Investor Insights

In this section we explore investing basics, common themes and information to help guide your investing journey. 

The information provided is general information only. The information does not take into account your investment objectives, financial situation or particular needs. You should consider your own investment objectives, financial situation and particular needs before acting upon any information provided in this document and consider seeking advice from a financial adviser if necessary.

February 27, 2026

Ausbiz– Beating the Bubble

By Roger Montgomery

Many believe the era of easy investing is over and after several strong years in equity markets, opportunities are harder to find and valuations are less forgiving. So, with traditional 60/40 portfolios under pressure, investors are looking for diversification, income and resilience.
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February 25, 2026

The piano accordion of business life

By Roger Montgomery

Business is like a piano accordion. Sectors and individual companies expand and grow, then contract, necessarily becoming smaller than they once were. If you keep this metaphor in mind when investing, it can help you understand the business’s stage of life.
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February 23, 2026

The liquidity vacuum: Why markets may experience a reality check

By Roger Montgomery

Over the weekend, Michael Howell from CrossBorder Capital updated his global liquidity analysis, concluding the sell-off isn’t over for Bitcoin, and elsewhere, accelerating global economic growth will draw liquidity from other asset markets, limiting their upside. In Bitcoin, while some forecasters eye a rally to $90,000, Howell and the team at CrossBorder Capital have other ideas.
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January 6, 2026

Fear + Greed Podcast – Inside the remarkable world of high-frequency trading

By Roger Montgomery

I joined Sean Aylmer for Fear and Greed’s Summer Series to talk about high-frequency arbitrage, how these strategies work, and why they have become an increasingly attractive alternative for sophisticated investors. We discussed how arbitrage seeks to profit from volatility and pricing inefficiencies across global asset exchanges.
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December 30, 2025

The $400,000 mirage vs. The $65,000 reality

By Roger Montgomery

According to a survey by Finder and, separately, modelling from investment and annuities firm Challenger, Australians are being haunted. Not in their homes, mind you, but in their bank accounts. The ghost, however, isn’t inflation; it’s the distant and diminishing finish line for what’s considered ‘financial peace of mind.
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December 30, 2025

Fear + Greed – Why private credit is booming

By Roger Montgomery

I joined Sean Aylmer for Fear and Greed’s summer series to talk about the growth of private credit, why it has expanded so quickly, and what investors should look for when assessing these opportunities. We also discussed how private credit can complement a diversified portfolio, providing an income stream that is uncorrelated to equity markets.
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December 30, 2025

How AI investors could lose everything and still win

By Roger Montgomery

Who would have thought that asset bubbles are a necessary part of humanity’s advancement through technology? While most currently consider bubbles a dangerous precondition for a stock market crash, they can also be better navigated by appreciating they’re a necessary step on the road to humanity’s advancement.
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December 12, 2025

Lessons from past technology booms

By Roger Montgomery

Debt nuances I just read the following sentence: “Graphic Processing Unit (GPU) rich clouds are now raising multi-billion-dollar debt with GPUs as collateral. ” It got me thinking… Figure 1. General Purpose Technology (GPT) booms and busts, Gartner’s hype cycle Source: Gartner In the railroad boom of the 1800s, U. S.
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