Complexity Premia Podcast, Episode 12

Competition Facing the Big Banks; Is High Yield Debt Just Equities in Disguise; Aussie Housing; RBA Rate Cuts & QE; Looking Into Next Year

In this episode we discuss: conviction vs humility; markets and the major bank senior rally; why big banks have never faced more competition; whether high-yield debt is just equities in disguise; the latest developments in the housing market; whether the RBA will keep cutting rates, and more on QE; and why the next year could be very good.

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