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.
Listen to Free Version
Season 1, Episode 24 The "Good" CoalTony talks about the Aussie economy and whether or not he thinks the value of the dollar is closely related to a coming economic collapse. We also talk about whether or not value investing is dead. For our club members, Tony then...
Season 1, Episode 22 Turning Into Gold The last week of Tony's vacation, so I'm playing the analysis of small gold producer MEDUSA MINING (MML) we recorded late June. Spoiler alert: it turns out pretty well. Please note: If you want to listen to the premium...