Will Fed Cut Rates in September; Sahm Rule Implies US Recession is Coming; Why PIMCO Says Private Credit is Unattractive; And Best Performing Asset-Classes of 2024
Complexity Premia Podcast, Episode 53 Read More »
Sovereign Debt Crises are Back; France on the Brink; Aussie States Out of Control; Inflation Numbers Key to Asset Prices…
Complexity Premia Podcast, Episode 52 Read More »
Zombies Drop Like Flies; Default Cycle Erupts; French Bonds Implode; Fiscal Policy Swamps Monetary Policy; May Returns…
Complexity Premia Podcast, Episode 51 Read More »
Stagflation; Kiwi Independence; Private Credit LIT; and the New Sub Debt ETF (BSUB)…
Complexity Premia Podcast, Episode 50 Read More »
Central Banks Bowing to Politicians; Budget Deficits Powering Inflation; Portfolio Performance…
Complexity Premia Podcast, Episode 49 Read More »
April Returns; RBA Struggles with Credibility Crisis; All Eyes on US CPI…
Complexity Premia Podcast, Episode 48 Read More »
Flash Podcast; Death of Central Bank Independence; Monetary Mandarins Captive to Political Masters…
Complexity Premia Podcast, Episode 47 Read More »
Punchy Podcast; Aussie & US Inflation Surge; Stock Jockeys on Precipice…
Complexity Premia Podcast, Episode 46 Read More »
Punchy Flash Podcast; Global Inflation Surge; What it Means for Asset Prices…
Complexity Premia Podcast, Episode 45 Read More »
The Reacceleration of Inflation; What this Means for Equities & Bonds; Portfolio Outlook; Credit Rating Upgrades for Banks; the Conundrum if we get Immaculate Disinflation and CCI is wrong…
Complexity Premia Podcast, Episode 44 Read More »
