market has been a minefield, why an ASX earnings "recovery" is really just miners and banks, and names five all-weather stocks to own through the volatility. Shaw and Partners' Adam Dawes unpacks the semiconductor sell-off and the blow-up of a $46 billion hedge fund, weighs whether the AI trade has more to run, and gives three calls for reporting season: two to buy and one supermarket to short. And in a Switzer Show feature, Peter Switzer sits down with Yellow Brick Road's Mark Bouris on whether Australia is heading for a housing crash, what his own loan book is really saying, and what he learned from Donald Trump and Kerry Packer. Chapters00:00 Introduction00:54 Rudi Filapek-Vandyck on the market and 5 all-weather stocks10:46 Adam Dawes on the AI sell-off and 3 stocks for reporting season20:24 Mark Bouris on housing, rates and lessons from Trump and Packer The Switzer Show is general advice only and does not take into account your personal circumstances. Subscribe to the Switzer Daily newsletter for the list of stocks covered on today's show: https://switzer.com.au #SwitzerShow #ASX #Investing #ReportingSeason #AIstocks #Housing

  2. 4d ago

    Mark Bouris: Is Australia Heading for a Housing Crash? Lessons from Trump and Kerry Packer

    Mark Bouris, one of Australia's greatest entrepreneurs and founder of Wizard Home Loans, joined Peter Switzer for this week's Switzer Show Feature Interview to unpack the Budget and its fallout, what the last three rate rises are doing to the economy, the housing slump everyone is arguing about, and to share what he learned up close from Donald Trump and Kerry Packer. In this week's feature interview: - What his own loan book is telling him - Why first-home buyers cannot meet the market right now - Whether Chris Joye's recent call on the Switzer Show for the 'biggest house price fall in history' still stands after this week's surprise inflation print - The hidden cost strangling small business - The three rules he was handed before meeting Donald Trump, and why Kerry Packer remains the most formidable person he has dealt with. Watch above, or listen to the Switzer Show on Spotify and Apple Podcasts. Get a 21-day free trial of the Switzer Report - switzerreport.com.au/subscribe or Subscribe to the free Switzer Daily newsletter - https://switzer.com.au/subscribe

  3. Jul 27

    The dangers in passive ASX investing from Regal's chief investment director | the new metals squeeze and a resources roundup | New private lending ETF in Australia | Switzer Show 27/7

    On this week’s Switzer Show, Charlie Aitken explains the risks of passive investing, where he’s finding value on the ASX, why software is back in favour, and the commodity and mining stocks he believes are best positioned to benefit from a tightening supply outlook. He also weighs in on whether it’s time to buy or sell the banks. In this episode: - Charlie Aitken, Regal Partners: the dangers hiding in passive investing as he sees it, the supply squeeze he sees in new metals and resources, and why the sold-off software names on the ASX are a setup for patient investors - Ji He, Muzinich & Co interviewed by Marty Switzer: how business development companies (BDCs) work lending to the engine room of the US economy, and insight into the Muzinich BDC Income Fund (ASX: BDCI), Australia's first daily-liquid private-lending ETF. - Plus, a preview of our insightful feature interview with columnist and Chief Investment Officer Christopher Joye on his call for a record fall in house prices. You can hear the full conversation on the Switzer Show Feature Interview. Want the list of stocks mentioned on the show? Sign up for the Switzer Report newsletter at switzer.com.au/tv. The Switzer Show airs live each Monday at 7pm AEST on switzer.com.au/tv, and streams on Spotify and Apple Podcasts. ----- DisclaimersCharlie Aitken's firm Regal Partners holds positions in some of the stocks and sectors discussed. The Muzinich BDC Income Fund is brought to Australia by AGP Investment Management and Muzinich, which has a marketing arrangement with Switzer Financial Group. Chris Joye's forecasts are his own. Nothing in this episode is financial advice. Consider your own circumstances and seek professional advice before investing. #SwitzerShow #ASX #PassiveInvesting #Uranium #PrivateCredit #BDCI ***** Get a 21-day free trial of the Switzer Report - switzerreport.com.au/subscribeorSubscribe to the free Switzer Daily newsletter - https://switzer.com.au/subscribe

