Переходьте в офлайн за допомогою програми Player FM !
Подкасти, які варто послухати
РЕКЛАМА


1 How To Replace A $100,000+ Salary Within 6 MONTHS Through Buying A Small Business w/ Alex Kamenca & Carley Mitus 57:50
Episode 56: $80m Record Home Sale; Is Public Spending Driving Inflation; Reaccelerating in 2025; Dictators vs Democracy; Neo-Socialism
Manage episode 436959097 series 2496631
Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager 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 podcast app, or you can find it on Spotify, Podbean or Apple Podcasts.
In this new flash episode of the Complexity Premia podcast, Chris and Ying Yi discuss a range of important developments, including record house price sales, whether public spending is driving inflation, the risk of a reacceleration next year, the choice between dictators and democracy, and the rise of neo-socialism.
This information is suitable for wholesale investors only and has been produced by Coolabah Capital Institutional Investments Pty Ltd ACN 605806059, which holds Australian Financial Services Licence No. 482238 (CCII). The views expressed in this recording represent the personal opinions of the speakers and do not represent the view of any other party. The information does not take into account the particular investment objectives or financial situation of any potential listener. It does not constitute, and should not be relied on as, financial or investment advice or recommendations (expressed or implied) and it should not be used as an invitation to take up any investments or investment services. Whilst we believe that the information discussed in the podcast is correct, no warranty or representation is given to this effect, and listeners should not rely on this information when making any decisions. No responsibility can be accepted by CCII to any end users for any action taken on the basis of this information. Any performance data presented on this site is pre-fees for institutional clients that negotiate custom fee rates, and these solutions are not available to retail investors. No investment decision or activity should be undertaken without first seeking qualified and professional advice. CCII may have a financial interest in any assets discussed during the podcast. Listeners in Australia are encouraged to visit ASIC's MoneySmart website to obtain information regarding financial advice and investments.
63 епізодів
Manage episode 436959097 series 2496631
Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager 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 podcast app, or you can find it on Spotify, Podbean or Apple Podcasts.
In this new flash episode of the Complexity Premia podcast, Chris and Ying Yi discuss a range of important developments, including record house price sales, whether public spending is driving inflation, the risk of a reacceleration next year, the choice between dictators and democracy, and the rise of neo-socialism.
This information is suitable for wholesale investors only and has been produced by Coolabah Capital Institutional Investments Pty Ltd ACN 605806059, which holds Australian Financial Services Licence No. 482238 (CCII). The views expressed in this recording represent the personal opinions of the speakers and do not represent the view of any other party. The information does not take into account the particular investment objectives or financial situation of any potential listener. It does not constitute, and should not be relied on as, financial or investment advice or recommendations (expressed or implied) and it should not be used as an invitation to take up any investments or investment services. Whilst we believe that the information discussed in the podcast is correct, no warranty or representation is given to this effect, and listeners should not rely on this information when making any decisions. No responsibility can be accepted by CCII to any end users for any action taken on the basis of this information. Any performance data presented on this site is pre-fees for institutional clients that negotiate custom fee rates, and these solutions are not available to retail investors. No investment decision or activity should be undertaken without first seeking qualified and professional advice. CCII may have a financial interest in any assets discussed during the podcast. Listeners in Australia are encouraged to visit ASIC's MoneySmart website to obtain information regarding financial advice and investments.
63 епізодів
Усі епізоди
×
1 Episode 63: Trump’s Tariffs & How the Trade War Will Hit Australia – Guest Appearance on Straight Talk with Mark Bouris 59:37

1 Episode 62: Trump’s Tariff Plans; US Fiscal Risks; RBA’s Evolving Rate Outlook; January Returns 29:28

1 Episode 61: Outlook for 2025; Performance Over Last Year; Trumpian Regime Change; Addressing the Big Questions 25:00

1 Episode 60: Hybrid Market Dies; RBA Wants to Cut Rates; Portfolio Performance; Australia's Profound Productivity Puzzle 25:52

1 Episode 59: What Trump Means for Portfolios; Inflation; Interest Rates; and Recent Performance 21:55

1 Episode 58: September Performance; US Economic Strength; Long-Term Interest Rate Moves; APRA Increases Bank Leverage; Trading Regulatory Risk 21:18

1 Episode 57: Great Public vs Private Credit Debate; Killer vs Gorilla; Is Private Credit the Next Sub-Prime Crisis; APRA Tries to Kill Hybrid Market… 21:58

1 Episode 56: $80m Record Home Sale; Is Public Spending Driving Inflation; Reaccelerating in 2025; Dictators vs Democracy; Neo-Socialism 12:49


1 Episode 54: What a Trump Presidency means for Inflation, Interest rates, Asset Prices & Geo-Politics 16:26

1 Episode 53: Episode 53: Will Fed Cut Rates In September; Sahm Rule Implies US Recession Coming; Why PIMCO Says Private Credit Unattractive; And Best Performing Asset-Classes in 2024 22:55

1 Episode 52: Sovereign Debt Crises are Back; France on the Brink; Aussie States Out of Control; Inflation Numbers Key to Asset Prices 13:56

1 Episode 51: Zombies Drop Like Flies; Default Cycle Erupts; French Bonds Implode; Fiscal Policy Swamps Monetary Policy; May Returns 24:29

1 Episode 50: Stagflation; Kiwi Independence; Private Credit LIT; and the New Sub Debt ETF (BSUB) 15:09

1 Episode 49: Central Banks Bowing to Politicians; Budget Deficits Powering Inflation; Portfolio Performance 12:50


1 Episode 47: Flash Podcast; Death of Central Bank Independence; Monetary Mandarins Captive to Political Masters 17:22



1 Episode 44: The Reacceleration of Inflation; What this Means for Equities & Bonds; Portfolio Outlook; Credit Rating Upgrades for Banks; the Conundrum if we get Immaculate Disinflation and CCI is wrong 23:49

1 Episode 43; Existential Investment Questions for 2024; Asset-Allocation Shifts; Stubborn Services Inflation; Interest Rate Risks; Asset-Class Performance 29:32

1 Episode 42: Returns in 2023; Outlook for 2024; Markets Priced for Perfection; Key Latent Risks; Capital Structure Relative Value 25:55

1 Episode 41: Government Bond Yields Hit 5%; Buying Bank Bonds Yielding 7.5%; Why Fixed-Rate Bond Duration is Attractive; Fed Makes the RBA Look Like Sleepy Hollow 30:23

1 Episode 40: Bond Yields Increase Further; New Hybrids; Credit Suisse Reflections; and Optimal Asset-Allocation 52:06

1 Episode 39: 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 54:36

1 Episode 38: 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 52:31

1 Episode 37: 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 56:03

1 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 24:53

1 Episode 35: The RBA’s sledgehammer is yet to fall; Bank bonds paying 6.75% pa; Riskier asset-classes to get hosed 31:26
Ласкаво просимо до Player FM!
Player FM сканує Інтернет для отримання високоякісних подкастів, щоб ви могли насолоджуватися ними зараз. Це найкращий додаток для подкастів, який працює на Android, iPhone і веб-сторінці. Реєстрація для синхронізації підписок між пристроями.