The Money Puzzle Podcast: ASX record, AI tech stocks and consumer discretionary companies

ASX record, AI tech stocks and consumer discretionary companies

The ASX just hit a new record and the markets are on a roll: So what should investors be looking for? AI-themed technology stocks and - believe it or not - consumer discretionary companies, says fund manager Roger Montgomery.



In today's episode, we cover: 
Why is the share market on a bull run?
AI hopefuls - Macquarie Technology and Megaport 
Consumer favourites - Lovisa Jewellery and ARB 
Does Bunnings have too much power?

Fund manager Roger Montgomery of Montgomery Investment Management joins wealth editor James Kirby in this episode 

The ASX just hit a new record and the markets are on a roll: So what should investors be looking for? AI-themed technology stocks and - believe it or not - consumer discretionary companies, says fund manager Roger Montgomery.
 
In today's episode, we cover: 
<ul>
<li>Why is the share market on a bull run?</li>
<li>AI hopefuls - Macquarie Technology and Megaport </li>
<li>Consumer favourites - Lovisa Jewellery and ARB </li>
<li>Does Bunnings have too much power?</li>
</ul>
Fund manager Roger Montgomery of Montgomery Investment Management joins wealth editor James Kirby in this episode

The Money Puzzle covers all the important property, business, money and finance news. 

With two episodes published every week, The Australian’s Wealth Editor James Kirby, along with business, property and finance experts share insights and information that you will use on your wealth building journey.

Submit your questions on all things property, business and finance here - themoneypuzzle@theaustralian.com.au

The Money Puzzle covers all the important property, business, money and finance news. 
With two episodes published every week, The Australian’s Wealth Editor James Kirby, along with business, property and finance experts share insights and information that you will use on your wealth building journey.
Submit your questions on all things property, business and finance here - <a href="mailto:themoneypuzzle@theaustralian.com.au">themoneypuzzle@theaustralian.com.au</a>

The Australian’s Money Puzzle covers all important finance and property topics.

The Money Puzzle, with James Kirby

The Australian’s Money Puzzle covers all the important finance and property topics.

Roger Montgomery's Four Stock Picks

The Money Puzzle Podcast: rising rates

It might seem like only yesterday that rates were supposed to be coming down but the news changes fast: This week's inflation data has already prompted calls for RBA rate rises. One of the loudest calls comes from this week's guest... who should know - he's an expert in fixed income markets.

In today's show we cover:
Where to now for fixed income and bonds? 
The limits of exchange-traded funds
What happens to 'big super' when everyone is on a pension?
Why we undervalue cash 

Christopher Joye of Coolabah Capital Investments joins wealth editor James Kirby on today's episode  

It might seem like only yesterday that rates were supposed to be coming down but the news changes fast: This week's inflation data has already prompted calls for RBA rate rises. One of the loudest calls comes from this week's guest... who should know - he's an expert in fixed income markets.
In today's show we cover:
<ul>
<li>Where to now for fixed income and bonds? </li>
<li>The limits of exchange-traded funds</li>
<li>What happens to 'big super' when everyone is on a pension?</li>
<li>Why we undervalue cash </li>
</ul>
Christopher Joye of Coolabah Capital Investments joins wealth editor James Kirby on today's episode

The case for raising rates now

The Money Puzzle Podcast: Why rental growth is going to weaken

For renters it’s been tough, for property owners it’s been plain sailing as rents grew in double digits last year. With slowing immigration intake and some easing of wider pressures, rent increases are not going to stay at those high levels.Where do rents go from here?

In todays show we cover :
The changing outlook for rental growth
Why Melbourne and Hobart will struggle to keep pace
Brisbane property powers ahead
Budget hopes for HECs-laden home buyers 

Nerida Conisbee, chief economist at the Ray White real estate group joins wealth editor James Kirby in this episode 

For renters it’s been tough, for property owners it’s been plain sailing as rents grew in double digits last year. With slowing immigration intake and some easing of wider pressures, rent increases are not going to stay at those high levels.Where do rents go from here?
In todays show we cover :
<ul>
<li>The changing outlook for rental growth</li>
<li>Why Melbourne and Hobart will struggle to keep pace</li>
<li>Brisbane property powers ahead</li>
<li>Budget hopes for HECs-laden home buyers </li>
</ul>
Nerida Conisbee, chief economist at the Ray White real estate group joins wealth editor James Kirby in this episode

Why rental growth is going to weaken

The Money Puzzle Podcast: how to get a successful tax return this year

Handbags and guard dogs - some unlikely tax deduction opportunities

June 30 this year is a unique tax opportunity for the simple reason your tax bill in FY 2024 is very likely to be higher than FY 2025: That means the deductions are better if you get them sorted in the next two months.

In today's show we cover:
The outstanding ways to save tax this year
Making the most of the looming tax cuts
Handbags and guard dogs - some unlikely deduction opportunities
Choosing a trading platform 

Dr Adrian Raftery aka Mr Taxman joins wealth editor James Kirby in this episode 

June 30 this year is a unique tax opportunity for the simple reason your tax bill in FY 2024 is very likely to be higher than FY 2025: That means the deductions are better if you get them sorted in the next two months.
In today's show we cover:
<ul>
<li>The outstanding ways to save tax this year</li>
<li>Making the most of the looming tax cuts</li>
<li>Handbags and guard dogs - some unlikely deduction opportunities</li>
<li>Choosing a trading platform </li>
</ul>
Dr Adrian Raftery aka Mr Taxman joins wealth editor James Kirby in this episode

Roger Montgomery's Four Stock Picks

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