# rba (podcasts) — RSS Amplifier Recent posts from the 3 feeds in the RSS Amplifier directory that cover rba. Page: Feed: --- ## [Friday: Long US Treasury yields rise again](https://5in5withanz.substack.com/p/friday-long-us-treasury-yields-rise) _2026-08-20 · Bernard Hickey · 5 in 5 with ANZ_ Long US yields back up; Australia’s job market eases; China holds key rates with eyes on fiscal response to weak activity; Japan’s trade deficit widens; ANZ’s Vicky Xiao Zhou on Asia’s AI export boom [Listen](https://api.substack.com/feed/podcast/211973214/e8ace5fe4b5b7d622623989ffe4e1bcc.mp3) ## [Thursday: US Treasury targets long bond yields](https://5in5withanz.substack.com/p/thursday-us-treasury-targets-long) _2026-08-19 · Bernard Hickey · 5 in 5 with ANZ_ US Treasury doubles buybacks of long bonds - yields and USD fall; AUD and NZD rise; Bank Indonesia holds; Australia’s private sector wage growth weakens; ANZ’s Raymond Yeung on weak China data [Listen](https://api.substack.com/feed/podcast/211824677/3163aeb6934d4ec71cf90110ea5cfaaa.mp3) ## [Episode 78: When Higher for Longer Bites: Bonds, Housing, and the Next Credit Cycle](https://coolabah.podbean.com/e/episode-78-when-higher-for-longer-bites-bonds-housing-and-the-next-credit-cycle/) _2026-08-19 · Complexity Premia_ Welcome to the Complexity Premia podcast by Coolabah Capital, a hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director at Coolabah Capital. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. You can listen on your… [Listen](https://mcdn.podbean.com/mf/web/s6nt4j49k8kkrtqw/Untitled_Session_7_mixdown61j09.mp3) ## [Wednesday: ANZ Research sees higher Aus GDP](https://5in5withanz.substack.com/p/wednesday-anz-research-sees-higher) _2026-08-18 · Bernard Hickey · 5 in 5 with ANZ_ Stocks fall on inflation fears; ANZ Research upgrades Australian GDP forecasts; Australian consumers most confident since March; Eyes turn to Q2 wage data; ANZ's Daniel Hynes on diesel's pinch point [Listen](https://api.substack.com/feed/podcast/211685917/eccd4c67e817ad1c18c8d3cba228df32.mp3) ## Making Sense of Global Liquidity _2026-08-18 · CommBank View: Economics & Markets_ Markets are hitting new highs despite war, inflation and higher interest rates, so what's keeping asset prices rising? Host Mandy Drury speaks with CommBank Director, Fixed Income and Interest Rate Strategy Dr Hamid Yahyaei about liquidity, why it matters for financial markets and how an abundance of money and credit can push investors towards assets even when the headlines are bad. They also… [Listen](https://enrichment.soundstack.com/4vjqq8/traffic.omny.fm/d/clips/820f09cf-2ace-4180-a92d-aa4c0008f5fb/d1cb97b8-ed45-4349-85c8-b4030034548d/b4c8f543-0021-49e6-be00-b4aa0043a900/audio.mp3?utm_source=Podcast&in_playlist=af3ed43d-4017-44fe-ac65-b4030034593f) ## [Tuesday: China activity slumps in July](https://5in5withanz.substack.com/p/tuesday-china-activity-slumps-in) _2026-08-17 · Bernard Hickey · 5 in 5 with ANZ_ China's July activity data weaker than expected; Japan's Q2 growth also soft; Oil up 3%; NZ price pressures ease; Thailand's growth weaker; ANZ's Maddy Dunk on downgraded house price forecasts [Listen](https://api.substack.com/feed/podcast/211532060/622d1714c903e264473e73eff1952002.mp3) ## [Monday: Attention on Aus jobs for RBA clues](https://5in5withanz.substack.com/p/monday-attention-on-aus-jobs-for) _2026-08-16 · Bernard Hickey · 5 in 5 with ANZ_ US retail sales