COMPLEXITY PREMIA
The complexity premia podcast
Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager of Coolabah Capital, and Ying Yi Ann Cheng, a portfolio management director. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. You can listen on your favourite podcast app, or you can find it on Apple Podcasts or Podbean here.
Complexity Premia Podcast, Episode 58
Great Public vs Private Credit Debate; Killer vs Gorilla; Is Private Credit the Next Sub-Prime Crisis; APRA Tries to Kill Hybrid Market…
Complexity Premia Podcast, Episode 57
Great Public vs Private Credit Debate; Killer vs Gorilla; Is Private Credit the Next Sub-Prime Crisis; APRA Tries to Kill Hybrid Market…
Complexity Premia Podcast, Episode 56
$80m Record Home Sale; Is Public Spending Driving Inflation; Reaccelerating in 2025; Dictators vs Democracy; Neo-Socialism
Complexity Premia Podcast, Episode 55
Volatility Shock; Bond Market Performance; RBA Jawboning; Arrogant Aussies
Complexity Premia Podcast, Episode 54
What a Trump Presidency means for Inflation, Interest Rates, Asset Prices & Geo-Politics
Complexity Premia Podcast, Episode 53
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 52
Sovereign Debt Crises are Back; France on the Brink; Aussie States Out of Control; Inflation Numbers Key to Asset Prices…
Complexity Premia Podcast, Episode 51
Zombies Drop Like Flies; Default Cycle Erupts; French Bonds Implode; Fiscal Policy Swamps Monetary Policy; May Returns…
Complexity Premia Podcast, Episode 50
Stagflation; Kiwi Independence; Private Credit LIT; and the New Sub Debt ETF (BSUB)…
Complexity Premia Podcast, Episode 49
Central Banks Bowing to Politicians; Budget Deficits Powering Inflation; Portfolio Performance…
Complexity Premia Podcast, Episode 48
April Returns; RBA Struggles with Credibility Crisis; All Eyes on US CPI…
Complexity Premia Podcast, Episode 47
Flash Podcast; Death of Central Bank Independence; Monetary Mandarins Captive to Political Masters…
Complexity Premia Podcast, Episode 46
Punchy Podcast; Aussie & US Inflation Surge; Stock Jockeys on Precipice…
Complexity Premia Podcast, Episode 45
Punchy Flash Podcast; Global Inflation Surge; What it Means for Asset Prices…
Complexity Premia Podcast, Episode 44
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 43
Episode 43; Existential Investment Questions for 2024; Asset-Allocation Shifts; Stubborn Services Inflation; Interest Rate Risks; Asset-Class Performance…
