COMPLEXITY PREMIA
The complexity premia podcast
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. You can listen on your favourite podcast app, or you can find it on Apple Podcasts or Podbean here.
Complexity Premia Podcast, Episode 7
Trade War Special – Trump and Xi’s Game of Thrones, and May Market Performance Update
Complexity Premia Podcast, Episode 6
ScoMo Wins, Impact on Investments, Housing Market Turning, RBA/APRA rate cuts, Best Pieces of Capital Structure, RMBS Opportunities, ScoMo’s Agenda
Complexity Premia Podcast, Episode 5
Trade War Erupts, Coming of Aussie QE, End of Aussie Housing Correction, How Currency Hedging and Duration Distort Returns and More…
Complexity Premia Podcast, Episode 4
The Big Credit Rally, Is the Housing Bust Over, Will RBA Engage in Unconventional Policy, Could ScoMo Win, Rising RMBS Risks, ALP Franking Failures, and Magellan on LIC Risks
Complexity Premia Podcast, Episode 3
Budget Surplus, Could Banks Cut for RBA, RMBS Risks, Great Housing Debate, Unisuper investing $1.3bn in Hybrids and More
Complexity Premia Podcast, Episode 2
Will the RBA Blow the Bubble Back-Up, the ESG Alpha Mirage, and Much More
Complexity Premia Podcast, Episode 1
Welcome to the Complexity Premia Podcast
