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Ausbiz – New CEOs but same old mistakes…
Roger Montgomery
October 8, 2024
In last week’s interview with Ausbiz, we discussed the recent accusations against Coles (ASX:COL) and Woolworths (ASX:WOW) for misleading shoppers about discounts. We explored how the new leadership at both companies, with female CEO’s, might bring a more nuanced and sensitive approach to crisis management. While Coles has taken a defensive stance, Woolworths’ more measured response could ultimately benefit their long-term brand value. Drawing from past examples like Qantas (ASX:QAN) and Exxon, I highlighted the importance of transparency and suggested that the supermarket that embraces change could gain a competitive edge in the market.
by Roger Montgomery Posted in TV Appearances.
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Myth: Private credit only involves lending to distressed businesses and sectors/industries
Roger Montgomery
November 4, 2024
In this short video, I was joined by Brett Craig, Director at Aura Credit Holdings, our partner in private credit, to addresses a common misconception: that private lending is only for distressed businesses. Brett explains that the Aura Private Credit Income Fund does not deal with distressed debt but focuses on providing capital to quality Australian businesses. After regulatory changes post-GFC, major banks shifted focus, leaving a $400 billion funding gap that private credit funds are now filling to help these businesses grow and thrive. Continue…
by Roger Montgomery Posted in Aura Group, Video Insights.
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Clear and present danger to sharemarkets posed by Republican presidencies
Roger Montgomery
November 25, 2024
by Roger Montgomery Posted in Global markets, In the Press.
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Myth: Private credit does not perform well in disruptive economic conditions
Roger Montgomery
October 29, 2024
In this short video I was joined by Brett Craig, Director at Aura Credit Holdings, our partner in private credit to discuss a common myth that private credit does not perform well in disruptive economic conditions. With some private credit funds being relatively new, and not having experienced a full economic cycle, we dive deeper into this topic. Continue…
by Roger Montgomery Posted in Aura Group, Video Insights.
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Fear + Greed: Why the AI boom might be a bubble – for now
Roger Montgomery
October 29, 2024
This week, I had a great conversation with Sean Aylmer on the Fear and Greed podcast, where we discussed the current artificial intelligence (AI) boom. We examined how companies operating upstream, such as Nvidia (NASDAQ:NVDA), have reached new heights, and questioned whether downstream companies can effectively monetise AI to create value for investors – or if AI could become an innovation that primarily benefits society but falls short in generating substantial shareholder returns.
by Roger Montgomery Posted in Podcast Channel.
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Ausbiz – The “Euphoriameter”
Roger Montgomery
December 13, 2024
Yesterday, I appeared on ausbiz to share my thoughts on the current bull market, including the potential for a correction in January or a broader pullback next year. We discussed how disinflation and economic growth have historically supported innovative companies with pricing power. I also touched on sentiment indicators like the “euphoriameter”, highlighting that while these can signal extremes, the S&P 500 has historically continued to rally after past peaks. Continue…
by Roger Montgomery Posted in TV Appearances.
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November ABC Statewide Drive – Money Matters
Roger Montgomery
November 1, 2024
Yesterday afternoon, I joined Jess McGuire on ABC Statewide Drive for the Money Matters segment, where we discussed the critical role of company boards during times of crisis. We explored how comnpany boards should approach challenging situations. The conversation highlighted the responsibilities of board directors to act swiftly and responsibly, balancing the interests of shareholders, managers, and the broader community. Continue…
by Roger Montgomery Posted in Radio.
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December ABC Nightlife – Finance
Roger Montgomery
December 19, 2024
This week, I had the pleasure of joining Phil Clarke on ABC Nightlife to reflect on the surprising performance of the share market in 2024 and to discuss my outlook for 2025. At the start of the year, many investors and advisers anticipated modest returns following a strong 2023. However, the market defied expectations, delivering even greater gains despite being described by some experts as a “melt-up.” During the episode, I shared insights into why I believe markets may not be as overvalued as they appear, along with what else is on the horizon.
by Roger Montgomery Posted in Radio.
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November ABC Nightlife – Finance
Roger Montgomery
November 28, 2024
Earlier this week, I joined Phil Clark on ABC Nightlife to discuss the latest in finance. We explored the rise of Bitcoin and crypto ETFs, including their increased accessibility and the potential implications of President-elect Donald Trump’s vision for the U.S. as a leading repository for Bitcoin. I also highlighted the drawbacks of relying on charting and technical analysis compared to dollar cost averaging. We also addressed the challenges of navigating financial advice in the era of “finfluencers,” and where to find reputable information. Lastly, I shared insights into Warren Buffett’s recent decisions and what these moves reveal about Berkshire Hathaway’s strategy, while answering some of your questions along the way.
by Roger Montgomery Posted in Radio.
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Ausbiz – AI’s winners and losers
Roger Montgomery
October 31, 2024
In this morning’s Ausbiz episode, I discussed how generative artificial intelligence (AI) might ultimately benefit consumers more than shareholders. We explored the distinct roles within the AI landscape: “upstream” companies like Nvidia (NASDAQ:NVDA) and Intel (NASDAQ:INTC) provide essential infrastructure, while “downstream” firms like Apple (NASDAQ:AAPL), Google (NASDAQ:GOOG), and Microsoft (NASDAQ:MSFT) apply the technology but face slowing profit growth. Amazon (NASDAQ:AMZN), interestingly, occupies a “midstream” position, balancing both infrastructure and application. Continue…
by Roger Montgomery Posted in Technology & Telecommunications, TV Appearances.
Immediately after Donald Trump’s election as the next president of the United States, market analysts began exploring historical correlations to assess potential implications for investors.