Complexity Premia Podcast, Episode 15
Coronavirus Special, Central Bank Action, Next Crisis To Be Triggered by Subprime Corp Loans, Aussie Housing
Coronavirus Special, Central Bank Action, Next Crisis To Be Triggered by Subprime Corp Loans, Aussie Housing
2019 Performance Wrap-up; Coolabah’s Approach to Life; Coming of a Dangerous Decade; Rise of Zombie Companies; Lunch with One of the World’s Biggest HF Managers Happy New Year! In our first episode for 2020, we discuss: the 2019 performance wrap-up; a little bit more about Coolabah and our approach to life; the coming of a …
Bond Market Returns in 2019; Welcoming Pinnacle to our Family; Human Frailties of the World’s Greatest Investor; RBA vs the Govt over Fiscal Policy and More…
Competition Facing the Big Banks; Is High Yield Debt Just Equities in Disguise; Aussie Housing; RBA Rate Cuts & QE; Looking Into Next Year…
Keen vs Joye; Is Capitalism Dead; CBA’s New Hybrid Deal; Hybrids vs Foreign High Yield; the Coming of Aussie QE and Much More
Why the Best Investors Use Shrinks; Magellan’s Revolution; Trade Wars Rumble On; Why Aussie Bonds Pay Higher Outright Spreads; the Power of Questioning the Consensus and more
“Bail-In-Able” Debt Tsunami Special – Markets In June & July; The TLAC Tidal-Wave; How Early Deals Performed; Can Banks Fund $90bn of Bail-In-Able Bonds; And Thinking About Fair Value
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