Investor Insights

Archive: June, 2023

June 27, 2023

Nvidia' share price has surged almost 200 per cent on an AI boom. But will it stay there?

By Roger Montgomery

Rachel Pupazzoni published an article for ABC News discussing how seven companies have experienced significant growth compared to other stocks, collectively rising by 50 per cent year-to-date, while the rest of the companies in the MSCI US Index have remained unchanged. She draws on Roger’s thoughts on how this narrow group of companies driving the market gains is likely influenced by enthusiasm for AI and its transformative potential, although the actual extent of its impact remains uncertain.

June 23, 2023

Ausbiz: Unmasking the Mortgage Cliff

By Roger Montgomery

I joined Ausbiz to discuss how high inflation and global recession fears are impacting markets and the economy. I also share my perspective on the potential mortgage cliff for Australians and explain how aggregate numbers can sometimes conceal individual-level issues, and that marginal consumers often dictate the outlook for firms and their performance.

June 16, 2023

Ausbiz: AI – a bubble or the real deal?

By Roger Montgomery

I joined Ausbiz to discuss artificial intelligence (AI) and why investors should take a step back and consider how companies will monetise AI to create a real secular trend. Will we see a bubble if revenue fails to materialise?

June 9, 2023

My Millennial Money: All things investing

By Roger Montgomery

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.
June 7, 2023

Why stocks in this sector are near an inflection point

By Sean Sequeira

Sean Sequeira from Australian Eagle joined Livewire to discuss whether we are seeing a turning point for consumer discretionary stocks. Sean points out that a deceleration of revenue lines is something to watch and the ongoing demand for travel services is a standout – as confirmed by recent updates from Flight Centre and Webjet.

June 2, 2023

AI stocks: have you missed the buying boom?

By Roger Montgomery

I joined Ausbiz to share my view on generative AI’s transformative potential and investment landscape, giving particular attention to Nvidia’s (NVDA) recent success. New technologies that transform life typically lead to bubbles; however, these new technologies will change the world.


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