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. You can listen on your favourite podcast app, or you can find it on Apple Podcasts or Podbean. Happy New Year! In our first episode for 2020, we discuss: the 2019 performance wrap-up; a little bit more about Coolabah and our approach to life; the coming of a dangerous decade; the rise of zombie companies; and lunch with one of the world’s biggest hedge fund managers. 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 Services Licence No. 482238 (CCII). The views expressed in this recording represent the personal opinions of the speakers and do