Podcast appearances and mentions of montgomery investment management

For today's episode of Buy or Sell, Adam Keily is joined by Roger Montgomery, Founder of Montgomery Investment Management.If you want to hear more from Adam Keily, make sure you check our Comedian v Economist (Apple | Spotify)—------Want to get involved in the podcast? Record a voice note or send us a message—------Want more Equity Mates? Across books, podcasts, video and email, however you want to learn about investing - we've got you covered.Keep up with the news moving markets with our daily newsletter and podcast (Apple | Spotify)Check out our latest show: Basis Points (Apple | Spotify | YouTube) and read the accompanying Basis Points email—------Looking for some of our favourite research tools?Read our free ETF Investing HandbookDownload our free 4-step stock checklistFind company information on TIKRScreen the market with GuruFocusTrack your portfolio with Sharesight—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today.—------Equity Mates Investing is a product of Equity Mates Media.This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

This week Nicola and Di chat with one of Australia’s most sought after relationship therapists, Melissa Ferrari. Melissa has been working with couples for over 25 years, helping them create healthy, secure relationships. She is certified in the Psychobiological Approach to Couple Therapy (PACT) and is regularly called upon as a relationship expert in national media. We know that the quality of our relationships determines the quality of our lives and that connection to others is vital to our health and happiness, so we were thrilled to explore this topic with Melissa. In this conversation we hear about the common challenges that couples face that Melissa sees over and over again in her therapy. Melissa gives us some good advice for how to ‘fight right’, including the importance of being face-to-face and looking each other in the eyes. We chat about the hormones that flood our bodies when we’re in love, and what we need to remember when those hormones wear off, and we’re really getting to know the person in front of us. Melissa talks about putting the relationship first, recognising that you’re in a 2-party system where things are give and take, and the need to get to know each other on a deep level, including the trauma that you’re both bringing into the relationship. Nicola opens up and shares a very vulnerable story about a recent relationship she was in, which ended in deception and betrayal. You won’t believe this story until you hear it! She talks about the importance of speaking up, of holding people to account, of women supporting women, and feeling empowered. We hope you enjoy this special episode with Melissa as much as we did. And if you love our Over The Back Fence chats, come and hang out with us and some amazing guests at our in person event this week on the 19th of June at the Woolly Bay Hotel in Sydney. You can buy your tickets here - https://events.humanitix.com/over-the-back-fence-podcast-9r2scfqj/tickets This episode is proudly supported by Montgomery Investment Management, trusted experts helping you build and protect your financial future. Follow Melissa on IG here - https://www.instagram.com/melissaferrari_psychotherapist/ Follow Melissa on Facebook here - https://www.facebook.com/melissaferrarirelationshipspecialist Follow Melissa on LinkedIn here - https://www.linkedin.com/in/melissa-f-38a77575/ Find out more about Melissa’s work here - https://www.melissaferrari.com.au/ Buy Wired For Love by Stan Tatkin (Melissa’s teacher and mentor) here Buy Wired For Dating by Stan Tatkin here Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Watch Over The Back Fence on YouTube here - https://www.youtube.com/@Overthebackfencepodcast/podcasts Buy your Eir Women products here. Use code OTBF20 at checkout for a 20% discountSee omnystudio.com/listener for privacy information.

This week Nicola and Di chat with fun and inspiring Kylie Jones. Kylie has created an incredible community called Fifty & Fearless, which empowers women to live boldly, love this chapter and stop playing small! It has become a global sensation with 600K followers, and it continues to grow. In this conversation we hear about the turning point in Kylie’s life, which is where Fifty & Fearless began. Kylie opens up and shares about the incredibly difficult year she had just after turning 50, when both of her parents died suddenly and she was retrenched from her job. Kylie describes the rock bottom moment she had when she was lying on the floor sobbing, and how it was her teenage son’s words of wisdom that helped her turn it all around. We talk about the wonderful community that Kylie has created and go through some of the most inspiring quotes she shares about life in your 50s and beyond. Kylie tells us that being fearless is really about being in your ‘No F**ks Era’, and having the courage to BE YOURSELF and not worry about what other people think. Kylie also shares some brilliant advice for how you can reconnect to who you truly are and remember the dreams you used to have when you were younger so that you can bring them back to life. This is such a fantastic chat with Kylie about embracing midlife, rediscovering the things that bring you joy, being bold and living without the rules. We hope you enjoy it as much as we did. And if you’re also in your ‘No F**ks Era’, Kylie has a special offer on her caps for our listeners. To get 25% off, enter the code OTBF25 at checkout. If you love our Over The Back Fence chats, come and hang out with us and some amazing guests at our in person event on the 19th of June at the Woolly Bay Hotel in Sydney. You can buy your tickets here - https://events.humanitix.com/over-the-back-fence-podcast-9r2scfqj/tickets This episode is proudly supported by Montgomery Investment Management, trusted experts helping you build and protect your financial future. Follow Fifty & Fearless on IG here - https://www.instagram.com/fiftyandfearless/ Buy a “I’m in my No F**ks Era” Cap here - use the discount code OTBF25 to receive 25% off Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Watch Over The Back Fence on YouTube here - https://www.youtube.com/@Overthebackfencepodcast/podcasts Buy your Eir Women products here. Use code OTBF20 at checkout for a 20% discountSee omnystudio.com/listener for privacy information.

This week Nicola and Di are back with the second episode of our monthly financial series, Over The Money Fence with Roger Montgomery. This series aims to help you take control of your finances with clarity and confidence. Roger is the Founder and Chairman of Montgomery Investment Management, has over 30 years’ investing experience and is a highly respected financial commentator featuring on various ABC programs, as well as his popular column in The Australian newspaper. He is also the author of best-selling investment guidebook Value.able. In this conversation we chat about the sandwich generation - women in their 50s and 60s who have the dual responsibility of caring for their elderly parents, and trying to support their adult children. We talk about the unique challenges this group faces when it comes to their finances and Roger has some calm and reassuring advice. Roger takes us through the difference between a financial adviser and a fund manager, and why it’s a good idea to always take your time and get a second opinion. He gives very practical advice for how you can find a good financial adviser to speak to about your finances (listed below), and why it’s in your interests to do so. Roger also talks about the importance of having conversations with your children and family before it’s too late, about your will and the plans you have for your money after you’re gone. Talk through the plans together and come to some agreements, so there aren’t any unnecessary disputes. As Roger says in this episode - it’s very dangerous to write in a will that you’ll leave everything to your children equally. Tune into the episode to find out why. Come and see Roger speak in person at our Over The Back Fence live event, happening on the 19th of June at the Woolly Bay Hotel in Sydney. You can buy your tickets here - https://events.humanitix.com/over-the-back-fence-podcast-9r2scfqj/tickets This episode is proudly supported by Montgomery Investment Management, trusted experts helping you build and protect your financial future. Find out more about Montgomery Investment Management here - https://montinvest.com Learn more about Roger and read his articles here - https://rogermontgomery.com Buy Roger's book Value.able here - https://rogermontgomery.com/valueable-book/ Follow Roger’s YouTube channel here - https://www.youtube.com/user/rogerjmontgomeryFollow Roger on X here - https://x.com/rjmontgomery Follow Roger on Facebook here - https://www.facebook.com/montgomeryroger/Follow Roger on LinkedIn here - https://www.linkedin.com/in/rogermontgomery/ Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Follow Nicola and Di on YouTube here - https://www.youtube.com/@Overthebackfencepodcast/podcasts Industry awards for financial advisers: IFA Excellence Awards: https://www.ifa.com.au/excellence-awards/winners/2024-winners-and-finalists?utm_source=Money+Management&utm_medium=editorial&utm_campaign=winnersstorywinnerslink&utm_term=IFAEXA2024 Australian Financial Industry Awards by the Institute of Financial Professionals: https://online.ifpa.com.au/ Financial Advice Association (FAAA) awards: https://faaa.au/faaa-announces-2024-awards-finalists/ The Australian’s - Barron’s Top 100 Financial Advisers: https://www.theaustralian.com.au/business/wealth/top-100-financial-advisers-list-a-stronger-more-competitive-industry-for-2024/news-story/22e0c091cf9e24efba07f08cb6aa9370 Other helpful money resources mentioned: The Financial Advice Association (FAAA) is the industry body for advisers - and has an online directory ‘Find a planner’ (https://find-a-planner.faaa.au/) – where you can search by location, years of experience and areas of focus. The Government’s Money Smart website: https://moneysmart.gov.au/See omnystudio.com/listener for privacy information.

