Shows
Complexity PremiaEpisode 71; From Lucky Country to Lazy Land: When the State Smothers MarketsWelcome to the Complexity Premia podcast by Coolabah Capital, a hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Portfolio Management Director 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 episode, CJ and Ying Yi debate the rising dominance of the state over markets, arguing that Australia’s declining productivity, capital flight, and balloo...
2025-12-2210 minComplexity PremiaEpisode 70: AI Capex: The Trillion-Dollar Inflation Time-BombWelcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director 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 find it on Spotify, Podbean or Apple Podcasts.
In this episode, Chris and Ying Yi unpack the macro consequences of the AI build-out, exploring how the multi-trillion-dollar data-centre capex boom, rising memory costs, and U.S. reshoring...
2025-12-0111 minComplexity PremiaEpisode 69: The Hybrid Market Shake-Up; Global Shifts; and What’s Next for Aussie Investors?Welcome to the Complexity Premia podcast by Coolabah Capital, a hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director 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 episode, Chris and Ying Yi explore the decline of Australia’s $38.8 billion listed hybrid market and the global implications, including New Zealand’s proposal to p...
2025-10-2909 minComplexity PremiaEpisode 68: Making Sense of the Fixed Income Paradox; Rising Term Premia; September Market Rally; Aussie Economic OutlookWelcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Portfolio Management Director 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 new flash episode of the Complexity Premia podcast, Chris and Ying Yi unpack the paradox facing investors today: tight corporate credit spreads against the backdrop of...
2025-10-1522 min
Sweet Herbin' Livin'Unseen Illness: Understanding Ehlers-Danlos with Jena Seay part 1In this heartfelt two-part conversation, Jena Seay shares her personal health journey, a story that began with chronic pain, allergies, and sensitivities as a child and grew into a lifelong pursuit of healing and understanding.
Jena’s health challenges intensified in 2017, revealing deeper layers of an undiagnosed but suspected connective-tissue disorder, likely Ehlers-Danlos Syndrome. With over 16,000 genetic markers suggesting a complex picture, she faces symptoms such as POTS (postural orthostatic tachycardia syndrome), low blood sugar instability, seizures, fibromyalgia-type pain, and mast cell activation symptoms.
Through it all, she has remained resilient, partnering with medical specialists while also leaning on her na...
2025-10-071h 08
Sweet Herbin' Livin'Faith + Natural Healing = Freedom | Rebekah Crossgrove InterviewHealing isn’t just about the body—it’s about the spirit and soul too. Rebekah Crossgrove knows this firsthand. On this episode, she shares her journey from depression and imbalance into energy, clarity, and freedom, and how she now helps other women experience the same through Naturally Blessed Health, LLC.
Rebekah’s path into natural health began with her own struggles—depression, anemia, thyroid issues, and navigating family life. When God spoke the words, “Now is the time to do medicine My way,” she embraced a new calling: to bring spirit, soul, and body back into balance using both Biblical truth...
2025-09-2650 min
Anima Latina: storie e attualità del latino | Radio VaticanaAnima Latina - CCII - 21.09.2025Habemus podcast! CCII puntata di Anima Latina con Francesco Lepore, latinista e giornalista del quotidiano online Linkiesta.it, che ci ricorda come il latino non sia "qualcosa di reazionario" ma "un grandissimo bene comune" e la sua identità sia quella dell'apertura e del dialogo, e don Mario Popovic (Ufficio Lettere Latine) che ci spiega perché le "Messe Rorate" si chiamino così e si chiede se il Re numidiano Giugurta mangiasse lo yogurt...
Ospiti:
Don Mario Popovic, scriptor dell'Ufficio Lettere Latine della Segreteria di Stato vaticana
Francesco Lepore, latinista e giornalista del quotidiano online Linkiesta.it, autore del volume Bellezza antica e sempre n...
