Roger Montgomery's Four Stock Picks

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.