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. 5d ago

    Josh Frydenberg: Why Australia is 'heading in the wrong direction' | Two experts square-off on CBA shares and tech stocks | Switzer Show 19/10/26

    Former Treasurer Josh Frydenberg says Australia's heading in the wrong direction, and joins Peter Switzer to talk about the economy, tax plus his new book, The Grateful Son, alongside Grady Wulff of Bell Direct and Michael Wayne of Medallion Financial on the stocks investors are asking about. Grady Wulff takes Peter’s list of stocks Switzer Report subscribers regularly ask about: Paladin, WiseTech, Xero, Evolution Mining, Titomic and CBA, including the price range at which she would want CBA in a portfolio Michael Wayne explains why he is “cautiously optimistic” despite rising bond yields, why he likes Megaport as an AI infrastructure play and is adding to WiseTech, and his views on Pro Medicus, Xero, CBA, BHP and gold Josh Frydenberg says the country is “heading in the wrong direction”, makes the case for a conversation about the GST paired with income tax cuts, and answers whether he will return to politics: “I’ve left the door open” Chapters 0:00 Welcome 0:57 Grady Wulff, Bell Direct 14:03 Michael Wayne, Medallion Financial 34:09 Josh Frydenberg 1:04:23 Close 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

  2. Oct 12

    Why Telstra stock might now be a sell thanks to Elon Musk. Plus: from CBA to BHP and beyond, eight big stocks go head-to-head | Switzer Show 12/10/26

    Welcome back to another week of the Switzer Show. This week, Shaw and Partners' Adam Dawes and Fairmont Equities' Michael Gable go head to head on the same eight stocks, starting with Telstra after SpaceX's Starlink push into mobile. Plus economist Steve Keen on the recession he sees coming, and THB's Chris Cuesta on US small caps. Chapters 0:00 Welcome 2:03 Adam Dawes, Shaw and Partners 13:41 Michael Gable, Fairmont Equities 30:21 Steve Keen, University College London 41:34 Chris Cuesta, THB 51:46 Close 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 The Switzer Show airs live each Monday at 7pm AEST on switzer.com.au/tv, plus stream on Spotify and Apple Podcasts. #TheSwitzerShow #ASX #Investing #Telstra #Starlink #BHP #CBA #Gold

  3. Oct 11

    Steve Keen: why we're 'screwed next year', and what we can do about it now | Switzer Podcast

    Economist Steve Keen, Distinguished Research Fellow at University College London, sits down with Peter Switzer for the full version of their conversation from this week's Switzer Show. Keen says "we're going to be screwed next year, courtesy of the Strait of Hormuz", and sets out what he thinks governments and investors should do about it. - Why Keen expects a recession, and why he says putting up interest rates in Australia can't fix inflation driven by energy prices and the Strait of Hormuz - Why he thinks Treasurer Jim Chalmers should increase the deficit rather than cut it, and how he says government deficits create money - AI as "artificial pattern recognition", and what it could mean for clerical work and jobs - His take on the bond market, the RBA and Australians in the mortgage belt - Where he'd invest: food production, and why he counts Australia among the countries with the "relative bandwidth to survive this" Watch this week's Switzer Show: https://youtu.be/HSIYRlDy0SA Chapters 0:00 Introduction 1:24 Steve Keen joins Peter 1:59 House prices 3:43 Rates, inflation and the Strait of Hormuz 4:48 The recession call 5:11 Why Chalmers should spend more 9:58 The outlook for the global economy 10:49 Iran and Trump 11:32 AI: "artificial pattern recognition" 15:47 Climate change and the economists 18:39 The bond market 24:59 The RBA and the mortgage belt 26:02 Does money printing cause inflation? 29:18 Productivity and the future of work 34:29 Where to invest: food production 37:14 Close 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 The Switzer Show airs live each Monday at 7pm AEST on switzer.com.au/tv, plus stream on Spotify and Apple Podcasts. #SwitzerPodcast #SteveKeen #Recession #AI #Economy #Investing #Chalmers

  4. Sep 28

    Stocks the shorters love, how far will property fall, and why we'll see more rate hikes | Switzer Show 28 Sep 2026

    HSBC chief economist Paul Bloxham joins Peter Switzer the night before the RBA decision with a call for two more rate rises, alongside Julia Lee of Shaw and Partners and Rudi Filapek-Vandyck of FNArena. Chapters 0:00 Welcome 0:56 Paul Bloxham, HSBC 12:20 Julia Lee, Shaw and Partners 24:43 Rudi Filapek-Vandyck, FNArena 42:17 Close 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 The Switzer Show airs live each Monday at 7pm AEST on switzer.com.au/tv, plus stream on Spotify and Apple Podcasts. #TheSwitzerShow #ASX #Investing #RBA #InterestRates #HousePrices #Xero #WiseTech