weak; Eyes on Aus jobs data this week for clues on RBA next move; Aus housing lending drops 5%; NZ's patchy recovery continues; ANZ's Richard Yetsenga on US inflation, yields & USD [Listen](https://api.substack.com/feed/podcast/211371834/f1ac2d98bfa25d5bc5f4594459e862ac.mp3) ## [Friday: Pressure coming off Fed to hike](https://5in5withanz.substack.com/p/friday-pressure-coming-off-fed-to) _2026-08-13 · Bernard Hickey · 5 in 5 with ANZ_ Pressure off the Fed after softer US producer prices; NZ inflation expectations drop, house prices stay flat; Japan's govt eyes a BoJ hike; ANZ's Kausani Basak on Thailand's investment surge [Listen](https://api.substack.com/feed/podcast/211011389/04542b60296283c12afc7d23f8de723b.mp3) ## [Thursday: Fed hike expectations ease after CPI](https://5in5withanz.substack.com/p/thursday-fed-hike-expectations-ease) _2026-08-12 · Bernard Hickey · 5 in 5 with ANZ_ US July CPI as expected - Fed September hike expectations ease; Bank of Korea eyes more hikes; ANZ Research cuts Aus house price forecasts; ANZ's Aaron Luk on growth-unemployment rate relationship [Listen](https://api.substack.com/feed/podcast/210871526/c3d3f754c89575cc6fd0e79bd934df07.mp3) ## [Wednesday: RBA holds rates](https://5in5withanz.substack.com/p/wednesday-rba-holds-rates) _2026-08-11 · Bernard Hickey · 5 in 5 with ANZ_ RBA holds but focus remains on inflation concerns; Australian consumer & business confidence steady; More signs NZ demand lifting; Singapore's GDP stronger; ANZ's Adam Boyton on RBA's path from here [Listen](https://api.substack.com/feed/podcast/210704363/8de84456ca46aacdcd574e4f12a3ee5e.mp3) ## [Pirate.io on Google Play (Sponsored)](https://crawlproof.com/a/ZKmz8P8Hom3N) _2026-08-11 · **Sponsored**_ Open the Pirate.io listing on Google Play to view the app’s details. ## China’s Two-Speed Economy _2026-08-11 · CommBank View: Economics & Markets_ China's exports are booming while its property market and consumers remain under pressure, so what's really happening in the world's second-largest economy? Host Mandy Drury speaks with CommBank Economist & Currency Strategist Carol Kong about China's increasingly two-speed economy and why Beijing is moving away from the stimulus-led growth model of the past. They discuss the property downturn,… [Listen](https://enrichment.soundstack.com/4vjqq8/traffic.omny.fm/d/clips/820f09cf-2ace-4180-a92d-aa4c0008f5fb/d1cb97b8-ed45-4349-85c8-b4030034548d/bc568e01-e565-4588-ac6d-b4a2006fa59c/audio.mp3?utm_source=Podcast&in_playlist=af3ed43d-4017-44fe-ac65-b4030034593f) ## [Tuesday: Oil up 5%; RBA set to hold today](https://5in5withanz.substack.com/p/tuesday-oil-up-5-rba-set-to-hold) _2026-08-10 · Bernard Hickey · 5 in 5 with ANZ_ Oil rises 5% on Strait of Hormuz worries; The RBA is set to hold today; US CPI is key for Fed clues; BoJ members grow more hawkish; ANZ's Richard Yetsenga on China's similarities to 1990s Japan [Listen](https://api.substack.com/feed/podcast/210564001/21674760aa427bf4e7a25a197d618157.mp3) ## [Monday: Fed hike bets fall on weak jobs data](https://5in5withanz.substack.com/p/monday-fed-hike-bets-fall-on-weak) _2026-08-09 · Bernard Hickey · 5 in 5 with ANZ_ US jobs data weaker than expected; Fed hike bets fall and S&P 500 hits record; Eyes now on US CPI this week; China's inflation slows; ANZ's Sharon Zollner on pick-up in NZ card spending [Listen](https://api.substack.com/feed/podcast/210443361/73b7036eac2750eb9e2f4e398c0c4b87.mp3) ## [Friday: Markets eye US jobs data](https://5in5withanz.substack.com/p/friday-markets-eye-us-jobs-data) _2026-08-06 · Bernard Hickey · 5 in 5 with ANZ_ US jobs data seen showing balanced labour market; Gold surge lifts Australia to goods trade surplus; NZ dairy prices fall; ANZ's Khoon Goh analyses how the yen's bounce is affecting Asian currencies [Listen](https://api.substack.com/feed/podcast/210044982/fe76206857e106a7e0bf0f2a42c762dd.mp3) ## [Thursday: NZ jobless rate at 11-year high](https://5in5withanz.substack.com/p/thursday-nz-jobless-rate-at-11-year) _2026-08-05 · Bernard Hickey · 5 in 5 with ANZ_ Oil and global stocks mixed; RBI holds rates as it waits for inflation; NZ unemployment jumps more than forecast to 5.6%; ANZ's Maddy Dunk on how Australia's housing downturn has spread [Listen](https://api.substack.com/feed/podcast/209882504/227cb5a08dadd21a2eb5802f9e11ac00.mp3) ## [Wednesday: ANZ sees longer Fed hold](https://5in5withanz.substack.com/p/wednesday-anz-sees-longer-fed-hold) _2026-08-04 · Bernard Hickey · 5 in 5 with ANZ_ ANZ removes Fed easing bias, sees longer hold; Australian confidence, spending & job-ads lift; NZ unemployment set to rise; ANZ's Sanjay Mathur on India's moves to attract FX inflows [Listen](https://api.substack.com/feed/podcast/209731856/4f2fb7e5d16c3af0046557e8ab211a5e.mp3) ## Australia's Data Centre Build-Out _2026-08-04 · CommBank View: Economics & Markets_ Australia is attracting billions of dollars in data centre investment, but can the country deliver the infrastructure needed to support the AI boom? Host Mandy Drury speaks with CommBank Economist Lucinda Jerogin about Australia's rapidly expanding data centre pipeline, what is driving demand and why the sector is set to become the biggest contributor to business investment growth over the next… [Listen](https://enrichment.soundstack.com/4vjqq8/traffic.omny.fm/d/clips/820f09cf-2ace-4180-a92d-aa4c0008f5fb/d1cb97b8-ed45-4349-85c8-b4030034548d/94b09ce6-e7d7-4011-8752-b49c00723cc6/audio.mp3?utm_source=Podcast&in_playlist=af3ed43d-4017-44fe-ac65-b4030034593f) ## [Tuesday: Fundamentals still weigh on yen](https://5in5withanz.substack.com/p/tuesday-fundamentals-still-weigh) _2026-08-03 · Bernard Hickey · 5 in 5 with ANZ_ Oil drops 5% after Trump calls off Iran strike; Japan's budget deficit & lower rates still weigh on the yen after intervention-driven bounce; ANZ's Richard Yetsenga on the bond market's views on Warsh [Listen](https://api.substack.com/feed/podcast/209678507/9e098a911d53f0e4c49753ab96566c4a.mp3) ## [Monday: US & Japanese intervention boosts yen](https://5in5withanz.substack.com/p/monday-us-and-japanese-intervention) _2026-08-02 · Bernard Hickey · 5 in 5 with ANZ_ Intervention lifts yen off 40-year lows & more hawkish BoJ talks about another rate hike; China's growth indicators slow in July; ANZ's Bansi Madhavani on UK PM Andy Burnham's fiscal challenges [Listen](https://api.substack.com/feed/podcast/209522348/6195894207af10cbeb4d407caeb3a607.mp3) ## [Friday: US inflation softer than forecast](https://5in5withanz.substack.com/p/friday-us-inflation-softer-than-forecast) _2026-07-30 · Bernard Hickey · 5 in 5 with ANZ_ US PCE inflation 0.1% in June vs 0.2% forecast; US 30-year bond yield at 19-year high on long-run inflation fear; BoE holds; NZ business confidence up; Matt Galt on divergent NZ regional house prices [Listen](https://api.substack.com/feed/podcast/209086571/d289ca3d72343f67bdb1a70d82400775.mp3) ## [AI