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

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 yearWant 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-trialThe Switzer Show airs live each Monday at 7pm AEST on switzer.com.au/tv, plus stream on Spotify and Apple Podcasts.Chapters:0:00 Intro0:57 Peter Switzer: what's holding the ASX back5:10 Paul Rickard and Rudi Filapek-Vandyck join the show5:57 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 alternatives38:36 Global X Semiconductor ETF (SEMI)