US Recession; Bond Markets Bounce; Record Aussie Housing...
In this punchy episode of the Complexity Premia podcast, we discuss a range of important developments, including:
- How according to Coolabah’s new analysis, hordes of ‘zombie’ companies in Australia and the US are going to die as economies are purged of their weakest enterprises,
- Why this is related to the explosion in private credit funds and high yield bond issuance, which have provided finance to companies that cannot typically get loans from more conservative and highly regulated banks (think of this as a new sub-prime crisis),
- The outlook for interest rates and the various dilemmas confronting the RBA, including an independent review of its role in the policy making firmament, and
- And how the great Aussie housing crash has continued to accelerate in line with Coolabah’s contrarian forecasts.
You can listen on:
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