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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.
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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
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