Radio

  • MEDIA

    December ABC Nightlife – Finance

    Roger Montgomery
    December 19, 2024

    This week, I had the pleasure of joining Phil Clarke on ABC Nightlife to reflect on the surprising performance of the share market in 2024 and to discuss my outlook for 2025. At the start of the year, many investors and advisers anticipated modest returns following a strong 2023. However, the market defied expectations, delivering even greater gains despite being described by some experts as a “melt-up.” During the episode, I shared insights into why I believe markets may not be as overvalued as they appear, along with what else is on the horizon.

    continue…

    by Roger Montgomery Posted in Radio.

  • MEDIA

    ABC Statewide Drive – What’s ahead for 2025

    Roger Montgomery
    December 16, 2024

    In my recent interview on ABC Statewide Drive with Jess McGuire, I shared insights on the outlook for the stock market in 2025. We discussed how focusing on the combination of disinflation and positive economic growth can be key drivers of success, rather than getting caught up in the noise from the broader financial commentary. You can listen to my segment from the 1:45-minute mark here. ABC Statewide Drive – What’s ahead for the stock market in 2025

    by Roger Montgomery Posted in Radio.

  • MEDIA

    November ABC Nightlife – Finance

    Roger Montgomery
    November 28, 2024

    Earlier this week, I joined Phil Clark on ABC Nightlife to discuss the latest in finance. We explored the rise of Bitcoin and crypto ETFs, including their increased accessibility and the potential implications of President-elect Donald Trump’s vision for the U.S. as a leading repository for Bitcoin. I also highlighted the drawbacks of relying on charting and technical analysis compared to dollar cost averaging. We also addressed the challenges of navigating financial advice in the era of “finfluencers,” and where to find reputable information. Lastly, I shared insights into Warren Buffett’s recent decisions and what these moves reveal about Berkshire Hathaway’s strategy, while answering some of your questions along the way.

    continue…

    by Roger Montgomery Posted in Radio.

  • MEDIA

    November ABC Statewide Drive – Money Matters

    Roger Montgomery
    November 1, 2024

    Yesterday afternoon, I joined Jess McGuire on ABC Statewide Drive for the Money Matters segment, where we discussed the critical role of company boards during times of crisis. We explored how comnpany boards should approach challenging situations. The conversation highlighted the responsibilities of board directors to act swiftly and responsibly, balancing the interests of shareholders, managers, and the broader community. continue…

    by Roger Montgomery Posted in Radio.

  • MEDIA

    October ABC Nightlife – Finance

    Roger Montgomery
    October 16, 2024

    Last night on ABC Nightlife, I joined Philip Clark to discuss the challenges of predicting market turning points. We also explored the concerning state of China’s economy, where plummeting property prices and Xi Jinping’s attempts to shift towards a consumption-driven model akin to those of Australia, the U.S. and Europe could have significant impacts on Australia due to our strong trade ties. Lastly, we touched on Australia’s housing market, where both property prices and rents have surged dramatically since the COVID-19 pandemic.

    continue…

    by Roger Montgomery Posted in Radio.

  • WHITEPAPER

    HIGHER RETURNS AND LOWER RISK? YES, IT’S POSSIBLE WITH PRIVATE CREDIT

    Discover how private credit can deliver higher returns with lower risk in our latest whitepaper. Learn how the Aura Core Income Fund’s AA equivalent rated portfolio has consistently outperformed while maintaining transparency and robust risk management. Unlock the insights to achieve superior risk-adjusted returns today. 

    READ HERE

  • MEDIA

    ABC Newcastle Mornings – September 2024

    Roger Montgomery
    October 1, 2024

    In this morning’s interview with Paul Turton on ABC Newcastle Radio, the discussion highlighted concerns about the treatment of suppliers by major supermarkets. The Australian Competition & Consumer Commission (ACCC) is currently pursuing legal action against these supermarkets, accusing them of inflating prices while presenting them as “discounts.” Despite these allegations, the duopolistic structure of the supermarket industry makes it unlikely that consumers will significantly alter their shopping habits.

    continue…

    by Roger Montgomery Posted in Radio.

  • MEDIA

    ABC Newcastle Mornings

    Roger Montgomery
    September 25, 2024

    In this week’s interview with Paul Turton on ABC Newcastle radio, I discussed how central banks are carefully steering economies towards a soft landing. The reporting season revealed that some retailers, like Harvey Norman (ASX: HVN), are losing market share to better-performing competitors. Meanwhile, businesses such as Cash Converters (ASX: CCV) are seeing revenue growth as more individuals pawn items to manage the rising cost of living. Traditional banks, constrained by tighter post-GFC lending restrictions, face challenges in addressing the $400 billion funding gap for small and medium-sized businesses, driving growth in private credit.

    continue…

    by Roger Montgomery Posted in Radio.

  • MEDIA

    ABC Statewide Drive – Money matters

    Roger Montgomery
    September 25, 2024

    In my recent conversation with James Findlay on Statewide Drive, I discussed several key trends in the current economic landscape. Since June, major lenders and banks have only reported a modest increase in mortgage defaults and house repossessions, while vehicle defaults remain under 1 per cent. However, ASIC data shows that Australia is on track to record the highest number of business collapses in a decade, particularly in the building and food service industries, reflecting a pullback in discretionary spending.

    continue…

    by Roger Montgomery Posted in Radio.
  • Radio

    MEDIA

    ABC Nightlife – Finance

    Roger Montgomery
    August 30, 2024

    This week on ABC Nightlife, I joined Philip Clark to discuss the results from the current reporting season and the outlook for the new financial year. We explored why more companies have exceeded market expectations than have disappointed.

    You can listen to the full interview here: ABC Nightlife – Finance with Roger Montgomery continue…

    by Roger Montgomery Posted in Radio.
    Radio

  • MEDIA

    ABC Statewide Drive – Money matters with David Buckland

    David Buckland
    July 12, 2024

    In my interview on ABC Statewide Drive with Jess Mcguire yesterday, we discussed the recent interest rate cuts in Sweden, Canada, and Europe, with New Zealand potentially following suit in the coming months as the economy slows. Consumer sentiment is also shifting, with a noticeable focus on essentials, as companies like Kathmandu (ASX:KMD), Cettire (ASX:CTT), and Nike (NYSE:NKE) project lower sales for the June to August period due to decreased discretionary spending. Additionally, we touched on the significant influence of artificial intelligence (AI) on the impressive performance of the Magnificent 7 stocks last year and this calendar year. continue…

    by David Buckland Posted in Radio.