Roger Montgomery joined James Kirby in this episode of The Australian’s Money Cafe to discuss how to find value on the ASX, whether the capital city property market is expensive or relative, and a share market ‘pick’ ready to reward for years to come.

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Roger Montgomery joined Sean Aylmer on the podcast series Fear And Greed  to discuss the frenzy of dealmaking on the Australian share market. Since the start of the calendar year to 30 June 2021, $85 billion worth of takeover deals have been conducted. Why are we seeing such an increase in takeover activity and what does this mean for investors?

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In this podcast for Netwealth Roger discusses the outlook for the Australian and global economy, the potential of residential property and best places to invest across Australian asset classes.

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Roger Montgomery joined Gemma Dale on nabtrade’s Your Wealth podcast to discuss investing in 2021. After a year of massive volatility momentum stocks and namely those in technology, have dominated the pandemic’s bull market since the steep market correction in March. With the S&P500, Dow Jones and Nasdaq at record highs, have markets got ahead of themselves in pricing a return to growth?

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Roger joined Jas on Spark Your Fire Podcast to discuss the impact of current market conditions. Retirees have gone from low income on cash to deteriorating income in shares, but with more risk. And what companies could benefit if we see a vaccine developed? Listen here.

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Roger joined Jordan Michaelides on the Margin Call Podcast to talk about the COVID-19 situation in Australia, and how we are in a health and economic crises but not a financial crisis. They cover headwinds and tailwinds for the Australian economy, current share markets and opportunities this presents for value investors.

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Gary Rollo joined the EL&C Baillieu podcast to discuss what opportunities cloud computing holds. Cloud computing is a global megatrend that is being led by technology giants Microsoft, Amazon and Google in a market that is growing at 30 per cent per annum. But what does this mean for Australian companies? Gary identifies some of the key companies that play to the cloud theme including NEXTDC, Megaport and Bigtincan. Listen to the interview here.

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Roger joined Kylie Purcell on Pocket Money to discuss the volatile year we have seen so far for markets. Markets were expensive before COVID-19 and companies were at record PE ratios even though earnings estimates were declining. So where is the market going and what should new investors be looking for? Listen to the interview to find out.

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Gary joined Chris Judd on Talk Ya Book to discuss a sector that is exposed to huge tailwinds and specifically a holding in the Montgomery Small Companies Fund, Macquarie Telecom. You can watch the 20-minute interview below.

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In this Netwealth Portfolio Construction Podcast Roger joined Paul O’Connor to discuss the outlook for 2020 and the impacts of a potentially slowing Australian economy. You can listen to the 30 minute podcast or read the transcript here. 

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