Summaries & Audio Briefings (Sponsored)](https://crawlproof.com/a/IQ3KNQyGG80w) _2026-07-30 · **Sponsored**_ Read AI summaries and listen to concise audio briefings for the latest stories. ## [Thursday: Fed holds rates, but with a split vote](https://5in5withanz.substack.com/p/thursday-fed-holds-rates-but-with) _2026-07-29 · Bernard Hickey · 5 in 5 with ANZ_ Fed holds & hike expectations are pushed out; Australian core inflation lower than expected; Eyes turn to US inflation & Bank of England rate decision; ANZ's Adam Boyton on why RBA will stay hawkish [Listen](https://api.substack.com/feed/podcast/208929343/644bcef0b3b2ddd2b6ca9c0c8c2ddd16.mp3) ## [Wednesday: Markets eye live FOMC vote](https://5in5withanz.substack.com/p/wednesday-markets-eye-live-fomc-vote) _2026-07-28 · Bernard Hickey · 5 in 5 with ANZ_ Treasury yields fall, stocks rise ahead of FOMC rate call; Australia Q2 CPI watched for rate hike hints; NZ jobs growth holds; ANZ's Aaron Luk on Australia's weakening housing wealth effect [Listen](https://api.substack.com/feed/podcast/208803028/c43651589e5412a6aa527faef91dc949.mp3) ## What's Next for the Middle East Conflict and Oil Markets? _2026-07-28 · CommBank View: Economics & Markets_ The Middle East conflict has entered a new phase, but where could it go from here and what would it mean for the global economy? Host Mandy Drury speaks with CommBank Senior Geo-Economics Analyst Dr Madison Cartwright about why the Memorandum of Understanding collapsed, the three most likely paths for the conflict and why a diplomatic solution may become more likely over the coming months. Mandy… [Listen](https://enrichment.soundstack.com/4vjqq8/traffic.omny.fm/d/clips/820f09cf-2ace-4180-a92d-aa4c0008f5fb/d1cb97b8-ed45-4349-85c8-b4030034548d/12f4eed5-c5ce-4299-9387-b495005badc2/audio.mp3?utm_source=Podcast&in_playlist=af3ed43d-4017-44fe-ac65-b4030034593f) ## [Tuesday: US$ set to rise if Fed hikes this week](https://5in5withanz.substack.com/p/tuesday-us-set-to-rise-if-fed-hikes) _2026-07-27 · Bernard Hickey · 5 in 5 with ANZ_ USD set to rise if Fed hikes; Australian inflation in focus as RBA Governor talks before June CPI; Bank Indonesia's Governor goes unexpectedly; ANZ's Richard Yetsenga on firm Australia spending [Listen](https://api.substack.com/feed/podcast/208725330/5cee4d939ada5b8826cc985465670925.mp3) ## [Monday: Oil set to fall as Iran conflict pauses](https://5in5withanz.substack.com/p/monday-oil-set-to-fall-as-iran-conflict) _2026-07-26 · Bernard Hickey · 5 in 5 with ANZ_ Oil expected to fall in Asian trade after weekend pause in conflict; Global PMIs positive for growth & inflation; Singapore set to tighten today; ANZ's Krystal Tan on Korean GDP riding AI boom higher [Listen](https://api.substack.com/feed/podcast/208587167/296ebcabe77ed6096b960f88a408be7f.mp3) ## [Friday: Oil over US$100 as Red Sea shuts too](https://5in5withanz.substack.com/p/friday-oil-over-us100-as-red-sea) _2026-07-23 · Bernard Hickey · 5 in 5 with ANZ_ Brent up 8% to almost US$102/b; ECB holds, but hawkishly; Australian jobs jump, but unemployment flat; Korea growth still solid; ANZ's Khoon Goh on Asian economic resilience to a new oil price spike [Listen](https://api.substack.com/feed/podcast/208173417/bccc5cadbb29f7ff250227be490be862.mp3) ## [Thursday: Oil price rise spurs inflation worries](https://5in5withanz.substack.com/p/thursday-oil-price-rise-spurs-inflation) _2026-07-22 · Bernard Hickey · 5 in 5 with ANZ_ Oil rises 3% on Middle East fears; All eyes on ECB rate response tonight; Australian jobless rate set to hold steady; RBA analyses public trust in RBA; ANZ's Sophia Angala on higher Australian imports [Listen](https://api.substack.com/feed/podcast/208029932/7f2ccb29a587c430f4539d9e601d0d33.mp3) ## [Wednesday: Inflation concerns lift US yields](https://5in5withanz.substack.com/p/wednesday-inflation-concerns-lift) _2026-07-21 · Bernard Hickey · 5 in 5 with ANZ_ Higher oil price & tariffs stoke inflation concerns; New UK Chancellor; NZ inflation jumps; Australia consumer confidence lifts; ANZ's Daniel Hynes on China's oil shock response [Listen](https://api.substack.com/feed/podcast/207887794/b616e6f086ca7ae928cae9fd38c2a508.mp3) ## Australia's Defence Investment Boom _2026-07-21 · CommBank View: Economics & Markets_ Australia is entering a major defence investment cycle, but what will it mean for the economy and which businesses and industries stand to benefit? Host Mandy Drury speaks with CommBank Senior Economist, Business & Industry Ryan Felsman about why the global peace dividend is over, Australia's growing defence investment, the role of AUKUS and the challenges of building Australia's sovereign defence… [Listen](https://enrichment.soundstack.com/4vjqq8/traffic.omny.fm/d/clips/820f09cf-2ace-4180-a92d-aa4c0008f5fb/d1cb97b8-ed45-4349-85c8-b4030034548d/0d8440aa-f101-452d-99cf-b48d0178adfc/audio.mp3?utm_source=Podcast&in_playlist=af3ed43d-4017-44fe-ac65-b4030034593f) ## A New Era for Interest Rates and the Global Economy _2026-07-14 · CommBank View: Economics & Markets_ The global economy is entering a new era, but what does that mean for interest rates, inflation and long-term growth? Host Mandy Drury speaks with CommBank Head of Market Strategy & Rates Research Adam Donaldson about the long-term forces reshaping interest rates. They discuss the rising neutral interest rate, the impact of AI investment, defence spending and the energy transition, and why central… [Listen](https://enrichment.soundstack.com/4vjqq8/traffic.omny.fm/d/clips/820f09cf-2ace-4180-a92d-aa4c0008f5fb/d1cb97b8-ed45-4349-85c8-b4030034548d/ca6b46d3-61c9-4be7-bdf4-b487003df077/audio.mp3?utm_source=Podcast&in_playlist=af3ed43d-4017-44fe-ac65-b4030034593f) ## [Snapshot Showdown on Google Play (Sponsored)](https://crawlproof.com/a/ITU2kZVxNvTS) _2026-07-14 · **Sponsored**_ Available on Google Play for Android devices. ## Australia and the Global Economy: An Updated Outlook _2026-07-07 · CommBank View: Economics & Markets_ Australia's economy is slowing, but what does the global outlook mean for the path ahead? Host Mandy Drury speaks with CommBank Head of Australian Economics Belinda Allen about why housing has become the key headwind for the Australian economy. They discuss weaker market momentum, consumer spending, the outlook for interest rates and whether AI investment can help offset softer domestic demand.