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In my latest ABC Nightlife interview, I had the pleasure of joining Dom Knight to delve into the current market landscape and address some of your pressing questions. We explored how Generation Z’s connection through social media have not only transformed their social interactions but also disrupted numerous industries. We examined demographic shifts and the significant financial influence Gen Z is having on companies’ share valuations, with recent examples such as Asics (TYO:7936) Onitsuka Tigers and Crocs (NASDAQ:CROX). continue…

by Roger Montgomery Posted in Editor's Pick, Radio.

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In this week’s interview with Paul Turton on ABC Newcastle radio, we delve into the evolving role of CEOs in the corporate landscape, particularly in small caps. We also discuss the scenarios when CEO’s exit a company effective immediately following certain incidents and the impact these decisions have on the organisation. 

You can listen to my interview at 35:55 here: ABC Newcastle: Mornings with Paul Turton

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In last night’s ABC Nightlife interview, I joined Philip Clark to discuss the shifting landscape of the electric vehicle (EV) industry. We covered the significant drop in EV sales across Europe and debated the future sustainability of growth and market potential. Listen to the full conversation here: ABC Nightlife – ABC Nightlife – EV sales downturn.

by Roger Montgomery Posted in Editor's Pick, Radio.

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In last week’s ABC Nightlife interview, I joined Philip Clark to discuss the current state of costs of retirement, the implications of rising interest rates, inflation and more. You can listen to the full interview here: ABC Nightlife – Finance with Roger Montgomery

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In this week’s ABC Nightlife interview, I joined Phillip Clark to kick off the year and make some forecasts for 2024. We also discussed the latest news from this reporting season. You can listen to the full interview here: ABC Nightlife – Forecasts for 2024 and reporting season updates

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In this last week’s ABC Nightlife interview, my first for 2024 I joined Lisa Pelligrino to reflect on the economic conditions in 2023 and share my thoughts on what lies ahead for 2024. You can listen to the full interview here: ABC Nightlife – What can we expect from 2024? 

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In this week’s ABC Nightlife interview, my last for 2023, Philip Clark and I delved into the challenges facing the Australian retail sector. I highlighted the potential difficulties anticipated for retailers in early 2024, post-Christmas, with the contributors being a significant decline in consumer spending and savings. I also discussed the evolution of private credit since the GFC, with the lending gap between banks and the SME sector, along with the advantages it presents for investors. You can listen to the full interview here: ABC Nightlife – Retails challenges and the future of private credit

by Roger Montgomery Posted in Market commentary, Radio.

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In this week’s interview on ABC Nightlife, I joined Phillip Clark as we delved into the intricate world of interest rates, with a particular focus on their current trends, the notable volatility they’ve experienced, and the subsequent impact on Australian assets. Additionally, I shared my perspectives on the dynamic landscape of private equity, exploring its role in diversifying investment portfolios and assessing its potential within the Australian market. We also had the opportunity to field live questions from the audience, spanning a diverse range of financial topics. Have a listen to the full interview here: Investing and the share market

by Roger Montgomery Posted in Radio.

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Roger Montgomery, Founder and Chairman joined Phillip Clark from ABC Nightlife to discuss the reporting season so far, including the huge profits being announced by Qantas and the supermarkets. They also discuss the slowdown of the Chinese economy and how Baby Boomers will have to change their investment mix to shift away from growth to income producing investments such as private credit. Listen to the podcast here: ABC Nightlife 29 August 2023

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Roger Montgomery, Chief Investment Officer joined Philip Clark to discuss the latest financial news. This week’s focus is on the ‘mortgage cliff’ and the impact it’s having, along with an explanation of ‘disflation,’ a term currently circulating in equities markets. Additionally, they explore the growing accessibility of private credit investment for small investors. Listen to the podcast here: ABC Nightlife 25 July 2023

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