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I had the pleasure of joining Adam Keily on the ‘Equity Mates’ podcast, where we had a great discussion about ten noteworthy stocks that are currently catching my eye. These picks span across a variety of sectors, domestic and global and include both small caps and larger companies. 
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by Roger Montgomery Posted in Editor's Pick, Podcast Channel.

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I had the pleasure of joining Canna Campbell and Michael Thompson on the Fear and Greed podcast. In this episode, we present the ultimate beginner’s guide to buying shares. We explore essential topics such as adopting an investor’s mindset, sourcing quality investing information, and identifying companies with value and growth potential. I explain the importance of viewing shares as businesses and how to distinguish between high-quality and low-quality companies by analysing their annual reports. Additionally, we discuss my views on the role of diversification within an investment portfolio. 
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by Roger Montgomery Posted in Podcast Channel.

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In this episode of the Fear and Greed Podcast, Sean Aylmer and I discuss the evolving landscape of private credit and its emergence as a viable investment class. I explain how private credit operates outside the traditional banking system and has gained traction due to changes in banking regulations post-GFC. The conversation focuses on debunking myths around private credit, particularly the misconception that high returns necessarily imply high risk. This deep dive into private credit reveals its potential as a key component in investment portfolios, poised to become a more prominent asset class.

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by Roger Montgomery Posted in Editor's Pick, Podcast Channel.

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Roger joined Alec Renehan and Bryce Leske on the Equity Mates Investing Podcast to discuss his current view on the market and opportunities for small caps and private credit. This episode also covers what’s next for interest rates, why now is the time to deploy cash, Roger’s investment philosophy and stock picking process and five stock stories. continue…

by Roger Montgomery Posted in Editor's Pick, Podcast Channel, Small Caps.

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I joined Jas on the Spark your FIRE podcast to discuss the positive outlook for equities, especially innovative companies with strong growth potential. We highlighted how the current landscape of disinflation and economic growth sets the stage for firms with pricing power and discussed the rapid growth potential of small caps like Macquarie Technology (ASX:MAQ) and Megaport (ASX:MP1). Additionally, we explored the property market and emerging markets, and I spotlighted TUAS (ASX:TUA) as a stock pick worth considering. continue…

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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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I had the pleasure of joining Gemma Dale on Nabtrade’s Your Wealth podcast where we discussed the bucket strategy, its development and how it works, the simple methods for limiting the downside when you’re no longer working, the importance of investing for the short, medium and long term in retirement, and the tips and strategies for making the most of your accumulated wealth. Have a listen to the full podcast below.

by Roger Montgomery Posted in Podcast Channel.

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In this episode of The Fear and Greed Podcast, I had the pleasure of joining Jennifer Duke to dissect the current state of earnings season. As we find ourselves at the halfway point, we take a closer look at the prevailing market trends and the intricate factors that are shaping the outcomes reported by various companies. The past week witnessed significant players in the market sharing their results, some with mixed performance, setting the stage for what promises to be another eventful week. Amidst this dynamic environment, I discuss my observations on stocks that have captured my attention, including car sales, Nick Scali, and JB Hi-Fi. 

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I joined Sean Aylmer on The Fear and Greed Podcast to discuss the performance of different sectors and companies over the past year. The first half of the fiscal year saw a compression in P/E ratios for small and large companies due to fears of recession and persistent inflation. In the second half, only a few mega-cap global companies, drove market growth, while the rest remained relatively flat. Do undervalued small-cap companies have potential for growth?

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Roger Montgomery joined My Millennial Money to discuss how to invest in the current climate, how to look for quality companies and share with you some ASX darlings and much more to do with investing.

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