Coolabah Capital Investments
Complexity Premia
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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Coolabah Capital Investments
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Neueste Folge
30. Jun 2026
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Episode 54: What a Trump Presidency means for Inflation, Interest rates, Asset Prices & Geo-Politics 24.07.2024 16:26
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 thi...
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 16.07.2024 22:55
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 thi...
Episode 52: Sovereign Debt Crises are Back; France on the Brink; Aussie States Out of Control; Inflation Numbers Key to Asset Prices 26.06.2024 13:56
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 thi...
Episode 51: Zombies Drop Like Flies; Default Cycle Erupts; French Bonds Implode; Fiscal Policy Swamps Monetary Policy; May Returns 17.06.2024 24:29
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 thi...
Episode 50: Stagflation; Kiwi Independence; Private Credit LIT; and the New Sub Debt ETF (BSUB) 27.05.2024 15:09
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 thi...
Episode 49: Central Banks Bowing to Politicians; Budget Deficits Powering Inflation; Portfolio Performance 21.05.2024 12:50
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 t...
Episode 48: April Returns; RBA Struggles with Credibility Crisis; All Eyes on US CPI 14.05.2024 17:14
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 t...
Episode 47: Flash Podcast; Death of Central Bank Independence; Monetary Mandarins Captive to Political Masters 07.05.2024 17:22
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 t...
Episode 46: Punchy Podcast; Aussie & US Inflation Surge; Stock Jockeys on Precipice 01.05.2024 12:29
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...
Episode 45: Punchy Flash Podcast; Global Inflation Surge; What it Means for Asset Prices 24.04.2024 11:41
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 thi...
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 10.04.2024 23:49
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 thi...
Episode 43; Existential Investment Questions for 2024; Asset-Allocation Shifts; Stubborn Services Inflation; Interest Rate Risks; Asset-Class Performance 01.03.2024 29:32
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 thi...
Episode 42: Returns in 2023; Outlook for 2024; Markets Priced for Perfection; Key Latent Risks; Capital Structure Relative Value 10.01.2024 25:55
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 th...
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 15.11.2023 30:23
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 th...
Episode 40: Bond Yields Increase Further; New Hybrids; Credit Suisse Reflections; and Optimal Asset-Allocation 27.09.2023 52:06
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...
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 22.08.2023 54:36
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...
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 11.07.2023 52:31
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...
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 27.04.2023 56:03
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...
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 08.03.2023 24:53
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...
Episode 35: The RBA’s sledgehammer is yet to fall; Bank bonds paying 6.75% pa; Riskier asset-classes to get hosed 14.02.2023 31:26
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...
Episode 34: Reflections on 2022 and Outlook for 2023 17.01.2023 21:16
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...
Episode 33: Global Recession in 2023; Housing Hammered; Equities Risks; & Bond Market Opportunities 13.12.2022 20:52
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...
Episode 32: Hunting Zombie Companies; the Next Sub-Prime Crisis in High-Yield Debt; the Outlook for Interest Rates; and the Aussie Housing Crash Accelerates 15.09.2022 21:59
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...
Episode 31: US Recession; Bond Markets Bounce; Record Aussie Housing Correction; Opportunities Emerge 08.08.2022 27:42
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 . ...
Episode 30: How March 2022 officially became the worst month in history for the Aussie bond market. 08.04.2022 27:13
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 . ...
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