Complexity Premia Podcast, Episode 30
How March 2022 officially became the worst month in history for…
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…
House prices falling 20% if rates rise; Forecasting global wars; RBA vs bond bandits; October performance…
Inflationary headwinds for duration/equities, ESG Activism, Evergrande, APRA closing $139bn CLF, RBA QE3…
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…
A special episode of the Complexity Premia podcast is an audible version of a new research paper from Kieran Davies…
Housing Affordability Non-Crisis; Bond Market Rebound; March Performance; Bank Liquidity Issues; RBA’s QE3 Program; Credit Markets; & Budget Deficits…
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…
RBA QE 1.0, 2.0, 3,0 and 4.0; WWIII; House Bubble No…