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 new flash episode of the Complexity Premia podcast, Chris and Deputy CIO Roger Douglas discuss a range of important developments, including whether the Fed will cut rates in September, why the Sahm Rule suggests the US may be heading into recession, why PIMCO says private credit returns are unattractive and 40% of all private credit borrowers may not be able to repay their loans, and which asset-classes have performed best in 2024. 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 Servic