Coolabah Capital Investments

Complexity Premia

Business EN ↓ Epizody: 81

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 relied upon. Listeners in Australia are encouraged to visit ASIC’s MoneySmart website to obtain informat...

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Autor

Coolabah Capital Investments

Kategorie

Business

Web podcastu

coolabah.podbean.com

Nejnovější epizoda

15. zář 2026

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Epizody

Episode 6: ScoMo Wins, Impact on Investments, Housing Market Turning, RBA/APRA rate cuts, Best Pieces of Capital Structure, RMBS Opportunities, ScoMo’s Agenda 27.05.2019 46:17

Episode 5: Trade War Erupts, Coming of Aussie QE, End of Aussie Housing Correction, How Currency Hedging and Duration Distort Returns and More… 14.05.2019 41:43

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 29.04.2019 31:56

Episode 3: Budget Surplus, Could Banks Cut for RBA, RMBS Risks, Great Housing Debate, Unisuper investing $1.3bn in Hybrids and More 30.03.2019 1:02:55

Episode 2: Will the RBA Blow the Bubble Back-Up, the ESG Alpha Mirage, and Much More 15.03.2019 38:58

Episode 1: Welcome to the Complexity Premia Podcast 04.03.2019 33:17