Complexity Premia

Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye,

Episodes

Total: 60

Episode 60: Hybrid Market Dies; RBA Wants to Cut Rates; Portfolio Performance; Australia's Profound Productivity Puzzle
2024/12/12

Welcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Inve

Episode 59: What Trump Means for Portfolios; Inflation; Interest Rates; and Recent Performance
2024/11/13

Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye,

Episode 58: September Performance; US Economic Strength; Long-Term Interest Rate Moves; APRA Increases Bank Leverage; Trading Regulatory Risk
2024/10/9

Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye,

Episode 57: Great Public vs Private Credit Debate; Killer vs Gorilla; Is Private Credit the Next Sub-Prime Crisis; APRA Tries to Kill Hybrid Market…
2024/9/12

Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye,

Episode 56: $80m Record Home Sale; Is Public Spending Driving Inflation; Reaccelerating in 2025; Dictators vs Democracy; Neo-Socialism
2024/8/29

Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye,

Episode 55: Volatility Shock; Bond Market Performance; RBA Jawboning; Arrogant Aussies
2024/8/20

Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye,

Episode 54: What a Trump Presidency means for Inflation, Interest rates, Asset Prices & Geo-Politics
2024/7/24

Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye,

Episode 52: Sovereign Debt Crises are Back; France on the Brink; Aussie States Out of Control; Inflation Numbers Key to Asset Prices
2024/6/26

Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye,

Episode 51: Zombies Drop Like Flies; Default Cycle Erupts; French Bonds Implode; Fiscal Policy Swamps Monetary Policy; May Returns
2024/6/17

Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye,

Episode 50: Stagflation; Kiwi Independence; Private Credit LIT; and the New Sub Debt ETF (BSUB)
2024/5/27

Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye,

Episode 49: Central Banks Bowing to Politicians; Budget Deficits Powering Inflation; Portfolio Performance
2024/5/21

Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye,

Episode 48: April Returns; RBA Struggles with Credibility Crisis; All Eyes on US CPI
2024/5/14

Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye,

Episode 47: Flash Podcast; Death of Central Bank Independence; Monetary Mandarins Captive to Political Masters
2024/5/7

Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye,

Episode 46: Punchy Podcast; Aussie & US Inflation Surge; Stock Jockeys on Precipice
2024/5/1

Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye,

Episode 45: Punchy Flash Podcast; Global Inflation Surge; What it Means for Asset Prices
2024/4/24

Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye,

Episode 43; Existential Investment Questions for 2024; Asset-Allocation Shifts; Stubborn Services Inflation; Interest Rate Risks; Asset-Class Performance
2024/3/1

Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye,

Episode 42: Returns in 2023; Outlook for 2024; Markets Priced for Perfection; Key Latent Risks; Capital Structure Relative Value
2024/1/10

Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye,

Episode 41: Government Bond Yields Hit 5%; Buying Bank Bonds Yielding 7.5%; Why Fixed-Rate Bond Duration is Attractive; Fed Makes the RBA Look Like Sleepy Hollow
2023/11/15

Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye,