In this interview on Money News, Roger discusses the recent volatility in the markets. Is this a sign of what is up ahead? And which assets will be hit the most as real interest rates rise?

by Roger Montgomery Posted in Radio

• LISTEN
• save this article
• POSTED IN Radio

In this interview on Money News, Roger discusses the banks. As we see a negative wealth effect, credit growth will decline. So how long will these pressures on the banks last?

continue…

by Roger Montgomery Posted in Editor's Pick, Radio

• save this article
• POSTED IN Editor's Pick, Radio

In this interview on Money News, Roger discusses the retail sector, if the economy starts slowing down how many retailers will go under? And how can you make sure you aren’t falling into a value trap?

by Roger Montgomery Posted in Radio

• LISTEN
• save this article
• POSTED IN Radio

In this radio program with Philip Clark, Roger makes comparisons on major companies including CLS and Rio and Tesla and BMW. What can be seen when these comparisons are made? Listen here.

by Roger Montgomery Posted in Editor's Pick, Radio

• save this article
• POSTED IN Editor's Pick, Radio

In this interview on Money News, Roger discusses the aged care sector. With the announcement of the Royal Commission what is the long-term outlook for these companies?

by Roger Montgomery Posted in Radio

• LISTEN
• save this article
• POSTED IN Radio

In this interview on Money News, Roger discusses what has happened in the economy in the past 10 years since the collapse of Lehman Brothers. Have things really gotten better?

by Roger Montgomery Posted in Radio

• LISTEN
• save this article
• POSTED IN Radio

In this interview on Money News, Roger discusses a fundamental problem that Australia may not be ready for. The current high levels of debt could complicate monetary policy decisions. How cautious should you be?

by Roger Montgomery Posted in Editor's Pick, Radio

• save this article
• POSTED IN Editor's Pick, Radio

In this interview on Money News, Roger discusses with Ross Greenwood CommSec’s statement that 93 per cent of companies who have reported to date, have reported a profit, which is good news for government tax collection. However, the news isn’t all rosy with land sales and renovations slowing. Despite consumer confidence, why are our department stores going backwards?

by Roger Montgomery Posted in Radio

• LISTEN
• save this article
• POSTED IN Radio

In this radio program with Philip Clark, Roger discusses the emerging themes from reporting season. The biggest employer in Australia is healthcare, followed by retail and construction. What are the emerging themes that will impact workers in these sectors? Listen here.

by Roger Montgomery Posted in Radio

• LISTEN
• save this article
• POSTED IN Radio

In this interview on Money News, Roger discusses the current reporting round’s latest company results. JB Hi-Fi’s fundamental problem is the consumer cycle turning. Challenger didn’t meet expectations resulting in a share price fall of 7 per cent yesterday. And how did the market react to the results from Dominio’s Pizza?

continue…

by Roger Montgomery Posted in Editor's Pick, Radio

• save this article
• POSTED IN Editor's Pick, Radio