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 

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