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...
Koniecznie odwiedź stronę podcastu i wesprzyj twórcę: coolabah.podbean.com
Autor
Coolabah Capital Investments
Kategoria
Strona podcastu
Ostatni odcinek
30 cze 2026
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Episode 77: From Central Banks to SpaceX: Investing Through the Next Industrial Revolution 30.06.2026 25:20
Welcome to the Complexity Premia podcast by Coolabah Capital, a hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director 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 favo...
Episode 76: The Budget Shock: Rates, Housing, and Australia’s Capital Flight Risk 15.05.2026 27:34
Welcome to the Complexity Premia podcast by Coolabah Capital, a hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director 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 favo...
Episode 75: War, Rates, and Risk: Where to Hide in a Fragile Macro Regime 10.04.2026 29:42
Welcome to the Complexity Premia podcast by Coolabah Capital, a hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director 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 favo...
Episode 74: War in Middle East; Oil Price Shock; Inflation and Interest Rates 09.03.2026 19:40
Welcome to the Complexity Premia podcast by Coolabah Capital, a hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director 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 favo...
Episode 73: Bonds, Bots, and Base Rates: Where Yields Go Next 24.02.2026 26:30
Welcome to the Complexity Premia podcast by Coolabah Capital, a hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director 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 favo...
Episode 72: America First, Inflation Second: Trump, Power Politics, and the End of Easy Money 21.01.2026 21:24
Welcome to the Complexity Premia podcast by Coolabah Capital, a hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director 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 favo...
Episode 71: From Lucky Country to Lazy Land: When the State Smothers Markets 21.12.2025 10:03
Welcome to the Complexity Premia podcast by Coolabah Capital, a hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Portfolio Management Director 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 p...
Episode 70: AI Capex: The Trillion-Dollar Inflation Time-Bomb 30.11.2025 11:18
Welcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director 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 favour...
Episode 69: The Hybrid Market Shake-Up; Global Shifts; and What’s Next for Aussie Investors? 29.10.2025 9:51
Welcome to the Complexity Premia podcast by Coolabah Capital, a hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director 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 favo...
Episode 68: Making Sense of the Fixed Income Paradox; Rising Term Premia; September Market Rally; Aussie Economic Outlook 15.10.2025 22:15
Welcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Portfolio Management Director 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 pod...
Episode 67: From the RBA to the Fed: Policy, Politics, and the Hunt for Yield 02.09.2025 19:57
Welcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Portfolio Management Director 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 pod...
Tariff Trades & Shark Tales - Guest Appearance on Without Boundaries 27.08.2025 26:04
In this episode, Christopher Joye (Chief Investment Officer, Coolabah Capital) made a guest appearance on Without Boundaries, a podcast from Russell Investments (released on 8 July 2025) and hosted by Jon Eggins. Chris discusses how he successfully traded the Trump administration’s rollout of reciprocal tariffs, how Coolabah combines technology and people to exploit bond mispricings in the search...
That Crazy Aussie Shop - Guest Appearance on Without Boundaries 27.08.2025 17:40
In this episode, Christopher Joye (Chief Investment Officer, Coolabah Capital) made a guest appearance on Without Boundaries, a podcast from Russell Investments (released on 26 June 2025) and hosted by Jon Eggins. Chris discusses how he built a $15 billion bond shop against the odds, Coolabah’s contrarian approach to trading credit, and his deep ties to rugby in Australia and New Zealand. Don't fo...
Episode 66: Middle East Tensions, Trump Tariffs & Australia's Economic Drift – Guest Appearance on Straight Talk with Mark Bouris 01.07.2025 1:10:18
In this episode (released on 1 July 2025), Christopher Joye (Chief Investment Officer, Coolabah Capital), made a return guest appearance on the Straight Talk with Mark Bouris podcast to discuss Chris’ outlook on trade developments since April - back when Trump first rattled markets with his tariff threats. Chris discusses Trump’s unpredictable economic plays, Coolabah’s bond trading strategy, and...
Episode 65: Musk–Trump Fallout; RBA to Continue Cutting Rates; Portfolio Performance 11.06.2025 22:35
Welcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Portfolio Management Director 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 pod...
Episode 64: Hedging April Trade War Chaos; Buying $4bn After Bad News Became Priced; Biggest Opportunities Ahead 13.05.2025 17:57
Welcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Portfolio Management Director 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 pod...
Episode 63: Trump’s Tariffs & How the Trade War Will Hit Australia – Guest Appearance on Straight Talk with Mark Bouris 09.04.2025 59:37
In this episode (recorded on 1 April 2025), Christopher Joye (Chief Investment Officer, Coolabah Capital), made a guest appearance on the Straight Talk with Mark Bouris podcast to discuss Chris’ outlook on where the economy is heading, the real consequences of Trump’s tariffs, why China’s facing serious economic headwinds, and how Australia risks being dragged into the fallout of a global trade wa...
Episode 62: Trump’s Tariff Plans; US Fiscal Risks; RBA’s Evolving Rate Outlook; January Returns 27.02.2025 29:28
Welcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, also a 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 ap...
Episode 61: Outlook for 2025; Performance Over Last Year; Trumpian Regime Change; Addressing the Big Questions 22.01.2025 25:00
Welcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, also a 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 ap...
Episode 60: Hybrid Market Dies; RBA Wants to Cut Rates; Portfolio Performance; Australia's Profound Productivity Puzzle 12.12.2024 25:52
Welcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, also a 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 ap...
Episode 59: What Trump Means for Portfolios; Inflation; Interest Rates; and Recent Performance 13.11.2024 21:55
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 58: September Performance; US Economic Strength; Long-Term Interest Rate Moves; APRA Increases Bank Leverage; Trading Regulatory Risk 09.10.2024 21:18
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 57: Great Public vs Private Credit Debate; Killer vs Gorilla; Is Private Credit the Next Sub-Prime Crisis; APRA Tries to Kill Hybrid Market… 12.09.2024 21:58
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 56: $80m Record Home Sale; Is Public Spending Driving Inflation; Reaccelerating in 2025; Dictators vs Democracy; Neo-Socialism 29.08.2024 12:49
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 55: Volatility Shock; Bond Market Performance; RBA Jawboning; Arrogant Aussies 20.08.2024 26:30
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...
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