Complexity Premia Podcast, Episode 33
Global Recession in 2023; Housing Hammered; Equities Risks; & Bond Market Opportunities…
Global Recession in 2023; Housing Hammered; Equities Risks; & Bond Market Opportunities…
Hunting Zombie Companies; the Next Sub-Prime Crisis in High-Yield Debt; the Outlook for Interest Rates; and the Aussie Housing Crash Accelerates…
US Recession; Bond Markets Bounce; Record Aussie Housing…
How March 2022 officially became the worst month in history for…
Whether Crypto is the 21st century Tulip Bulb Bubble?
Looking ahead into 2022; Trajectory for inflation, rates and asset prices; NSW slashes debt issuance by $20bn; Machines entering bond market…
House prices falling 20% if rates rise; Forecasting global wars; RBA vs bond bandits; October performance…
Inflationary headwinds for duration/equities, ESG Activism, Evergrande, APRA closing $139bn CLF, RBA QE3…
Forecasting Australian Herd Immunity; Vaccines Hitting 91% Adult Coverage; Borders Re-Opening in 2022; And Why the Strong Jobs Data is Not What it Seems…
A special episode of the Complexity Premia podcast is an audible version of a new research paper from Kieran Davies…