Media Room

I’ve long believed it’s the best system we have – socialism fails when it exhausts other people’s money.

But capitalism is far from perfect. We yearn for better infrastructure, healthcare, childcare, education, and aged care; yet the default approach to funding these essential services is for the government to take on debt and raise taxes, or to hope immigration drives economic prosperity.

This article was first published in The Australian on 29 August 2025. continue…

by Roger Montgomery Posted in In the Press.

• save this article
• POSTED IN In the Press

In my article for Firstlinks, I explore whether a new brand of capitalism is emerging – one where governments take equity stakes in key industries to fund public services. Drawing on recent moves by the U.S. under Trump, I ask if Australia should consider a similar model to turn our resource wealth into broader social good, rather than relying solely on higher taxes or immigration.

You can read the article here: Firstlinks – Should Australia follow Trump’s new brand of capitalism? 

by Roger Montgomery Posted in In the Press, On the Internet.

• save this article
• POSTED IN In the Press, On the Internet

When it comes to investing, I’ve always believed the most important thing is managing risk. Over the years I’ve learnt a lot about how to build wealth steadily, and those lessons are just as relevant for people in their 30s as they are for those approaching retirement. In this bonus episode of The Money Puzzle, I sit down with The Australian’s Wealth Editor, Julie-anne Sprague, to share how I developed my approach to investing and what it can mean for your financial journey.

continue…

by Roger Montgomery Posted in In the Press, Investing Education, On the Internet, Podcast Channel, Press.

• save this article
• POSTED IN In the Press, Investing Education, On the Internet, Podcast Channel, Press

I joined Paul Turton on ABC Newcastle Mornings to talk about digital asset funds – what they are, how investors can gain exposure to cryptocurrencies without directly buying or managing them, and whether the asset class is becoming more mainstream. We explored real-world cases that show why blockchain makes sense, as a digital version of cash that enables frictionless payments while bypassing banks to help preserve wealth. With regulation on the way, the space is becoming more comfortable for investors. Bitcoin isn’t going anywhere, but the real question is what’s driving its price higher. I also touched on funds that profit from bitcoin regardless of price direction by arbitraging futures contracts. You can listen to the full interview here: ABC Newcastle Mornings – Is cryptocurrency becoming more mainstream? 

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio

I joined Michael Thompson on FEAR + GREED podcast to unpack one of the most volatile reporting seasons in recent memory. From sharp share price swings to three key lessons for investors — including signs of recovery, earnings downgrades, and the resurgence of small caps — this episode cuts through the noise to help you make sense of the market.

Listen to the full episode here:

by Roger Montgomery Posted in Market commentary, Podcast Channel.

• save this article
• POSTED IN Market commentary, Podcast Channel

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. But these same forces are also evidence that this boom could be shifting into the early stages of a bubble. continue…

by Roger Montgomery Posted in TV Appearances.

• save this article
• POSTED IN TV Appearances

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. dollar are fuelling demand for Bitcoin as a hedge alongside gold. Importantly, continue…

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio

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. That’s why Bitcoin, like gold, is increasingly being seen as a natural hedge. continue…

by Roger Montgomery Posted in TV Appearances.

• save this article
• POSTED IN TV Appearances

Yesterday on ABC Newcastle Mornings with Paul Turton, I shared some thoughts on the roundtable convened by Treasurer Jim Chalmers in Canberra. I discussed the widening wealth gap in Australia and how capitalism, without proper oversight, often concentrates wealth in the hands of a few. Left unchecked, this can destabilise societies and fail to account for environmental costs such as resource depletion and pollution. continue…

by Roger Montgomery Posted in Radio.

• LISTEN
• save this article
• POSTED IN Radio

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. That way, you can remain invested and still outperform, if only relatively, even if markets pull back.

This article was first published in The Australian on 05 August 2025. continue…

by Roger Montgomery Posted in In the Press, Market commentary.

• save this article
• POSTED IN In the Press, Market commentary