This week Nicola and Di chat with the passionate and purposeful Dr. Phoebe Meagher. Phoebe is a scientist at the Taronga Zoo Conservation Society with a diverse background in wildlife conservation, forensic research and education. She has been pioneering the use of advanced technology and AI to combat wildlife trafficking and enhance animal detection. Phoebe has also led many field projects which have had a tangible impact and allowed for the successful release of rehabilitated animals back into their natural habitat. On top of all of that, Phoebe is also a mum of 2. In this conversation, we hear all about the incredible project that Phoebe has been leading, where Taronga is using AI imaging technology to detect and prevent animals that are being illegally trafficked. Phoebe tells us about the astounding wildlife trafficking trade, with thousands of animals, such as blue tongue lizards, being poached and sent through the mail to foreign countries where they are sold for substantial amounts of money. Phoebe also shares some of the most incredible stories from her career as a wildlife biologist. From almost losing an arm whilst hand feeding sharks, to being shocked by numb rays when she was studying sting rays for her PhD thesis as well as the most epic expedition through the jungles of Palawan. On that particular trip, Phoebe was guided by an animal poacher, 8 military guards and a young man wielding a machete in the hopes of finding a pangolin (the most trafficked animal in the world) so they could take the images they needed for the AI tech to prevent it being trafficked in the future. It is really amazing to hear about all of the conservation work that Taronga is doing and to learn how much zoos have changed for the better over the years. We are so proud of the work that Phoebe is doing and thankful that there are women like her in this world. We hope you enjoy this chat as much as we did. If you love our Over The Back Fence chats, come and hang out with us and some amazing guests at our in person event on the 19th of June at the Woolly Bay Hotel in Sydney. You can buy your tickets here - https://events.humanitix.com/over-the-back-fence-podcast-9r2scfqj/tickets This episode is proudly supported by Montgomery Investment Management, trusted experts helping you build and protect your financial future. Follow Phoebe on IG here - https://www.instagram.com/phoebe_for_the_wild/ Help fund Targona’s new Wildlife Hospital by donating here - https://taronga.org.au/donate Follow Taronga Zoo on IG here - https://www.instagram.com/tarongazoo/ Follow Taronga Zoo on TikTok here - https://www.tiktok.com/@tarongazoo Follow Taronga Zoo on LinkedIn here - https://au.linkedin.com/company/taronga-conservation-society-australia Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Watch Over The Back Fence on YouTube here - https://www.youtube.com/@Overthebackfencepodcast/podcasts Buy your Eir Women products here. Use code OTBF20 at checkout for a 20% discountSee omnystudio.com/listener for privacy information.

Bitesize chats with Nicola and Di. Mini moments, without any guests, where you get to listen in on a fun chat between besties. Tune in for a giggle and a moment that will lift your spirits. This week they chat about their recent embarrassing moments and having a laugh at themselves. If you love our Over The Back Fence chats, come and hang out with us and some amazing guests at our in person event on the 19th of June at the Woolly Bay Hotel in Sydney. You can buy your tickets here - https://events.humanitix.com/over-the-back-fence-podcast-9r2scfqj/tickets This episode is proudly supported by Montgomery Investment Management, trusted experts helping you build and protect your financial future. Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Buy your Eir Women products here. Use code OTBF20 at checkout for a 20% discountSee omnystudio.com/listener for privacy information.

This week Nicola and Di chat with the inspiring trailblazer Brook Boney. Brook is a proud Gamilaroi woman. She’s a political reporter and much loved broadcaster who took the big leap of leaving her job as the entertainment reporter for The Today Show, to follow her dream to study at Oxford. Brook has written a new book All Of It, which tells her story in a beautiful and moving way and we absolutely love it. In this conversation we hear about the brave decision Brook made to leave one of the most coveted jobs in Australian TV to pursue a Masters in Public Policy at Oxford University. She shares why even though it was difficult to leave behind a job like that, and even harder still to move so far away from her family, she has no regrets. Nicola and Di also share their own life-changing decisions and how they look back proudly at those decisions now. Brook tells us what life is like at Oxford and how she’s having so much fun. She’s even landed herself in the college that recruits for spies (although Brook admits she’d be a terrible spy after a champagne of two). Brook opens up about her personal story, growing up poor in housing commission in Muswellbrook, and how she’s been the first in her family for so many of the things she’s achieved. She speaks beautifully about how proud she is to be Aboriginal, and what it means to her to feel completely connected as one link in the chain of a 60,000 year history, and the sense of duty she feels not only to those that have come before her, but also to the next generation of her family. Brook also shares about the grief she felt when her 2 dogs passed away, and the future dreams she has to be a mother one day. This is a deeply personal chat and one that we feel so lucky we were able to have with Brook. It’s also a lot of fun - we laugh all the way through this with Brook and we felt like we all were having a glass of wine together over the back fence. We hope you love Brook’s energy and her story as much as we did. If you love our Over The Back Fence chats, come and hang out with us and some amazing guests at our in person event on the 19th of June at the Woolly Bay Hotel in Sydney. You can buy your tickets here - https://events.humanitix.com/over-the-back-fence-podcast-9r2scfqj/tickets This episode is proudly supported by Montgomery Investment Management, trusted experts helping you build and protect your financial future. Follow Brook on IG here - https://www.instagram.com/boneybrooke/ Buy Brook’s book All of It here - https://www.amazon.com.au/All-public-private-everything-between/dp/1761068008 Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Watch Over The Back Fence on YouTube here - https://www.youtube.com/@Overthebackfencepodcast/podcasts Buy your Eir Women products here. Use code OTBF20 at checkout for a 20% discountSee omnystudio.com/listener for privacy information.

This week Nicola and Di chat with nutritionist and best-selling author Michele Chevalley Hedge. Michele is also an international speaker, and a highly commended nutritional medicine practitioner. As a former Microsoft executive, she truly understands the needs of time-poor corporate executives who want health but not hassle. She is committed to helping people feel energised, balanced and empowered without giving up life’s pleasures - and we like the sound of that! In this conversation, we talk about energy and simple things that people can do if they’re feeling burnt out. Michele has a beautifully holistic approach, and looks at all of the aspects of someone’s life, not just what they’re eating. Michele tells us why sleep is the ultimate pillar of wellbeing, and gives us ways you can increase your magnesium levels so you get a better night’s sleep. We also talk about gut health and the fascinating link between your gut and your mental health. Michele lets us know about an amazing Deakin University study, which proves the link between eating whole foods and improved mental health. Michele tells us what to look out for when it comes to the food we’re eating - how to avoid added sugars and the importance of getting good protein, fats and carbs in all our meals. We also have a really interesting chat about midlife - the way that both men and women are affected by hormonal changes in that time. Michele wants to rebrand it from a midlife crisis to a midlife lift because of how great this time of your life can be! This was such a helpful and interesting conversation about how we can make healthier choices and focus on our wellbeing, which is our most important resource. Michele encourages everyone to take small steps, because small changes over time can lead to incredible progress. We had such a wonderful time with Michele in the studio and we hope you enjoy this episode as much as we did. If you love our Over The Back Fence chats, come and hang out with us and some amazing guests at our in person event on the 19th of June at the Woolly Bay Hotel in Sydney. You can buy your tickets here - https://events.humanitix.com/over-the-back-fence-podcast-9r2scfqj/tickets This episode is proudly supported by Montgomery Investment Management, trusted experts helping you build and protect your financial future. Follow Michele on IG here - https://www.instagram.com/ahealthyview/?hl=en Follow Michele on LinkedIn here - https://www.linkedin.com/in/michele-chevalley-hedge/ Find out more about Michele and her work here - https://www.ahealthyview.com/ Buy Michele’s books here - https://www.ahealthyview.com/books Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Buy your Eir Women products here. Use code OTBF20 at checkout for a 20% discountSee omnystudio.com/listener for privacy information.

Welcome to our brand new bitesize chats with Nicola and Di. Mini moments, without any guests, where you get to listen in on a fun chat between besties. Tune in for a giggle and a moment that will lift your spirits. This week they chat about dating, pashing, having fun and single life. If you love our Over The Back Fence chats, come and hang out with us and some amazing guests at our in person event on the 19th of June at the Woolly Bay Hotel in Sydney. You can buy your tickets here - https://events.humanitix.com/over-the-back-fence-podcast-9r2scfqj/tickets This episode is proudly supported by Montgomery Investment Management, trusted experts helping you build and protect your financial future. Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Buy your Eir Women products here. Use code OTBF20 at checkout for a 20% discountSee omnystudio.com/listener for privacy information.

