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I recently joined ABC Newcastle Mornings with Kylie Morris to discuss why households may benefit from reviewing their spending habits, including a simple exercise of separating expenses into “wants” and “needs” to identify potential savings and build a financial buffer.

We also explored how interest rates can act like gravity on asset prices, with higher rates reducing the present value of future cash flows – potentially weighing on shares and other investments.

Finally, we touched on the implications of the artificial intelligence (AI) boom for investors and superannuation (with specific reference to the recent SpaceX IPO), including concerns around supply chain fragility, resource consumption and the growing integration of AI into critical systems.

Tune in from 37:30 here: ABC Newcastle Mornings continue…

by Roger Montgomery Posted in Consumer discretionary, Economics, Investing Education, Market commentary, Radio.

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I joined Kylie Morris on ABC Newcastle Mornings today to discuss the extraordinary rise of SpaceX following its record Initial Public Offering (IPO). We explored why the company’s valuation appears disconnected from traditional measures of value, how NASDAQ’s fast-tracked index inclusion could force ETFs and superannuation funds to buy shares, and why investors should be mindful of the risks that can emerge when market hype and scarcity drive prices higher.

Listen from 37:04: ABC Newcastle Mornings continue…

by Roger Montgomery Posted in Companies, Global markets, Market Valuation, Radio.

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I joined Jess Maguire on ABC Statewide Drive to discuss why oil prices may be giving investors a false sense of calm. While markets expect Middle East tensions to ease, the release of oil from the U.S. Strategic Petroleum Reserve and the need to eventually replenish those supplies could create the conditions for a sharp spike in oil prices, with implications for inflation, interest rates and share markets.

Tune in from 1:45:16: ABC Statewide Drive continue…

by Roger Montgomery Posted in Economics, Energy / Resources, Market commentary, Radio.

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I joined Phil Clark on ABC Nightlife to discuss the Federal Government’s changes to capital gains tax (CGT) and negative gearing, and whether the reforms will improve housing affordability for younger Australians. We explored the potential impact on property investors, first-home buyers and housing supply, as well as the broader economic consequences of reducing incentives to invest. We also discussed the upcoming SpaceX IPO, concerns around its rapid inclusion in major indices, and why calm oil prices may be masking growing risks in global energy markets.

Listen here: ABC Nightlife continue…

by Roger Montgomery Posted in Economics, Energy / Resources, Market commentary, Property, Radio.

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I joined Niav Owens on ABC Newcastle Mornings to discuss what history tells us about oil-price spikes and share markets, and why falling oil prices are not always positive for equities. We also explored the growing excitement around SpaceX, including the bullish case for the company, concerns about its proposed IPO structure, and why investors should be cautious of getting caught up in market hype. continue…

by Roger Montgomery Posted in Global markets, Market commentary, Radio.

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I joined Jess Maguire on ABC Statewide Drive to discuss what rising oil prices and the conflict in the Middle East could mean for markets. We looked at historical data showing that past oil-price peaks have often been followed by weaker share markets, and also explored the growing excitement around SpaceX, including the opportunities and risks for investors considering investing in the company.

Tune in from 1:46:33 here: ABC Statewide Drive continue…

by Roger Montgomery Posted in Economics, Energy / Resources, Global markets, Market commentary, Radio.

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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. We also discussed the risks rising inflation, higher bond yields and elevated interest rates could pose to markets and asset valuations if economic conditions deteriorate.

Listen to the segment here: ABC Newcastle Mornings continue…

by Roger Montgomery Posted in Economics, Market Valuation, Radio.

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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. I explained how this is already happening in areas like airline bookings and online shopping, and warned it could soon extend to essentials like groceries, with algorithms identifying what individuals are willing to pay and adjusting prices accordingly. While legal in many cases, I argued this practice erodes transparency, removes consumers’ ability to compare prices, and ultimately risks everyday Australians paying more, highlighting the need for stronger regulation to balance profit motives with fairness. continue…

by Roger Montgomery Posted in Radio, Technology & Telecommunications.

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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. I pushed back on claims of an inheritance tax and a cash ban, noting there’s little political appetite for either, while highlighting that changes to superannuation for higher balances are already in place. We also discussed how an EV road user charge could be introduced over time as fuel excise declines. On housing, I said policy tweaks like negative gearing changes are unlikely to have much impact, with credit availability and migration remaining the key drivers. continue…

by Roger Montgomery Posted in Economics, Market commentary, Radio.

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Are housing prices on the way down, and what does war in the Middle East mean for markets, investors and their superannuation?

I joined Phil Clark on ABC Nightlife to unpack these issues, explaining why forecasts of sharp housing declines are unlikely given the strong incentives supporting prices, from migration to government policy and bank balance sheets. We also discussed how rising oil prices and geopolitical tensions could delay rate cuts, the potential for recent market gains to fade, and how the “SaaSpocalypse” (Software as a Service apocalypse) and artificial intelligence (AI) are impacting companies and investors.

Tune in to hear the segment: ABC Nightlife. continue…

by Roger Montgomery Posted in Investing Education, Market commentary, Market Valuation, Property, Radio, Technology & Telecommunications.

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