Shorting the supermarkets, 5 all weather stocks and Bouris on a housing crash | Switzer Show 3/8/26
The Switzer ShowShow Notes
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 #SwitzerShow #ASX #Investing #ReportingSeason #AIstocks #Housing
More from The Switzer Show
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.
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.
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.
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.
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.