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. 15h ago ·  Bonus

    The Anthropic IPO: what you need to know before the new biggest listing in history hits the market

    Brett Winton, Chief Futurist at ARK Invest, joins Peter Switzer ahead of Anthropic's listing to explain why ARK thinks the market is underestimating the company behind Claude, what the Democrats' midterm wins mean for the AI build-out, and where he expects the IPO to price. In this episode: - Why Winton thinks investors will look back in two years and say, "I can't believe you could have it for that price" - The midterm effect: ARK's estimate that the result trims 10 to 15% off the data centre capacity coming online, and what that does to Anthropic's revenue and margins - Why existing data centres, and the companies that can build more, could be worth more after the election - Consumer v enterprise AI: why Claude's strength is with business users while ChatGPT dominates the chatbot market - How early is it? ARK puts AI agents at about 4% of the world's knowledge workers, which Winton likens to the internet in 1990 - "Profitable by accident": what Google, Facebook and Anthropic have in common #SwitzerShow #Anthropic #AnthropicIPO #ARKInvest #BrettWinton #AI #Claude #IPO ***** 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 Disclosure: Associate Global Partners Limited (AGP) has an interest in Switzer Financial Group (AFSL 286531), which publishes the Switzer Show and switzer.com.au. AGP is the distributor in Australia of the ARK Venture Fund (Australian Feeder) (ARK Fund or the Fund). AGP Investment Management Limited (AGPIM) ABN 26 123 611 978 AFSL 312247, a wholly owned subsidiary of AGP, is the trustee of the Fund. ARK Investment Management LLC, where Brett Winton is Chief Futurist, is the investment advisor. The views expressed are those of the speaker. This content is general information only and does not take into account your personal financial situation or needs. This offer is available to Wholesale Clients only as defined in sections 761G and 761GA of the Corporations Act 2001.

  2. 4d ago

    Is the market about to crash? Plus the copper, gold and tech stocks to buy | Switzer Show 9/11/26

    Wall Street swung wildly after the US midterms, and some of the headlines read like Armageddon. Is this the start of a crash? Peter Switzer has done the numbers, and Paul Rickard asks two of the market’s best stock pickers where they’re putting money now. Julia Lee of Shaw and Partners on why she’s cut her Australian shares, what she’s doing with bonds, and the healthcare and travel stocks she likesMichael Wayne of Medallion Financial on his copper, uranium and gold picks, and whether the tech sell-off has gone too farPeter Switzer on whether a crash is coming, and what history says about year three of a US presidencyChapters0:00 Welcome1:29 Julia Lee, Shaw and Partners17:45 Michael Wayne, Medallion Financial32:10 Peter Switzer43:51 Close 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 The Switzer Show airs live each Monday at 7pm AEDT on switzer.com.au/tv, plus stream on Spotify and Apple Podcasts. #TheSwitzerShow #ASX #Investing #Copper #Gold #Xero #Qantas #Midterms

  3. Nov 2

    Why Shane Oliver is picking a Melbourne Cup Day rate hike, plus the stocks to sell now | Switzer Show 2/11/26

    The RBA meets on Melbourne Cup Day and the money markets say a rate rise is likely. AMP’s Shane Oliver says it will happen, and he’s surprised himself by saying it should. Is it the last one, and what does it mean for your shares? Shane Oliver of AMP on why he now backs a rate rise, how far house prices could fall, and when rate cuts could come Adam Dawes of Shaw and Partners on Westpac’s result, his top pick among the big miners, and the two stocks he’s selling Michael Gable of Fairmont Equities reads the charts on BHP, CBA, CSL, Macquarie, Paladin and Woodside Chapters 0:00 Welcome 1:21 Shane Oliver, AMP 19:41 Adam Dawes, Shaw and Partners 34:00 Michael Gable, Fairmont Equities 50:16 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 AEDT on switzer.com.au/tv, plus stream on Spotify and Apple Podcasts. #TheSwitzerShow #RBA #ASX #Investing #BHP #CSL #Westpac #Woodside

  4. Oct 26

    NextDC fell 40%: buy or avoid? Plus what our experts are buying on the ASX | Switzer Show 26/10/26

    NextDC lost close to 40% of its value in a day. Is it now a bargain, or a stock to steer clear of? Peter Switzer puts that question to three experts, and one of them owns the stock. - Jun Bei Liu of TenCap gives her verdict on NextDC, and names the stocks she thinks could be a lot higher in six months - Rudi Filapek-Vandyck of FNArena and Paul Rickard of the Switzer Report don't always agree. They go head to head on NextDC, Xero ahead of its 12 November result, Pro Medicus and whether BHP can really get to $100 Chapters 0:00 Welcome 3:56 Jun Bei Liu, TenCap 16:45 Rudi Filapek-Vandyck, FNArena, and Paul Rickard, Switzer Report 46:26 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 AEDT on switzer.com.au/tv, plus stream on Spotify and Apple Podcasts. #TheSwitzerShow #NextDC #ASX #Investing #Xero #WiseTech #BHP #CSL

  5. Oct 19

    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

  6. 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

  7. 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

  8. 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

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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
    166
  • Rating
    Explicit
  • Copyright
    © Switzer
  • Show Website
    The Switzer Show

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