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.

Roger Montgomery's Four Stock Picks