Small caps have broadly underperformed in recent years - so there's a lot of attention on these companies during reporting season, not just for their results but for their outlook.

Roger Montgomery, Founder and Chief Investment Officer of Montgomery Investment Management, talks to Sean about the companies he's watching and what he looks for in a small-cap investment.

This is general information only. You should seek professional advice before making investment decisions.

Small caps have broadly underperformed in recent years - so there's a lot of attention on these companies during reporting season, not just for their results but for their outlook. <a href="http://www.rogermontgomery.com/" data-saferedirecturl="https://www.google.com/url?q=http://www.rogermontgomery.com/&amp;source=gmail&amp;ust=1709264341268000&amp;usg=AOvVaw0aTa6HoGknW3FsSTgNy-OF">Roger Montgomery</a>, Founder and Chief Investment Officer of <a href="https://www.montinvest.com/" data-saferedirecturl="https://www.google.com/url?q=https://www.montinvest.com/&amp;source=gmail&amp;ust=1709264341268000&amp;usg=AOvVaw2ab__tLDSEn2nqBV-RCYH1">Montgomery Investment Management</a>, talks to Sean about the companies he's watching and what he looks for in a small-cap investment. This is general information only. You should seek professional advice before making investment decisions.

Business news you can use. A daily business news podcast with journalists Sean Aylmer and Michael Thompson. Find out more at https://fearandgreed.com.au

Business news you can use. A daily business news podcast with journalists <a href="https://www.linkedin.com/in/sean-aylmer-9922068/" data-saferedirecturl="https://www.google.com/url?q=https://www.linkedin.com/in/sean-aylmer-9922068/&amp;source=gmail&amp;ust=1689199223540000&amp;usg=AOvVaw0wu3ezGEfBZFYspJbTTaYL">Sean Aylmer</a>&nbsp;and&nbsp;<a href="https://www.linkedin.com/in/mcwthompson/" data-saferedirecturl="https://www.google.com/url?q=https://www.linkedin.com/in/mcwthompson/&amp;source=gmail&amp;ust=1689199223540000&amp;usg=AOvVaw08pZ8jZ88rHJgCfbHkTr5k">Michael Thompson</a>.&nbsp;Find out more at&nbsp;<a href="https://protect-au.mimecast.com/s/7AmQCOMxmAtl5q0qiE-KY7?domain=fearandgreed.com.au/" data-saferedirecturl="https://www.google.com/url?q=https://protect-au.mimecast.com/s/7AmQCOMxmAtl5q0qiE-KY7?domain%3Dfearandgreed.com.au/&amp;source=gmail&amp;ust=1689199223540000&amp;usg=AOvVaw1DLq_FuqjEt3HC-ZK1704H">https://fearandgreed.com.au</a>

Fear and Greed is Australia's most popular business podcast.

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Business journalist Sean Aylmer talks to leaders about all things business in the Fear and Greed daily interview. 

Business journalist <a href="https://www.linkedin.com/in/sean-aylmer-9922068/">Sean Aylmer</a> talks to leaders about all things business in the <a href="https://fearandgreed.com.au/">Fear and Greed</a> daily interview.

Business journalist Sean Aylmer talks to leaders about all things business in Fear and Greed Interviews.

Fear and Greed Interviews

Daily business news for people who make their own decisions, with business journalist Sean Aylmer and Michael Thompson. Find out more at https://fearandgreed.com.au

Daily business news for people who make their own decisions, with business journalist <a href="https://www.linkedin.com/in/sean-aylmer-9922068/">Sean Aylmer</a> and <a href="https://www.linkedin.com/in/mcwthompson/">Michael Thompson</a>. Find out more at <a href="https://protect-au.mimecast.com/s/7AmQCOMxmAtl5q0qiE-KY7?domain=fearandgreed.com.au/">https://fearandgreed.com.au</a>

Interview: Small caps to watch this reporting season

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/245acb4b-8d9a-4013-97a0-b11a00c75f1d/transcript

Tuesday 27 January 2026

Local investors are hoping for a benign inflation reading this week, amid all the global turmoil. But if they don’t get one, then a rate hike next week is likely. 
Australia’s largest steel company, Bluescope, shops itself around 
The push to replace Liberal leader Sussan Ley intensifies 
Protests mar Australia Day across the nation
The story of a former flight attendant who conned his way onto hundreds of free flights by posing as a pilot

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And don’t miss the latest episode of How Do They Afford That? - this week, seven money habits that could change your year. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.