  4. Jul 22

    Christopher Joye: Why Australia is heading for record house price falls | Switzer Show | Feature Interview

    Christopher Joye joins Peter Switzer for a feature-length interview to explain why he believes Australia could be on the verge of record house price falls.He argues the country is heading into what could be the biggest house-price fall on record, a stalling economy, and a recession he says government policy is setting up.In this interview:- Housing: why Joye says prices are already falling at up to 14% a year in Sydney, and how the Budget's negative-gearing changes act like extra rate hikes- Interest rates: his call that the RBA is not done and needs to push the cash rate to 4.75-5%- The structural shift: how the negative-gearing change could rewire the way Australians invest in property- The banks: why he says CBA and the Aussie banks look overvalued, using one simple valuation test- The US and the Aussie dollar: why he is bullish on America, bearish on the Australian dollar, and backing "re-dollarisation"- AI: his contrarian case that AI is inflationary, not deflationary- The big picture: his warning on government spending, immigration and productivity, and why he thinks it ends in recessionWatch and listen to the Switzer Show at switzer.com.au/tv, and stream on YouTube, Spotify and Apple Podcasts.Note: Nothing in this interview is financial advice. Consider your own circumstances and seek professional advice before investing.#SwitzerShow #ChrisJoye #Housing #ASX #Investing #EconomyGet a 21-day free trial of the Switzer Report - switzerreport.com.au/subscribeorSubscribe to the free Switzer Daily newsletter - https://switzer.com.au/subscribe

  5. Jul 21

    Netwealth CEO Matt Heine talks AI, how to spot a company that can be 'cloned' and Netwealth Private | Switzer Show | Feature Interview

    Netwealth chief executive Matt Heine joins Peter Switzer to explain why he thinks the investment platform is a net beneficiary of AI, not a victim of the tech sell-off. In this feature interview with the ASX200 CEO: - Why Netwealth is a "volume, not seat-based" business, and how that changes the way AI affects its revenue - The moat Heine says a "bedroom coder" can't replicate: regulation and licensing, 25 years of capability, and relationships with more than 4,000 advisers - How Netwealth is using AI internally, including a chatbot now answering around 19% of incoming queries - What drove the recent fall in the share price, and how the business is positioned now - The new Netwealth Private product for high-net-worth clients - The advice gap: about 3.5 million Australians with complex needs, and only 10,000 to 12,000 advisers to serve them Matt Heine is the CEO and managing director of Netwealth (ASX: NWL) and has a direct interest in the company. Nothing in this clip is financial advice. Consider your own circumstances and seek professional advice before investing. Watch the full episode of the Switzer Show: https://youtu.be/X5boh_nRZDI The Switzer Show airs live each Monday at 7pm AEST on switzer.com.au/tv, and streams on Spotify and Apple Podcasts. #Netwealth #ASX #AI #Investing #SwitzerShow Get a 21-day free trial of the Switzer Report - switzerreport.com.au/subscribe or Subscribe to the free Switzer Daily newsletter - https://switzer.com.au/subscribe

  6. Jul 20

    Bedroom coders vs Netwealth CEO: can they clone it? Plus: 11 expert stock picks | Switzer Show 20 July 2026

