Last night I joined Phil Clark on ABC Nightlife to explore Kenneth Rogoff’s warnings on the looming U.S. debt pile and the end of the “free money” era, and why investors should stay cautious. With debt levels near WWII highs, foreign buyers showing less appetite for U.S. bonds, and Trump’s tax cuts paired with massive borrowing, the risks of a crisis are mounting.
Add in the artificial intelligence (AI) hype and surge in speculative assets like bitcoin and gold – the investment outlook looks increasingly fragile. Now may be the time to diversify and rebalance your portfolio as liquidity starts to tighten and volatility looms.
Catch the full episode here: Nightlife Finance with Roger Montgomery