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.

 

Please note: If you want to lis­ten to the pre­mi­um con­tent, sign up to QAV CLUB.

Related

Phigital Monopoly: IGL — QAV AU #928

Episode Overview This week we pay trib­ute to Sam Neill, run through a bunch of impres­sive mem­ber FY results (includ­ing one bloke who beat the mar­ket by 8.5 times), and debate whether Brent crude is a buy or a…

0 Comments

Submit a Comment

Your email address will not be pub­lished. Required fields are marked *

Secret Link