Complexity Premia

QE Special – Housing Recovery, RBA Rate Cuts, How Much Banks Pass Through, Trading RBA Quantitative Easing (QE), And Search For Yield

Trade War Special – Trump and Xi’s Game of Thrones, and May Market Performance Update

ScoMo Wins, Impact on Investments, Housing Market Turning, RBA/APRA rate cuts, Best Pieces of Capital Structure, RMBS Opportunities, ScoMo’s Agenda

Trade War Erupts, Coming of Aussie QE, End of Aussie Housing Correction, How Currency Hedging and Duration Distort Returns and More…

The Big Credit Rally, Is the Housing Bust Over, Will RBA Engage in Unconventional Policy, Could ScoMo Win, Rising RMBS Risks, ALP Franking Failures, and Magellan on LIC Risks

Budget Surplus, Could Banks Cut for RBA, RMBS Risks, Great Housing Debate, Unisuper investing $1.3bn in Hybrids and More

Welcome to the Complexity Premia Podcast