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 highly anticipated, unscripted episode of the Complexity Premia podcast, Chris and Ying Yi discuss a range of important developments progressing as we head into the 2024 Financial year including : FY23 performance, Where the RBA is heading with its cash rates, How far the global interest rate cycle has to go, Coolabah’s latest inflation analysis, Why bond markets keep getting rates wrong, What will happen to house prices, Signs of stress in mortgage markets, Whether now is the time to average into interest rate duration exposures, and Where to find the best risk-adjusted returns. This information is suitable for wh