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Equity mates: when the market busts, load up
Roger Montgomery
June 7, 2022
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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Fear and Greed: What would a US hard landing mean for investors?
Roger Montgomery
May 23, 2022
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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Spark Your Fire – markets with Roger
Roger Montgomery
April 20, 2022
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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nabtrade Your Wealth: The wall of worry – what to do with your money
Roger Montgomery
April 15, 2022
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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Netwealth podcast concentrated portfolios: A tool for risk-management
Polen Capital
April 12, 2022
In this podcast with netwealth, Jeff Mueller, a former US Marine, and a co-portfolio manager of the Global Growth Fund at Polen Capital, shares how a concentrated portfolio of high-quality global companies can be a risk management tool and hedge against inflation. Jeff identifies the filters and “guardrails” that all investors should consider when shaping a portfolio capable of significant growth even within inflationary and unstable environments.
by Polen Capital Posted in Global markets, Podcast Channel.
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Fast Five by Fear and Greed
Roger Montgomery
January 22, 2022
Roger joined Sean Alylmer and Michael Thomson on the Fear and Greed podcast to discuss what to expect from the large cap stocks this year. Large caps are often household names – is that a good or bad thing? Many people assume the bigger companies are safer, but some of these larger companies have to make acquisitions in order to provide decent returns.
by Roger Montgomery Posted in On the Internet, Podcast Channel.
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MEDIA
Equity Gals: Roger’s views on markets, the metaverse and NFTs
Roger Montgomery
December 14, 2021
Roger joined Amie Baker and Giulia Colaci on Equity Gals to discuss market expectations, thoughts on inflation, the metaverse and NFTs. Roger also discusses the importance of finding good businesses that are creating value when investing.
by Roger Montgomery Posted in On the Internet, Podcast Channel.
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Fear and Greed: the investor’s guide to inflation
Roger Montgomery
November 25, 2021
Roger joined Sean Alylmer on the Fear and Greed podcast to discuss the biggest unknown for markets at the moment – inflation and what this means for interest rates. Roger believes the Fed is right to say that this current bout of inflation is transitory and it will in fact pass.
by Roger Montgomery Posted in On the Internet, Podcast Channel.
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Your Wealth – Why Roger Montgomery is still bullish on this market
Roger Montgomery
October 22, 2021
In this Your Wealth Podcast with Gemma Dale from Nabtrade Roger explains why he thinks the fears of a significant downturn are overstated by discussing the macro trends underpinning market growth, why a correction could happen but won’t be cataclysmic and how rising interest rates could affect share performance.
by Roger Montgomery Posted in On the Internet, Podcast Channel.
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Weekend watchlist – Macquarie Telecom ASX:MAQ
Roger Montgomery
September 14, 2021
Roger joined Philip Muscatello on Shares for Beginners Weekend Watchlist to discuss Macquarie Telecom (ASX:MAQ) which is part of a global megatrend – data centres and the cloud. Global research and advisory firm Gartner estimates in 2022 there will be an estimated $1.3 trillion in IT spend that will be affected by the shift to the cloud and this figure is expected to grow in the low double digits for years to come. continue…
by Roger Montgomery Posted in Companies, Editor's Pick, Podcast Channel, Stocks We Like.
