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!
Montaka's Spotlight Series
Claim This Podcastby Montaka Global
5.0(5 reviews)
53 episodes
Updated Bi-weekly
Accepts GuestsHas Sponsors
25
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality38
Social0
YouTube0
Engagement32
Podcast Overview
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!
Language
🇺🇲
Publishing Since
2/16/2022
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25
Podcast Authority
BetaPoorBased on show quality, social media presence, reviews, charts, and more
Quality38
Social0
YouTube0
Engagement32
7
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11
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excellent
Episode Length
25 minutes
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6.5/10
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Recent Episodes
July 14, 2026
Is SaaS Dead? Why Salesforce Might Be the Most Misunderstood Stock in Tech
<p>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.</p><p>In this presentation from the MOI Global Wide-Moat Investing Summit, Andy breaks down why Salesforce's real advantage was never the software itself. It's the trusted, secure distribution into 150,000+ enterprise customers, the 250+ petabytes of proprietary data, and the scale of R&D that competitors can't replicate. As agentic AI adoption accelerates, he argues these advantages get stronger, not weaker. To access the slides used in the presentation, please click <a href="https://7041279.fs1.hubspotusercontent-ap1.net/hubfs/7041279/2606%20Montaka%20Salesforce%20Long%20Research.pdf" target="_blank" rel="noopener noreferer">here</a>.What you'll learn:0:00 Introduction0:46 The SaaS death debate1:40 Salesforce's 25-year track record2:39 Four themes for this presentation3:34 The "SaaSpocalypse" narrative4:46 What the market is currently pricing in6:55 The enterprise deployability problem7:10 Six risks enterprises must manage before deploying AI agents9:42 How Salesforce embeds agents into existing workflows10:37 Headless access and the platform shift11:11 Salesforce's three real moats: data, distribution, scale12:24 Why token economics matter more than model quality12:41 Corporate token budgets under scrutiny12:54 Why agentic workloads are hundreds of times more compute-intensive13:54 The US power bottleneck problem15:28 Where AI models get commoditized, and where they don't17:17 Real customer ROI data18:39 Agentic Work Units are going parabolic19:08 Why revenue growth still looks sluggish21:18 The earnings power case25:10 A shift in market sentimentIf you'd like to go deeper on Montaka's thinking, visit the Insights section at montaka.com.Disclaimer: Issued by Montaka Global Pty Ltd ABN 62 604 878 533, AFSL 516942. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.#Tech #Stocks #SaaS #Salesforce #GlobalEquities</p>
June 12, 2026
Insights from the Bernstein Conference 2026: AI, Data Moats and Market Risk
<p>AI is no longer just a technology story. It is becoming an operating model question.</p><p>After returning from the Bernstein Strategic Decisions Conference in New York, Montaka’s Lachlan Mackay shared several signals that matter for investors:</p><ol><li>AI adoption is moving from optional to expected, with companies like MSCI embedding usage into day-to-day work.</li><li>Proprietary data is becoming more valuable, not less, as AI agents need trusted, real-time inputs.</li><li>Payment networks such as Visa, Mastercard and Amex are using scale data to strengthen fraud prevention and agent commerce.</li><li>Private credit is facing a transparency reset, with demand rising for ratings, benchmarks and better asset-level data.</li><li>Macro risk remains live, even as equity markets remain near record highs.</li></ol><p>The key question is not “who uses AI?” It is “who owns the data, distribution and trust layer AI needs?”</p><p>Listen to the latest Montaka Spotlight episode for the full discussion.</p><p>#GlobalEquities #ArtificialIntelligence #InvestmentInsights #FinancialServices #Montaka</p><p><br></p><p><strong>Disclaimer:</strong> Issued by Montaka Global Pty Ltd ABN 62 604 878 533, AFSL 516942. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.</p><p></p>
May 1, 2026
Where Advantages Lie (And Lie) in the Age of AI
<p>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.</p><p>In this episode of Montaka’s Spotlight Series, Jessica speaks with Andrew Macken, Chief Investment Officer at Montaka Global Investments, about the central argument from Montaka’s latest whitepaper: <a href="https://montaka.com/ai-whitepaper/" target="_blank" rel="noopener noreferer"><strong>Where Advantages Lie in the Age of AI</strong></a>. </p><p>They unpack why the AI “doomsday” scenario may be overstated, including the security risks of AI models, the power and compute bottlenecks limiting widespread agent deployment, and the practical difficulty of deploying AI agents safely inside large enterprises.</p><p>The discussion then turns to where competitive advantages may actually strengthen in an AI world, including scarce compute and electric power, proprietary data flywheels, enterprise distribution, R&D scale, and irreplaceable digital assets. Andrew also explains why some advantaged businesses may have been unfairly sold off as markets price in disruption too broadly.</p><p>#ArtificialIntelligence #AIInfrastructure #EnterpriseSoftware #CompetitiveAdvantage #InvestmentInsights #GlobalEquities #LongTermInvesting #MontakaGlobal</p><p><br></p><p><strong>Disclaimer:</strong> Issued by Montaka Global Pty Ltd ABN 62 604 878 533, AFSL 516942. This information is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions.</p>
53 total episodes available
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Frequently asked questions
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- What is Montaka's Spotlight Series?
- How often does this podcast release new episodes?
This podcast updates bi-weekly.
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This podcast is available on 9 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
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