PODCAST · business
Montaka's Spotlight Series
by Montaka Global
Join the Montaka Global Investments team as they chat about the stocks and market dynamics that shape their decisions. Listen in for a great stock market education on basics, market commentary and learn how to invest better on your own. Follow along as we share real-time examples and investing tips that govern our stockpicks. Subscribe and leave a review. Questions? Email [email protected] and we will be happy to answer!
Episodes
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AWS Under the Hood: Why Growth Expectations Look Too Low
In this role-reversal episode of Montaka Spotlight, host Lachlan sits down with Montaka CIO Andy Macken to go under the hood of Amazon Web Services. Skipping the technical detail on cloud and AI, they focus on the economics: capacity set to double by the end of 2027, compute prices rising as…
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Visa and Mastercard: How Tokenization Unlocks the Next Growth Leg
Visa has just over 5 billion cards in circulation. It has more than 17 billion tokens. In this edition of Montaka's Spotlight series, Andrew Macken is joined by senior analyst Lachlan Mackay to unpack tokenization, the technology sitting quietly behind almost 60% of Visa's e-commerce…
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Why China's Kimi is a gift to the western hyperscalers
An open weight AI model out of China just landed in the top four in the world, and it is free to download. In this Spotlight Series episode, Andrew Macken is joined by Montaka's Director of Research, Amit Nath, to unpack what the collapse in the cost of intelligence means for Western AI labs, for...
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Is SaaS Dead? Why Salesforce Might Be the Most Misunderstood Stock in Tech
The narrative around Salesforce has been brutal: SaaS is dying, AI agents will bypass software entirely, and the seat-based model is finished. Montaka's Chief Investment Officer Andrew Macken disagrees, and he's put real numbers behind it. In this presentation from the MOI Global Wide-Moat...
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Insights from the Bernstein Conference 2026: AI, Data Moats and Market Risk
AI is no longer just a technology story. It is becoming an operating model question. After returning from the Bernstein Strategic Decisions Conference in New York, Montaka’s Lachlan Mackay shared several signals that matter for investors: AI adoption is moving from optional to expected, with...
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Where Advantages Lie (And Lie) in the Age of AI
AI agents are being framed as an existential threat to enterprise software, with some investors assuming that software platforms, seat-based models, and switching costs could be eroded almost overnight. In this episode of Montaka’s Spotlight Series, Jessica speaks with Andrew Macken, Chief...
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Can We Trust AI Agents? Understanding Deception, Vulnerabilities & Data Poisoning
AI agents are becoming more autonomous—but are they trustworthy? In this episode of the Montaka Global Investment Spotlight Series, Chief of Staff Jessica Dharmasiri sits down with CIO Andrew Macken to explore three critical AI safety risks that every business leader needs to understand: 🔍 AI...
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The News is Bad and the Facts are Good
The noise is bad and the facts are good – KKR CEO Scott Nuttall's words from late 2025 perfectly describe many stocks in Montaka's portfolio today. In this Spotlight Series episode, Lachlan Mackay and Tim Le dissect recent financial results from Amazon, Meta, Spotify, REA Group, and DoorDash....
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The SaaS Apocalypse: Why the Market Got It Wrong
We tackle the recent market panic head-on. With software stocks experiencing a dramatic sell-off over AI agent fears, we examine whether the "SaaS apocalypse" narrative holds up to scrutiny. Join Montaka's Director of Research Amit Nath, Senior Analyst Lachlan Mackay, and Portfolio Manager Andrew...
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Is Enterprise SaaS Dead, or Just on Sale?
Enterprise software stocks—from Salesforce to ServiceNow and Atlassian—have been hit hard, with many down 40–60% in the last year. The market narrative? Generative AI will disrupt software creation, compress pricing, eliminate seats, and ultimately render incumbent platforms obsolete. But is that...
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Beyond the AI hype: Understanding Cloud Computing's Real Moats
In this Montaka Spotlight Series podcast, Andy sits down with Amit Nath to challenge the prevailing narrative that AI is in a bubble. As a prelude to Montaka's forthcoming white paper on AI infrastructure, they explore critical misperceptions about hyperscale cloud providers. Perfect for:...
