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.

I joined David Taylor on ABC The Business to discuss signs that the market might be entering bubble territory.    Sharemarkets continue to climb, driven by fear of missing out (FOMO), expectations of interest rate cuts, and easing global tensions.

This week on ABC Statewide Drive with Jess Maguire, I explained why Bitcoin has surged to fresh record highs and whether it’s truly gone mainstream or just another bubble in the making. I broke down the origins of cryptocurrency, how blockchain removes costly intermediaries, and why central bank money printing and a weaker U. S.

  Today, I joined Juliette Saly on Ausbiz to discuss what’s powering Bitcoin’s bull case. I explained that Bitcoin is highly sensitive to global central bank liquidity which has been rising since late 2022. With over US$300 trillion in global debt that requires constant refinancing – central banks are forced to inject liquidity, effectively deflating the U. S. dollar.

There’s some early evidence the equity boom is entering a bubble phase. Bubbles can last and keep inflating for a long time. Missing out can be costly, but predicting the exact moment of a bubble’s demise is a waste of time. So, the right strategy isn’t prediction but rebalancing and a little tactical asset allocation.

  This morning i joined Juliette Saly on Ausbiz to discuss how investors should focus on central bank actions rather than rhetoric – given liquidity continues to be a key driver behind today’s market momentum.

This morning on ABC Mornings with Paul Turton, we discussed the upcoming corporate reporting season and what it might reveal about Australia’s economic health. I noted that while markets have been strong so far this year – led by banks and tech – investors will be closely watching whether earnings justify this optimism.