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FEAR AND GREED: Small caps to watch this reporting season
Roger Montgomery
February 19, 2024
In this episode of Fear and Greed Podcast, Sean Aylmer and I delved into the current landscape of small cap stocks. Despite favourable economic conditions, I discussed the challenges they’ve faced in recent years and underscored the importance of identifying innovative growth companies with pricing power and expressed my optimism for their potential for a resurgence. We also explored specific sectors like retail, mining, and technology, highlighting both successful companies and industry trends during this reporting season. Additionally, I provided insights into the emergence of Bitcoin ETFs, urging caution amid the speculative and popularity-based nature of these investments. continue…
by Roger Montgomery Posted in Podcast Channel.
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MEDIA
Ausbiz – Why small cap stocks may hold the key to maximising returns
David Buckland
February 13, 2024
In my recent interview with Ausbiz, I shared insights on how small-cap stocks and private credit can be key avenues for maximising returns in today’s market landscape, offering the potential for attractive monthly returns. I discussed the advantages of decelerating inflation and touched upon the unique opportunities and risks associated with small-cap investments, spotlighting Aussie Broadband as an example of growth potential in industry-niche companies. Watch the full interview here: Why small cap stocks may hold the key to maximising returns continue…
by David Buckland Posted in TV Appearances.
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MEDIA
ABC The Business: What will reporting season tell us about the economy?
Roger Montgomery
February 9, 2024
This week, I joined ABC’s The Business to discuss the anticipated challenges and strategies for Corporate Australia during the upcoming reporting season. Focusing on the banking sector, I particularly highlight Commonwealth Bank, underscoring the escalated competition’s effect on net interest margins, especially in the context of an uptick in distressed sales. continue…
by Roger Montgomery Posted in On the Internet, TV Appearances.
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Ausbiz – Australia’s emerging $500 billion private credit opportunity
David Buckland
January 30, 2024
In my recent interview with Ausbiz, I discussed the opportunity for private credit, with the Reserve Bank of Australia identifying that it is a $500 billion opportunity. The brief loan durations and monthly pricing in the private credit sector offer investors flexibility and the potential for returns, ranging from 7.5 to 9.5 per cent annually. The attractiveness of this opportunity is further underscored by well-established track records, appealing yields, and robust security supporting the loans. Watch the full interview here: Australia’s emerging $500 billion private credit opportunity
by David Buckland Posted in TV Appearances.
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MEDIA
Ausbiz – Why you should invest in the uranium sector in 2024
David Buckland
January 12, 2024
In my recent interview with Ausbiz, I discussed the surging appeal of uranium given global decarbonisation efforts. Is there an investment opportunity here for 2024? Learn more on the shift in focus to the U.S. and Canada due to their stable uranium production, in a hope of reducing the dependency on Russia and other countries. Watch the full interview here: Why you should invest in the uranium sector in 2024
by David Buckland Posted in TV Appearances.
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MEDIA
ABC Nightlife – What can we expect from 2024?
Roger Montgomery
January 8, 2024
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?
by Roger Montgomery Posted in Radio.
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ABC Nightlife – Retails challenges and the future of private credit
Roger Montgomery
December 20, 2023
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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MEDIA
Ausbiz – A deflationary surprise?
Roger Montgomery
December 1, 2023
In my recent interview with Ausbiz, I aimed to provide insights into prevailing economic trends, particularly focusing on the U.S. economy. It’s evident that the market sentiment has transitioned from recession concerns to the possibility of enduring inflation, a shift I believe might stem from potentially overreaching actions by the Federal Reserve to curb economic momentum. Additionally, I discussed the likelihood of the Australian economy already being in a recession and the potential impact on both the broader equity market and small-cap stocks in general. You can watch the full interview here. Ausbiz – A deflationary surprise?
by Roger Montgomery Posted in Economics, Market commentary, TV Appearances.
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MEDIA
ABC The Business – Munger’s legacy, U.S. rates, and RBA predictions
Roger Montgomery
November 30, 2023
In this week’s interview on ABC The Business, we delved into the recent developments surrounding Charlie Munger’s passing, the shifts in U.S. rates, and the premature assumptions made by investors about next year’s anticipated downward movements. Additionally, we explored the Reserve Bank of Australia’s insights on rates and their potential future trajectory. To catch the complete discussion, simply jump to the 11:50-minute mark in the episode published on November 29. ABC The Business – Munger’s legacy, U.S. rates, and RBA predictions
by Roger Montgomery Posted in Global markets, TV Appearances.
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Ausbiz – Winners are grinners: how boomers are benefiting from inflation
Roger Montgomery
November 24, 2023
In my recent interview with Ausbiz, I aimed to spotlight the differential impact of rising interest rates on different age groups in Australia. Specifically, I emphasized how baby boomers tend to thrive in such conditions, while the younger generation, particularly those managing mortgages, face a contrasting scenario. Additionally, I delved into the intricate dynamics of domestic inflation and discussed socio-economic consequences arising from intergenerational disparities. Watch the full interview here. Ausbiz – Winners are grinners: how boomers are benefiting from inflation
by Roger Montgomery Posted in Market commentary, TV Appearances.
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