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Why High PE Ratios Don't Always Mean Overvaluation | Montaka Investment Philosophy
Are markets overvalued? It depends on how you look at it. In this excerpt from a recent client presentation, Andy shares our investment philosophy and why traditional metrics like PE ratios can be misleading when evaluating companies with transformational growth potential. Key Topics Covered: →…
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The $500 Billion AI Bet: Can OpenAI’s Massive Infra Push Ever Pay Off?
Last month, OpenAI committed to an extra $300 billion of revenue for Oracle — and just 12 days later, Nvidia announced a $100 billion data center investment to support OpenAI’s expansion. The scale is staggering… and a little baffling. In this Spotlight Series episode, Andy, Lachie, and Amit take...
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Looking for a #Buy stock? Floor & Decor could be the next big compounder
Today’s Spotlight episode comes from Andy’s global stage presentation at the Wide-Moat Investing Summit. View the slides here: https://tinyurl.com/floor-decor The focus? Floor & Decor – a U.S. retailer with undervalued potential. You’ll learn why flywheels matter, how cyclical lows create...
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Azure, Google, AWS: Who’s Winning the Cloud & AI Race?
What do you get when you mix AI, cloud infrastructure, and $100B in annual CapEx? A generational shift. In this episode, Andy and Amit explore why Microsoft, Google, and Amazon are growing faster than ever—and why this cloud boom still has miles to run. From legacy workload migration to…
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Scale Economics: The Secret Sauce of Amazon, Spotify & More
What do Costco, Spotify, and a flooring retailer have in common? They all harness a rare business superpower: the flywheel effect. Join Andy and Lachie as they reveal how patient capital, psychological discipline, and customer obsession create unstoppable companies—and how you can spot them…
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Insights from the Bernstein Conference: AI, Private Credit & the Future of Investing
Join Andy, Amit, and Lachlan as they unpack key takeaways from the prestigious Bernstein Strategic Decisions Conference in New York. From AI-driven transformations in the restaurant industry to the evolving landscape of private credit and enterprise software, this episode offers exclusive…
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AI Agents: The $3.7 Trillion Labor Transformation
In this episode of Montaka’s Spotlight Series, Andy sits down with Amit Nath to explore the seismic shift AI agents are bringing to the global workforce. From redefining productivity to unlocking $3.7 trillion in annual labor savings, they break down how businesses like Salesforce, ServiceNow…
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Amazon’s Robotics Revolution: How AI & Automation Fuel Its Unstoppable Flywheel
In this episode of the Spotlight Series, Andy and Lachy unpack Amazon’s hidden flywheel: its robotics revolution. From 5-story fulfillment centers the size of 55 football fields to AI-powered sorting and packing, they explore: How thousands of robots are replacing human roles—safely, efficiently,...
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Why the Best Companies Aren’t as Expensive as They Seem: Unpacking Valuations
In this episode of the Montaka Spotlight Podcast, Chris and Andy dive into the complexities of market valuations, focusing on why some of the world’s most advantaged companies may appear overvalued at first glance but are actually reasonably priced when you dig deeper. They discuss three key...
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The Deepseek Disruption: Should you be concerned?
Unravel the impact of DeepSeek, a relatively unknown Chinese AI lab, which recently released a high-performance AI model at a fraction of the cost of leading models like OpenAI's. Deepseek's AI model, which is open-source and available for commercial use, has caused a stir in the tech world,...
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Why Spotify Keeps Smashing Expectations: A Deep Dive into Its Unstoppable Growth
Spotify has proven that even in a competitive landscape dominated by giants like Apple, it can thrive and grow exponentially. In this final Spotlight Series podcast of 2024, Senior Research Analyst Lachlan Mackay joins host Andy, to break down the core reasons behind Spotify's impressive stock...
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Lessons from Ironman: Sam Musgrove shares his strategy for success
Elite triathlete Sam Musgrove shares his remarkable journey from rugby to completing the Ironman World Championships. Learn about mental toughness, strategic goal-setting, and how the disciplines of endurance sports parallel success in business and life. 💪 How do you tackle a 3.8km swim, 180km...
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Our latest 'Compounder': Floor&Decor
We added one new 'compounder' investment to Montaka's portfolio during the quarter: Floor & Decor (FND), a US-based big box specialty retailer of hard-surface flooring. In this month's podcast, Andy and Chris explain why we believe FND is primed for long-term earnings growth and, yet remains...
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The Flywheels Driving Amazon's Dominance
In today’s fast-paced digital world, businesses must constantly innovate and adapt to stay ahead. One company that has mastered this art is Amazon. By leveraging a series of interconnected "flywheels," Amazon has created a self-reinforcing cycle of growth and competitive advantage. In this…
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Should you worry about the Stock Market volatility?
Join our investment team - Andy, Chris, Amit and Lachie- as they dive into the recent stock price declines. Are these drops a sign of trouble, or is there more to the story? They also discuss the impressive quarterly results of KKR and Spotify. Despite the market turbulence, these companies are...
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Understanding Compounders: The Key to Sustainable Investment Growth
Discover the secrets behind compounders - businesses that harness sustainable growth and competitive advantages to achieve remarkable long-term returns. In this episode, we revisit our most popular discussion diving deep into what makes a compounder, why they are crucial for investors, and how…
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The Evolution of Tech Giants
Join Andy and Chris in as they discuss the increasing concentration of tech companies in the stock market. They analyze historical data, noting that the top ten stocks in the S&P 500 now account for 33% of its total value, a significant rise from historical levels. Is this concentration a cause…
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Unveiling secrets to investing in luxury powerhouse LVMH
In this insightful podcast, we unravel the secrets behind LVMH's remarkable success in the luxury goods market. From their iconic brands like Louis Vuitton and Christian Dior to their strategic pricing power and relentless focus on nurturing brand heritage, we explore the factors that have...
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4 simple steps to unearth great investment opportunities
Andy and Chris step through our recent essay titled: 4 simple steps to unearth great investment opportunities. They show how great investment opportunities can stem from identifying (i) structural transformations, (ii) the related supply chains, (iii) the competitively protected players, and (iv)...
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Beyond Private Equity: Why BLACKSTONE is a Stealth Opportunity
Unlock the hidden strengths of @Blackstone, the alternative asset powerhouse. In this insightful episode, @MontakaGlobal's Andy and Chris reveal 6 underappreciated advantages fueling Blackstone's massive upside potential. While Blackstone is a well-known name, many investors may be…
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Shining the spotlight on ServiceNow
Tune in to this month's Spotlight Series podcast as Amit and Andy delve into ServiceNow's enduring potential, exploring how its innovative offerings, paired with generative AI, are revolutionizing productivity for enterprise clients and paving the way for a promising future. #Montaka #Global...
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Highlights from 2023- Top 3
We circle back to three of our most popular podcasts from the last year or so, and fish out a couple of highlights that we think are really important to underscore as we enter 2024. Hope you enjoy listening! #Montaka #TBT #Highlights #2023 #SpotlightSeries #Podcast Disclaimer: Issued by Montaka...
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Mind the 4 demographic truths of equities
Andy & Chris circle back to our essay published last month, titled Mind the 4 demographic truths of equities, and discuss why these truths are critical for investors to keep in mind when constructing portfolios. There is no doubt the current environment is febrile and uncertain. It is a…
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Q3 2023 Earnings season wrap
Exciting new episode with Chris Demasi & Matt Briggs where they discuss the most recent Q3 reporting season. We dig deeper into the recently reported financials to unearth certain overlooked nuggets which relate to Montaka’s core portfolio holdings: Amazon, Spotify, Blackstone and Microsoft....
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Unlocking Investment Success: The Three Pillars of Active Management Outperformance
Join Andy and Chris in a deep dive into the Three Pillars of Active Management - Concentration, Patience, and Discipline. They draw on empirical research to explain how these three pillars can lead to superior long-term returns for investors. By examining real-world examples and case studies…
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The Streaming Wars and Hyperscalers
The landscape of TV viewing stats and the evolving dynamics of advertising dollars are explored. While ad spending on TV remains steady, viewership is on the decline. On the other hand, Streaming platforms have surged to their highest levels, with viewers increasingly dedicating their time to...
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Uncovering the Meta (Facebook) stock revival
Meta’s stock closed out its ninth straight monthly gain, becoming one of the best performers in the S&P500 this year- after losing two-thirds of its value in 2022.From a sharp decline last year to a remarkable recovery in the current, discover how Meta, formerly known as Facebook, has navigated...
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Montaka's Stock Story: 5 reasons to buy alternatives giant KKR for your portfolio
Join Chris Demasi and Amit Nath as they discuss the alternative assets manager KKR, a bullet train that has just begun picking up speed. It started out moving slowly then steadily, but momentum is about to flip and rapidly propel the business forward. From the enormous opportunity to further...