2025-09-2124 min
Sweet Herbin' Livin'Faith and Fertility: Restoring Cycles with Rebecca VerversWhat happens when years of chronic illness lead you to discover a whole new path to healing? That’s the story of Rebecca Ververs, founder of Mend to Bloom.
In this episode, Beth talks with Rebecca about her journey from years of battling Chronic Lyme disease to discovering the healing power of natural medicine. Her story is one of perseverance, faith, and transformation.
Rebecca now helps women navigate fertility, transition off birth control, and balance their hormones naturally—all while honoring each woman’s personal choices. With a strong foundation in faith, she emphasizes using what God has given us to hea...
2025-09-1846 min
Sweet Herbin' Livin'The Power of Self-Care: Stephanie Criss on Natural Healing & FaithBehind every wellness journey is a story of courage and conviction. In this episode, Beth welcomes Stephanie Criss of Evergreen Healing, a nurse-turned-natural health provider who discovered the power of self-care and faith in guiding others toward healthier lives.
A Journey from Nurse to Natural Health Provider
Stephanie’s background as a nurse shaped her deep compassion and her natural gift for nurturing others. But as she explains in this conversation, she also had to learn an important lesson: self-care isn’t selfish. In fact, it’s essential. She shares how her faith in God, her personal health journey, and her co...
2025-09-1146 min
Sweet Herbin' Livin'When Silence Isn't an Option with Greg AdameThis week, Beth welcomes Greg Adame, founder of The Nature Medic, for a powerful and heartfelt conversation about whole-person wellness. Greg’s approach blends practical natural health strategies with a deep faith foundation—helping people not only restore balance to their bodies and homes, but also reclaim hope.
Greg shares how his journey into natural health was ignited during the COVID crisis, when personal loss fueled his resolve to never stay silent and to guide others toward safe, life-giving solutions. Today, he serves clients through assessments of their living environment—covering water quality, nutrition, EMFs, and more—while empowering them with the...
2025-09-0458 minComplexity PremiaEpisode 67: From the RBA to the Fed: Policy, Politics, and the Hunt for YieldWelcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Portfolio Management Director 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 new flash episode of the Complexity Premia podcast, Chris and Ying Yi dissect the RBA’s recent rate cut and its ripple effects on housing, productivity, an...
2025-09-0319 min
Sweet Herbin' Livin'Transforming Challenges into Healing with Mary Jane GonzalesThis week, Beth welcomes an amazing guest to the podcast—Dr. Mary Jane Gonzales. Her story of turning personal pain into purpose is both inspiring and deeply relatable. Together, they explore how true healing goes beyond the surface, touching every part of our physical, emotional, and spiritual lives.
Dr. Mary Jane Gonzales – From Pain to Purpose in Whole-Person Healing
Dr. Mary Jane Gonzales, Board-Certified Doctor of Natural Medicine, Holistic Skin Expert, and Founder of Mary Dermcare New York turned her own struggles with chronic skin issues, hormonal imbalance, and burnout into a life’s mission. Known as “The Queen of Whole-Pe...
2025-08-281h 11Complexity PremiaTariff Trades & Shark Tales - Guest Appearance on Without BoundariesIn this episode, Christopher Joye (Chief Investment Officer, Coolabah Capital) made a guest appearance on Without Boundaries, a podcast from Russell Investments (released on 8 July 2025) and hosted by Jon Eggins. Chris discusses how he successfully traded the Trump administration’s rollout of reciprocal tariffs, how Coolabah combines technology and people to exploit bond mispricings in the search for alpha, and how he once saved a surfer from a bull shark using a search-and-rescue drone.
Don't forget to check out the original podcast on Spotify:
Without Boundaries | Podcast on Spotify
The views expressed in th...
2025-08-2726 minComplexity PremiaThat Crazy Aussie Shop - Guest Appearance on Without BoundariesIn this episode, Christopher Joye (Chief Investment Officer, Coolabah Capital) made a guest appearance on Without Boundaries, a podcast from Russell Investments (released on 26 June 2025) and hosted by Jon Eggins. Chris discusses how he built a $15 billion bond shop against the odds, Coolabah’s contrarian approach to trading credit, and his deep ties to rugby in Australia and New Zealand.