Tuesday 27 January 2026
Local investors are hoping for a benign inflation reading this week, amid all the global turmoil. But if they don&rsquo;t get one, then a rate hike next week is likely.&nbsp;
<ul>
<li aria-level="1">Australia&rsquo;s largest steel company, Bluescope, shops itself around&nbsp;</li>
<li aria-level="1">The push to replace Liberal leader Sussan Ley intensifies&nbsp;</li>
<li aria-level="1">Protests mar Australia Day across the nation</li>
<li aria-level="1">The story of a former flight attendant who conned his way onto hundreds of free flights by posing as a pilot</li>
</ul>
Join our<a href="https://fearandgreed.com.au/newsletter-signup"> free daily newsletter here</a>.
And don&rsquo;t miss the latest episode of<a href="https://fearandgreed.com.au/how-do-they-afford-that-sugar-mamma-canna-campbell/"> How Do They Afford That?</a> - this week, seven money habits that could change your year. Get the episode from<a href="https://podcasts.apple.com/au/podcast/how-do-they-afford-that/id1644255235"> APPLE</a>,<a href="https://open.spotify.com/show/1EW5WRlRh7MovSBNkk6dG8?si=b2203ec2fa934a14"> SPOTIFY</a>, or anywhere you listen to podcasts.

Inflation to set rates; Bluescope looks for buyers; the “pilot” scoring free flights

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/e2251c30-6cb2-4d78-bd56-b3de008b245e/transcript

Australia’s miners are entering a new phase of consolidation, with a potential mega merger between Rio Tinto and Glencore putting copper, scale and growth firmly in focus.

Sean Aylmer speaks to Brian Szeto from Morningstar DBRS in Canada about why the biggest miners are doing deals now, why copper has become the most strategic commodity of all, and why standing still may be the biggest risk.

This is general information only. You should seek advice tailored to your circumstances before making investment decisions.

Australia&rsquo;s miners are entering a new phase of consolidation, with a potential mega merger between Rio Tinto and Glencore putting copper, scale and growth firmly in focus. Sean Aylmer speaks to Brian Szeto from Morningstar DBRS in Canada about why the biggest miners are doing deals now, why copper has become the most strategic commodity of all, and why standing still may be the biggest risk. This is general information only. You should seek advice tailored to your circumstances before making investment decisions.

Q+A: The high stakes behind Rio Tinto & Glencore mega merger talks

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/c4f830c1-352e-45a5-ad9e-b3de008b2244/transcript

Monday 26 January 2026

Prime Minister Anthony Albanese appoints a long-time bureaucrat to the plum, but difficult, job of Ambassador to the US. 
Australians are increasingly concerned about their long-term financial prospects. 
Delivery wars are heating up with Guzman doing a deal with Uber Eats. 
China’s Xi Jinping fires his head of military, consolidating his own power. 
Elon Musk ponders buying Ryanair.

Join our free daily newsletter here.

And don’t miss the latest episode of How Do They Afford That? - this week, seven money habits that could change your year. Get the episode from APPLE, SPOTIFY, or anywhere you listen to podcasts.

Monday 26 January 2026
Prime Minister Anthony Albanese appoints a long-time bureaucrat to the plum, but difficult, job of Ambassador to the US.&nbsp;
<ul>
<li aria-level="1">Australians are increasingly concerned about their long-term financial prospects.&nbsp;</li>
<li aria-level="1">Delivery wars are heating up with Guzman doing a deal with Uber Eats.&nbsp;</li>
<li aria-level="1">China&rsquo;s Xi Jinping fires his head of military, consolidating his own power.&nbsp;</li>
<li aria-level="1">Elon Musk ponders buying Ryanair.</li>
</ul>
Join our<a href="https://fearandgreed.com.au/newsletter-signup"> free daily newsletter here</a>.
And don&rsquo;t miss the latest episode of<a href="https://fearandgreed.com.au/how-do-they-afford-that-sugar-mamma-canna-campbell/"> How Do They Afford That?</a> - this week, seven money habits that could change your year. Get the episode from<a href="https://podcasts.apple.com/au/podcast/how-do-they-afford-that/id1644255235"> APPLE</a>,<a href="https://open.spotify.com/show/1EW5WRlRh7MovSBNkk6dG8?si=b2203ec2fa934a14"> SPOTIFY</a>, or anywhere you listen to podcasts.

New Aussie Ambassador to US; long-term finance worries; Guzman-Uber deal

https://api.omny.fm/orgs/2fb3740d-3436-44af-8cc0-a91900716aa5/clips/3e0b74bf-e88c-4040-bf9e-b3dd00b39ede/transcript

Interview: Small caps to watch this reporting season

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