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Coolabah Global Floating Rate High Yield Complex ETF (CBOE: YLDX)

Exciting new episode of Coolabah’s Complexity Premia Podcast out now!

Month: November 2025

Complexity Premia Podcast, Episode 70

In this episode, Chris and Ying Yi unpack the macro consequences of the AI build-out, exploring how the multi-trillion-dollar data-centre capex boom, rising memory costs, and U.S. reshoring are reshaping inflation, credit markets, and central-bank policy. They also assess why AI-exposed sectors like management consulting are expanding—not contracting—as AI augments human productivity.

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