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Montaka's Spotlight Series

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 questions@montaka.com and we will be happy to answer!
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The case for optimism- rounding up Q3 earnings

Montaka's Spotlight Series

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Looking Ahead: Navigating the Markets in 2023
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 probability of interest rates continually increasing throughout 2023, is very, very low- which offers a more favorable environment for equities. In the current market conditions some businesses are facing headwinds from the tough macro environment. However, the expectations priced into stocks are for a much greater decline, which could result in positive surprises and an increase in stock prices. They strongly believe that buying stocks when they are undervalued is the best way to reduce risk and see 2023 as a great entry point for investments that will reap benefits in the long-term. They also touch upon Montaka's current portfolio exposures and deep dive into one of our holdings- S&P Global, which they believe will thrive in this environment. 
19:18
February 08, 2023
Of 'compounders' and what defines them
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 returns over a decade were driven mostly by revenue and earnings power growth, and the entry price or timing the stock market has very little impact on them. So being able to identify and invest in those businesses that can truly compound their earnings power over a long period of time is the most powerful form of investing. They sum it all up by introducing Montaka's articles for the month. Chris wrote about the difference between cyclical and structural growth and its sustainability. While Andy responds to six key questions from investors around Meta platforms in his piece.  Please go to our website www.montaka.com/blogs and read these articles.
28:35
December 14, 2022
The case for optimism- rounding up Q3 earnings
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 the market in the past few days in light of the price volatility in global equities.  #bear or #bull #global #equities #stockpick #investment #management #portfolio #manager #amacken #cdemasi #montaka
26:16
November 15, 2022
The impending inflection point in global equities
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 charts that provide some perspective on the current environment for investors. They analyze the evidence of a looming inflection point. And they discuss a handful of global stocks that Montaka believes are set to re-rate.  #global #equities #bear vs #bull #inflection point #markets #commentary #trend #investors #hope #montaka #global #investments
24:12
October 10, 2022
Which stocks will win in a strange economic environment?
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 environment.  And they look at why Microsoft is extraordinary value when viewed from a private equity perspective. #stockpicking #finance #investment #business #money #investing #trading #stockmarket #stocks #wealth #invest #motivation #personalfinance #financialliteracy #wallstreet #financetips #investor 
23:32
September 14, 2022
Q2 earnings season & maintaining a long-term view
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?
20:57
August 04, 2022
What are the big questions in markets today?
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 headwinds?
19:53
July 11, 2022
Drawdowns- Even God's own portfolio can't avoid them
Drawdowns- Even God's own portfolio can't avoid them
While the selloff in global equity markets this year has been unpleasant, it was not unusual. Listen to this interesting podcast featuring Andrew Macken and Chris Demasi from Montaka Global Investments where they discuss a hypothetical stock portfolio constructed with perfect foresight - Let's refer to it as 'God's portfolio' - would deliver stratospheric long-term returns… but still could not avoid agonizing drawdowns. Wesley Gray, Phd, an asset manager and former US Marine, published a paper in 2016 concluding this which is discussed in our blog here: https://montaka.com/blogs/accept-the-drawdowns/. Over the 90-year investment horizon, God’s portfolio compounded at more than 29% per year which would have turned an initial investment of just $1 into almost $12 billion! (The S&P500 index of the top 500 US listed stocks returned on average just under 10% per year in this time and a $1 investment would have grown to about $5,000.) While the theoretical value created by God’s portfolio is no doubt staggering, the drawdown profile is more astonishing. Instead of protecting against large reversals in fortune, God’s portfolio endured the pain of drawdowns that exceeded 20% on ten different occasions. The worst of these was a 76% decline over almost three years in the Great Depression – not dissimilar to the stock market’s 85% drawdown around the same time. Must listen to this interesting discussion around #sell-off #investing and the #volatile #global #equity markets. 
15:10
June 03, 2022
Why AI (Artificial Intelligence) is today's most important investment theme - and how to profit from it
Why AI (Artificial Intelligence) is today's most important investment theme - and how to profit from it
Most investors are aware that artificial intelligence, or AI, is an important transformation. But many still underestimate the sheer world and life-changing power of this revolution and its investment potential. AI will recast and refashion every aspect of life: how we consume, how we work, how we monitor industrial machines, how we deliver healthcare, how wars are won, and how we solve climate change. Not only is software eating the world, but it is becoming a lot smarter at an accelerating rate and will continue to do so. Why? Because of AI – and more specifically, machine learning (ML), the most common and practically applicable subset of AI today. In this podcast, Andy and Chris discuss Montaka’s recently published whitepaper: The Amazing Hyperscalers – Why epoch-defining AI is today’s most important investment theme. They share Montaka’s latest thinking on AI and why owning the world’s leading hyperscalers is so attractive today.
21:57
April 12, 2022
Getting to know Amit Nath, Senior Analyst at Montaka
Getting to know Amit Nath, Senior Analyst at Montaka
Andy connects with Montaka's Senior Analyst, Amit Nath, from our New York office. Get to know how Amit’s background as a generalist investment banker and credit analyst helps him uncover great long-term investment opportunities for Montaka’s portfolio. #investment #thoughts #NY #analysis #research #global #equities
15:37
March 30, 2022
Concentrated & Patient: How Active investing wins
Concentrated & Patient: How Active investing wins
Andy chats to Chris about two key ingredients for long-term investing success: (i) portfolio concentration; and (ii) long-term patience. Chris wrote about these winning fund manager characteristics in our August Monocle. A select set of active managers who run concentrated portfolios and patiently hold their positions have been shown to significantly outperform over the long term. With passive strategies set to be challenged in the next decade, investors need Active investing avenues now more than ever. #investing #basics #Passive or #Active #FundManagement #InvestmentMgmt #IndexFunds #ActiveETFs #MKAX #MOGL
12:26
March 30, 2022
Why have investors become THEME JUNKIES?
Why have investors become THEME JUNKIES?
Chris talks to Andy about a piece he wrote for the Montaka Monocle last year titled: Why have investors become theme junkies? Each year investors will be served up an array of exciting new themes to consider. The only problem is - as you’ll hear in our discussion - it remains far from clear if many of these new themes are even themes at all. #investing #howto #stocks #equities #themes
16:41
March 30, 2022
 Kicking off 2022: Inflation up, stocks down, what to do?
Kicking off 2022: Inflation up, stocks down, what to do?
Andrew Macken & Chris Demasi discuss the significant equity market volatility that has characterised the beginning of 2022. US inflation and interest rate expectations seem to be the sole focus of the markets. But Andy & Chris step through some important reasons why equity markets may well have already overshot to the downside. #Stocks #Inflation #Equities #ASX #HowToInvest #BuySellHold
18:58
February 16, 2022