Complexity Premia

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 relaxed and unscripted episode of the Complexity Premia podcast, Chris and Ying Yi discuss a range of important developments shaping the current economic climate including: Commercial property in crisis Non-bank lenders under the pump The mother of all default cycles hits home Business defaults sky-rocket Recent bond market performance What makes this interest rate cycle different Whether inflation will be sticky and stubborn Optimal asset-allocation and portfolio construction Best trade ideas This information is suitable for wholesale investors only and has been produced by Coolabah Capital Institutional Investmen