Don't forget to check out the original podcast on Spotify:
Without Boundaries | Podcast on Spotify
The views expressed in this recording represent the personal opinions of the speakers and do not represent the vi...
2025-08-2717 min
Sweet Herbin' Livin'Can Your Body Really Heal Itself? with Cristy BerryIn this episode, I sit down with Cristy Berry, a natural wellness practitioner who brings over 20 years of experience helping women find real answers to their health challenges.
Cristy’s journey into holistic health began with her own story. After working as a Nutritionist and Personal Trainer, she faced multiple health conditions that conventional medicine couldn’t resolve. In 2008, she turned to holistic practices, went back to school, and completely reshaped her career and her own health—reversing insulin resistance, healing from mold illness, overcoming PCOS without medication, restoring hormone balance, eliminating daily pain, and regaining her energy and resilience.
Her id...
2025-08-2156 min
Sweet Herbin' Livin'Fear to Faith: Overcoming Health Fears with Natural Healing with Priscilla BillWhen Priscilla Bill was just 13, a frightening breast lump led her to a naturopath — and changed her life forever. That moment sparked a lifelong calling: to become a naturopath herself and help others face their health challenges without fear. In this inspiring interview, she shares how herbs, faith, and holistic healing not only restored her health but also sparked her passion to help others.
Today, Priscilla serves clients of all ages, specializing in women’s hormone health, and believes in caring for the body as the temple of the Holy Spirit. She opens up about her journey, the lessons she’s lear...
2025-08-1446 min
Sweet Herbin' Livin'Meet The Resurrected One Who Inspires Hope!In this episode of The Healer’s Journey, Beth sits down with Samantha Wendt, a deeply compassionate and faith-led practitioner and founder of Empowered by Nature Wellness Center.
Samantha shares her powerful personal story of transformation, from surviving her own health challenges to guiding others from brokenness to wholeness. In this video, Samantha talks about her personal healing journey and how she now helps others, sharing inspiring stories of strength. Delving into the power of self-healing and self-compassion, Samantha's inspirational journey offers insights for overcoming challenges. Learn about resilience and find encouragement in hard times with this inspiring conversation.
As an...
2025-08-0753 min
Sweet Herbin' Livin'Rose Hollo: Journey from Trauma to HealthIn this episode of The Healer’s Journey, Beth sits down with Rose Hollo, founder of Golden Ratio Wellness, to explore her unique path into natural wellness and the passion behind her thriving virtual practice.
With roots in animal care and veterinary medicine, Rose's journey organically evolved into the world of holistic health for women. She shares how her experiences in marketing for wellness businesses and co-founding a holistic mental health practice shaped the foundation for her current work.
What We Talk About:
• Rose's transition from animal rescue and veterinary care to women’s wellness
• Her passion for working with women an...
2025-08-0757 min
Sweet Herbin' Livin'From the Heart. Hope-Healing-Honesty. Working through the Scars and Walking in TriumphIf you’ve ever felt like life has knocked the wind out of you—whether through personal loss, professional setbacks, or simply the exhaustion of holding it all together—this episode is for you. It's an honest reminder that you’re not alone, that healing is real, and that you can begin again, stronger than before.
In this deeply personal episode, Beth pulls back the curtain on the past five years of her life, the heartbreaks, the struggles, and the silent moments of starting over.
From losing both of her parents to facing business failure, navigating her own health challenges, and walk...
2025-08-0751 minComplexity PremiaEpisode 66: Middle East Tensions, Trump Tariffs & Australia's Economic Drift – Guest Appearance on Straight Talk with Mark BourisIn this episode (released on 1 July 2025), Christopher Joye (Chief Investment Officer, Coolabah Capital), made a return guest appearance on the Straight Talk with Mark Bouris podcast to discuss Chris’ outlook on trade developments since April - back when Trump first rattled markets with his tariff threats.