… [Listen](https://enrichment.soundstack.com/4vjqq8/traffic.omny.fm/d/clips/820f09cf-2ace-4180-a92d-aa4c0008f5fb/d1cb97b8-ed45-4349-85c8-b4030034548d/9f28748d-4be4-45a6-bae0-b480005f65a2/audio.mp3?utm_source=Podcast&in_playlist=af3ed43d-4017-44fe-ac65-b4030034593f) ## The Fed: From Rate Cuts to Rate Hikes? _2026-06-30 · CommBank View: Economics & Markets_ Markets began the year expecting US interest rate cuts, so why are they now preparing for hikes instead? Host Mandy Drury speaks with CommBank Senior Economist & Currency Strategist Kristina Clifton about the changing outlook for US monetary policy and what it means for global markets. They discuss why expectations for the Federal Reserve have shifted so dramatically, how stronger US growth and AI… [Listen](https://enrichment.soundstack.com/4vjqq8/traffic.omny.fm/d/clips/820f09cf-2ace-4180-a92d-aa4c0008f5fb/d1cb97b8-ed45-4349-85c8-b4030034548d/3c5fcd11-f8dc-439a-b60b-b479005acc97/audio.mp3?utm_source=Podcast&in_playlist=af3ed43d-4017-44fe-ac65-b4030034593f) ## [Episode 77: From Central Banks to SpaceX: Investing Through the Next Industrial Revolution](https://coolabah.podbean.com/e/episode-77-from-central-banks-to-spacex-investing-through-the-next-industrial-revolution/) _2026-06-30 · Complexity Premia_ Welcome to the Complexity Premia podcast by Coolabah Capital, a hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director at Coolabah Capital. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. You can listen on your… [Listen](https://mcdn.podbean.com/mf/web/ndsk6qkdbys8s6vx/Untitled_Session_6_mixdownb767w.mp3) ## In Conversation with Productivity Commission Chair Danielle Wood _2026-06-24 · CommBank View: Economics & Markets_ Productivity growth has slowed across Australia and much of the developed world, but what will it take to turn the trend around? CommBank Chief Economist Luke Yeaman sits down with Productivity Commission Chair Danielle Wood about the forces shaping productivity growth in Australia and globally. They discuss the causes of the productivity slowdown, the opportunities and challenges presented by… [Listen](https://enrichment.soundstack.com/4vjqq8/traffic.omny.fm/d/clips/820f09cf-2ace-4180-a92d-aa4c0008f5fb/d1cb97b8-ed45-4349-85c8-b4030034548d/c21cdc23-cbe7-4862-8963-b473005db743/audio.mp3?utm_source=Podcast&in_playlist=af3ed43d-4017-44fe-ac65-b4030034593f) ## Commercial Property Emerges as New Focus for Investors _2026-06-16 · CommBank View: Economics & Markets_ With major changes to negative gearing and capital gains tax set to dampen the appeal of residential property for investors, where will capital flow to instead? Host Mandy Drury speaks with CommBank Director, Commercial Property Kevin Stanley about why commercial property may become a more attractive option for some investors as a result of the recent tax reforms. They discuss the outlook for… [Listen](https://enrichment.soundstack.com/4vjqq8/traffic.omny.fm/d/clips/820f09cf-2ace-4180-a92d-aa4c0008f5fb/d1cb97b8-ed45-4349-85c8-b4030034548d/c96d6b32-7f0f-4495-8ee4-b46b005bc91c/audio.mp3?utm_source=Podcast&in_playlist=af3ed43d-4017-44fe-ac65-b4030034593f) ## [Episode 76: The Budget Shock: Rates, Housing, and Australia’s Capital Flight Risk](https://coolabah.podbean.com/e/episode-76-the-budget-shock-rates-housing-and-australia-s-capital-flight-risk/) _2026-05-15 · Complexity Premia_ Welcome to the Complexity Premia podcast by Coolabah Capital, a hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director at Coolabah Capital. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. You can listen on your… [Listen](https://mcdn.podbean.com/mf/web/84wtf28xsvevpakv/1505PC2edit_mixdown.mp3) ## [Episode 75: War, Rates, and Risk: Where to Hide in a Fragile Macro Regime](https://coolabah.podbean.com/e/episode-75-war-rates-and-risk-where-to-hide-in-a-fragile-macro-regime/) _2026-04-10 · Complexity Premia_ Welcome to the Complexity Premia podcast by Coolabah Capital, a hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director at Coolabah Capital. