Investor Insights

September 30, 2025

ABC Newcastle Mornings – the artificial intelligence boom

By Roger Montgomery

I joined Paul Turton today on ABC Newcastle to discuss why the market is demonstrating new highs despite the fear and uncertainty surrounding geopolitical events, the rising risk of stagflation, and the growing threat to the U. S. Federal Reserve’s independence.
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September 24, 2025

Fear + Greed – what went wrong at Myer

By Roger Montgomery

I joined Sean Aylmer on Fear + Greed yesterday to discuss Myer’s disappointing announcement of a 30 per cent decline in profit, which was followed by a 25 per cent drop in its share price. So, what went wrong? As a traditional bricks-and-mortar department store, Myer has been grappling with significant challenges.
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September 19, 2025

Statewide drive – when boards fail, investors pay the price

By David Buckland

I joined Jess Maguire on ABC Statewide Drive to discuss how scandals at Super Retail, Qantas, and Star Entertainment reveal a troubling pattern: CEOs behaving badly and boards failing to act. From cover-ups to ignored red flags, weak oversight has led to billions in fines, lost trust, and damaged valuations.
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September 18, 2025

Ausbiz – Private credit's equity-like returns without the volatility

By Roger Montgomery

  I joined Ausbiz to explore why private credit is attracting growing interest from investors. It can offer equity-like returns with far less volatility, while providing both diversification and  income. With stretched markets and retirees prioritising stability, private credit is fast emerging as a mainstream asset class in Australia.
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September 11, 2025

Ausbiz – Bitcoin gains ground in mainstream strategy

By Roger Montgomery

  I joined Ausbiz with Clint Maddock, Founder and Director at Digital Asset Funds Management – our newest partner, an Australian investment manager specialising in digital asset markets – to discuss the growing role of digital assets like Bitcoin in investment portfolios.
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September 5, 2025

Statewide Drive – Stagflation and rising debt

By Roger Montgomery

This week on ABC Statewide Drive with Jess Maguire, I explored the risks of stagflation and rising debt. While markets may look strong on the surface, the reality is more complex. Stagflation – when economic growth slows or stalls while prices continue to rise ­– creates a challenging environment for investors.
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September 4, 2025

Ausbiz – Debt, inflation and fragile markets

By Roger Montgomery

  I joined Juliette Saly from Ausbiz to discuss America’s growing debt crisis and the looming risk of stagflation – the mix of slowing growth and stubborn inflation. We explored why rising borrowing costs, political pressure on the Federal Reserve, and stretched equity valuations are fuelling concerns, and what this means for investors navigating fragile markets.
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