This week on Switzer Investing TV: Are the chips down for markets, or is it time to buy the dip? Plus, the future of broadband competition and whether micro-cap stocks are set for a revival.
Join Peter Switzer as he sits down with:
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Adam Dawes (Shaw and Partners) to discuss whether now’s the time to buy after the latest market slump—or if more volatility is coming
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Brian Maher (CEO, Aussie Broadband) on how they’re taking the fight to Telstra and what’s next for business broadband
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Chris Cuesta (THP Asset Management) on US small caps, the AI bubble debate, and where the next rotation could take the market
Timecodes:
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01:31 — Adam Dawes on whether the dip is a buying opportunity, the outlook for a Christmas rally, and why stock picking is critical right now
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03:09 — Sector views: Tech rebound, value in X20 and X50, and where the volume is in the Australian market
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05:41 — Big caps vs the rest: What do analysts think about the ASX 20? Potential upside, stock-by-stock
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06:23 — Election year caution: How US politics could impact markets, and why 2026 could be big for stocks
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07:28 — Volatility ahead: What to expect in 2024, and why investors should “hold the line” with conviction picks
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08:02 — Stock picks and analyst forecasts: Zero, WiseTech, Life360, Aristocrat, James Hardie, ZIP, and more
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11:08 — Dawes’ latest high-conviction picks: A large cap and a high-risk small cap with AI upside
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13:06 — Aussie Broadband CEO Brian Maher: How they’re challenging Telstra, where the margins are, and what business customers want
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15:28 — Broadband market strategy: Packaging services for SMBs, growth plans, and how Aussie Broadband helps other telcos grow
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17:58 — Fund manager spotlight: Chris Cuesta (THB Asset Management) on the US small-cap landscape, “special situations”, and his best-ever investment discovery
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19:13 — US market cycles: Why small caps may be due for a comeback, the “Nifty 50” analogy, and the impact of Buy American and antitrust trends
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23:36 — AI: Bubble or not? Real-time adoption, the difference vs the dot-com era, and where speculation fits into the AI story
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