Podcast

Coronavirus Special, Central Bank Action, Next Crisis To Be Triggered by Subprime Corp Loans, Aussie Housing

2019 Performance Wrap-up; Coolabah’s Approach to Life; Coming of a Dangerous Decade; Rise of Zombie Companies; Lunch with One of the World’s Biggest HF Managers Happy New Year! In our first episode for 2020, we discuss: the 2019 performance wrap-up; a little bit more about Coolabah and our approach to life; the coming of a

Keen vs Joye; Is Capitalism Dead; CBA’s New Hybrid Deal; Hybrids vs Foreign High Yield; the Coming of Aussie QE and Much More

Why the Best Investors Use Shrinks; Magellan’s Revolution; Trade Wars Rumble On; Why Aussie Bonds Pay Higher Outright Spreads; the Power of Questioning the Consensus and more

“Bail-In-Able” Debt Tsunami Special – Markets In June & July; The TLAC Tidal-Wave; How Early Deals Performed; Can Banks Fund $90bn of Bail-In-Able Bonds; And Thinking About Fair Value

QE Special – Housing Recovery, RBA Rate Cuts, How Much Banks Pass Through, Trading RBA Quantitative Easing (QE), And Search For Yield

Trade War Special – Trump and Xi’s Game of Thrones, and May Market Performance Update

ScoMo Wins, Impact on Investments, Housing Market Turning, RBA/APRA rate cuts, Best Pieces of Capital Structure, RMBS Opportunities, ScoMo’s Agenda