Coolabah Capital Investments
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Complexity Premia
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. If this recording contains reference to any financial products, that reference does not constitute financial advice or a recommendation, and may not be…
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Episode 78: When Higher for Longer Bites: Bonds, Housing, and the Next Credit Cycle
Episode 77: From Central Banks to SpaceX: Investing Through the Next Industrial Revolution
Episode 76: The Budget Shock: Rates, Housing, and Australia’s Capital Flight Risk
Episode 75: War, Rates, and Risk: Where to Hide in a Fragile Macro Regime
Episode 74: War in Middle East; Oil Price Shock; Inflation and Interest Rates
Episode 73: Bonds, Bots, and Base Rates: Where Yields Go Next
Episode 72: America First, Inflation Second: Trump, Power Politics, and the End of Easy Money
Episode 71: From Lucky Country to Lazy Land: When the State Smothers Markets
Episode 70: AI Capex: The Trillion-Dollar Inflation Time-Bomb
Episode 69: The Hybrid Market Shake-Up; Global Shifts; and What’s Next for Aussie Investors?
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