Complexity Premia Podcast, Episode 51
Zombies Drop Like Flies; Default Cycle Erupts; French Bonds Implode; Fiscal Policy Swamps Monetary Policy; May Returns…
Podcast
Complexity Premia Podcast, Episode 50
Stagflation; Kiwi Independence; Private Credit LIT; and the New Sub Debt ETF (BSUB)…
Complexity Premia Podcast, Episode 49
Central Banks Bowing to Politicians; Budget Deficits Powering Inflation; Portfolio Performance…
Complexity Premia Podcast, Episode 48
April Returns; RBA Struggles with Credibility Crisis; All Eyes on US CPI…
Complexity Premia Podcast, Episode 47
Flash Podcast; Death of Central Bank Independence; Monetary Mandarins Captive to Political Masters…
Complexity Premia Podcast, Episode 46
Punchy Podcast; Aussie & US Inflation Surge; Stock Jockeys on Precipice…
Complexity Premia Podcast, Episode 45
Punchy Flash Podcast; Global Inflation Surge; What it Means for Asset Prices…
Complexity Premia Podcast, Episode 44
The Reacceleration of Inflation; What this Means for Equities & Bonds; Portfolio Outlook; Credit Rating Upgrades for Banks; the Conundrum if we get Immaculate Disinflation and CCI is wrong…
Complexity Premia Podcast, Episode 43
Episode 43; Existential Investment Questions for 2024; Asset-Allocation Shifts; Stubborn Services Inflation; Interest Rate Risks; Asset-Class Performance…
Complexity Premia Podcast, Episode 42
Returns in 2023; Outlook for 2024; Markets Priced for Perfection; Key Latent Risks; Capital Structure Relative Value…
