In this week’s episode of Switzer Investing TV, we spoke with two of the sharpest minds in the market — Jun Bei Liu, founder of Ten Cap and Darren Thompson, Chief Investment Officer at Equity Trustees — to hear what they’re seeing in markets and which stocks they believe could outperform from here.With Donald Trump’s tariff truce making headlines and markets eyeing a potential broadening of the bull run, both guests weighed in on how these macro shifts are influencing investor sentiment — and more importantly, how they’re positioning their portfolios.