Silicon Valley Bank; Credit Suisse; the Transfer of Wealth from Equity to Debt; Aussie Banks win in Flight to Quality; Default Cycle Ramps Up; Consumer Buffers; Best Trades and more...
In this new, unscripted episode of the Complexity Premia podcast, Chris and Ying Yi discuss a range of important developments including:
- Recent performance,
- The coming US recession,
- Ramping up of the default cycle,
- The Credit Suisse collapse,
- Implications of Silicon Valley and CS for bank bondholders,
- Central banks pausing rates,
- Huge consumer buffers,
- NSW aggressively paying-back debt,
- Trades we like, and
- The RBA review.
You can listen on:
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