Investor Insights

May 31, 2024

Ausbiz – Stocks that are "hot" right now

By Sean Sequeira

In my recent interview with Ausbiz, I discussed the current economic market, highlighting the change in investor perception regarding interest rates and its significant influence on market performance.
May 23, 2024

Equity Mates: Buy or sell

By Roger Montgomery

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.
May 22, 2024

Fear and greed: How do they afford that?

By Roger Montgomery

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.
May 8, 2024

ABC Nightlife – EV sales downturn

By Roger Montgomery

In last night’s ABC Nightlife interview, I joined Philip Clark to discuss the shifting landscape of the electric vehicle (EV) industry. We covered the significant drop in EV sales across Europe and debated the future sustainability of growth and market potential. Listen to the full conversation here: ABC Nightlife – ABC Nightlife – EV sales downturn.
May 2, 2024

FEAR AND GREED: Busting five myths of private credit

By Roger Montgomery

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.
April 5, 2024

Ausbiz – Chocolate up, Tesla down  

By Roger Montgomery

In this week’s episode of Ausbiz, I share insights into Tesla’s (NASDAQ;TSLA) current challenges, noting the significant gap between vehicle production and sales despite expectations from innovations in AI and battery storage. This discrepancy raises questions about Tesla’s valuation and its similarities to traditional car manufacturers.
April 2, 2024

ABC Nightlife – inflation rates and cost-of-living

By Roger Montgomery

In last week’s ABC Nightlife interview, I joined Philip Clark to discuss the current state of costs of retirement, the implications of rising interest rates, inflation and more. You can listen to the full interview here: ABC Nightlife – Finance with Roger Montgomery
March 28, 2024

Ausbiz – Roger' top megatrend compounding return stock

By Roger Montgomery

In my recent interview with Ausbiz, I compared the prospects of Macquarie Technology (ASX:MAQ) and Tesla (NASDAQ:TSLA). I highlighted Macquarie Technology’s promising future in cloud computing and AI, predicting its share price could potentially rise.
March 22, 2024

Ausbiz – Macquarie Technology (MAQ) a stock to watch

By Roger Montgomery

In my recent interview with Ausbiz, I discussed the current favourable conditions for investing in smaller companies. Small caps have seen a commendable increase of about 4% this year, driven by a combination of disinflation and positive economic growth.
March 8, 2024

Ausbiz – Roger pops the market bubble myth 

By Roger Montgomery

In my recent interview with Ausbiz, I discussed the current state of the stock market and addressed the question of whether it is in a bubble. I noted that the typical euphoria seen in market bubbles is absent and highlighted that both the U. S.

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