In the Press
Montis in the Press
Perspectives from Montis professionals, featured across leading financial media.
Views expressed in media appearances are as of the recording date.
All appearances
Reuters
CIO Dennis Follmer with Reuters: The AI Spending Race
Six or more hyperscalers, each on course to spend a trillion dollars or more building essentially the same thing: why AI looks headed for the same overbuild as the railroads and the internet, and why the laggards may risk a long stall rather than a wipeout.
October 30, 2026 (opens in a new tab)
CNBC
CIO Dennis Follmer on CNBC’s Squawk Box Asia
Catastrophe bonds: an asset class tied to weather, not markets, and its role in a durable portfolio.
July 20, 2026 (opens in a new tab)
BNN Bloomberg
CIO Dennis Follmer on BNN Bloomberg
A hot inflation print, why inflation expectations matter more than any single number, and how a durable portfolio looks beyond the AI cycle for returns.
May 11, 2026 (opens in a new tab)
Reuters
CIO Dennis Follmer with Reuters: Oil After the Ceasefire
No clarity on terms, no appetite for more fighting on either side, and a framework built on unworkable points: why the truce risks sliding into an “indefinite stalemate,” with oil elevated in the meantime.
April 8, 2026 (opens in a new tab)
Reuters
CIO Dennis Follmer with Reuters: Oil’s Ripple Into Inflation
How an oil shock works its way into food, freight, and the broader price numbers, and why inflation expectations are the real enemy.
April 8, 2026 (opens in a new tab)
FinTech TV
CIO Dennis Follmer on FinTech TV’s Market Movers
Why the software selloff looks like last year’s DeepSeek scare, how spread-out tariff increases feed inflation expectations, and why Dennis calls crypto a speculative asset.
February 10, 2026 (opens in a new tab)
Reuters
CIO Dennis Follmer with Reuters: The Opportunity Beyond Big Tech
Where to look beyond the AI trade: higher-quality small and mid caps, Europe’s re-industrialization, and emerging markets building new trade routes.
December 31, 2025 (opens in a new tab)
Reuters
CIO Dennis Follmer with Reuters: How an AI Bubble Deflates
Why this bubble may not end the way the dot-com era did: giant cash flows, misallocated capital, and what a slow deflation could look like.
December 31, 2025 (opens in a new tab)Continue the Conversation
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