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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.
Chapters
00:00 Introduction
00:54 Rudi Filapek-Vandyck on the market and 5 all-weather stocks
10:46 Adam Dawes on the AI sell-off and 3 stocks for reporting season
20:24 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
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