This week Nicola and Di chat with the remarkable Sam Bloom. Sam’s a mum of 3, who lived a very full and active life until a devastating accident in Thailand left her paralysed. In the midst of rebuilding, along came Penguin, the little magpie who helped her heal. Their story became a best-selling book, captured by her photographer husband Cam, and later turned into a global hit film, Penguin Bloom. Now a world-champion para-kayaker, surfer and a passionate advocate, Sam is testament to the inner strength that each of us can find when faced with adversity. In this conversation, we hear about that fateful day in Thailand, when in the blink of an eye, Sam’s life changed forever when she fell through a rotten balcony railing and crashed six metres onto the concrete below. Sam shares just how awful that experience was, including the moment when she was told she would never walk again, and she thought that her life was over. Sam opens up about how much guilt she felt as a mother who could no longer look after her 3 boys in the way that she used to. The simple things she wasn’t able to do for them, and how much she hated the way the tables had turned and her boys needed to look after her. We also hear about the incredible moments of support and acts of kindness from her family and those around her, that gave her a renewed sense of purpose and allowed her to find hope again through competitive para-kayaking. Sam went on to compete in competitions around the world, and was also encouraged to get back into surfing, and went on to win Gold for Australia in the 2018, 2020 and 2023 World Para Surfing Championships. And of course we talk about the beautiful story of a little magpie named Penguin, who also played a big part in Sam’s healing. Sam shares how what started as an Instagram account, went onto become a best-selling book and then a film with Naomi Watts. This is such a beautiful and honest conversation about the importance of community, resilience, and the healing power of laughter and purpose. We were so honoured to have this chat with Sam and we hope you love it as much as we did. If you love our Over The Back Fence chats, come and hang out with us and some amazing guests at our in person event on the 19th of June at the Woolly Bay Hotel in Sydney. You can buy your tickets here - https://events.humanitix.com/over-the-back-fence-podcast-9r2scfqj/tickets This episode is proudly supported by Montgomery Investment Management, trusted experts helping you build and protect your financial future. Follow Sam on IG here - https://www.instagram.com/samjbloom/?hl=en Follow Sam on Facebook here - https://www.facebook.com/sambloomaustralia# Find out more about Sam and her work here - https://sambloom.com.au/ Buy the books Penguin Bloom and Sam Bloom here - https://www.penguinthemagpie.com/ Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Buy your Eir Women products here. Use code OTBF20 at checkout for a 20% discountSee omnystudio.com/listener for privacy information.

This week Nicola and Di chat with 2 incredibly inspiring women, Nici Andronicus and Tania Taylor-Frost, whose stories will give you a huge boost. Both of these women do incredible work for the charity Be Centre, which changes the lives of children through play therapy. Nici is a former elite athlete, who represented Australia in triathlon and modern pentathlon. She competed in 10 world championships and over 90 international events, becoming world no. 2 in 1997 and a three-time national triathlon champion. Not only that, Nici is a mother of 5, and does a lot of incredible work for different charities. Tania is the CEO of the Be Centre, helping children navigate trauma and big emotions through play therapy and early support. She’s also the director of the Sydney Skinny, a passionate force for children’s mental health and a fierce advocate for early intervention. Tania is also a proud mum of 2. In this conversation you’ll hear Nici’s powerful story of what it was like when her husband was diagnosed with brain cancer when she was 20 weeks pregnant with their 5th child. Nici was able to draw on the incredible resilience and strong mindset that she developed in her career as an elite athlete, to help her get through what was arguably the biggest challenge of her life. Nici shares openly and vulnerably about what it was like for her family, and how her youngest child was deeply affected and needed the support of the Be Centre to be able to process the trauma and difficult emotions that he was going through. We also hear Tania’s story, and how she originally met Nicola during a hiking trip with Wild Women On Top, where they were supposed to share a tent - you’ll have to listen in to hear what actually happened. She shares about why she was motivated to switch from working in tech for corporates and government to working for charities, and what it’s like for her now in her role as CEO for the Be Centre. When you listen to the passion that these 2 women have for making a positive difference in the world and the way they talk about giving as a gift to self, we guarantee you’ll feel inspired like we did. If you want to give back in a really fun way, we’d love you to consider attending the Be Centre Annual Charity Gala, on Friday May 30th. Tickets are $280 and all proceeds help families and children who otherwise could not access therapy due to financial hardship. This episode is proudly supported by Montgomery Investment Management, trusted experts helping you build and protect your financial future. Follow Be Centre on IG here - https://www.instagram.com/becentrefoundation/ Buy Tickets to the Be Centre Annual Charity Gala here - https://www.becentre.org.au/events/save-the-date-be-centre-annual-gala-dinner-30-may-2025/ Follow Be Centre on Facebook here - https://www.facebook.com/becentre/ Follow Nici on IG here - https://www.instagram.com/niciandronicus1/ Follow the GIANTS on IG here - https://www.instagram.com/gwsgiants/ Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Buy your Eir Women products here. Use code OTBF20 at checkout for a 20% discountSee omnystudio.com/listener for privacy information.

This week Nicola and Di are excited to bring you the first episode of our new financial series, Over The Money Fence with Roger Montgomery. This series aims to help you take control of your finances with clarity and confidence. If you’ve ever felt overwhelmed by investing, unsure about what’s happening in the markets, or you just want to make a smarter decision with your money then you are in the right place. We will be joined each month by financial expert Roger Montgomery, who you may remember from our 100th episode. Roger is the Founder and Chairman of Montgomery Investment Management, has over 30 years’ investing experience and a highly respected financial commentator featuring on various ABC programs, as well as his popular column in The Australian newspaper. He is also the author of best-selling investment guidebook Value.able. In this conversation we chat about a really important topic - where should you invest when markets feel wild and you feel scared? Roger gives us such reassuring and calming advice about what we need to pay attention to, what we can tune out, and why it’s important to take your time when it comes to making financial decisions. He is able to explain the share market in a way that’s not only understandable, but interesting and talks to us about the difference between speculating and investing. We also talk about other ways of investing that aren’t as volatile as the share market, including private credit, gold and term deposits. Roger gives us a brief overview of the pros and cons of each of these investments, and why you might choose one over the other. We also have a meaningful chat about what’s really important in life, and that true value lies in the relationships we have with the people we love. We learnt so much from Roger in this episode, and more importantly we already feel more calm and confident when it comes to our finances. Roger also set some homework for us all this month - get all of your investments down on paper, make sure you know where all your money is, and find out what return they’ve been generating for you. Stay tuned until the end of the episode to hear Di, Nicola and their producer Sam chat about what impacted them from this conversation - believe it or not, there are tears already. This episode is proudly supported by Montgomery Investment Management, trusted experts helping you build and protect your financial future. Find out more about Montgomery Investment Management here - https://montinvest.com Learn more about Roger and read his articles here - https://rogermontgomery.com Buy Roger's book Value.able here - https://rogermontgomery.com/valueable-book/ Follow Roger’s YouTube channel here - https://www.youtube.com/user/rogerjmontgomeryFollow Roger on X here - https://x.com/rjmontgomery Follow Roger on Facebook here - https://www.facebook.com/montgomeryroger/Follow Roger on LinkedIn here - https://www.linkedin.com/in/rogermontgomery/ Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Follow Nicola and Di on YouTube here - https://www.youtube.com/@Overthebackfencepodcast/podcastsSee omnystudio.com/listener for privacy information.

This week Nicola and Di celebrate their 100th episode!! To mark this special occasion, Nicola and Di chat with the successful and relatable Roger Montgomery. Roger is the Founder and Chairman of Montgomery Investment Management, has over 30 years’ investing experience and a highly respected financial commentator featuring on various ABC programs, as well as his popular column in The Australian newspaper. He is also the author of best-selling investment guidebook Value.able. We really wanted to have Roger on our podcast because he has a gift for making investing andfinances so easy to understand, and he keeps things relevant and fun. He is full of wise advice and has even been described as the Warren Buffet of Australia. Roger is also a family man, with a beautiful wife and 3 children, who we get to hear more about in this interview. In this conversation Roger helps us understand how we can become more aware of our attitude towards money and how it forms when we’re really young. He shares with us a great little test you can do with your kids, which will give you a good idea of whether they’ll be a good saver when it comes to money, or whether they’ll spend it. Roger chats to us about the money challenges that women in their 50s and over are facing, with divorce rates going up and many women being faced with a situation they weren’t expecting, and having to learn how to navigate their financial future, which can feel a bit daunting at times. We talk about why it’s so important to learn more about managing your money, slow down rather than being rushed into a financial decision, surround yourself with people you trust, and be more empowered when it comes to your money. We also get to hear a little bit of Roger’s personal story, the jobs he had as a kid and the values his mum instilled in him at an early age. Roger shares the beautiful story of how he met his wife on the ferry when he was 27, and they’ve now been married for 26 years. Di brings up her fear of the stock market, and Roger gives her some great, calming advice. The good news is, this is the very beginning of our conversations with Roger, who is going to teach us everything we need to know about finance and help break down some of the fears we might have when it comes to money or investing. We are thrilled to announce we will be doing a monthly series with Roger called Over the Money Fence, which is going to help us all feel more confident about managing our money. Happy 100th episode! We hope you enjoy this conversation as much as we did and we want to say a huge THANK YOU to all our listeners who have been with us from the beginning, and to those who have joined along the way. We could not do this without you. This episode is proudly sponsored by Eir Women. Use code OTBF20 at checkout to receive a 20% discount on any purchase. Find out more about Montgomery Investment Management here - https://montinvest.com Learn more about Roger and read his articles here - https://rogermontgomery.com Buy Roger's book Value.able here - https://rogermontgomery.com/valueable-book/ Follow Roger’s YouTube channel here - https://www.youtube.com/user/rogerjmontgomeryFollow Roger on X here - https://x.com/rjmontgomery Follow Roger on Facebook here - https://www.facebook.com/montgomeryroger/Follow Roger on LinkedIn here - https://www.linkedin.com/in/rogermontgomery/ Follow Nicola and Di on IG here - https://www.instagram.com/overthebackfencepodcast/ Buy your Eir Women products here. Use code OTBF20 at checkout for a 20% discount See omnystudio.com/listener for privacy information.

