Complexity Premia Podcast, 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…
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…
The RBA’s sledgehammer is yet to fall; Bank bonds paying 6.75% pa; Riskier asset-classes to get hosed…
Christopher Joye: The RBA got it wrong, now it will crush everything…
Reflections on 2022 and Outlook for 2023…
Global Recession in 2023; Housing Hammered; Equities Risks; & Bond Market Opportunities…
Hunting Zombie Companies; the Next Sub-Prime Crisis in High-Yield Debt; the Outlook for Interest Rates; and the Aussie Housing Crash Accelerates…
US Recession; Bond Markets Bounce; Record Aussie Housing…
How March 2022 officially became the worst month in history for…
Whether Crypto is the 21st century Tulip Bulb Bubble?
Looking ahead into 2022; Trajectory for inflation, rates and asset prices; NSW slashes debt issuance by $20bn; Machines entering bond market…