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Ausbiz – How AI can fundamentally change the business landscape
Roger Montgomery
September 22, 2023
In my recent interview with Ausbiz, I wanted to delve into the potential of artificial intelligence (AI) in transforming various fields like e-commerce and workforce optimisation by streamlining repetitive tasks and boosting overall productivity. In lieu of this, I emphasised the need for the investment landscape to adapt to this impending disruption. Listen to the full interview here
by Roger Montgomery Posted in TV Appearances.
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ABC 7.30 – High court rules Qantas COVID-era layoffs ‘unlawful’
Roger Montgomery
September 14, 2023
With the high court unanimously rejecting an appeal by Qantas after the federal court found the airline had illegally sacked staff in 2020 during the COVID pandemic, ABC highlights the significance of this ruling and the impact this will have on Qantas’ reputation going forward. Watch the full video here
by Roger Montgomery Posted in TV Appearances.
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Ausbiz – Answering the critical question lingering over Qantas
Roger Montgomery
September 11, 2023
In this interview with Ausbiz, I discuss how former Qantas (ASX:QAN) Chief Executive Officer, Alan Joyce, recently left his position with optimism about the airline’s strength and promising future. And the speculation surrounding Joyce’s retirement amid the questions about Qantas’ economic performance over the past 15 years. Listen to the full interview here.
by Roger Montgomery Posted in TV Appearances.
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Qantas CEO quits after airline allegedly sold tickets for cancelled flights
Roger Montgomery
September 8, 2023
Mike Cherney published an article on The Wall Street Journal discussing all the buzz around Qantas’ damaged reputation and Alan Joyce’s subsequent departure from Qantas. Cherney asks for my insights and the main one of note is that the airline will be much less profitable in the foreseeable future. Read the full article here
by Roger Montgomery Posted in On the Internet.
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Ausbiz – Big secular themes changing the investing outlook
Roger Montgomery
September 6, 2023
In this interview with Ausbiz, I discuss the impact of demographic transitions on investments, the influence of the baby boomer generation on global economies as they transition from asset accumulation to retirement, and what’s affecting spending habits and investment strategies. I also give my predictions on rising demand for income-generating assets and private credit to fill funding gaps for small to medium enterprises. Listen to the full interview here.
by Roger Montgomery Posted in TV Appearances.
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ABC nightlife: Latest news in finance
Roger Montgomery
August 30, 2023
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
by Roger Montgomery Posted in Radio.
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Ausbiz – Mortgage cliff roll off less daunting than anticipated
Roger Montgomery
August 22, 2023
I Joined Ausbiz to share my views on Australia’s current mortgage industry. I mainly delve into how the economic impact of changes from fixed-rate to variable-rate might not have the great impact as was feared. Listen to the full interview here.
by Roger Montgomery Posted in TV Appearances.
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Fear and Greed: Midway through earnings season, here’s what you need to know
Roger Montgomery
August 21, 2023
In this episode of The Fear and Greed Podcast, I had the pleasure of joining Jennifer Duke to dissect the current state of earnings season. As we find ourselves at the halfway point, we take a closer look at the prevailing market trends and the intricate factors that are shaping the outcomes reported by various companies. The past week witnessed significant players in the market sharing their results, some with mixed performance, setting the stage for what promises to be another eventful week. Amidst this dynamic environment, I discuss my observations on stocks that have captured my attention, including car sales, Nick Scali, and JB Hi-Fi.
by Roger Montgomery Posted in Podcast Channel.
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Ausbiz – Is it time to take some risk off the table?
Roger Montgomery
August 11, 2023
In 2023, I’ve seen a cautious start turn into a resilient market rally. Global inflation peaked, impacting innovative growth stocks and overall economic growth. Jerome Powell’s confidence in a gradual economic slowdown shifts recession views, yet risks remain including exuberant rallies, job concerns, and potential negative earnings growth triggering investor profit-taking. The tight margin between corporate bond yields and the Fed Funds rate raises worries of a market sell-off. Amidst this, I spot potential in small-cap opportunities and foresee a shift from the current disinflation and growth narrative. Watch the Interview: Is it time to take some risk off the table?
by Roger Montgomery Posted in TV Appearances.
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Ausbiz – Private credit outclassing the asset classes?
Roger Montgomery
August 4, 2023
In this interview with Ausbiz, I share my insights into asset allocation, the significance of diversification for investors, and the role of private credit in these contexts. I discuss that there is no asset class that consistently outperforms others. And I also investigate the stability of private credit despite challenging economic climates. Watch the Interview: Private credit outclassing the asset classes?
by Roger Montgomery Posted in TV Appearances.
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