James Hardie is set to merge with US giant AZEK, in a move that will see the new company’s primary listing on Wall Street, and a secondary listing on the ASX. There are other examples too, like Newcrest mining, bought by US-based Newmont. Plus more and more Australian investors are buying US shares, and we're seeing fewer big listings on the ASX. So is the local bourse in trouble?Roger Montgomery, founder and Chief Investment Officer at Montgomery Investment Management, talks to Sean Aylmer about the outlook for the ASX compared to Wall Street, and what it all means for Australian investors.This podcast contains general information only and you should seek professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

It had to happen: Tariffs, recession indicators and an overpriced Wall Street: The sharemarket has taken a tumble. As luck would have it, the Money Puzzle has a top value investor on the show this week and he names three top stocks that can survive just about anything! Roger Montgomery of Montgomery Investment Management joins James Kirby in this episode. -----In today's show, we cover... The sharemarket sell off - why did it happen? Ai and Tech face a new reality Three stocks with a value 'moat' The conditions we need for a positive year on the ASX See omnystudio.com/listener for privacy information.

HOW DO THEY AFFORD THAT? is a weekly podcast produced by Fear & Greed, exploring ways to make your money work harder for you. Check out the full catalogue of episodes on APPLE, SPOTIFY, or anywhere you listen to podcasts. Episode #102 Investing is not a one-size-fits-all approach - and every generation has different priorities and strategies. Roger Montgomery, founder of Montgomery Investment Management, joins Canna Campbell - a financial planner for almost 20 years - and Fear & Greed's Michael Thompson to look at investing for Gen Z, Y, X and Baby Boomers. Visit www.montinvest.com, sign up for Roger’s insights at www.rogermontgomery.com, and check out Roger's book, Value.able. Montgomery Investment Management is a supporter of this podcast. The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product. Canna Campbell is a Corporate Authorised Representative and Corporate Credit Representative of Wealthstream Financial Group Pty Ltd ABN 35 152 803 113 Australian Financial Services Licensee AFSL 412079.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

The emergence of Chinese AI company DeepSeek has rocked markets, with almost $US600 billion wiped off the market cap of US chipmaker Nvidia.Roger Montgomery, founder and Chief Investment Officer at Montgomery Investment Management, talks to Sean Aylmer about what it means for investors.This is general information only. You should seek professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

The ASX spent much of last year at or near record highs, led by the record-setting Commonwealth Bank. So is the market overvalued? Roger Montgomery, founder and Chief Investment Officer at Montgomery Investment Management, talks to Sean Aylmer about the arguments for and against the market being overvalued.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

The ASX spent much of last year at or near record highs, led by the record-setting Commonwealth Bank. So is the market overvalued? Roger Montgomery, founder and Chief Investment Officer at Montgomery Investment Management, talks to Sean Aylmer about the arguments for and against the market being overvalued.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

AI has changed the world - and it's presented plenty of opportunities for investors too.Roger Montgomery, founder and Chief Investment Officer at Montgomery Investment Management, talks to Sean Aylmer about how investors should look at AI and its impact on the market.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

AI has changed the world - and it's presented plenty of opportunities for investors too.Roger Montgomery, founder and Chief Investment Officer at Montgomery Investment Management, talks to Sean Aylmer about how investors should look at AI and its impact on the market.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

2024 was a big year for investors. So can we expect more of the same in 2025?Roger Montgomery, founder and Chief Investment Officer at Montgomery Investment Management, talks to Sean Aylmer about whether his predictions for 2024 panned out, and what 2025 might hold.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

2024 was a big year for investors. So can we expect more of the same in 2025?Roger Montgomery, founder and Chief Investment Officer at Montgomery Investment Management, talks to Sean Aylmer about whether his predictions for 2024 panned out, and what 2025 might hold.This is Fear & Greed's summer investing series. All information is general in nature - you should seek independent professional advice before making investment decisions.Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

AI has boomed, pushing companies operating upstream like Nvidia to new heights. But what about downstream? Are those companies able to monetise the technology, and deliver value for investors? Or could AI be one of those innovations that delivers huge benefits to society, but not so to shareholders?Roger Montgomery, founder and CIO of Montgomery Investment Management, gives Sean Aylmer a very frank assessment of the AI boom.For more information, visit www.montinvest.com, call Montgomery on 02 8046 5000, or sign up for Roger's insights at www.rogermontgomery.com This is general information only. You should seek professional advice before making investment decisions. Montgomery Investment Management is a supporter of Fear & Greed.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Investing is not a one-size-fits-all approach - and every generation has different priorities and strategies. Roger Montgomery, founder of Montgomery Investment Management, joins Canna Campbell - a financial planner for almost 20 years - and Fear & Greed's Michael Thompson to look at investing for Gen Z, Y, X and Baby Boomers. Visit www.montinvest.com, sign up for Roger's insights at www.rogermontgomery.com, and check out Roger's book, Value.able. Montgomery Investment Management is a supporter of this podcast.   The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product. Canna Campbell is a Corporate Authorised Representative and Corporate Credit Representative of Wealthstream Financial Group Pty Ltd ABN 35 152 803 113 Australian Financial Services Licensee AFSL 412079.See omnystudio.com/listener for privacy information.

Billionaire investor Warren Buffett has recently made headlines with a huge selldown in Apple stock. As his cash pile grows, some are wondering whether it's time to trim exposure to equities. Today, however, the Economist is asking (again) if Buffett has lost his touch. Roger Montgomery, CIO and founder of Montgomery Investment Management, shares his thoughts on: why Buffett can't help accruing cash, and what he's really been doing with it four new stocks that Berkshire Hathaway is buying instead of Apple the Australian companies that Warren would buy in a sell off, and how to build wealth like the man himself You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth If you're short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won't just reduce your listening time; it has also been shown to improve knowledge retention.    

There's still a week to go, but reporting season has already thrown up some great success stories (and a few misses).Roger Montgomery, founder and Chief Investment Officer at Montgomery Investment Management, talks to Sean Aylmer about Breville, ARB, CSL and more. You can sign up for Roger's insights at www.rogermontgomery.com, or visit www.montinvest.com for more information. This is general information only, and you should seek professional advice before making investment decisionsFind out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

The local share market has had its worst day in four years. Roger Montgomery, Founder and Chief Investment Officer at Montgomery Investment Management, talks to Sean Aylmer about the reasons for the plunge, and the outlook ahead.This is general information only. You should seek professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

HOW DO THEY AFFORD THAT? is a weekly podcast produced by Fear & Greed, exploring ways to make your money work harder for you. Check out the full catalogue of episodes on APPLE, SPOTIFY, or anywhere you listen to podcasts. Ep #86: A masterclass in investing in shares It doesn't matter if you're just starting out as an investor, or have been trading shares for years: this episode has something for you. Roger Montgomery, founder of Montgomery Investment Management, joins Canna Campbell - a financial planner for almost 20 years - and Fear & Greed's Michael Thompson to take them through his own investing principles - and how to spot a quality company.  Visit www.montinvest.com, and sign up for Roger's insights at www.rogermontgomery.com. Montgomery Investment Management is a supporter of this podcast.   The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product. Canna Campbell is a Corporate Authorised Representative and Corporate Credit Representative of Wealthstream Financial Group Pty Ltd ABN 35 152 803 113 Australian Financial Services Licensee AFSL 412079.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

It doesn't matter if you're just starting out as an investor, or have been trading shares for years: this episode has something for you. Roger Montgomery, founder of Montgomery Investment Management, joins Canna Campbell - a financial planner for almost 20 years - and Fear & Greed's Michael Thompson to take them through his own investing principles - and how to spot a quality company.  Visit www.montinvest.com, sign up for Roger's insights at www.rogermontgomery.com, and get Roger's book here. Montgomery Investment Management is a supporter of this podcast.   The information in this podcast is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek independent financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product. Canna Campbell is a Corporate Authorised Representative and Corporate Credit Representative of Wealthstream Financial Group Pty Ltd ABN 35 152 803 113 Australian Financial Services Licensee AFSL 412079.See omnystudio.com/listener for privacy information.

