
Über diesen 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. If this recording contains reference to any financial products, that reference does not constitute financial advice or a recommendation, and may not be…
80 Folgen · business
Complexity Premia
Über diesen 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. If this recording contains reference to any financial products, that reference does not constitute financial advice or a recommendation, and may not be…
Neue Folgen
- Episode 77: From Central Banks to SpaceX: Investing Through the Next Industrial Revolution30. Juni · 25 Min.
- Episode 76: The Budget Shock: Rates, Housing, and Australia’s Capital Flight Risk15. Mai · 28 Min.
- Episode 75: War, Rates, and Risk: Where to Hide in a Fragile Macro Regime10. Apr. · 30 Min.
- Episode 74: War in Middle East; Oil Price Shock; Inflation and Interest Rates9. März · 20 Min.
- Episode 73: Bonds, Bots, and Base Rates: Where Yields Go Next24. Feb. · 27 Min.
- Episode 72: America First, Inflation Second: Trump, Power Politics, and the End of Easy Money21. Jan. · 21 Min.
- Episode 71: From Lucky Country to Lazy Land: When the State Smothers Markets21. Dez. 2025 · 10 Min.
- Episode 70: AI Capex: The Trillion-Dollar Inflation Time-Bomb30. Nov. 2025 · 11 Min.
- Episode 69: The Hybrid Market Shake-Up; Global Shifts; and What’s Next for Aussie Investors?29. Okt. 2025 · 10 Min.
- Episode 68: Making Sense of the Fixed Income Paradox; Rising Term Premia; September Market Rally; Aussie Economic Outlook15. Okt. 2025 · 22 Min.