Has the budget broken the property market? Plus a dozen stocks rated | Switzer TV, 29/6/26

Want the full list of stocks our experts rated this week? Start a 21-day free trial of the Switzer Report and get every buy, hold and avoid call from the show, plus model portfolios, stock tips and expert analysis: [LINK] This week on Switzer TV, AMP's Shane Oliver joins Peter Switzer to explain why the budget's tax changes have changed the property market in a way past downturns did not, and why he still thinks the RBA has a rate rise left. Then Paul Rickard and Michael Wayne run a rapid-fire "speed rating" round on about a dozen of the stocks you keep asking about, and a leading fund manager makes the case for a metals supercycle. 🔹 Shane Oliver, Chief Economist and Head of Investment Strategy, AMP: the structural shift the budget has caused in property, where house prices and rates go next, and his read on shares for the rest of the year. 🔹 Paul Rickard, Switzer Report, and Michael Wayne, Medallion Financial: buy, hold and avoid calls on Megaport, Pro Medicus, Northern Star, Wesfarmers, Cochlear and more, plus how they would play the S&P 500. 🔹 David Paradice, Paradice Investment Management: why he sees a long-term metals supercycle, and how he is positioned in uranium and critical minerals. Switzer TV is live each Tuesday 1pm AEST on ausbiz. #switzertv #ASX #investing #sharemarket #stockpicks #property #RBA #ausbiz