Complexity Premia

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

Episodes

Total: 60

Episode 40: Bond Yields Increase Further; New Hybrids; Credit Suisse Reflections; and Optimal Asset-Allocation
2023/9/27

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

Episode 38: Winners and Losers in FY23; Best Returns for FY24; Are Rate Hikes Coming to an End; Prepare for a Persistent Pain Trade; Bonds vs Equities
2023/7/11

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

Episode 36: The Coming Recession and Monster Default Cycle; why Illiquidity is Concealing Huge Risks; the Rise of Risk-free Yield and what it Means for Asset-Allocation
2023/3/8

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

Episode 35: The RBA’s sledgehammer is yet to fall; Bank bonds paying 6.75% pa; Riskier asset-classes to get hosed
2023/2/14

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

Episode 34: Reflections on 2022 and Outlook for 2023
2023/1/17

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

Episode 33: Global Recession in 2023; Housing Hammered; Equities Risks; & Bond Market Opportunities
2022/12/13

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

Episode 32: Hunting Zombie Companies; the Next Sub-Prime Crisis in High-Yield Debt; the Outlook for Interest Rates; and the Aussie Housing Crash Accelerates
2022/9/15

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

Episode 31: US Recession; Bond Markets Bounce; Record Aussie Housing Correction; Opportunities Emerge
2022/8/8

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

Episode 30: How March 2022 officially became the worst month in history for the Aussie bond market.
2022/4/8

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

Episode 29: Whether Crypto is the 21st century Tulip Bulb Bubble?
2022/2/21

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

Episode 28: Looking ahead into 2022; Trajectory for inflation, rates and asset prices; NSW slashes debt issuance by $20bn; Machines entering bond market
2022/1/17

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

Episode 27: House prices falling 20% if rates rise; Forecasting global wars; RBA vs bond bandits; October performance
2021/11/7

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

Episode 26: Inflationary headwinds for duration/equities, ESG Activism, Evergrande, APRA closing $139bn CLF, RBA QE3
2021/10/11

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

Episode 25: Forecasting Australian Herd Immunity; Vaccines Hitting 91% Adult Coverage; Borders Re-Opening in 2022; And Why the Strong Jobs Data is Not What it Seems...
2021/6/22

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

Episode 24: Forecasting the Aussie Housing Boom
2021/4/30

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

Episode 23: Housing Affordability Non-Crisis; Bond Market Rebound; March Performance; Bank Liquidity Issues; RBA’s QE3 Program; Credit Markets; & Budget Deficits
2021/4/11

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

Episode 22: The Bond Market Bloodbath; February Returns; RBA QE 3.0 and 4.0; & How the RBA’s Governor Phil Lowe Brutally Blew-Up the Bond Bandits…
2021/3/14

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

Episode 21: January Returns; RBA QE 1.0, 2.0, 3,0 and 4.0; WWIII; House Bubble Non-Issue; and the Reddit Rambo’s Retail Revolution
2021/2/8

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