Watch: Latest episode of Switzer TV
This week’s episode of Switzer TV is all about what to do next. With CPI looming, the RBA cornered, and the Iran conflict still dictating the petrol price, our experts unpack which stocks are mispriced, and which are still in the firing line.
With the next CPI print landing midweek and the RBA already on the front foot with two hikes this year, the question on every investor’s mind is the same one Peter Switzer puts to his guests this week: is another rate rise really what we need, or is the market about to do the RBA’s work for it?
On this week’s show:
Diana Mousina, Deputy Chief Economist, AMP, sets up the macro picture ahead of Wednesday’s CPI release, why the trimmed mean is the number that actually matters, the case for and against another RBA hike in May, what a prolonged Strait of Hormuz disruption could mean for the recession risk, and why she’d personally be holding fire on rates if it were her call.
Rudi Filapek-Vandyk, Founder, FNArena, walks through how the analyst community is reading this market, why the structural sell-off in quality growth has been driven by sentiment rather than earnings, what TechnologyOne’s recovery tells us about how to get re-rated in 2026, and where he sees value in names like Pro Medicus, Xero, BHP and CBA after their respective hits.
And Jun Bei Liu, Co-founder and Chief Investment Officer, TenCap, returns from a trip to North America with a wide-ranging set of company calls — from a2 Milk and Reliance Worldwide, to JB Hi-Fi, Cochlear, Sigma and Eagers Automotive — and explains why she thinks the teen and kitchen retail categories are quietly outperforming, what the federal budget could mean for the EV novated lease names, and why she’s prepared to wait Cochlear out for a twelve-month payoff.
Each week after Switzer Investing TV goes to air, we compile the stocks and ETFs discussed by our expert guests into this convenient summary for Switzer Report subscribers. Use it to quickly compare the expert takes, revisit key quotes, and keep track of what our experts are watching. Start your free 21-day trial of Switzer Report to get access.
