Podcast

Commercial Property in Crisis; Default Cycle Ramps Up; Non-Banks Under Pump; Bond Market Performance; Optimal Asset-Allocation; Best Trade Ideas; Sticky Inflation and Rates…

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…

Christopher Joye discusses the current state and future of various asset classes, including residential property prices, cash, and bonds with Koda Capital’s David Clark.

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…

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…

The RBA’s sledgehammer is yet to fall; Bank bonds paying 6.75% pa; Riskier asset-classes to get hosed…

Christopher Joye: The RBA got it wrong, now it will crush everything…

Reflections on 2022 and Outlook for 2023…

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…