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.

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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.

by Roger Montgomery Posted in Market commentary, Podcast Channel.

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Amid the generational avalanche that is retiring baby boomers, Adviser Ratings released their 7th Annual Australian Financial Advice Landscape Report – 2025, earlier this month, which highlighted some fascinating shifts in the adviser ecosystem and in the relationship between clients and financial advisers. Continue…

by Roger Montgomery Posted in Financial Services.

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As we have previously reported, Tuas Ltd (ASX:TUA) is a rising star in the telecommunications sector. The company continues to solidify its position as a formidable player in Singapore’s competitive telecom market. Broker Peloton Capital has also been following the company closely and recently reported on a major acquisition. Continue…

by Roger Montgomery Posted in Companies, Technology & Telecommunications.

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Bitcoin recently hit another new all-time high just above US$124,000, reflecting a bull story that has matured from a niche tech narrative into a macro thesis with institutional support. Continue…

by Roger Montgomery Posted in Foreign Currency.

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In April this year, as U.S. equity markets fell – dragged down by Trump tariff headlines and inflation fears – long bond yields, arguably, should have declined as investors fled to safety. At first, the 10‑year Treasury yield dipped to 3.86 per cent on April 4, but by April 9, rather than continuing to fall, yields surged, with the 10‑year up to around 4.50 per cent and the 30‑year jumping 54 basis points – breaking the usual inverse correlation between stocks and bonds. Continue…

by Roger Montgomery Posted in Economics, Market commentary.

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Woolworths Group (ASX:WOW), one half of Australia’s supermarket duopoly, just released its full-year results for the 2025 financial year. The numbers painted a picture of significant headwinds and a planned recovery. The results were largely in line with consensus expectations, but the company spelled out a softer-than-anticipated outlook, triggering a sharp sell-off in the stock.

At the time of writing, Woolworths shares have likely made a significant dent in super funds, having fallen to around $29 from more than $33 yesterday. Investors are particularly concerned about declining profits, margin pressures, and challenges in key segments, despite the company highlighting pockets of strength in digital operations and internationally. Continue…

by Roger Montgomery Posted in Companies, Stocks We Like.

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In what is yet another controversial move, US President Donald Trump has asserted federal authority over the Washington, D.C., police department while mobilising 800 National Guard troops to the nation’s capital. He frames the move and deployment as a necessary response to rampant crime, but critics argue it reveals deeper authoritarian tendencies. Continue…

by Roger Montgomery Posted in Market commentary.

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