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Evolve as an Investor: Five Unambiguous Truths, Setbacks and Learnings
Chris and Andy discuss the importance of learning and evolving as investors in the Spotlight Series podcast episode. They reflect on the quotes by Formula One Champion Nikki Lauda and Charlie Munger, highlighting the lessons to be learned from failures and setbacks. They emphasize the need to…
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Rounding up the Q1 2023 Earnings season
This month Andy talks with Amit about the Q1 earnings season that is unfolding. Of particular interest are the results of Blackstone, Microsoft, Amazon, S&P Global, and Meta. Despite a very challenging quarter in financial markets, Blackstone still raised US$40 billion in new assets, bringing…
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Banking on AI: The Collapse of SVB and Credit Suisse, and the Rise of GPT4 and Microsoft's Copilot
We discuss the recent collapse of Silicon Valley Bank and Credit Suisse, from liquidity squeezes and investor panics to the resilience of big banks. We explain why the US banking system is healthy at the moment and why a GFC replay is unlikely. And then moving onto AI, we dive into the exciting...
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Tech isn't dead (Special Whitepaper edition)
The world of AI and tech is moving fast, and in the past few weeks, we've seen remarkable innovations like 'ChatGPT'. If you're an investor who wants to stay ahead of the curve, you won't want to miss this podcast. In 2022, many declared tech dead, but Montaka's deep analysis proves otherwise.…
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Looking Ahead: Navigating the Markets in 2023
Andy and Chris discuss their views on the market and the economy as we head into 2023. They believe that the downturn in 2022 created a great opportunity to buy high-quality businesses at a lower price, due to moderating inflation and slowing economic growth in the US. In their opinion, the...
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Of 'compounders' and what defines them
What are 'compounders'? You might have heard the term being tossed around in the investment industry but what do we actually mean by it. Andy and Chris discuss the key characteristics of a 'compounder'. They also talk about a recent study that shows that the 'compounders' that have achieved 10x...
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The case for optimism- rounding up Q3 earnings
Andy and Chris talk about some interesting recent developments as we just come through another quarterly earnings period. They discuss the operating conditions and the progress happening in the businesses we own in our portfolio. They go on to share their perspective on what's been happening in…
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The impending inflection point in global equities
In this podcast, Andy is joined by Director of Research, Amit Nath, to discuss the macroeconomic drivers of equity markets this year. The year so far has been quite shocking for investors who are probably wondering when the turbulence will end. Given that, we take a step back and look at 5 key...
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Which stocks will win in a strange economic environment?
We are entering a period of difficult economic times, but there is a class of stocks that will keep performing. These stocks have ‘advantaged’ businesses. In this Podcast, Chris and Andy look at the mission-critical companies best placed to thrive in this "strange and challenging” economic...
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Q2 earnings season & maintaining a long-term view
In this podcast, Andy & Chris chat about the Q2 reporting season for 2022 and highlight important insights on Montaka's investee companies, including Amazon, Alphabet and Blackstone. Is the market being overly myopic today? And what can public investors learn from private investors? #Q2 #2022...
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What are the big questions in markets today?
In this podcast, Andy & Chris discuss some of the biggest questions on the minds of investors. From inflation to interest rates, to a potential recession and the stock market sell-off that reflects all of these concerns and more. How should investors update their positioning in light of these...
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ABOUT THIS SHOW
Join the Montaka Global Investments team as they chat about the stocks and market dynamics that shape their decisions. Listen in for a great stock market education on basics, market commentary and learn how to invest better on your own. Follow along as we share real-time examples and investing tips that govern our stockpicks. Subscribe and leave a review. Questions? Email [email protected] and we will be happy to answer!
HOSTED BY
Montaka Global
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Frequently Asked Questions
How many episodes does Montaka's Spotlight Series have?
Montaka's Spotlight Series currently has 56 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Montaka's Spotlight Series about?
Join the Montaka Global Investments team as they chat about the stocks and market dynamics that shape their decisions. Listen in for a great stock market education on basics, market commentary and learn how to invest better on your own. Follow along as we share real-time examples and investing tips...
How often does Montaka's Spotlight Series release new episodes?
Montaka's Spotlight Series has 56 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Montaka's Spotlight Series?
You can listen to Montaka's Spotlight Series on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Montaka's Spotlight Series?
Montaka's Spotlight Series is created and hosted by Montaka Global.
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