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

S03E40 – ZOOM #3

This is the audio transcript of a Zoom group chat Tony and I did with some of our QAV Club members on 7 Sept 2020. Lots of great questions were answered.

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