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Over The Money Fence – smart investing at every stage of your life
Roger Montgomery
July 4, 2025
In this episode of our monthly series Over The Money Fence, with Nicola and Di, we tackle the question; ‘What does smart investing look like at every age and stage of your life?’. The answer may not be as simple as you would expect. continue…
by Roger Montgomery Posted in Podcast Channel.
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Fear and Greed – What the year ahead holds for investors
Roger Montgomery
July 1, 2025
I joined Sean Aylmer on Fear and Greed Business News podcast to reflect on the 2025 financial year and explore what lies ahead for investors.
Despite ongoing geopolitical tensions (think the escalation of Trump-era tariffs, continued war between Russia and Ukraine, and the unfolding unrest in the Middle East), global markets have remained remarkably resilient. continue…
by Roger Montgomery Posted in Podcast Channel.
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Equity Mates: Buy or Sell – Cochlear, Telix, Life360, Pinnacle and more
Roger Montgomery
June 19, 2025
I recently joined Adam Keily on Equity Mates for their Buy or Sell series. We kicked off the episode by discussing the market volatility experienced this year, including insights into how the Trump administration has influenced global markets. continue…
by Roger Montgomery Posted in Companies, Podcast Channel, Small Caps, Stocks We Like.
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Over the Money Fence – The Sandwich Generation
Roger Montgomery
June 6, 2025
In this episode of Over the Money Fence, we dive into the realities facing the Sandwich Generation – women in their 50s and 60s who find themselves caring for elderly parents while also supporting adult children. continue…
by Roger Montgomery Posted in Podcast Channel.
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Over the Money Fence – Where should you invest when markets are wild and you feel scared?
Roger Montgomery
May 1, 2025
This week, I joined Nicola Dale and Di Edwards from the Over the Back Fence podcast to kick off a new monthly podcast series, Over the Money Fence – created to help women build confidence and clarity around money, and investing. continue…
by Roger Montgomery Posted in Podcast Channel.
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Over the Back Fence – 100th episode – building money confidence for women
Roger Montgomery
April 23, 2025
This week, I had the pleasure of joining Nicola Dale and Di Edwards on their Over the Back Fence podcast to celebrate their milestone 100th episode, and to talk about the financial challenges women over 50 are facing today. continue…
by Roger Montgomery Posted in Podcast Channel.
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Fear + Greed – Is the ASX in trouble?
Roger Montgomery
March 25, 2025
I joined Sean Aylmer on the Fear and Greed podcast to explore what happens when companies are taken over. We discussed James Hardie’s planned merger with U.S. giant AZEK – a deal that will shift the company’s primary listing to Wall Street, with a secondary listing on the ASX. Meanwhile, Australian investors are increasingly buying U.S. shares. So, is the local stock exchange at risk? Should the ASX be concerned?
by Roger Montgomery Posted in Podcast Channel.
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Money Puzzle Podcast – fading AI hype, tariffs, and recession indicators
Roger Montgomery
March 19, 2025
I joined James Kirby on The Australian’s The Money Puzzle to discuss the declining momentum in artificial intelligence (AI) stocks, Trump’s recent tariffs, and recession indicators. To set the stage for positive market performance a combination of disinflation, positive economic growth, and central bank liquidity is required. With the imposed Trump tariffs, the buzz around AI waning, and a decline in liquidity – has confidence in positive market performance for 2025 dampened?
by Roger Montgomery Posted in Podcast Channel.
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Shares for beginners – liquidity lubrication
Roger Montgomery
February 26, 2025
I joined Philip Muscatello on the Shares for Beginners podcast to discuss the outlook for 2025, shifting market conditions, and where investors should focus in the year ahead. We explored the impact of disinflation, robust economic growth, and liquidity shifts on global markets, as well as the role of artificial intelligence (AI) and innovative companies. I also shared insights on individual stock picks, highlighting companies such as Commonwealth Bank of Australia (ASX:CBA), REA Group (ASX:REA), Nick Scali (ASX:NCK), ARB Corporation (ASX:ARB) and more, which are strengthening their competitive advantages and positioning for long-term growth. continue…
by Roger Montgomery Posted in Podcast Channel.
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Fear + Greed: DeepSeek has rattled markets. Here’s what investors think
Roger Montgomery
January 29, 2025
This morning, I joined Sean Aylmer on the Fear and Greed podcast to discuss the latest market turmoil triggered by Chinese artificial intelligence (AI) company, DeepSeek. We explored how DeepSeek’s development of a low-cost large language model has raised questions about AI’s competitive landscape, leading to a historic US$589 billion wipeout in Nvidia’s (NASDAQ:NVDA) market capitalisation. I shared my thoughts on whether this signals a fundamental shift in AI and technology investing, the risks of overpaying for emerging technology, and how investor sentiment may evolve as the AI narrative develops.
by Roger Montgomery Posted in Podcast Channel, Technology & Telecommunications.