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. You can listen on your… [Listen](https://mcdn.podbean.com/mf/web/caeywmkmq33dvbsj/Edits10podcastmixdown.mp3) ## [Episode 74: War in Middle East; Oil Price Shock; Inflation and Interest Rates](https://coolabah.podbean.com/e/episode-74-war-in-middle-east-oil-price-shock-inflation-and-interest-rates/) _2026-03-09 · Complexity Premia_ Welcome to the Complexity Premia podcast by Coolabah Capital, a hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director at Coolabah Capital. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. You can listen on your… [Listen](https://mcdn.podbean.com/mf/web/tfxcqi4jvjemh2ub/Untitled_Session_2_mixdown62xwq.mp3) ## [Episode 73: Bonds, Bots, and Base Rates: Where Yields Go Next](https://coolabah.podbean.com/e/episode-72-bonds-bots-and-base-rates-where-yields-go-next/) _2026-02-24 · Complexity Premia_ Welcome to the Complexity Premia podcast by Coolabah Capital, a hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director at Coolabah Capital. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. You can listen on your… [Listen](https://mcdn.podbean.com/mf/web/zmz2yxkmmtkmg8kp/Feb2026PodcastEdit1.mp3) ## [Episode 72: America First, Inflation Second: Trump, Power Politics, and the End of Easy Money](https://coolabah.podbean.com/e/episode-72-america-first-inflation-second-trump-power-politics-and-the-end-of-easy-money/) _2026-01-21 · Complexity Premia_ Welcome to the Complexity Premia podcast by Coolabah Capital, a hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director at Coolabah Capital. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. You can listen on your… [Listen](https://mcdn.podbean.com/mf/web/4ik4nw9czwc4qts8/1901EDIT2_mixdown.mp3) ## [Episode 71: From Lucky Country to Lazy Land: When the State Smothers Markets](https://coolabah.podbean.com/e/episode-71-from-lucky-country-to-lazy-land-when-the-state-smothers-markets/) _2025-12-21 · Complexity Premia_ Welcome to the Complexity Premia podcast by Coolabah Capital, a hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Portfolio Management Director at Coolabah Capital. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. You can listen on your favourite… [Listen](https://mcdn.podbean.com/mf/web/n5ygcs2euehsxmu8/US-_18112bh4za.mp3) ## [Episode 70: AI Capex: The Trillion-Dollar Inflation Time-Bomb](https://coolabah.podbean.com/e/episode-70-ai-capex-the-trillion-dollar-inflation-time-bomb/) _2025-11-30 · Complexity Premia_ Welcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director at Coolabah Capital. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. You can listen on your… [Listen](https://mcdn.podbean.com/mf/web/ee8ra29qeuftzc3e/Untitled_Session_15_mixdown9v1va.mp3) ## [Episode 69: The Hybrid Market Shake-Up; Global Shifts; and What’s Next for Aussie Investors?](https://coolabah.podbean.com/e/episode-69-the-hybrid-market-shake-up-global-shifts-and-what-s-next-for-aussie-investors/) _2025-10-29 · Complexity Premia_ Welcome to the Complexity Premia podcast by Coolabah Capital, a hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director at Coolabah Capital. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. You can listen on your… [Listen](https://mcdn.podbean.com/mf/web/jvms46py57f7xif9/Podcast69.mp3)