Complexity Premia
Episode 11: Keen vs Joye; Is Capitalism Dead; CBA's New Hybrid Deal; Hybrids vs Foreign High Yield; the Coming of Aussie QE and Much More
- Author: Vários
- Narrator: Vários
- Publisher: Podcast
- Duration: 0:48:20
- More information
Informações:
Synopsis
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. You can listen on your favourite podcast app, or you can find it on Apple Podcasts or Podbean here. In this long overdue episode we discuss: the latest developments in markets; Chris Joye's housing debate with doomsayer Dr Steve Keen; the new CBA hybrid deal; whether investors should switch from hybrids to foreign high yield; the RBA's rate cut and the coming of Aussie QE; whether traders are smarter than investors and why capitalism is dead… The Youtube link to the Keen vs Joye housing war can be found here. This information is suitable for wholesale investors only and has been produced by Coolabah Capital Institutional Investments Pty Ltd ACN 605806059, which holds Aust
