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

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.

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