Switzer Investing TV | 15 September 2025: What would US rate cuts mean for your portfolio? PLUS: Rare earths surge, and so does your home internet speed

Switzer TV
15 September 2025

This episode dives into a big week for investors as Wall Street waits to see if the US Federal Reserve will deliver a standard 25-basis-point rate cut—or surprise with a jumbo 50. We explore what that means for markets, Donald Trump’s pressure on Jerome Powell, and how currencies might shift.

We also look at opportunities in the stock market, from hospital operator Ramsay to tech players like Xero, NextDC, and WiseTech. Then we speak with Mark Cooksey, CEO of ABx, about the company’s rare earths projects in Tasmania, their clean fluorine chemicals partnership with Rio Tinto, and why their resource could be globally unique.

Finally, Luke Hopewell explains why Telstra and NBN Co just made internet speeds five times faster for Australian households—though apartment dwellers may miss out. Faster streaming, quicker uploads, and big implications for regional businesses all come into play.

Stay tuned for insights that could shape your portfolio

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