Chris discusses Trump’s unpredictable economic plays, Coolabah’s bond trading strategy, and how quantitative models are being used to read the chaos. There’s no avoiding the geopolitical tension in the Middle East — or the Elon Musk/Trump rift and the impact on US central bank decisions. Chris and Mark dive into...
2025-07-011h 10Complexity PremiaEpisode 65: Musk–Trump Fallout; RBA to Continue Cutting Rates; Portfolio PerformanceWelcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Portfolio Management Director 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 new flash episode of the Complexity Premia podcast, Chris and Ying Yi unpack the fallout from Musk’s attack on Trump’s budget; the US fiscal outlo...
2025-06-1122 minComplexity PremiaEpisode 64: Hedging April Trade War Chaos; Buying $4bn After Bad News Became Priced; Biggest Opportunities AheadWelcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Portfolio Management Director 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 new flash episode of the Complexity Premia podcast, Chris and Ying Yi discuss why Coolabah was extremely bearish heading into April, predicting large equity losses; why...
2025-05-1317 minComplexity PremiaEpisode 63: Trump’s Tariffs & How the Trade War Will Hit Australia – Guest Appearance on Straight Talk with Mark BourisIn this episode (recorded on 1 April 2025), Christopher Joye (Chief Investment Officer, Coolabah Capital), made a guest appearance on the Straight Talk with Mark Bouris podcast to discuss Chris’ outlook on where the economy is heading, the real consequences of Trump’s tariffs, why China’s facing serious economic headwinds, and how Australia risks being dragged into the fallout of a global trade war. Chris and Mark also touch on Elon Musk’s play with DOGE, the cracks in Australian politics, and plenty more.
Credit: Straight Talk with Mark Bouris.
Don't forget to check out the original...
2025-04-1059 minComplexity PremiaEpisode 62: Trump’s Tariff Plans; US Fiscal Risks; RBA’s Evolving Rate Outlook; January ReturnsWelcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, also a 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 new flash episode of the Complexity Premia podcast, Chris and Ying Yi discuss January performance, the economic and geopolitical implications of Trump’s proposed tariffs, the US fisca...
2025-02-2829 minComplexity PremiaEpisode 61: Outlook for 2025; Performance Over Last Year; Trumpian Regime Change; Addressing the Big QuestionsWelcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, also a 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 new flash episode of the Complexity Premia podcast, Chris and Ying Yi discuss the outlook for 2025, performance over the last 12 months, what it means to be li...
2025-01-2225 minComplexity PremiaEpisode 60: Hybrid Market Dies; RBA Wants to Cut Rates; Portfolio Performance; Australia's Profound Productivity PuzzleWelcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, also a 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 new flash episode of the Complexity Premia podcast, Chris and Ying Yi discuss why APRA is killing the bank hybrid market, why the RBA is so d...
2024-12-1225 minComplexity PremiaEpisode 59: What Trump Means for Portfolios; Inflation; Interest Rates; and Recent PerformanceWelcome 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 new flash episode of the Complexity Premia podcast, Chris and Ying Yi discuss the US election, what President Trump means for asset-allocation and portfolios, the outlook for inflation and interest rates, and recent investment performance.
2024-11-1321 minComplexity PremiaEpisode 58: September Performance; US Economic Strength; Long-Term Interest Rate Moves; APRA Increases Bank Leverage; Trading Regulatory RiskWelcome 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 new flash episode of the Complexity Premia podcast, Chris and Ying Yi discuss a range of important developments, including asset-class performance in September, the recent US employment data, movements in long-term interest rates, and the regulatory...
2024-10-0921 minComplexity PremiaEpisode 57: Great Public vs Private Credit Debate; Killer vs Gorilla; Is Private Credit the Next Sub-Prime Crisis; APRA Tries to Kill Hybrid Market…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 new flash episode of the Complexity Premia podcast, Chris and Ying Yi discuss a range of important developments, including the great private vs public credit debate between Chris and Andrew Lockhart of Metrics (watch the video...
