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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…
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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…
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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?
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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?
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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…
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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.
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Fear + Greed: is the market overvalued?
Roger Montgomery
January 8, 2025
Last year, the S&P/ASX 200 Index, along with many of its largest companies, reached multiple record highs. This raises the question – is the market now overvalued? And if so, is a correction imminent? I joined Sean Aylmer on the Fear + Greed podcast to explore these questions. Looking at traditional indicators like the price-to-book ratio and the CAPE Shiller P/E, the market does appear overvalued. However, a deeper analysis suggests that valuations might not be as stretched as they seem, or that there are valid reasons for some ratios to be elevated. As long as disinflation continues alongside positive economic growth, I believe quality companies will continue to perform well. Listen to the full podcast below:
by Roger Montgomery Posted in Market commentary, Podcast Channel.
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Fear + Greed: Investing in an AI world
Roger Montgomery
January 6, 2025
I joined Sean Aylmer on the Fear + Greed podcast to discuss one of the current key themes for markets – artificial intelligence (AI). AI is shaping the world and transforming industries including healthcare and transportation but there are always winners and losers. So which companies are thriving and which are most at risk? Find out in the full podcast below:
by Roger Montgomery Posted in Market commentary, Podcast Channel.
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Fear + Greed: What does 2025 hold for investors?
Roger Montgomery
December 27, 2024
I had the opportunity to join Sean Aylmer on the Fear + Greed podcast to reflect on my predictions for 2024 and discuss what lies ahead in 2025. This year, despite widespread forecasts of a recession, the stock market performed strongly. A combination of disinflation and positive economic growth created a favourable environment for innovative companies with pricing power. continue…
by Roger Montgomery Posted in Market commentary, Podcast Channel.
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The Money Puzzle – Are wayward CEOs costing you money?
Roger Montgomery
November 1, 2024
Last night, I joined James Kirby on The Australian podcast, The Money Puzzle, to discuss the crucial role company boards play in managing CEOs, particularly when poor leadership behaviour starts impacting shareholder value. With recent scandals involving companies like Qantas (ASX:QAN), WiseTech (ASX:WTC), and Mineral Resources (ASX:MIN), we examined how a CEO’s actions can significantly affect both public trust and financial returns for investors. We also took listeners’ questions and discussed the current advantages and disadvantages of artificial intelligence (AI).
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