Adam Keily is back for another episode of Buy or Sell.This episode he sits down with Roger Montgomery of Montgomery Investment Management to discuss 10 stocks that are front of mind for Roger.Companies discussed in this episode include:ARB CorporationMacquarie Technology GroupAlliance Aviation ServicesMegaportNick ScaliCommonwealth BankTelix PharmaceuticalsAdobeNovoNordiskSage Group—------Have an investing question?Ask via our website and we'll answer it on the podcast.Join the conversation in the Facebook Discussion GroupOr get put in touch with a professional financial advisor by filling out this formWant more Equity Mates?Sign up to our email to keep up with business news Listen to our basics-of-investing podcast: Get Started Investing (Apple | Spotify)Watch Equity Mates on YouTubePick up our books: Get Started Investing and Don't Stress, Just InvestFollow us on social media: Instagram, TikTok, LinkedIn, Facebook, Twitter & even Threads—------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Private credit is a hot topic for investors right now. With more people considering the asset class, it's a perfect time to bust a few myths around private credit.Roger Montgomery, founder and CIO of Montgomery Investment Management, takes Sean Aylmer through his top five myths about private credit, and explains where he sees the opportunities.For more information, visit www.montinvest.com, call Montgomery on 02 8046 5000, or sign up for Roger's insights at www.rogermontgomery.com This is general information only. You should seek professional advice before making investment decisions. Montgomery Investment Management is a supporter of Fear & Greed.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Roger Montgomery is the founder and Chief Investment Officer of Montgomery Investment Management. On today's podcast he unpacks his current view on the market and shares a number of stocks he's buying at the moment. In this episode, we cover:Where to next for interest rates Why Roger believes now is the time to deploy cashRoger's investment philosophy and stock picking process5 stocks ASX Roger likesHow Roger is approaching investing in cryptocurrencyResources discussed:Montgomery Investment Management website: www.montinvest.com Roger's best-selling investment book Value.able: Value.able by Roger MontgomeryMontgomery Small Companies Fund: Montgomery Small Companies FundWant to ask a question or join us on the podcast, hit us up via our website. —------In the spirit of reconciliation, Equity Mates Media and the hosts of Equity Mates Investing acknowledge the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respects to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander people today. —------Equity Mates Investing is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

The ASX just hit a new record and the markets are on a roll: So what should investors be looking for? AI-themed technology stocks and - believe it or not - consumer discretionary companies, says fund manager Roger Montgomery.   In today's episode, we cover:  Why is the share market on a bull run? AI hopefuls - Macquarie Technology and Megaport  Consumer favourites - Lovisa Jewellery and ARB  Does Bunnings have too much power? Fund manager Roger Montgomery of Montgomery Investment Management joins wealth editor James Kirby in this episode See omnystudio.com/listener for privacy information.

Small caps have broadly underperformed in recent years - so there's a lot of attention on these companies during reporting season, not just for their results but for their outlook.Roger Montgomery, Founder and Chief Investment Officer at Montgomery Investment Management, talks to Sean about the companies he's watching, and what he looks for in a small cap investment.This is general information only. You should seek professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

We're now halfway through earnings season, and are getting a clearer picture of the trends and some of the factors affecting companies reporting their results. Last week saw some big companies reporting with some mixed outcomes, and this week's also gearing up to be a busy one.Roger Montgomery, Founder and Chief Investment Officer of Montgomery Investment Management, talks to Jennifer Duke about the stocks he's watching, including Nick Scali, JB HiFi and carsales.comThis is general information only. You should seek professional advice before making investment decisions.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Many investors are drawn to high-dividend stocks. But Roger Montgomery, Founder and Chief Investment Officer of Montgomery Investment Management, tells Sean Aylmer why those investors may be looking at it the wrong way. This is general information only, and you should seek professional advice before making investment decisionsFind out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Value investor Roger Montgomery is associated with blue chip companies, but that does not mean he looks exclusively at 'large caps': In fact, Montgomery says the small-cap selection on the ASX is emerging from the pandemic ready to beat all rivals.  We cover - a green light for small caps, the dangers of 'over contributing' to super, why the ASX is reasonable value just now and whether we should worry about US banks. Roger Montgomery of Montgomery Investment Management is Wealth Editor James Kirby's guest on this week's show See omnystudio.com/listener for privacy information.

Acquisitions are exciting for those watching the markets - and for investors, it should represent an opportunity for a company to grow and deliver returns to shareholders. But what does a company look for when considering a takeover - and what does it mean for shareholders if they pay too much? Roger Montgomery, Founder and Chief Investment Officer of Montgomery Investment Management, gives Sean Aylmer an investor's guide to M&A activity. This is general information only. You should get professional advice before making an investment decision.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

At some point, we'll enter another bull market. Roger Montgomery, Founder and Chief Investment Officer of Montgomery Investment Management, talks to Sean Aylmer about the three scenarios that could kickstart it.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Lisa Fedorenko is passionate about helping create a fairer world through increased diversity and sustainability. After completing a triple major in Advanced mathematics, computer science and econometrics in her combined Commerce/Science degree, she began her career in equity research sales at Credit Suisse before moving into a range of finance roles spanning value investing (at Montgomery Investment Management), venture capital (at Reinventure), and venture debt (at Marshall Investment Management). Lisa is now the investment manager at Alberts, a unique family business with over 130 years of history and a commitment culturally rich, inclusive, healthy and sustainable world. Lisa is fluent in English, Russian and French and as a raging extrovert never stops being inspired by the entrepreneurs she works with. Companies mentioned Uluu Baymatob Like Family Books: Quiet by Susan Cain Principles by Ray Dalio – it's particularly interesting for company culture Atomic Habits by James Clear – one of the best life-hack books 21 lessons for the 21st century by Yugal Noah Harari – very thought provoking Anyone looking to get into VC should read: The Hard thing about Hard Things by Ben Horowitz The Lean Startup by Eric Ries What You Do is Who You Are by Ben Horowitz The Innovator's Dilemma by Clayton Christenson

Earnings season is all done, and overall it was probably a little on the soft side.Sean Aylmer speaks to Roger Montgomery, Founder and Chief Investment Officer of Montgomery Investment Management, about the winners, the losers and the themes affecting investors.This is general information only. You should seek professional advice before making investment decisions.Support the show: https://fearandgreed.com.au/all-episodesSee omnystudio.com/listener for privacy information.

On this week's episode of Talk Ya Book, Chris Judd welcomes back Gary Rollo from Montgomery Investment Management. Gary walks us through one of his favourite value picks at the moment, telecom software business Symbio Holdings (ASX: SYM). Proudly presented by Honan (www.honan.com.au). See omnystudio.com/listener for privacy information.

Michael turns to Roger Montgomery, Founder and Chief Investment Officer of Montgomery Investment Management, for his expertise following the Australian share market's falling by more than 5 per cent within the first 20 minutes of trading with nearly $90 billion wiped from it by day's end. ASX 200 entered a technical correction after plunging on the back of Wall Street's benchmark index entering a bear market… when the equity markets are down 20% or more from their most recent all-time high.   See omnystudio.com/listener for privacy information.

Bittersweet. Civil war. Virtual reality. And the famous Mark Twain quote “It usually takes more than three weeks to prepare a good impromptu speech.” What do all these have in common? Why, they're oxymorons of course! That brings us to the topic of today's episode of Buy Hold Sell: Resilient small caps. While these ideas are not complete opposites, the small end of town is certainly where you'll be more susceptible to stock price capitulation, particularly as the market starts to crunch. And boy, it is crunching alright. The S&P/ASX Small Ordinaries is down nearly 17% year to date, while its big brother the ASX200 has printed a more modest -5.5%. Some former small-cap darlings have led the descent, the following among those caught in the selloff: Buy now pay later company Z1P (ASX: Z1P) fell -78.75%  Digital payments firm Tyro (ASX: TYR) down -62.94% Online sports betting company Pointsbet Holdings (ASX: PBH) dipped by -62.84%  Data centre business Megaport (ASX: MP1) declined -59.54%  If you're in need of capital protection but can't let go of your Growth infatuation just yet, this episode is for you. We hosted small-cap specialists Josh Clark from QVG Capital and Gary Rollo from Montgomery Investment Management, quizzing them on the small caps they believe offer exciting upside after the sell-off while remaining resilient through market cycles.  The stocks covered are: Travel company Webjet (ASX: WEB), Billing software firm Hansen Technologies (ASX: HSN), and  Data and software company Objective Corporation (ASX: OCL). 