2024-09-1321 minComplexity PremiaEpisode 56: $80m Record Home Sale; Is Public Spending Driving Inflation; Reaccelerating in 2025; Dictators vs Democracy; Neo-SocialismWelcome 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 new flash episode of the Complexity Premia podcast, Chris and Ying Yi discuss a range of important developments, including record house price sales, whether public spending is driving inflation, the risk of a reacceleration next year...
2024-08-3012 minComplexity PremiaEpisode 55: Volatility Shock; Bond Market Performance; RBA Jawboning; Arrogant AussiesWelcome 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 punchy new flash episode of the Complexity Premia podcast, Chris and Ying Yi discuss a range of important developments, including the global financial market turbulence in August, the RBA's jawboning of arrogant Aussies, recent bond market...
2024-08-2026 minComplexity PremiaEpisode 54: What a Trump Presidency means for Inflation, Interest rates, Asset Prices & Geo-PoliticsWelcome 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 punchy new flash episode of the Complexity Premia podcast, Chris and Deputy CIO Roger Douglas discuss a range of important developments, including why investors need to start preparing for how a re-elected Donald Trump will shape...
2024-07-2416 minComplexity PremiaEpisode 53: Episode 53: Will Fed Cut Rates In September; Sahm Rule Implies US Recession Coming; Why PIMCO Says Private Credit Unattractive; And Best Performing Asset-Classes in 2024Welcome 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 new flash episode of the Complexity Premia podcast, Chris and Deputy CIO Roger Douglas discuss a range of important developments, including whether the Fed will cut rates in September, why the Sahm Rule suggests the US...
2024-07-1622 minComplexity PremiaEpisode 52: Sovereign Debt Crises are Back; France on the Brink; Aussie States Out of Control; Inflation Numbers Key to Asset PricesWelcome 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 punchy new flash episode of the Complexity Premia podcast, Chris and Ying Yi discuss a range of important developments, including why sovereign debt crises are back, how France is on the brink, why fiscal policy is...
2024-06-2613 minComplexity PremiaEpisode 51: Zombies Drop Like Flies; Default Cycle Erupts; French Bonds Implode; Fiscal Policy Swamps Monetary Policy; May ReturnsWelcome 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 punchy new flash episode of the Complexity Premia podcast, Chris and Ying Yi discuss a range of important developments regarding the zombie corporate apocalypse, an ever-worsening default cycle, the explosion in French government bond yields, and t...
2024-06-1724 minComplexity PremiaEpisode 50: Stagflation; Kiwi Independence; Private Credit LIT; and the New Sub Debt ETF (BSUB)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 punchy new flash episode of the Complexity Premia podcast, Chris and Ying Yi discuss Kiwi central bankers running rings around their Aussie brethren, May performance, global private credit, and BetaShares' new major bank subordinated bond ETF...
2024-05-2815 minComplexity PremiaEpisode 49: Central Banks Bowing to Politicians; Budget Deficits Powering Inflation; Portfolio PerformanceWelcome 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 punchy new flash episode of the Complexity Premia podcast, Chris and Ying Yi discuss the latest economic data, ongoing evidence central banks are bowing to politicians, ballooning budget deficits, and portfolio performance.
This information is suitable for wholesale investors on...
2024-05-2112 minComplexity PremiaEpisode 48: April Returns; RBA Struggles with Credibility Crisis; All Eyes on US CPIWelcome 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 punchy new flash episode of the Complexity Premia podcast, Chris and Ying Yi discuss April performance, the RBA’s brewing credibility crisis, and why all eyes are now turning to the US CPI…
This information is suitable for wholesale invest...
2024-05-1417 minComplexity PremiaEpisode 47: Flash Podcast; Death of Central Bank Independence; Monetary Mandarins Captive to Political MastersWelcome 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 punchy episode of the Complexity Premia podcast, Chris and Ying Yi discuss the death of central bank independence as the monetary mandarins become captive to their political masters...
