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.

Jun Bei Liu: Market sentiment turning, but caution remains

Jun Bei sees signs that investors are shifting from defensive names into opportunities in sectors like resources and healthcare. She shares her views on the impact of Trump’s negotiations, the outlook for China, and a few stocks she’s watching closely — including one speculative small cap in the defence space.

Darren Thompson: Valuations are stretched, but there’s still value

Darren warns that parts of the market are starting to look expensive — especially the big index-heavy names like CBA and Wesfarmers. But he also points to some under-the-radar opportunities in healthcare, tech and resources, and outlines a few international trends worth keeping an eye on, including Europe’s potential resurgence.

Whether you’re looking to add quality growth stocks, explore contrarian picks, or just want a clearer view of where the market might be heading, this episode offers grounded insight from two proven performers.

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