Is the AI sell-off a warning or a buying signal? Peter Switzer puts it to three very different guests this week: Netwealth boss Matt Heine, who argues AI makes his moat wider, Fairmont Equities chartist Michael Gable, and arcpoint OCIO’s Jacqui Fernley, who reads the US bank results as proof the economy is fine.
Here’s a taste of what’s on this week’s show.
- Matt Heine, Netwealth: the CEO and managing director of the platform business makes the case that Netwealth is a net winner from AI rather than a victim of the SaaS sell-off, explains what really drove the share price down, and reveals the new product that went live the day of the show.
- Michael Gable, Fairmont Equities: is the S&P 500 about to break higher, and what does a year of the ASX 200 going sideways set up next? Plus his chart reads on Fortescue, Northern Star, James Hardie, Ampol, Wesfarmers and a warning on WiseTech.
- His special pick: the stock Gable says just flashed a fresh buy signal on the chart.
- Jacqui Fernley, arcpoint OCIO: why the first week of US bank results was “a cracker,” the one number that undercuts the private-credit scare, whether the chip sell-off is anything to worry about, and where oil heads from here.
Want every stock call from the show? Switzer Report subscribers get the full list in the guests’ own words: All the stocks from this week on the Switzer Show. Not yet a subscriber? Start a 21-day free trial.
This article does not take into account the investment objectives, financial situation or particular needs of any individual. It does not constitute formal advice. Consider the appropriateness of the information in regards to your circumstances. Before acting on anything we discuss, we strongly recommend you seek the appropriate professional advice. Stocks mentioned are referenced as representative of the views expressed on the program, not as recommendations.
