It's a stock market showdown: Paul Rickard of the Switzer Report and Rudi Filapek-Vandyck of FNArena go stock by stock through the market's comeback candidates, calling what they'd buy and what they'd avoid. Plus Peter Switzer opens with what's holding the ASX back: the headwinds now outnumbering the tailwinds, and why he's turning a little more defensive.

- Peter Switzer on the headwinds (the Iran war, rate rises on the table, profit taking) versus the tailwinds, and why he's pulling 80-90% growth portfolios back toward 70%

- NextDC: is the datacentre hype train worth the ride?

- Pro Medicus: what's the prognosis for this health stock?

- Lithium (PLS) and BHP: is it a copper or a dropper?

- PLUS: Bravura Solutions, the Magellan infrastructure play versus its index rivals, and whether the SEMI chip ETF is still worth backing after a huge year

Want every stock call from the show in the guests' own words? Start a 21-day free trial of the Switzer Report: https://www.switzerreport.com.au/subscribe?utm_source=switzertv&utm_medium=referral&utm_campaign=21day-trial

The Switzer Show airs live each Monday at 7pm AEST on switzer.com.au/tv, plus stream on Spotify and Apple Podcasts.

Chapters:

0:00 Intro

0:57 Peter Switzer: what's holding the ASX back

5:10 Paul Rickard and Rudi Filapek-Vandyck join the show

5:57 NextDC (NXT)

11:09 Pro Medicus (PME)

16:15 Lithium and PLS Group (PLS)

22:33 BHP (BHP)

28:06 Bravura Solutions (BVS)

33:33 Magellan Infrastructure Fund (MICH) and the index alternatives

38:36 Global X Semiconductor ETF (SEMI)

Stock market showdown: experts on what they'd buy and what they'd avoid | Plus: what's holding the ASX back? Switzer Show 13/7/26

The Switzer Show

Stock market showdown: experts on what they'd buy and what they'd avoid | Plus: what's holding the ASX back? Switzer Show 13/7/26