When volatility is up and risk appetites are down, small caps invariably take a hit. Investors will naturally gravitate towards more liquid areas of the market.  But the sell-off has been about more than just risk-off sentiment. Fundamentals have changed. Consumer-facing stocks are feeling the pinch while rising rates are set to hurt long-duration names with a lot of debt on the books.  You can still remain invested in the market, though, so long as you replace any sells with high conviction buys.  "It's ok to be active, but don't forget to buy something on the other side," says Josh Clark from QVG Capital.  In this edition of Buy Hold Sell, Josh is joined by Gary Rollo from Montgomery Investment Management to offer up some tips that will help you "aim small, miss small."  They'll also discuss the tech growth names that have 35% upside.  Read or watch below.  Note: This episode of Buy Hold Sell was shot on Wednesday 25th May 2022. You can watch the video, read an edited transcript or listen to the podcast below. All data provided by Mathan Somasundaram (DeepData Analytics)

Growth stocks have been punished, especially at the smaller and less liquid end of the market. Think of sectors like healthcare, discretionary retail and tech (Covid winners anyone?).  But what does that look like in terms of numbers? Glad you asked, as our friends at Deep Data Analytics have recently crunched the numbers and it isn't pretty. The worst 10 performers in the small cap healthcare sector are down ~32% on average, in discretionary retail the fall is ~49% and things get ugly in tech where the worst 10 are down ~54% on average. No doubt many Livewire readers will have had some high-growth names on the wishlist, but couldn't stomach the valuations. So, we invited small cap specialists Josh Clark from QVG Capital and Gary Rollo from Montgomery Investment Management to see if a selection of market darlings are cheap enough to get them interested. The stocks covered are IDP Education, Pro Medicus and City Chic Collective. Our guests also share a growth stock that they think has been oversold and now looks attractive.

The US Federal Reserve is trying to slow the economy, with price rises at 40 year highs. But can they do it without putting the world's largest economy into recession? Roger Montgomery, Founder and Chief Investment Officer at Montgomery Investment Management, talks Sean Aylmer through what it all means for investors. This is not an investment advice podcast - you should speak to a professional before making any investment decisions. Support the show: https://fearandgreed.com.au/all-episodes See omnystudio.com/listener for privacy information.

Roger Montgomery joined this podcast last year and shared three reasons why he was bullish on this market. As rates rise, inflationary pressures build, and the war in Ukraine continues, has his view changed? Popular guest Roger Montgomery of Montgomery Investment Management shares his thoughts on: How seriously we need to take rising inflation Why the risk of a correction is ever present Which sectors have the greatest potential If it is too late to get on board the lithium train, and Why investors should seek exposure to high quality growth, and where to find it. You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth If you're short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won't just reduce your listening time; it has also been shown to improve knowledge retention.

In just five minutes, Sean Aylmer and Michael Thompson look at investing in large caps in 2022, with special guest Roger Montgomery from Montgomery Investment Management.Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

In just five minutes, Sean Aylmer and Michael Thompson look at investing in large caps in 2022, with special guest Roger Montgomery from Montgomery Investment Management.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

In just five minutes, Sean Aylmer and Michael Thompson look at investing in retailers in 2022, with special guest Roger Montgomery from Montgomery Investment Management.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

In just five minutes, Sean Aylmer and Michael Thompson look at investing in retailers in 2022, with special guest Roger Montgomery from Montgomery Investment Management.Support the show: http://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Roger Montgomery, Chief Investment Officer at Montgomery Investment Management told you what's happening in the world of finance.

Is inflation transitory or is it here to stay? And what does it mean for investors?These are the questions everybody's been asking as prices and interests rates start rising around the globe. Regular guest Roger Montgomery, Founder and Chief Investment Officer of Montgomery Investment Management, has all the answers and explains the situation better than anybody.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Roger Montgomery, Chief Investment Officer at Montgomery Investment Management looked at the stock market and finance world.

While large caps usually get all the attention from dividend seekers, small caps often punch above their weight in this respect. In fact, the three stocks named below have paid out an average 6.2% yield (including franking credits) over the last 12 months!  In this episode, Livewire's James Marlay is joined by Montgomery Investment Management's Roger Montgomery and Investors Mutual Limited's Simon Conn for their analysis of three small-cap stocks that also boast impressive dividends.  These include reader favourite Fiducian Group (ASX: FID), administration services provider Smartgroup Corporation (ASX: SIQ) and real estate investment trust Charter Hall Retail REIT (ASX: CQR).  If that's not enough, our fundies also each name a small-cap with big dividend potential in the years to come.  Now that's what I call bang for your buck. Note: This episode was filmed on Wednesday 13th October 2021. You can read an edited transcript below: https://www.livewiremarkets.com/wires/buy-hold-sell-5-small-caps-with-big-dividends

We are often told that a management team can make or break a business. It's why industry jargon like "skin in the game" has become so renowned, and why investors idolise companies that are founder-led.  In fact, recent research from Reuters found that founder-led companies materially outperformed those led by "suits". Founder-led tech firms, in particular, saw earnings growth of around 30% over the past five years, while companies led by recruited managers saw their earnings rise approximately 6.7%.  So in this thematic episode of Buy Hold Sell, Livewire's James Marlay is joined by Montgomery Investment Management's Roger Montgomery and Investors Mutual Limited's Simon Conn for a look at the best management teams across the ASX.  Our fundies will point to their favourite management teams (and outline why) across financials, energy and resources, retail, technology and healthcare. Plus, they also highlight the common attributes of killer management teams and boards so you can identify them yourself.  Note: This episode was filmed on Wednesday 13th October 2021. You can read an edited transcript below: https://www.livewiremarkets.com/wires/10-of-the-asx-s-best-management-teams/

Over the past 18 months, Australians have faced an onslaught of truly biblical proportions. One after the other, fires, floods and a literal plague have ravaged this place we call home. And yet, despite this tireless tyranny, our companies fought back, with earnings surprisingly upbeat at the beginning of this year.  In the face of recent lockdowns, however, Macquarie found that only 20% of the ASX300 upgraded their earnings growth estimates for FY22. Meantime, around 48% of the market was flat, and 33% downgraded their earnings estimates for the year ahead.  So in this episode of Buy Hold Sell, we've invited Investors Mutual's Simon Conn and Montgomery Investment Management's Roger Montgomery to share their thoughts on three companies that have plenty of earnings growth potential. These include Australian Clinical Labs, MNF Group, and Ingenia Communities. Plus, they'll also name two stocks that could surprise the market with upgrades in the months to come.  Note: This episode was filmed on Wednesday 13th October 2021. You can read an edited transcript below:  https://www.livewiremarkets.com/wires/buy-hold-sell-5-stocks-in-an-upgrade-cycle-2021-10-14/

Australia's rapid vaccine rollout is building confidence for 2022 but is it misguided? With the global vaccination rate at just 30%, new COVID variants are developing, leaving every country vulnerable. Roger Montgomery, Founder and Chief Investment Officer of Montgomery Investment Management, discusses how safe the share market is and what could trigger a crash.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

Roger Montgomery, Chief Investment Officer at Montgomery Investment Management brings you all the latest news from the worlds stock markets.

Sean Aylmer speaks to Roger Montgomery, Founder and Chief Investment Officer of Montgomery Investment Management, about the current prospects of discretionary retailers. He also reveals "one of the surest ways of consistently making money in the stockmarket", saying "it's really simple".Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

On the latest episode of Talk Ya Book, we're joined by Portfolio Manager at Montgomery Investment Management, Gary Rollo. Gary's small companies fund has had a stellar run over the past 12-months, returning 43.8%, and on today's episode we get to hear about one of his top picks in the telco and e-sports space, Pentanet (ASX: 5GG). Proudly presented by Honan. See omnystudio.com/listener for privacy information.

Fund manager and commentator Roger Montgomery of Montgomery Investment Management joins James Kirby in this episode of The Australian's Money Cafe. They discuss how to find value on the ASX, the capital city property market looking cheap and a share market 'pick' ready to reward for years to come. To read articles on the topics covered in this episode of The Australian's Money Cafe, take out a subscription to The Australian or download The Australian's app at your app store. See omnystudio.com/listener for privacy information.

Roger Montgomery, from Montgomery Investment Management told you all the latest stock market news.

Sean Aylmer speaks to Roger Montgomery, Founder and Chief Investment Officer of Montgomery Investment Management, about the recent rush of takeover activity on the ASX.  They look at whether companies are at risk of overpaying, the role of the big super funds, and where the opportunities might lie for investors.Find out more: https://fearandgreed.com.auSee omnystudio.com/listener for privacy information.

In this episode, Roger Montgomery, Founder and CIO at Montgomery Investment Management joins us to discuss the outlook for the Australian and global economy, the potential of residential property and best places to invest across Australian asset classes. 

Roger Montgomery, Founder and Chief Investment Officer of Montgomery Investment Management, joins Michael for his take on 'GameStop', the US bricks-and-mortar video retailer, that saw its shares surging to dizzying heights last week as small-time traders took on Wall Street.   At the close of trade in New York on Friday, its retail stock was up 68 per cent to $US325, ending the week on a high for GameStop investors.   GameStop stock (GME) has risen more than 1,500% for the year driven largely by a group of investors on Reddit, who are buying the stock to hurt short sellers and hedge funds that had bet on the stock to go down. See omnystudio.com/listener for privacy information.

