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I joined Gemma Dale on nabtrade’s Your Wealth podcast to discuss the importance of growth and where to find it, income and the dangers of chasing yield, and provides an explanation for why the outlook might be brighter than many commentators assume. I also talk about the growing asset class that is private credit so keep the Aura High Yield SME Fund and the Aura Core Income Fund in mind after seeking personal professional advice.

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by Roger Montgomery Posted in Investing Education, Podcast Channel.

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I joined Sean Aylmer on The Fear and Greed Podcast to discuss dividends. A lot of investors love getting dividends. But are you looking at this the wrong way? Businesses that have attractive dividend yields may not have much money left to reinvest in the business.

by Roger Montgomery Posted in Editor's Pick, Podcast Channel.

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Roger joined James Kirby on The Australian’s Money Cafe podcast to discuss 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. 

by Roger Montgomery Posted in On the Internet, Podcast Channel.

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Roger joined Sean Aylmer on the Fear and Greed interview to discuss mergers and acquisitions. What does a company look for when considering a takeover and what happens when they pay too much?

by Roger Montgomery Posted in Podcast Channel.

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Roger joined Sean Aylmer on the Fear and Greed Podcast to discuss current market conditions. There’s plenty of negativity in the market right now, with a real risk of recession in the U.S. and in Europe as interest rates rise to combat inflation. But what does this mean for investors? At some point we will enter another bull market. Roger shares three scenarios that could kickstart another run up in sharemarkets in this podcast. 

by Roger Montgomery Posted in Podcast Channel.

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With earnings season over, it’s a good time to look at the winners, the losers, and the themes affecting investors. But markets are forward-looking, and as the free money era rolls over, investors are cautious on the outlook. Roger Montgomery talks to Sean Aylmer on this episode of Fear and Greed discussing what it all means for investors. 

by Roger Montgomery Posted in Podcast Channel.

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Roger joined Alec Renehan and Bryce Leske on the Equity Mates Investing Podcast to discuss what is driving the sell off in share markets across the world. The enormous compression of price-to-earnings (P/E) ratios generally occurs when interest rises, why is this correlated and they discuss high quality companies for your watchlist.

by Roger Montgomery Posted in Podcast Channel.

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The U.S. 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? The consequent uncertainty has U.S. stock market participants talking themselves into a bear market. Roger Montgomery talks to Sean Aylmer on this episode of Fear and Greed discussing what it all means for investors. 

by Roger Montgomery Posted in Podcast Channel.

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Roger joined Jas on the Spark your FIRE podcast to discuss how the start of 2022 has seen the most unexpected black swan of all time – a war in eastern Europe. The Russia and Ukraine war will have long lasting implications on the global economy with impacts on supply chains and commodities. Listen via the embed player below:

by Roger Montgomery Posted in Podcast Channel.

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Roger joined Gemma Dale on the nabtrade podcast Your Wealth  to discuss how seriously we need to be taking rising inflation and which sectors for investors have the greatest potential. A lot has changed in markets this year and Roger thinks the most important switch has been the change in short-term inflation expectations and central banks starting the rate hikes. House prices are falling and business and consumer confidence are taking a hammering. Yet, at the same time, inflation is high and the employment rate is low.  

by Roger Montgomery Posted in On the Internet, Podcast Channel.

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