On this week’s Switzer Show, Regal Partners investment director Charlie Aitken explains the dangers hiding in passive investing, why he sees a supply squeeze building in metals like copper and uranium, and where he still sees value on the ASX. Marty Switzer looks at a new private-lending ETF now trading on the exchange, and we preview our feature interview with columnist and contributor Christopher Joye.
On this week’s show:
- Charlie Aitken, Regal Partners: the dangers hiding in passive investing as he sees it, the supply squeeze he sees in new metals and resources, and why the sold-off software names on the ASX are a setup for patient investors
- Ji He, Muzinich & Co, with Marty Switzer: how business development companies (BDCs) work lending to the engine room of the US economy, and insight into the Muzinich BDC Income Fund (ASX: BDCI), Australia’s first daily-liquid private-lending ETF.
- Plus, an excerpt of our feature interview with Christopher Joye: a preview of our insightful feature interview with columnist and Chief Investment Officer Christopher Joye on his call for a record fall in house prices. You can hear the full conversation on the Switzer Show Feature Interview
The Switzer Show airs live each Monday at 7pm AEST on switzer.com.au/tv, and streams on Spotify and Apple Podcasts.
Notes:
Charlie Aitken’s firm Regal Partners holds positions in some of the stocks and sectors discussed. The Muzinich BDC Income Fund is brought to Australia by AGP Investment Management and Muzinich, which has a marketing arrangement with Switzer Financial Group. Chris Joye’s forecasts are his own.
Nothing in this episode is financial advice. Consider your own circumstances and seek professional advice before investing.