    On this week's Switzer Show, Peter Switzer talks to: Matt Heine, CEO & MD of Netwealth (ASX: NWL) — why a "volume, not seat-based" business is a net winner from AI, the regulation-and-relationships moat a bedroom coder can't replicate, the new Netwealth Private product for high-net-worth clients, and what really drove the share price down.Michael Gable, Fairmont Equities — the charts on the S&P 500 and a year of the ASX 200 going sideways, plus buy, hold and avoid calls on Fortescue, Northern Star, James Hardie, Ampol, Wesfarmers, WiseTech, Aristocrat, and his special pick with a fresh buy signal.Jacqui Fernley, founder & CIO of arcpoint OCIO — why the first week of US earnings was "a cracker," the one bank number that undercuts the private-credit scare, the chip sell-off as profit-taking rather than collapse, and where oil goes next.The Switzer Show airs live each Monday at 7pm AEST on switzer.com.au/tv, and streams on Spotify and Apple Podcasts.Nothing in this episode is financial advice. Stocks are discussed for general information only. Consider your own circumstances and seek professional advice before investing.#SwitzerShow #ASX #Netwealth #Investing #AustralianSharesGet a 21-day free trial of the Switzer Report - switzerreport.com.au/subscribeorSubscribe to the free Switzer Daily newsletter - https://switzer.com.au/subscribe

  7. Jul 13

    Stock market showdown: experts on what they'd buy and what they'd avoid | Plus: what's holding the ASX back? Switzer Show 13/7/26

    It's a stock market showdown: Paul Rickard of the Switzer Report and Rudi Filapek-Vandyck of FNArena go stock by stock through the market's comeback candidates, calling what they'd buy and what they'd avoid. Plus Peter Switzer opens with what's holding the ASX back: the headwinds now outnumbering the tailwinds, and why he's turning a little more defensive. - Peter Switzer on the headwinds (the Iran war, rate rises on the table, profit taking) versus the tailwinds, and why he's pulling 80-90% growth portfolios back toward 70% - NextDC: is the datacentre hype train worth the ride? - Pro Medicus: what's the prognosis for this health stock? - Lithium (PLS) and BHP: is it a copper or a dropper? - PLUS: Bravura Solutions, the Magellan infrastructure play versus its index rivals, and whether the SEMI chip ETF is still worth backing after a huge year Want every stock call from the show in the guests' own words? Start a 21-day free trial of the Switzer Report: https://www.switzerreport.com.au/subscribe?utm_source=switzertv&utm_medium=referral&utm_campaign=21day-trial The Switzer Show airs live each Monday at 7pm AEST on switzer.com.au/tv, plus stream on Spotify and Apple Podcasts. Chapters: 0:00 Intro 0:57 Peter Switzer: what's holding the ASX back 5:10 Paul Rickard and Rudi Filapek-Vandyck join the show 5:57 NextDC (NXT) 11:09 Pro Medicus (PME) 16:15 Lithium and PLS Group (PLS) 22:33 BHP (BHP) 28:06 Bravura Solutions (BVS) 33:33 Magellan Infrastructure Fund (MICH) and the index alternatives 38:36 Global X Semiconductor ETF (SEMI)

  8. Jul 6

    The Switzer Show: Should you buy property after the big Budget blowout? | Is the healthcare stock rotation finally here? - 6 July 2026

    Peter Switzer digs into the budget's impact on property, then turns to the healthcare stocks staging a comeback. First, McGrath founder John McGrath on the negative gearing and capital gains changes, why he calls it the biggest structural shift since capital gains tax arrived, and why he thinks the current correction runs another 6 to 12 months. Then property investing specialists Margaret Lomas (Destiny) and Simon Pressley (Propertyology) on what the changes really mean for investors, why grandfathered negative gearing matters, and the case that Australia is far more than two capital cities. Finally, Adam Dawes of Shaw and Partners on the healthcare rotation, running through CSL, Cochlear, ResMed, Pro Medicus, Telix, Neuren and 4D Medical. 0:00 Intro1:40 John McGrath (McGrath) on the budget and property15:25 Margaret Lomas (Destiny) and Simon Pressley (Propertyology)35:18 Adam Dawes (Shaw and Partners) on the healthcare rotation Want the full list of stocks our experts rated? Start a 21-day free trial of the Switzer Report: https://www.switzerreport.com.au/subscribe?utm_source=switzertv&utm_medium=referral&utm_campaign=21day-trial

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About

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.

Information

  • Creator
    Switzer
  • Years Active
    2019 - 2026
  • Episodes
    149
  • Rating
    Explicit
  • Copyright
    © Switzer
  • Show Website
    The Switzer Show

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