Complexity Premia
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
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:56:03
- More information
Informações:
Synopsis
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, unscripted episode of the Complexity Premia podcast, Chris and Ying Yi discuss a range of important developments including: Recent performance, The coming US recession, Ramping up of the default cycle, The Credit Suisse collapse, Implications of Silicon Valley and CS for bank bondholders, Central banks pausing rates, Huge consumer buffers, NSW aggressively paying-back debt, Trades we like, and The RBA review. 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 Serv
