ABC Newcastle Mornings – markets look past the noise
I joined Paul Turton this morning to unpack why markets are climbing despite geopolitical tensions and economic headwinds. Wall Street is edging toward record highs, encouraged by shifting perceptions of Trump’s policy agenda, including tax exemptions for U.S. tech giants. Surprisingly, markets have remained resilient amid high tariffs, Middle Eastern conflicts, and military tensions in Europe.
We also discussed the growing legitimacy of cryptocurrency. Trump’s proposal to allow U.S. retirement funds to invest in crypto marks a significant policy pivot, boosting Bitcoin’s momentum. While crypto remains volatile, increasing regulation and the emergence of real-world use cases are strengthening its case. Whether Bitcoin maintains dominance or faces new contenders, its mainstream acceptance continues to build.
To listen to the whole conversation tune in from 36:30.
Roger Montgomery is the Founder and Chairman of Montgomery Investment Management. Roger has over three decades of experience in funds management and related activities, including equities analysis, equity and derivatives strategy, trading and stockbroking. Prior to establishing Montgomery, Roger held positions at Ord Minnett Jardine Fleming, BT (Australia) Limited and Merrill Lynch.
He is also author of best-selling investment guide-book for the stock market, Value.able – how to value the best stocks and buy them for less than they are worth.
Roger appears regularly on television and radio, and in the press, including ABC radio and TV, The Australian and Ausbiz. View upcoming media appearances.
This post was contributed by a representative of Montgomery Investment Management Pty Limited (AFSL No. 354564). The principal purpose of this post is to provide factual information and not provide financial product advice. Additionally, the information provided is not intended to provide any recommendation or opinion about any financial product. Any commentary and statements of opinion however may contain general advice only that is prepared without taking into account your personal objectives, financial circumstances or needs. Because of this, before acting on any of the information provided, you should always consider its appropriateness in light of your personal objectives, financial circumstances and needs and should consider seeking independent advice from a financial advisor if necessary before making any decisions. This post specifically excludes personal advice.
