Exciting new episode of Coolabah’s Complexity Premia Podcast out now!

Complexity Premia Podcast, Episode 41

Government Bond Yields Hit 5%; Buying Bank Bonds Yielding 7.5%; Why Fixed-Rate Bond Duration is Attractive; Fed Makes the RBA Look Like Sleepy Hollow...

In this exciting new episode of the Complexity Premia podcast, Chris and Ying Yi discuss a range of important developments shaping the current economic climate, including:

  • Why the US Federal Reserve is making the RBA look like sleepy hollow
  • What government bond yields around 5% pa mean for the pricing of all assets
  • The emergence of big bank bond yields as much as 7.5% pa
  • Why massive consumer savings buffers are delaying this hiking cycle
  • Thinking about optimal asset-allocation between floating-rate and fixed-rate bonds
  • Why fixed-rate bond duration is looking very attractive
  • Why this default cycle is getting nastier and creating problems for loans and risky debt securities

You can listen on:

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