• Markets rose in the wake of news the federal government would extend the COVID-19 stimulus packages to the end of March. Should investors be cautious? Listen here.

Margin Call with Roger Montgomery

Margin Call with Roger Montgomery

Roger joined Jordan Michaelides on the Margin Call Podcast to talk about the COVID-19 situation in Australia, and how we are in a health and economic crises but not a financial crisis. They cover headwinds and tailwinds for the Australian economy, current share markets and opportunities this presents for value investors.


Roger is the Founder and Chief Investment Officer of Montgomery Investment Management. Roger brings more than two decades of investment and financial market experience, knowledge and relationships to bear in his role as Chief Investment Officer. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.

This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.

Why every investor should read Roger’s book VALUE.ABLE


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  1. Peter Chapple

    Hi Roger,
    I’ve heard you say / write about buying oil when it was negative. I appreciate that this opportunity may have passed but I am curious about how an average person can invest in oil?

    • Hi Peter,

      There are ETFs that offer exposure such as Betashares Oil ETF (ASX:OOO) in Australia and a plethora in the US that can be purchased through NAbtrade and Commsec. You need to understand the way futures contracts roll at expiry and appreciate that this will impact on returns for the ETF but betashares have managed the process well.

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