Jun Bei Liu: Market sentiment turning, but caution remains

Jun Bei sees signs that investors are shifting from defensive names into opportunities in sectors like resources and healthcare. She shares her views on the impact of Trump’s negotiations, the outlook for China, and a few stocks she’s watching closely — including one speculative small cap in the defence space.

Darren Thompson: Valuations are stretched, but there’s still value

Darren warns that parts of the market are starting to look expensive — especially the big index-heavy names like CBA and Wesfarmers. But he also points to some under-the-radar opportunities in healthcare, tech and resources, and outlines a few international trends worth keeping an eye on, including Europe’s potential resurgence.

Whether you’re looking to add quality growth stocks, explore contrarian picks, or just want a clearer view of where the market might be heading, this episode offers grounded insight from two proven performers.

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