Last night, I joined Phil Clark on ABC Nightlife to talk about the growing calls for a market correction and why I don’t see the signs of a bubble. We also discussed how disinflation, economic growth, and liquidity are lifting equity prices, and the challenges of investing in new technology, with DeepSeek’s rise showing how quickly disruptors can shake up the market. We also covered the broader market and economic news and answered some questions from listeners.
You can listen to the full episode here: Nightlife Finance with Roger Montgomery