  5. Sep 21

    Tech stocks due a rebound, China's AI build-out, and Virgin's play for SMEs

    Peter Switzer talks to Grady Wulff, Senior Market Analyst at Bell Direct, Raymond Chan, Private Client Adviser and Head of Asian Desk at Morgans and Kyler Chong, General Manager, SME at Virgin Australia. Grady Wulff goes through the tech names the market punished this year and which of them have the foundations to turn, plus the mining giant she thinks the copper cycle is about to reprice. Raymond Chan is back from Hong Kong and the Greater Bay Area with a read on how seriously China is taking AI, why the front end is digital and the back end is physical, and where that leaves Australian resources and infrastructure. Kyler Chong on the new Virgin Australia Business Flyer program, why SME travel has not slowed, and how a small business can earn points twice on one flight. On the show: - The SaaS names sold down this year, and the one with almost every broker on a buy. - A logistics business with no close competitor, and whether AI is a threat or a tool.- What the brokers now want to pay for CBA after this year's run. - Copper, uranium, and why a new mine takes decades to reach production. - The pick out of reporting season that is not a tech stock but sells into the AI build-out. - Two more rate rises on the futures curve, and what that does to the retailers. Try the Switzer Report: https://switzerreport.com.au/subscribe/The Switzer Show airs Monday at 19:00 AEST on ausbiz. Listen on Spotify: https://open.spotify.com/show/0mqHg1gPNAqIobu9lnXT2U Listen on Apple Podcasts: https://podcasts.apple.com/au/podcast/the-switzer-show/id1484916577 This information is general in nature and does not take your objectives, financial situation or needs into account. It is not a recommendation to buy or sell any security. Consider seeking advice from a licensed financial adviser before acting.

  6. Sep 20

    Former Qantas CEO Alan Joyce on what he'd do differently at Qantas

    Alan Joyce spent almost 15 years running Qantas and left with shareholders ahead and the public against him. On the Switzer Show he named two decisions he would take back, defended the board that has been blamed for the rest, and argued the case that Australia's most protected airline was never protected at all. In this week's feature interview: What he would have done differently on the outsourcing that ended in the Federal Court Why he would now have cancelled the flights and let the call centre melt down Why he says Australia is the most open aviation market in the world, and Japan, Singapore and the United States are not What happened when Qantas challenged Airbus and Boeing to build an aircraft neither wanted to build His answer on Richard Goyder, the board, and the Chairman's Lounge question Whether a CEO who was good for shareholders can claim to have been good for customers 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

  7. Sep 14

    Could AI end the world, and which tech stocks are under threat?

    Peter Switzer talks artificial intelligence with Jun Bei Liu, Founder and Portfolio Manager at Ten Cap, and Matthew Michalewicz, Chief Executive Officer at Complexica. Jun Bei Liu works through the technology stocks facing disruption from AI, and where she sees value after the sell-off. On her list: Xero, WiseTech, TechnologyOne, Life360 and REA Group. One of them she calls a staple buy. Another she is sitting back on until she sees a couple more results. Matthew Michalewicz has spent his life in AI and now runs a company built on it. He explains why this technology is unlike any invention that came before it, what the warnings from Anthropic and OpenAI are really about, where he expects the frontier labs to go next, and whether AI could end the world inside ten years. Want the full list of stocks mentioned on the show? Switzer Report subscribers get every call from every episode. Start a free trial at https://switzerreport.com.au/subscribe/ The Switzer Show airs Mondays at 7pm AEST on ausbiz, live and on demand.

  8. Sep 7

    CAR Group's CEO on reporting season, plus the RBA, the buy list and what the charts say

    Reporting season is over, and Peter Switzer starts with the CEO of a company he thinks is on the upside.First, William Elliott, Managing Director and Chief Executive Officer of CAR Group, on the result he says makes a fifth consecutive year of double digit growth, why the share price has not followed, and the international business he thinks the market underestimates. Then Diana Mousina, Deputy Chief Economist at AMP, on whether the RBA hikes this month, what falling house prices are doing to spending, and where she sees shares over the next 12 months. Then Charlie Aitken, Group Investment Director at Regal Partners, on the divide between global and domestic earners, the Commonwealth Bank, CSL, Pro Medicus, BHP and the case for owning commodities. Finally Michael Gable, Managing Director and founder of Fairmont Equities, on the charts for the Commonwealth Bank, BHP, Xero, Pilbara Minerals, Zip and his own top pick. 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 The Switzer Show airs live each Monday at 7pm AEST on switzer.com.au/tv, plus stream on Spotify and Apple Podcasts.

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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
    162
  • Rating
    Explicit
  • Copyright
    © Switzer
  • Show Website
    The Switzer Show

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