After Covid19 cut a swathe through 2020, many are looking forward to a brighter 2021. With the S&P500, Dow Jones and Nasdaq at record highs, is this too much to hope for? Popular guest Roger Montgomery of Montgomery Investment Management shares his thoughts about the outlook, including: Whether markets have gotten ahead of themselves in pricing a return to growth How much demand remains in an economy with elevated unemployment Whether a return to normal is on the cards for office property, and Where he sees risks for the unwary in 2021.  We thank you all for listening in 2020, and can’t wait to share more great guests and insights with you in 2021. Stay safe, and have a merry Christmas and New Year! You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean, Spotify or at nabtrade.com.au/yourwealth   If you’re short on time, consider listening at 1.5-2x speed, which should be shown on the screen of your device as you listen. This won’t just reduce your listening time; it has also been shown to improve knowledge retention.

Michael is joined by Roger Montgomery, Founder and Chief Investment Officer of Montgomery Investment Management, regarding Treasurer Dominic Perrottet’s undertaking of NSW’s biggest tax reform in decades as NSW records a historic $16 billion budget deficit.   Part of the plan is for payroll tax to be overhauled, with the rate to be reduced from 5.45 per cent to 4.85 per cent, which will deliver businesses savings on average of $34,000 a year over the next two years.   It’s been estimated that the change will cost NSW $2.1 billion in revenue.   See omnystudio.com/listener for privacy information.

Companies developing products for massive end markets are one of the hottest vectors of opportunity in the market right now. The idea is simple: develop a product or solution that requires a relatively low fixed cost but meets the needs of a large population. In this episode of Buy Hold Sell, Chris Stott of 1851 Capital and Gary Rollo from Montgomery Investment Management debate three small caps ripe for this thematic. They include 1) City Chic Collective - A specialty fashion retailer benefiting from the shift to online sales; 2) Megaport - A leading network-as-a-service provider; 3) EML Payments - A specialist in general reloadable and gift card payment solutions. We also asked each of our guests to nominate a small cap stock with a big opportunity that they think looks attractive right now.

Roger Montgomery is the Founder and CIO of Montgomery Investment Management and Author of value investing book, Value.able. Roger's nous in value investing and online trading sees himself and his team regularly in the media and press, including The Australian, The Herald Sun and Money magazine. LINKS Rogermontgomery.com Montgomery Investment Management Value.able by Roger Montgomery McKinsey 'Lucky Country' article

In the previous video, Roger Montgomery of Montgomery Investment Management and Ben Clark from TMS Capital stressed the importance of not overpaying for growth businesses to avoid being caught in the crossfire of high earnings expectations and an underwhelming reality. In this episode, the duo scour stocks in the domestic and international markets offering the best growth opportunities at a reasonable price. They include: 1) An Australian payments company at the top of Ben's list and whose share price has recently pulled back, 2) A WAAAX stock receiving unfair media coverage, 3) An ASX healthcare giant trying to find its feet, 4) A FAANG pick trading on 23x earnings; US$60 billion cash and tremendous growth optionality and 5) An iconic European brand riding the digital media boom. Visit Livewire Markets to access the video and edited transcript for this episode. Note: This episode was filmed on 1 July 2020.

Have Australian investors mistaken their strategy all these years? As markets emerge from the “Corona Crash”, it's evident that high growth stocks continue to be the best performers. For those expecting a great rotation whereby cheap, dividend-paying businesses would finally be prized for their cashflow generation in an uncertain economy; that theory never materialised. To quantify this point, a recent study found that software stocks worldwide gained 21.41% from 14 February to 12 June. Meanwhile, capital-heavy banks, commodities, and industrial businesses – the backbone of domestic portfolios – are down ~25% (see below chart). That's an outperformance gap of over 40%. This begs the question: should investors change tack and load up on the Afterpays and Altiums of the world? Here, Ben Clark of TMS Capital and Roger Montgomery from Montgomery Investment Management discuss this topic and share their approach to growth investing as well as 7 stock ideas offering growth at a reasonable price. Visit Livewire Markets to access the podcast and edited transcript for this episode. Note: This episode was filmed on 1 July 2020.

An investor's best friend… Google. We all use it, we all love it. Google processes approximately 70,000 search queries per second, meaning 5.8 billion searches per day. So we had to wonder, what are the most googled ASX stocks? Here, Ben Clark from TMS Capital and Roger Montgomery from Montgomery Investment Management discuss the six most googled Australian stocks. Join them as they talk about: 1) A household name with a very uncertain future; 2) One of Australia's most successful global stars; 3) A business spitting out cash amid high commodity prices; 4) A conglomerate riding the Work From Home boom; 5) A company that's fallen ~75% in 22 years; 6) A much-loved national icon facing the wrath of COVID-19. They may be the most popular on Google, but will they get the tick of approval from these fundies? Notes: This episode was filmed on 1 July 2020. Access the edited and transcript and video here.

Michael is joined by Roger Montgomery, Founder and Chief Investment Officer of Montgomery Investment Management, for his view on what’s going on with the share market and stock markets globally. Yesterday the ASX came off strong, but that was off the back of seven straight days of gains, creating one of the quickest bull market recoveries in the history of the ASX.        All of this of the back of what is basically some pretty ordinary economic news; including concerns that unemployment will go up and remain well above 6% well into next year / September/October will very likely a fiscal cliff take place where government money in the form of job keeper dries up / bank mortgage lending holidays evaporate / rent holidays are no longer legally applicable… so suddenly many Australian’s will be unemployed, out of money and have their hand out.  

There’s no doubt 2020 has been a wild ride for stock investors. Thanks to coronavirus, the oil price war, and growing tensions between global powers, we’ve never seen a more volatile stock market.  In a single day in February, we saw share prices on the ASX drop by 7%, only to rise by 14% within a couple of hours. It was enough to leave the experts scratching their heads.  Fund manager Roger Montgomery of Montgomery Investment Management shares his insights about why the stock market is behaving so erratically and whether there might be another big crash on its way. Plus, his tips for beginner investors.  Full show notes at https://www.finder.com.au/podcast Find us on Insta at https://www.instagram.com/pocketmoneypodcast Join our Facebook group https://www.facebook.com/groups/pocketmoneypodcast/ Listen and subscribe https://pod.link/1448147010

Gary Rollo from Montgomery Investment Management specialises in small cap opportunities on the ASX and today he walks through an opportunity with incredible clarity on a company that’s exposed to a sector with huge tailwinds.

Roger Montgomery is one of Australia’s leading fund managers, he’s an author, a regular economic commentator and he’s been watching the corona virus situation unfold… long before it hit the headlines. He’s the founder and CEO of Montgomery Investment Management, he manages money for individuals and families, and it’s great to get a chance to speak to him as we watch financial markets go through a historic correction, after a decade long bull run. For all my listeners out there, I wanted to bring you a deeper look at what’s going on, in the stock market, to get insights from experts who are at the coal-face, but also, to explore how sustainable investments and ESG funds have performed after a decade of strong returns. Now Roger shared his thoughts on the corona virus and its impacts. We dug into the government’s response, as well as how small businesses and the hospitality industry can be helped through this crisis. I also wanted to go deep on the period since the GFC of 2009 when interest rates were cut to zero. Since then interest rates and wage growth have stayed low. While asset prices have headed to record highs, and I wanted to know why. But also, where we go next, as central banks around the world have fired all their ammunition, and now have very few options to stimulate the economy. The show notes are on my website at www.johntreadgold.com Enjoy

In this episode, Roger Montgomery from Montgomery Investment Management joins us to discuss the current state of the Australian economy, including the impacts of a potential recession and Government stimulus-response, the present value of Australian equities and the winners and losers from a falling Australian dollar.

