Switzer Investing TV | 20 Oct 2025: Are rare earths about to get the Lithium hosing? Plus: Can US shares run even higher, and will the ASX200 follow?

Switzer TV
20 October 2025

In this week’s Switzer Investing TV, Paul Rickard sits down with chartist and market analyst Mike Gable to break down the big ideas driving today’s bull market — from rare earths and uranium to the comeback stories in healthcare and banking.

They look at what’s powering the ASX200’s latest rally, whether the US market still has room to run, and which sectors could surprise next. Plus, Gable shares how he’s positioning in gold, why CSL might finally be turning the corner, and where he sees upside in Macquarie.

In this episode:

• The ASX200’s breakout — sustainable or overdone?

• Rare earths vs lithium: is history repeating?

• Uranium and gold: the commodities back in focus

• Has CSL bottomed, and what’s next for healthcare?

• The banks and Macquarie — are they about to run again?

If you’re looking for market insight that blends technical charts with fundamental reasoning, this is a must-watch for every Australian investor.

Hosted by Paul Rickard | Guest: Mike Gable, Managing Director, Fairmont Equities.

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