With reporting season opening, is the ASX’s earnings recovery real, or just miners and banks? On this week’s Switzer Show, FNArena’s Rudi Filapek-Vandyck names five all-weather stocks to own through the volatility, Shaw and Partners’ Adam Dawes explains the AI sell-off and reveals why he is shorting a supermarket, and Peter Switzer asks Mark Bouris whether Australia is heading for a housing crash. Marty Switzer hosts. Every stock discussed on the show, in the guests’ own words: All the stocks from this week on the Switzer Show (3 August 2026). Free Daily Newsletter Never miss an expert insight Join over 100,000 Australians who get Peter Switzer’s top finance stories delivered free every weekday.