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