
Sobre este pódcast
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. If this recording contains reference to any financial products, that reference does not constitute financial advice or a recommendation, and may not be…
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Complexity Premia
Sobre este pódcast
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. If this recording contains reference to any financial products, that reference does not constitute financial advice or a recommendation, and may not be…
Episodios recientes
- Episode 79: The Great Cost of Capital Reset: When Higher Yields Hit Everything15 sept · 26 min
- Episode 78: When Higher for Longer Bites: Bonds, Housing, and the Next Credit Cycle19 ago · 25 min
- Episode 77: From Central Banks to SpaceX: Investing Through the Next Industrial Revolution30 jun · 25 min
- Episode 76: The Budget Shock: Rates, Housing, and Australia’s Capital Flight Risk15 may · 28 min
- Episode 75: War, Rates, and Risk: Where to Hide in a Fragile Macro Regime10 abr · 30 min
- Episode 74: War in Middle East; Oil Price Shock; Inflation and Interest Rates9 mar · 20 min
- Episode 73: Bonds, Bots, and Base Rates: Where Yields Go Next24 feb · 27 min
- Episode 72: America First, Inflation Second: Trump, Power Politics, and the End of Easy Money21 ene · 21 min
- Episode 71: From Lucky Country to Lazy Land: When the State Smothers Markets21 dic 2025 · 10 min
- Episode 70: AI Capex: The Trillion-Dollar Inflation Time-Bomb30 nov 2025 · 11 min