Markets are volatile, tech stocks have been sold off, and banks and miners have led recent gains. And yet, the ASX200 continues to flirt with a new record of over 9000!

On this week’s Switzer Investing TV, Peter Switzer speaks with Jun Bei Liu of Ten Cap and Paul Rickard about how they would position portfolios.

The discussion covers recent moves in Xero, WiseTech and Life360, the outlook for CSL and Cochlear, and whether JB Hi-Fi and James Hardie offer value after sharp share price swings.

They also examine the resilience of the banks, the impact of AI fears on growth stocks, and what earnings season is revealing about market confidence.

Watch the full episode for the latest insights on how experienced investors are navigating the current volatility.