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 76
In this episode, Chris and Ying Yi explore the decline of Australia’s $38.8 billion listed hybrid market and the global implications, including New Zealand’s proposal to phase out hybrid securities and the controversial Credit Suisse hybrid write-off. They discuss the risks and conflicts inherent in hybrid structures, the impact of APRA’s decision to phase out bank hybrids, and the emerging alternatives in the market, highlighting the broader implications for both investors and financial stability.
Complexity Premia Podcast, Episode 75
In this episode, Chris and Ying Yi explore the decline of Australia’s $38.8 billion listed hybrid market and the global implications, including New Zealand’s proposal to phase out hybrid securities and the controversial Credit Suisse hybrid write-off. They discuss the risks and conflicts inherent in hybrid structures, the impact of APRA’s decision to phase out bank hybrids, and the emerging alternatives in the market, highlighting the broader implications for both investors and financial stability.
Complexity Premia Podcast, Episode 74
In this episode, Chris and Ying Yi explore the decline of Australia’s $38.8 billion listed hybrid market and the global implications, including New Zealand’s proposal to phase out hybrid securities and the controversial Credit Suisse hybrid write-off. They discuss the risks and conflicts inherent in hybrid structures, the impact of APRA’s decision to phase out bank hybrids, and the emerging alternatives in the market, highlighting the broader implications for both investors and financial stability.
Complexity Premia Podcast, Episode 73
In this episode, Chris and Ying Yi explore the decline of Australia’s $38.8 billion listed hybrid market and the global implications, including New Zealand’s proposal to phase out hybrid securities and the controversial Credit Suisse hybrid write-off. They discuss the risks and conflicts inherent in hybrid structures, the impact of APRA’s decision to phase out bank hybrids, and the emerging alternatives in the market, highlighting the broader implications for both investors and financial stability.
Complexity Premia Podcast, Episode 72
In this episode, Chris and Ying Yi explore the decline of Australia’s $38.8 billion listed hybrid market and the global implications, including New Zealand’s proposal to phase out hybrid securities and the controversial Credit Suisse hybrid write-off. They discuss the risks and conflicts inherent in hybrid structures, the impact of APRA’s decision to phase out bank hybrids, and the emerging alternatives in the market, highlighting the broader implications for both investors and financial stability.
Complexity Premia Podcast, Episode 71
In this episode, Chris and Ying Yi explore the decline of Australia’s $38.8 billion listed hybrid market and the global implications, including New Zealand’s proposal to phase out hybrid securities and the controversial Credit Suisse hybrid write-off. They discuss the risks and conflicts inherent in hybrid structures, the impact of APRA’s decision to phase out bank hybrids, and the emerging alternatives in the market, highlighting the broader implications for both investors and financial stability.
Complexity Premia Podcast, Episode 70
In this episode, Chris and Ying Yi explore the decline of Australia’s $38.8 billion listed hybrid market and the global implications, including New Zealand’s proposal to phase out hybrid securities and the controversial Credit Suisse hybrid write-off. They discuss the risks and conflicts inherent in hybrid structures, the impact of APRA’s decision to phase out bank hybrids, and the emerging alternatives in the market, highlighting the broader implications for both investors and financial stability.
Complexity Premia Podcast, Episode 69
In this episode, Chris and Ying Yi explore the decline of Australia’s $38.8 billion listed hybrid market and the global implications, including New Zealand’s proposal to phase out hybrid securities and the controversial Credit Suisse hybrid write-off. They discuss the risks and conflicts inherent in hybrid structures, the impact of APRA’s decision to phase out bank hybrids, and the emerging alternatives in the market, highlighting the broader implications for both investors and financial stability.
Complexity Premia Podcast, Episode 61
Outlook for 2025; Performance Over Last Year; Trumpian Regime Change; Addressing the Big Questions…
Complexity Premia Podcast, Episode 60
Hybrid Market Dies; RBA Wants to Cut Rates; Portfolio Performance; Australia’s Profound Productivity Puzzle…
Complexity Premia Podcast, Episode 59
What Trump Means for Portfolios; Inflation; Interest Rates; and Recent Performance…
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
