Complexity Premia Podcast, 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...

In this new, punchy episode of the Complexity Premia podcast,  we discuss a range of important developments including: 

  • The coming global recession  and monster default cycle; 
  • Why illiquidity is concealing huge risks; 
  • The rise of risk-free yield and what it means for asset-allocation; 
  • Why there will be no post crash boom in asset prices;
  • How the great housing crash has momentarily stalled but is far from over; and
  • Why RBA Governor Philip Lowe should be replaced by an RBA outsider.

You can listen on:

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