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Roger Montgomery, Founder and Chairman joined Phillip Clark from ABC Nightlife to discuss the reporting season so far, including the huge profits being announced by Qantas and the supermarkets. They also discuss the slowdown of the Chinese economy and how Baby Boomers will have to change their investment mix to shift away from growth to income producing investments such as private credit. Listen to the podcast here: ABC Nightlife 29 August 2023

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Roger Montgomery, Chief Investment Officer joined Philip Clark to discuss the latest financial news. This week’s focus is on the ‘mortgage cliff’ and the impact it’s having, along with an explanation of ‘disflation,’ a term currently circulating in equities markets. Additionally, they explore the growing accessibility of private credit investment for small investors. Listen to the podcast here: ABC Nightlife 25 July 2023

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Roger joined Philip Clark on ABC Nightlife to discuss the Reserve Bank giving mortgage borrowers a reprieve, if only temporarily, by leaving interest rates on hold at the April board meeting. After ten consecutive rate rises, the RBA opted to wait and see how the economic data plays out amid early signs that the increase in rates so far is starting to weigh on consumer spending and lower inflation. What is predicted further ahead for the economy? Listen to the podcast here: ABC Nightlife 4 April 2023

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Roger joined Philip Clark on ABC Nightlife to discuss what to make of the Silicon Valley Bank collapse. Since 2008 banks have been operating in a world of ultra-low interest rates and periodic injections of electronic cash from central banks. What are the ramifications on our world markets? Listen to our interview here:
ABC Nightlife: Economic growth but financial headwinds ahead?

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Roger joined Philip Clark on ABC Nightlife to discuss whether historical trends and precedents can help guide you in the future. Discussing the issues weighing on financial markets and if there could be a bull market happening this year. In the very worst years, when the market fell between 30-50 per cent, after those years what we find is that the pendulum then swung almost completely the other way.

Does past performance help us predict future performance?
Listen to the podcast here: ABC Nightlife 7 February 2023

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Roger joined Philip Clark on ABC Nightlife to discuss the factors making investors feel anxious in the current climate. Interest rates will be rising for the foreseeable future and the Reserve Bank of Australia governor, Philip Lowe, said the RBA will not hesitate in making higher increases than predicted if inflation does not begin to drop. Expectations are for the U.S. Federal Reserve to impose another interest rate rise of 0.75 percentage points at their meeting this Wednesday. For investors, Roger and Phil discuss timeless investment lessons learnt over the years, including why sustained market success comes from thinking like the owner of a business.

Why investors need to get back to basics when it comes to investing:
Listen to the podcast here: ABC Nightlife 1 November 2022

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Roger joined Philip Clark on ABC Nightlife to discuss whether interest rates will succeed in staving off a recession and how much of an impact we can expect on house prices. Today, CPI inflation has risen to 6.1 per cent and underlying inflation is 4.9 per cent. These are the highest rates in many years. There is a real economic challenge coming for the newly minted federal government.

Are continual interest rate rises the right approach to curbing a national recession?
Listen to the podcast here: ABC Nightlife 13 September 2022

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Roger joined Philip Clark on ABC Nightlife to discuss recession and inflation. With the costs rising for food, petrol and energy along with interest rates also going up, is the economy about to enter a recession? With the lowest level of unemployment in known memory, are you wondering how can a downturn be imminent? Listen here. 

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Roger joined Philip Clark on ABC Nightlife to discuss whether an economic recession is on the cards. We can say that the COVID crisis created a once-in-a-generation economic crisis, which justified constant use of vast money printing and borrowing to get through it, but in truth we’ve had three major economic upsets in the space of 13 years. There’s no guarantee that we will fall into recession, coming out of the pandemic, but there’s certainly no guarantee we won’t either.  Listen here.

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Roger joined Philip Clark on ABC Nightlife to discuss what US interest rate rises will mean for Australia, given inflation is well above comfortable levels and how the war between Russia and Ukraine is impacting markets and investors. Listen here. 

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