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. 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.

  2. 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

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.

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