Home Switzer TV Switzer TV: has the budget changed the property game? Plus, the stocks to buy and avoid (29 June 2026)

Switzer TV: has the budget changed the property game? Plus, the stocks to buy and avoid (29 June 2026)

AMP's Shane Oliver says the budget's tax changes have done something to the property market that the previous downturns did not, and he is not convinced the RBA is finished. Then a rapid-fire "speed rating" round with Paul Rickard of the Switzer Report and Michael Wayne of Medallion Financial on about a dozen stocks, and a fund manager's case for a metals supercycle.

 

Every stock the panel rated this week is in one place.
Read all the calls in All the stocks from this week on Switzer TV (29 June 2026).

Here’s a taste of what each guest brought to the show.

  • Shane Oliver, AMP: why he thinks the budget’s negative gearing and capital gains changes are a structural shift for property, not just another cyclical dip, and the case for one more rate rise.
  • Paul Rickard, Switzer Report, and Michael Wayne, Medallion Financial: a dozen names rated buy, hold or sell in the speed round, from Megaport and Pro Medicus to the retailer they would take profit on.
  • David Paradice, Paradice Investment Management: where he is putting money for a metals supercycle, from uranium to the critical minerals the US is scrambling to source away from China.
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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.

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