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Complexity Premia

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About

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.

Episode 26: Inflationary headwinds for duration/equities, ESG Activism, Evergrande, APRA closing $139bn CLF, RBA QE3

October 11, 2021

Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager of Coolabah Capital, an...

Episode 25: Forecasting Australian Herd Immunity and Borders Opening; Why the Recent Aussie Jobs Data is not as Robust as it Seems

June 22, 2021

Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager of Coolabah Capital, an...

Episode 24: Forecasting the Aussie Housing Boom

April 30, 2021

Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager of Coolabah Capital, an...

Episode 23: Housing Affordability Non-Crisis; Bond Market Rebound; March Performance; Bank Liquidity Issues; RBA’s QE3 Program; Credit Markets; & Budget Deficits

April 11, 2021

Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager of Coolabah Capital, an...

Episode 22: The Bond Market Bloodbath; February Returns; RBA QE 3.0 and 4.0; & How the RBA’s Governor Phil Lowe Brutally Blew-Up the Bond Bandits…

March 14, 2021

Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager of Coolabah Capital, an...

Episode 21: January Returns; RBA QE 1.0, 2.0, 3,0 and 4.0; WWIII; House Bubble Non-Issue; and the Reddit Rambo’s Retail Revolution

February 8, 2021

Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager of Coolabah Capital, an...

Episode 20: 2020 in Review; Outlook for 2021; Housing Forecasts; Big Left and Right Tail Risks & More

January 6, 2021

Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager of Coolabah Capital, an...

Episode 19: Traders vs Investors; Why Markets are Ignoring Second Waves; Central Banks Disintermediating Markets; Performance; and Turning Beta into Alpha

August 25, 2020

Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager of Coolabah Capital, an...

Episode 18: The Next Big Pivot Point for Markets – COVID-19 Vaccines; June Performance; Liquidity in Bond Markets; NAB’s Landmark Unlisted Hybrid Deal; And More

July 17, 2020

Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager of Coolabah Capital, an...

Episode 17: Mean-Reversion; Don’t Fight the Fed; Aussie Housing; Best Investment Opportunities; Cold War 2.0

June 23, 2020

Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager of Coolabah Capital, an...