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

S02E02 – The Property Equation

Tony answers some questions from listener Jamie in Perth about balance between property and shares. He also talks about a couple of investing books he’s been reading, and in our Club edition we analyse BSL – Bluescope Steel.

S02E01 – Time In The Market

Season Two of our investing podcast!! We look at our portfolio’s month end report and how it compared to the All Ords Total Return index and answer questions from Club Member Mike L about the accuracy of future predictions. Then we talk about commodities trend lines as a source of comfort when investing in coal, and our analysis this week is GRR.

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  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…

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