The Coming Recession and Monster Default Cycle; Why illiquidity is Concealing Huge Risks; the Rise of Risk-free Yield and what it Means for Asset-Allocation...
In this new, punchy episode of the Complexity Premia podcast, we discuss a range of important developments including:
- The coming global recession and monster default cycle;
- Why illiquidity is concealing huge risks;
- The rise of risk-free yield and what it means for asset-allocation;
- Why there will be no post crash boom in asset prices;
- How the great housing crash has momentarily stalled but is far from over; and
- Why RBA Governor Philip Lowe should be replaced by an RBA outsider.
You can listen on:
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