TV Appearances
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MEDIA
Ausbiz – A deflationary surprise?
Roger Montgomery
December 1, 2023
In my recent interview with Ausbiz, I aimed to provide insights into prevailing economic trends, particularly focusing on the U.S. economy. It’s evident that the market sentiment has transitioned from recession concerns to the possibility of enduring inflation, a shift I believe might stem from potentially overreaching actions by the Federal Reserve to curb economic momentum. Additionally, I discussed the likelihood of the Australian economy already being in a recession and the potential impact on both the broader equity market and small-cap stocks in general. You can watch the full interview here. Ausbiz – A deflationary surprise?
by Roger Montgomery Posted in Economics, Market commentary, TV Appearances.
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MEDIA
ABC The Business – Munger’s legacy, U.S. rates, and RBA predictions
Roger Montgomery
November 30, 2023
In this week’s interview on ABC The Business, we delved into the recent developments surrounding Charlie Munger’s passing, the shifts in U.S. rates, and the premature assumptions made by investors about next year’s anticipated downward movements. Additionally, we explored the Reserve Bank of Australia’s insights on rates and their potential future trajectory. To catch the complete discussion, simply jump to the 11:50-minute mark in the episode published on November 29. ABC The Business – Munger’s legacy, U.S. rates, and RBA predictions
by Roger Montgomery Posted in Global markets, TV Appearances.
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MEDIA
Ausbiz – Winners are grinners: how boomers are benefiting from inflation
Roger Montgomery
November 24, 2023
In my recent interview with Ausbiz, I aimed to spotlight the differential impact of rising interest rates on different age groups in Australia. Specifically, I emphasized how baby boomers tend to thrive in such conditions, while the younger generation, particularly those managing mortgages, face a contrasting scenario. Additionally, I delved into the intricate dynamics of domestic inflation and discussed socio-economic consequences arising from intergenerational disparities. Watch the full interview here. Ausbiz – Winners are grinners: how boomers are benefiting from inflation
by Roger Montgomery Posted in Market commentary, TV Appearances.
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MEDIA
Ausbiz – Data centers thrive in AI era
Roger Montgomery
November 17, 2023
In this week’s interview on Ausbiz, I wanted to delve into the growing significance of data centers due to heightened AI demand and increased cloud expenditure, which is drawing striking parallels to the early days of smartphone adoption. This surge in AI integration amplifies the necessity for computational resources and data storage, consequently fuelling the demand for data centers and the increasing value of investing in them. Watch the full interview here. Ausbiz – Data centers thrive in AI era
by Roger Montgomery Posted in Market commentary, Technology & Telecommunications, TV Appearances.
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MEDIA
Ausbiz – The market’s ‘weighty’ overreaction…
Roger Montgomery
November 13, 2023
In last week’s Ausbiz interview, I explored investor sentiment surrounding the latest GLP-1 medications, specifically on Ozempic and its implications for companies like CSL (ASX: CSL) and ResMed (ASX: RMD). While the drop in CSL’s share value suggests market concerns about competing Ozempic-style drugs, I argue that these anxieties may be unfounded. My perspective rests on the belief that such medications might not be as transformative in addressing the weight of the U.S. population as investors might anticipate and the affordability surrounding it. Watch the full interview here. Ausbiz – The market’s ‘weighty’ overreaction… continue…
by Roger Montgomery Posted in Companies, Market commentary, TV Appearances.
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MEDIA
ABC The Business – Insights into Wesptac’s performance, RBA meeting, and Newcrest mining takeover
Roger Montgomery
November 7, 2023
During my recent interview on ABC’s The Business with Kirsten Aiken, I delved into several key topics. We explored Westpac’s (ASX: WBC) recent financial results, highlighting an overall improvement for the year, albeit with a slight decline from their first-half results. Additionally, we discussed the outlook in the context of the Reserve Bank of Australia’s (RBA) meeting and the consensus regarding potential rate increases. Furthermore, we touched upon the noteworthy takeover of Newcrest Mining by Newmont. continue…
by Roger Montgomery Posted in Companies, Market commentary, TV Appearances.
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MEDIA
Ausbiz – Does the recent rally have legs?
Roger Montgomery
November 3, 2023
In this week’s interview with Ausbiz, I wanted to discuss the potential for a continued equity rally. I cited a report from a Canaccord strategist who believes the environment does set the stage for a further rally. This is partly because, in the strategist’s view, the U.S. economy will slow down very rapidly. In fact, they put the probability of a recession at 99.9 per cent, and with stocks outside of the Magnificent Seven already lower – the U.S. Bank equity index has already been smashed by 50 per cent – it’s way too late to be negative now. So is the bad news already priced in? Watch the full interview here Ausbiz – Does the recent rally have legs?
by Roger Montgomery Posted in Market commentary, TV Appearances.
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MEDIA
Ausbiz – The last call
Roger Montgomery
October 30, 2023
Last week, I participated in Ausbiz’s ‘The last call,’ a casual panel chat where we discussed our current perspectives on both the Australian and global markets. We also delved into the topic of the ‘magnificent seven,’ with a particular focus on their integration of AI into their products. Additionally, we explored how investors should approach investments in the AI sector. If you’re interested in learning more, I encourage you to listen to the full panel discussion where we covered even more insights. You can watch the discussion here: The last call
by Roger Montgomery Posted in Global markets, Market commentary, TV Appearances.
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MEDIA
Ausbiz – “There’s a good reason the S&P/ASX200 has gone nowhere in 16 years…”
Roger Montgomery
October 26, 2023
In last week’s interview with Ausbiz, I wanted to give my view on the stagnant performance of the ASX 200 over the last 16 years due to Australia’s tax-incentivised dividend policies. I also wanted to highlight how this approach leaves little for reinvestment, leading to flat returns. We delved into more insights during the interview, so if you want to hear the full discussion, have a listen to it here: There’s a good reason the S&P/ASX200 has gone nowhere in 16 years…
by Roger Montgomery Posted in Market commentary, TV Appearances.
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MEDIA
Ausbiz – Is this the dawning of a new financial era?
Roger Montgomery
October 20, 2023
In this interview with Ausbiz, I wanted to give my take on a new financial era with stable but slightly higher interest rates. I also advocated for a shift in investment strategies, especially in private credit as a reliable asset class in such an environment. The emphasis on risk diversification and thorough research to manage related risks. Watch the full interview here: Is this the dawning of a new financial era?
by Roger Montgomery Posted in Market commentary, TV Appearances.
