Season 1, Episode 23

 Beware The Black Swan 

Today our guest is Roger Montgomery from Montgomery Investment Management to talk about his approach to value investing and what he thinks is going on with the Australian market and economy at the moment. Lots of great insights in this one, from the economics of enough, to black swans and what happens when the fear of missing out becomes larger than the fear of loss.

For our premium subscribers, Tony then analyses our company of the week, Credit Corp Group (CCP), who does pretty well on the checklist.

This week’s beats by Chad Crouch.

 

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Related

S03E18 – St Anthony

Today “St Anthony” answers your questions, reveals the true cost of sending kids to private school, and explains how he approaches raising a wealthy child.

S03E17 – Michael Dee, Pythagoras

Our guest this week is Michael Dee from Pythagoras Investing – www.PythagorasInvesting.com. His tool “predicts the timing of upcoming share events and their positive or negative price effects.”

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Trackbacks/Pingbacks

  1. Is value investing really dead? - QAV Podcast - […] tells me that we’re towards the end of the rally and not at the start of it,” he said…
  2. Learning Value Investing - cameronreilly.com - […] For the last six months I’ve been learning value investing from Tony Kynaston, who I think of as “Australia’s…
  3. The Wuhan Black Swan | QAV - Investing In Shares - […] recent ASX downturn has made me think of the interview we did with Roger Montgomery last year where he…

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