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 See omnystudio.com/listener for privacy information.
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