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...

Bezoek zeker de website van de podcast en steun de maker: coolabah.podbean.com

Auteur

Coolabah Capital Investments

Categorie

Business

Website van de podcast

coolabah.podbean.com

Nieuwste aflevering

15 sep. 2026

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Afleveringen

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

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. Listen over at Apple here . In this episode we will disc...

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

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. In this episode we will discuss: recent developments i...

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

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. In this episode we will: discuss the huge credit rally...

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

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. In this episode we will: discuss analysis showing the...

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

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. In this episode we will: debate whether the RBA is goi...

Episode 1: Welcome to the Complexity Premia Podcast 04.03.2019

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. This information is suitable for wholesale investors on...

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