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

Every week, The Australian's James Kirby delivers two power-packed episodes featuring in-depth analysis of property markets and smart money-making strategies.

Unlock your wealth potential with The Money Puzzle.

Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.

Get tips from leading experts and practical tools to help build lasting wealth.

Submit your questions at themoneypuzzle@theaustralian.com.au. 

Unlock your wealth potential with The Money Puzzle.
Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.
Get tips from leading experts and practical tools to help build lasting wealth.
Submit your questions at <a href="mailto:themoneypuzzle@theaustralian.com.au">themoneypuzzle@theaustralian.com.au</a>.&nbsp;

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

The Money Puzzle

Unlock your wealth potential with The Money Puzzle.

Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.

Get tips from leading experts and practical tools to help build lasting wealth.

Submit your questions at themoneypuzzle@theaustralian.com.au.

Unlock your wealth potential with The Money Puzzle.
Featuring two power-packed episodes each week packed with smart money-making strategies, from superannuation to investing in shares, plus in-depth analysis of property markets.
Get tips from leading experts and practical tools to help build lasting wealth.
Submit your questions at themoneypuzzle@theaustralian.com.au.