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Yesterday, I joined Ausbiz to discuss market trends, noting that while disinflation and economic growth provide support, tightening liquidity could impact small caps this year. I highlighted real estate as an opportunity, where temporary setbacks, like the REA Group (ASX:REA) CEO’s resignation, may offer buying chances. Looking ahead, U.S. and China tensions and debt refinancing remain key risks, with history suggesting a potential market decline despite the bullish backdrop. You can watch my full interview here: Ausbiz – 2025 wildcards beyond the White House Continue…

by Roger Montgomery Posted in TV Appearances.

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I joined Jess McGuire on ABC Radio’s Statewide Drive yesterday on ‘Liberation Day’, to discuss the consequences of Trump’s tariffs on the global economy.

We took a step back in time to explore the similarities between the 1930 Smoot-Hawley Tariff Act and Trump’s newly announced tariffs. Given the striking similarities of these policies, we explored the consequences of the 1930s tariffs and considered the potential parallels for today’s global economy such as slowing global trade, slowing global growth, and the risk of recession. Continue…

by Roger Montgomery Posted in Radio.

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I joined Paul Turton on ABC Newcastle radio to discuss the recently announced tariffs and their impact on global markets. The market reacted swiftly, with both the S&P 500 and Nasdaq declining as investors weighed the potential consequences. Many economists believe these tariffs could have negative long-term effects, despite being designed to encourage onshore manufacturing, particularly in the technology sector. However, such policies also carry risks, including escalating trade wars between countries and disruptions to imports and exports, which could have broader economic implications. Continue…

by Roger Montgomery Posted in Radio.

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Last week I explored the bullish perspective of investing in gold. As promised, this week I will explore the viewpoints of several gold bears. Continue…

by Roger Montgomery Posted in Video Insights.

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