PLACEHOLDER WARNING: DUMMY NOTIFICATION FOR SECURITY EVENT
Exciting new episode of Coolabah’s Complexity Premia Podcast out now!
Our portfolio performance in 2020; Our forecasts for 2021, including housing, unemployment, QE and macro markets generally; The burgeoning conflict between democracy and autocracy; and Our thoughts on the big left- and right-tail risks, including the prospect of major power conflict.
Traders vs Investors; Why Markets are Ignoring Second Waves; Central Banks Disintermediating Markets; Performance; and Turning Beta into Alpha
The Next Big Pivot Point for Markets – COVID-19 Vaccines; June Performance; Liquidity in Bond Markets; NAB’s Landmark Unlisted Hybrid Deal; And More
Impact of Covid-19 on Markets, Future Risks Including US-China Relations, Global Debt Crises, EU Disintegration and Aussie Housing
Impact of Covid-19 on Markets, Future Risks Including US-China Relations, Global Debt Crises, EU Disintegration and Aussie Housing
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 …
Bond Market Returns in 2019; Welcoming Pinnacle to our Family; Human Frailties of the World’s Greatest Investor; RBA vs the Govt over Fiscal Policy and More…
Competition Facing the Big Banks; Is High Yield Debt Just Equities in Disguise; Aussie Housing; RBA Rate Cuts & QE; Looking Into Next Year…
Keen vs Joye; Is Capitalism Dead; CBA’s New Hybrid Deal; Hybrids vs Foreign High Yield; the Coming of Aussie QE and Much More
Level 3, 1 Bligh Street, Sydney NSW 2000
Level 38, South Tower, 80 Collins Street, Melbourne VIC 3000
Second Floor, 28 Austin Friars, London EC2N 2QQ
Level 17, 1 Albert Street
Auckland CBD, Auckland 1010