This information is suitable for wholesale investors only and has been pr...
2024-05-0717 minComplexity PremiaEpisode 46: Punchy Podcast; Aussie & US Inflation Surge; Stock Jockeys on PrecipiceWelcome 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 “flash”, or very short, new episode of the Complexity Premia podcast, Chris and Ying Yi discuss the surge in Aussie and US inflation, the dramatic increase in risk-free bond yields, and why this puts equities and othe...
2024-05-0112 minComplexity PremiaEpisode 45: Punchy Flash Podcast; Global Inflation Surge; What it Means for Asset PricesWelcome 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 “flash”, or very short, new episode of the Complexity Premia podcast, Chris and Ying Yi discuss the recent reacceleration in global inflation and what it means for asset prices.
This information is suitable for whol...
2024-04-2511 minComplexity PremiaEpisode 44: The Reacceleration of Inflation; What this Means for Equities & Bonds; Portfolio Outlook; Credit Rating Upgrades for Banks; the Conundrum if we get Immaculate Disinflation and CCI is wrongWelcome 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 punchy new episode of the Complexity Premia podcast, Chris and Ying Yi, a portfolio management director, discuss a range of important developments, including:
The reaccleration in inflation
The risk of an unwinding of the coincident bond and...
2024-04-1023 minComplexity PremiaEpisode 43; Existential Investment Questions for 2024; Asset-Allocation Shifts; Stubborn Services Inflation; Interest Rate Risks; Asset-Class PerformanceWelcome 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 punchy new episode of the Complexity Premia podcast, Chris and Ying Yi discuss a range of important developments, including:
The key investment questions for 2024
Big asset-allocation shifts of out illiquids
Stubborn services inflation driving a reacceleration in c...
2024-03-0129 minComplexity PremiaEpisode 42: Returns in 2023; Outlook for 2024; Markets Priced for Perfection; Key Latent Risks; Capital Structure Relative ValueWelcome 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 exciting new episode of the Complexity Premia podcast, Chris and Ying Yi discuss a range of important developments, including:
What returns were delivered in 2023
The macro and investment outlook for 2024
Why markets appear priced for p...
2024-01-1125 minComplexity PremiaEpisode 41: Government Bond Yields Hit 5%; Buying Bank Bonds Yielding 7.5%; Why Fixed-Rate Bond Duration is Attractive; Fed Makes the RBA Look Like Sleepy HollowWelcome 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 exciting new episode of the Complexity Premia podcast, Chris and Ying Yi discuss a range of important developments shaping the current economic climate, including:
Why the US Federal Reserve is making the RBA look like s...
2023-11-1530 minComplexity PremiaEpisode 40: Bond Yields Increase Further; New Hybrids; Credit Suisse Reflections; and Optimal Asset-AllocationWelcome 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 unscripted episode of the Complexity Premia podcast, Chris and Ying Yi discuss a range of important developments shaping the current economic climate, including:
APRA’s new discussion paper on ways to improve the functioning of bank/i...
2023-09-2752 minComplexity PremiaEpisode 39: Commercial Property in Crisis; Default Cycle Ramps Up; Non-Banks Under Pump; Bond Market Performance; Optimal Asset-Allocation; Best Trade Ideas; Sticky Inflation and RatesWelcome 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 relaxed and unscripted episode of the Complexity Premia podcast, Chris and Ying Yi discuss a range of important developments shaping the current economic climate including:
Commercial property in crisis
Non-bank lenders under the pump
The moth...
2023-08-2254 minComplexity PremiaEpisode 38: Winners and Losers in FY23; Best Returns for FY24; Are Rate Hikes Coming to an End; Prepare for a Persistent Pain Trade; Bonds vs EquitiesWelcome 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...
