Investor Insights

June 3, 2026

The Australian – AI optimists face a reality check as surging bond yields signal market trouble

By Roger Montgomery

There’s a battle playing out right now between Wall Street’s most bullish artificial intelligence (AI) optimists and the bond market traders quietly sounding the alarm. The outcome of that contest will matter enormously to investors with skin in the game. Bullish investors believe AI is a new, infinite fourth factor of a nation’s production and wealth creation.
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May 19, 2026

ABC Newcastle Mornings – Bulls, Bears and the AI boom

By Roger Montgomery

I joined Niav Owens on ABC Newcastle Mornings to discuss the growing divide between market bulls and bears, and how artificial intelligence (AI) is reshaping the investment landscape. We explored why investors are becoming increasingly optimistic about AI’s long-term potential and the productivity gains it could unlock across the economy.
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May 14, 2026

Ausbiz – Budget risks and market warnings

By Roger Montgomery

  I joined Juliette Saly on Ausbiz today to discuss the 2026 Federal Budget and whether changes to Capital Gains Tax (CGT) and negative gearing could ultimately create unintended consequences for younger Australians.
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May 5, 2026

ABC Newcastle Mornings – How your data is driving prices higher

By Roger Montgomery

I joined Paul Turton today on ABC Newcastle Mornings to discuss the growing use of personalised or “surveillance” pricing, where companies use data like your browsing history, location or even behaviour in-store to charge different prices for the same product, often without consumers realising.
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May 5, 2026

ABC Newcastle Mornings – How your data is driving prices higher

By Roger Montgomery

I joined Paul Turton today on ABC Newcastle Mornings to discuss the growing use of personalised or “surveillance” pricing, where companies use data like your browsing history, location or even behaviour in-store to charge different prices for the same product, often without consumers realising.
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May 1, 2026

ABC Statewide Drive – Budget talk

By Roger Montgomery

I joined Jess Maguire on ABC Statewide Drive to break down what’s actually on the table ahead of the federal budget. With a large deficit, ongoing inflation and rising government spending, I said this is an important budget and a time when rumours can spread quickly.
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