Episode 38: Winners and Losers in FY23; Best Returns for FY24; Are Rate Hikes Coming to an End; Prepare for a Persistent Pain Trade; Bonds vs Equities
Episode 38: Winners and Losers in FY23; Best Returns for FY24; Are Rate Hikes Coming to an End; Prepare for a Persistent Pain Trade; Bonds vs Equities
Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio m... Read more
11 Jul 2023
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52mins
Episode 37: Silicon Valley Bank; Credit Suisse; the Transfer of Wealth from Equity to Debt; Aussie Banks win in Flight to Quality; Default Cycle Ramps Up; Consumer Buffers; Best Trades and more
Episode 37: Silicon Valley Bank; Credit Suisse; the Transfer of Wealth from Equity to Debt; Aussie Banks win in Flight to Quality; Default Cycle Ramps Up; Consumer Buffers; Best Trades and more
Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio m... Read more
27 Apr 2023
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56mins
Episode 36: The Coming Recession and Monster Default Cycle; why Illiquidity is Concealing Huge Risks; the Rise of Risk-free Yield and what it Means for Asset-Allocation
Episode 36: The Coming Recession and Monster Default Cycle; why Illiquidity is Concealing Huge Risks; the Rise of Risk-free Yield and what it Means for Asset-Allocation
Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio m... Read more
8 Mar 2023
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24mins
Episode 35: The RBA’s sledgehammer is yet to fall; Bank bonds paying 6.75% pa; Riskier asset-classes to get hosed
Episode 35: The RBA’s sledgehammer is yet to fall; Bank bonds paying 6.75% pa; Riskier asset-classes to get hosed
Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio m... Read more
14 Feb 2023
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31mins
Episode 34: Reflections on 2022 and Outlook for 2023
Episode 34: Reflections on 2022 and Outlook for 2023
Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio m... Read more
17 Jan 2023
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21mins
Episode 33: Global Recession in 2023; Housing Hammered; Equities Risks; & Bond Market Opportunities
Episode 33: Global Recession in 2023; Housing Hammered; Equities Risks; & Bond Market Opportunities
Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio m... Read more
13 Dec 2022
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20mins
Episode 32: Hunting Zombie Companies; the Next Sub-Prime Crisis in High-Yield Debt; the Outlook for Interest Rates; and the Aussie Housing Crash Accelerates
Episode 32: Hunting Zombie Companies; the Next Sub-Prime Crisis in High-Yield Debt; the Outlook for Interest Rates; and the Aussie Housing Crash Accelerates
Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio m... Read more
15 Sep 2022
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21mins
Episode 31: US Recession; Bond Markets Bounce; Record Aussie Housing Correction; Opportunities Emerge
Episode 31: US Recession; Bond Markets Bounce; Record Aussie Housing Correction; Opportunities Emerge
Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio m... Read more
8 Aug 2022
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27mins
Episode 30: How March 2022 officially became the worst month in history for the Aussie bond market.
Episode 30: How March 2022 officially became the worst month in history for the Aussie bond market.
Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio m... Read more
8 Apr 2022
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27mins
Episode 29: Whether Crypto is the 21st century Tulip Bulb Bubble?
Episode 29: Whether Crypto is the 21st century Tulip Bulb Bubble?
Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio m... Read more
21 Feb 2022
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15mins