Roger Montgomery: Value investing, the economy and the impact of corona virus

Good Future

Roger Montgomery is one of Australia’s leading fund managers, he’s an author, a regular economic commentator and he’s been watching the corona virus situation unfold… long before it hit the headlines. He’s the founder and CEO of Montgomery Investment Management, he manages money for individuals and families, and it’s great to get a chance to speak to him as we watch financial markets go through a historic correction, after a decade long bull run. For all my listeners out there, I wanted to bring you a deeper look at what’s going on, in the stock market, to get insights from experts who are at the coal-face, but also, to explore how sustainable investments and ESG funds have performed after a decade of strong returns. Now Roger shared his thoughts on the corona virus and its impacts. We dug into the government’s response, as well as how small businesses and the hospitality industry can be helped through this crisis. I also wanted to go deep on the period since the GFC of 2009 when interest rates were cut to zero. Since then interest rates and wage growth have stayed low. While asset prices have headed to record highs, and I wanted to know why. But also, where we go next, as central banks around the world have fired all their ammunition, and now have very few options to stimulate the economy. The show notes are on my website at www.johntreadgold.com Enjoy