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Veronica Morgan & Chris Bates host the The Elephant In The Room Property Podcast with Roger joining to discuss how to apply the principles of value investing to the property market. Listen here. (60 minutes)

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?

by Roger Montgomery Posted in Podcast Channel, Radio.

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In this radio program with Philip Clark, Roger discusses how pain in the property market weaves its way through other parts of the economy. The residential construction sector is one of the biggest employers in the country. What impact will the drop off in home approvals and construction have on jobs in that sector?  Listen here. (50 minutes)

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In this interview on Money News, Roger and Ross explain the yield curve. An inverted yield curve occurs when short-term interest rates exceed long-term rates. With much of the world experiencing an inverted yield curve, is this a bellwether for an economic recession?

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In this interview on Money News, Roger and Ross discuss the Australian sharemarket being close to a 12-year high, responding to lower interest rates and a hope that earnings growth is on the horizon. Is Wesfarmers set-up to generate shareholder returns?

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In this interview on Money News, Roger discusses the 0.25 percentage point rate cut by the RBA. The last cut prior to yesterday was just under 3 years ago and the last rise was almost 11 years ago. Should we expect another cut soon?

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In this interview on Money News, Roger discusses the difference a week has made. Since the Federal Election, property clearance rates have gone from 44 per cent to 69 per cent. Will the government be able to offset a deteriorating construction sector, or is the enthusiasm premature?

by Roger Montgomery Posted in Editor's Pick, Radio.

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In this interview on Money News, Roger discusses the impact the Federal Election had on markets. Following the surprise result we have seen a rally in the banks. Is this due to the fear of losing franking credits under a Labor government prior to the result?

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In this interview on Money News, Roger discusses the recent downgrades for companies leveraged to the housing market. For those companies doing well, success is more than reflected in their share prices – leaving very little for value investors. Although which companies should you keep an eye on?

by Roger Montgomery Posted in Radio.

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In this radio program with Philip Clark, Roger discusses the current state of the Australian economy. Interest rates were left on hold by the RBA, and we could soon see a big drop in construction activity – which will cause higher unemployment rates and less discretionary spending. Looking globally, there are signs of a bubble in tech stocks, and the phenomenon of companies like Uber which have sucked up billions of dollars of investment money without turning a profit. Listen here.

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In this interview on Money News, Roger discusses the RBA’s decision to keep rates on hold. Cutting rates without more relaxed lending standards won’t make a difference, we need to see the banks have the ability to lend within a sensible stress-lending test. Will this create issues if unemployment spikes?

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