Podcast Channel
-
Weekend watchlist – Macquarie Telecom ASX:MAQ
Roger Montgomery
September 14, 2021
Roger joined Philip Muscatello on Shares for Beginners Weekend Watchlist to discuss Macquarie Telecom (ASX:MAQ) which is part of a global megatrend – data centres and the cloud. Global research and advisory firm Gartner estimates in 2022 there will be an estimated $1.3 trillion in IT spend that will be affected by the shift to the cloud and this figure is expected to grow in the low double digits for years to come. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Podcast Channel, Stocks We Like
-
Fear and Greed: Easiest way to make money on the ASX
Roger Montgomery
August 23, 2021
Roger joined Sean Aylmer on the Fear and Greed Podcast to discuss the prospects for the discretionary retail sector. With international and domestic travel off the table for Australians, people are looking for other ways to spend their money. This has resulted in a boost for retailers like JB Hi-Fi, Harvey Norman, Temple & Webster and Kogan. Although what happens when this spending slows down?
by Roger Montgomery Posted in Editor's Pick, Podcast Channel
- save this article
- POSTED IN Editor's Pick, Podcast Channel
-
The Australian’s Money Cafe – Why the takeover boom is only starting
Roger Montgomery
August 2, 2021
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.
by Roger Montgomery Posted in Podcast Channel
- save this article
- POSTED IN Podcast Channel
-
Fear And Greed: What the takeover frenzy means for investors
Roger Montgomery
July 19, 2021
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?
by Roger Montgomery Posted in Podcast Channel
- save this article
- POSTED IN Podcast Channel
-
Market outlook and investment opportunities for 2021
Roger Montgomery
February 19, 2021
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.
by Roger Montgomery Posted in Editor's Pick, Podcast Channel
- save this article
- POSTED IN Editor's Pick, Podcast Channel
-
WHITEPAPER
VALUE AND GROWTH: TWO SIDES OF THE SAME COIN
The investment industry and media spend a lot of time discussing ‘value’ versus ‘growth’ investing – and which of them is currently winning. But we don’t believe they’re opposite concepts. Investors should consider both ideas together as they seek out quality companies with bright prospects that will deliver rewards over time.
READ HERE -
Roger Montgomery on why he’s optimistic about markets in 2021
Roger Montgomery
January 5, 2021
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?
by Roger Montgomery Posted in Editor's Pick, Podcast Channel
- 4 Comments
- save this article
- POSTED IN Editor's Pick, Podcast Channel
-
Spark your fire – What will happen with markets if we see a vaccine?
Roger Montgomery
August 31, 2020
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.
by Roger Montgomery Posted in Podcast Channel
- 2 Comments
- save this article
- POSTED IN Podcast Channel
-
Margin Call with Roger Montgomery
Roger Montgomery
July 29, 2020
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.
by Roger Montgomery Posted in Editor's Pick, Podcast Channel
- 2 Comments
- save this article
- POSTED IN Editor's Pick, Podcast Channel
-
Cloud megatrend with Gary Rollo
Gary Rollo
June 23, 2020
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.
by Gary Rollo Posted in Podcast Channel
- save this article
- POSTED IN Podcast Channel
-
Is the market crash the best time to buy stocks?
Roger Montgomery
June 15, 2020
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.
by Roger Montgomery Posted in Podcast Channel
- save this article
- POSTED IN Podcast Channel