Roger Montgomery is one of the most successful, and recognised, fund managers in the country. That’s why it came as a surprise to us to hear that his investing journey started by exporting goat meat with a friend at university! Since then, Roger has gone on to craft his skills as a value investor over the last 30 years. He is the founder and Chief Investment Officer of Montgomery Investment Management, and preciously held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch. We were honoured, and excited, to have Roger join us, to unpack some of his major stories, lessons, and strategies of his time in the markets. In this episode you will learn: How Roger came to be exporting goat meat at Uni The key elements to Roger’s investing philosophy The importance of learning to value a business and how to think about market prices Why Roger focuses on Australian equities Roger’s outlook for 2020 If Equity Mates received an invite to the Montgomery [Private] Fund Roger was the Emerging Fund Manager of the Year 2016, and is author of best seller Value.Able: How To Value The Best Stocks And Buy Them For Less Than They Are Worth Want more? Subscribe to Equity Mates Investing Podcast, social media channels, Thought Starters mailing list and more here. Equity Mates is a part of the Diamantina Media Network – the home of Australia’s favourite podcasts. For more information, visit http://diamantina.com.au/

Roger Montgomery is Chief Investment Officer and founder of Montgomery Investment Management. This followed a successful career as an analyst, strategist, fund manager and public company chairman. We discuss:Value, growth and momentum investingHow franking credits affect investment in Australian companiesValuing small & micro-cap companiesThe difference between 20th and 21st century companiesDeveloping a circle of competence before plunging headlong into marketsA paradise for introverts - working in funds managementHow technologies that change the world don't necessarily make money for investors.Patience during downturnsHere's the link to the blog post https://www.sharesforbeginners.com/blog/roger-montgomerySharesight is the best portfolio tracking tool in the known universe - and they are pleased to extend a SPECIAL OFFER to listeners of this podcast: 2 months free on an annual premium plan! Click here and sign up now for a 7 day free trial.Shares for Beginners is for information and educational purposes only. It isn’t financial advice, and you shouldn’t buy or sell any investments based on what you’ve heard here. Any opinion or commentary is the view of the speaker only not Shares for Beginners. This podcast doesn’t replace professional advice regarding your personal financial needs, circumstances or current situation.Thanks to Christopher Soulos for music production out of Garlic Breath Studio https://www.facebook.com/GarlicBreathStudio. Remember music flows when the money don’t.

Today we are joined by Roger Montgomery of Montgomery Investment Management to discuss the current outlook for the Australian economy, housing market, banks & how it relates to global conditions. Recently the RBA cut interest rates to new record lows in Australia. Are low interest rates driving asset price bubbles in stocks, bonds & housing that are not supported by underlying economic growth? Are global economies heading for recession or will central banks & policy makers save us? https://twitter.com/rjmontgomery https://rogermontgomery.com/ Date of Recording: 22nd January 2020 Don't forget to Review, Subscribe and Share this Podcast around! --- Join our exclusive crypto community: nuggetsne.ws/community Learn the basics of Bitcoin and cryptocurrency: nuggetsne.ws/learn Get free weekly analysis delivered to your inbox: nuggetsne.ws/email Read our premier weekly digest: nuggetsne.ws/digest Need 1-on-1 consulting with Alex? nuggetsne.ws/1-on-1 WANT MORE OF NUGGET’S NEWS? What is Nugget’s News? nuggetsne.ws/whatis Nugget’s News YouTube: nuggetsne.ws/youtube Facebook: nuggetsne.ws/facebook Twitter: nuggetsne.ws/twitter LinkedIn: nuggetsne.ws/linkedin Instagram: nuggetsne.ws/instagram Reddit: nuggetsne.ws/reddit DISCLAIMER: I am not a licensed financial advisor. My views are general in nature and should not be taken as financial advice. Always do your own research before investing any money.

Brett Hall discusses value investing with Roger Montgomery, from Montgomery INvestment Management.

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.

Guest: Roger Montgomery, Chief Investment Officer, Montgomery Investment Management. Australian house prices and the economy stand at an important crossroads. On the one hand, we have the return of the Liberal-National coalition, the softening of APRA regulations, and rate cuts from the RBA, which all stand to stimulate. On the other hand, we have housing starts down by over 25% over the last year and showing no signs of turning, combined with anaemic retail sales, with the potential to push the economy into a dark place. One rarely discussed dynamic, however, is what Roger Montgomery, Chief Investment Officer at Montgomery Investment Management, calls 'the economics of enough'. “People have borrowed enough, they've bought enough stuff, and eventually growth slows, and that's where you get deleveraging occurring in the economy, where credit growth is slower than economic growth. I think there's a risk that we're now in that deleveraging phase.” In this week's episode of The Rules of Investing, Roger shares what "quality" really means to him, some lessons on late cycle investing from Buffett himself, and we discuss two outwardly-similar companies with very different long term prospects.

Roger is the Founder & Chief Investment Officer of Montgomery Investment Management. Roger brings more than two decades of investment & financial market experience & he shares interesting insights on financial markets. Here's a snapshot of what you'll learn from listening: How to identify the 3 phases to a boom in the market. Why a focus on the calibre of any asset is so important. How to apply the principles of value investing to a property purchase. What happens to prices when population growth in Australia is underestimated. Why access to credit & interest rates are the ultimate driver of asset price. When you know what something is worth, you know when you are paying too much! What is the impact on property prices with a slow down in construction? We cover a lot of ground in this episode, we know you'll enjoy listening! GUEST WEBSITE:https://rogermontgomery.com/ Related Episodes: https://www.theelephantintheroom.com.au/podcasts/069 Work with Veronica? info@gooddeeds.com.au Work with Chris? hello@wealthful.com.au Read the transcript:www.theelephantintheroom.com.au/podcasts/073See omnystudio.com/listener for privacy information.

Steven Pritchard talks to Founder and Chief Investment Officer of Montgomery Investment Management, Roger Montgomery, about why investors should think like business owners.

Roger Montgomery, founder and chief investment officer at Montgomery Investment Management, discusses how he views the current economic climate and the potential investment opportunities in this environment. Discover his thoughts on the banks, property, commodities and a few of his own investing rules.

Roger Montgomery, Founder and Chief Investment Officer of Montgomery Investment Management talks about how to avoid overpriced stocks to guard your nest egg. Do it yourself, DIY, investors will have been watching the waning of the long bull market with concern. Is this the end of the anything goes up boom? Now is the time to learn why value stocks will protect your money for retirement. 

With a technical correction in market values occurring in October, many investors are wondering whether it is time to snap up bargains… or wait on the sidelines for fear of further price falls. Popular market commentator and value investor Roger Montgomery of Montgomery Investment Management has long expressed concerns about high valuations; have his views changed since the recent sell off? ----more---- In this timely podcast, Roger gives Gemma Dale his views on: What has driven global valuations to record highs, and which asset classes still offer value His thoughts on market darlings such as Afterpay, A2 Milk, Wisetech and Appen His specific allocation to financials and why he’s waiting to buy more Whether CSL, REA and Maquarie offer value to today’s investor Which sectors are likely to face headwinds in the coming months. Gemma will be providing insights into what savvy investors are buying at the upcoming ASX Investor Days this month in Sydney, Brisbane and Melbourne, and we’ll also be giving away a free copy of Roger’s book Value.able to attendees. Click here to register. You can access this and previous episodes of the Your Wealth podcast now on iTunes, Podbean or at nabtrade.com.au/yourwealth.

Episode 44 - Where to for the sharemarket? Roger Montgomery is the founder of Montgomery Investment Management, a boutique investment management firm with domestic and international investment portfolios. He has over 20 years of experience in the finance industry, including areas of equity analysis, equity and derivative trading, as well as investment banking. Roger joins me today to share his thoughts on the current state of the share market and how he thinks it will impact Australia in the short and long-term. He also describes the impact of low credit growth on our economy and explains why he believes it will get worse before it gets better. Don’t miss this week’s segment of Reuben’s Rant where I react to the Royal Commission finding that HostPlus super fund spending $300,000.00 on tickets to sporting events. And stay tuned to the end of the episode for my Propellerhead of the Week segment to learn how Calendly can help you remember all of your scheduled meetings. “When you don't have staff excited to be involved with the company, it's very difficult to grow that company.” - Roger Montgomery This week on The Finance Hour Podcast: What is the state of the current share market? What we currently know regarding the problems in the real estate industry. Why Warren Buffett is holding so much cash in Berkshire Hathaway The changing way in which banks are assessing loans. His thoughts on the current value of Telstra. His perspective on the future of AMP and banking in general. Roger Montgomery’s Top 3 Tips for Investing in the Current Market Conditions: Keep an eye on short-term treasury rates in the United States. Be cautious between now and November when the US mid-term elections begin. See low prices in the market as an opportunity instead of a risk. Connect with Roger Montgomery: Montgomery Investment Management LinkedIn Subscribe to The Finance Hour Podcast with Reuben Zelwer! Thanks for tuning into this week’s episode of The Finance Hour Podcast with your host, Reuben Zelwer! If you enjoyed this episode, please head over to iTunes to leave us a rate and review. Subscribe to the show so you never miss an episode and don’t forget to share your favorite episodes with your friends and colleagues. To learn more about Adapt Wealth Management and to connect with Reuben, visit our website or follow us on Facebook and Twitter. See omnystudio.com/listener for privacy information.

Get all links mentioned in the episode:https://www.neuralle.com/blog/posts/029-how-to-be-a-value-investor-read-listen-and-be-patient-roger-montgomery Skip through the episode:What made him interested in value investing {09:09}Introducing value investing to a new-comer {11:27}Becoming a better investor {20:02}Assets to consider, starting out {22:50}Australia’s housing affordability {24:00}If he had to mentor a group of students {27:00}Mistakes young newcomers often make {29:44}How to prepare for a recession without being too bearish {32:28}Morning rituals or habits {35:17}Books he is currently reading {36:14}Lessons learnt from his parents {37:58}If he could have a billboard anywhere in Australia {38:16}