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 Spotify, Podbean or Apple Podcasts.     In this punchy episode of the Complexity Premia podcast, we discuss a range of important developments, including:    • Why Aussie house prices will fall 20% if the RBA lifts rates by 100 basis points • Coolabah’s research on using advanced models to forecast global wars • The battle between the RBA and the bond market bandits • October bond market performance  • NSW's commendable efforts to slash debt issuance by up to $22 billion   This information is suitable for wholesale investors only and has been produced by Coolabah Capital Institutional Investments Pty Lt