2023-07-1252 minComplexity PremiaEpisode 37: Silicon Valley Bank; Credit Suisse; the Transfer of Wealth from Equity to Debt; Aussie Banks win in Flight to Quality; Default Cycle Ramps Up; Consumer Buffers; Best Trades and moreWelcome 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 new, unscripted episode of the Complexity Premia podcast, Chris and Ying Yi discuss a range of important developments including:
Recent performance,
The coming US recession,
Ramping up of the default cycle,
The Credit Suisse collapse,
Implicatio...
2023-04-2756 minComplexity PremiaEpisode 36: The Coming Recession and Monster Default Cycle; why Illiquidity is Concealing Huge Risks; the Rise of Risk-free Yield and what it Means for Asset-AllocationWelcome 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 new, punchy episode of the Complexity Premia podcast, we discuss a range of important developments including:
The coming global recession and monster default cycle;
Why illiquidity is concealing huge risks;
The rise of risk-free yield and what...
2023-03-0824 minComplexity PremiaEpisode 35: The RBA’s sledgehammer is yet to fall; Bank bonds paying 6.75% pa; Riskier asset-classes to get hosedWelcome 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 new, lively episode of the Complexity Premia podcast, we discuss a range of important developments including:
How the RBA is wielding Thor's Hammer, and it has really yet to hit home
How we are now getti...
2023-02-1431 minComplexity PremiaEpisode 34: Reflections on 2022 and Outlook for 2023Welcome 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 the first episode of the Complexity Premia podcast for 2023, we discuss a range of important developments including:
Performance across all asset-classes in 2022, including equities, bonds, housing and others
Outlook for returns in 2023 and the valuation mispricings we c...
2023-01-1721 minComplexity PremiaEpisode 33: Global Recession in 2023; Housing Hammered; Equities Risks; & Bond Market OpportunitiesWelcome 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 new episode of the Complexity Premia podcast, we discuss a range of important developments, including:
Why there will likely be a global recession in 2023 and what this means for markets
Why the Aussie housing market is s...
2022-12-1320 min
Esto es ingenieríaEsto es ingeniería - Uno de cada cinco adolescentes se conecta a internet de madrugada - 18/10/22El teléfono móvil se ha convertido en una especie de apéndice de nuestro cuerpo, especialmente en las nuevas generaciones. Prácticamente todos los adolescentes españoles ya disponen de un Smartphone según el informe "Impacto de la tecnología en la adolescencia. Relaciones, riesgos y oportunidades" desarrollado por UNICEF, la Universidad de Santiago de Compostela y el Consejo General de Colegios Oficiales de Ingeniería en Informática (CCII). La edad media de acceso al móvil está en los 11 años, y el uso mayoritario es la conexión a internet.
Según Fernando Suárez...
2022-10-1805 minComplexity PremiaEpisode 32: Hunting Zombie Companies; the Next Sub-Prime Crisis in High-Yield Debt; the Outlook for Interest Rates; and the Aussie Housing Crash AcceleratesWelcome 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 punchy episode of the Complexity Premia podcast, we discuss a range of important developments, including:
How according to Coolabah’s new analysis, hordes of ‘zombie’ companies in Australia and the US are going to die as economi...
2022-09-1521 minComplexity PremiaEpisode 31: US Recession; Bond Markets Bounce; Record Aussie Housing Correction; Opportunities EmergeWelcome 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 special episode of the Complexity Premia podcast, Christopher is joined by Ying Yi Ann Cheng, a portfolio management director, to discuss the worst month in history of the Aussie bond market.
In this heavy-hitting episo...
2022-08-0827 minComplexity PremiaEpisode 30: How March 2022 officially became the worst month in history for the Aussie bond market.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 special episode of the Complexity Premia podcast, Christopher is joined by Ying Yi Ann Cheng, a portfolio management director, to discuss the worst month in history of the Aussie bond market.
In this punchy episo...
2022-04-0827 min
Verbally Effective PodcastEMILE G. SIGEE JR. "CREOLE DIASPORA" | EPISODE CCIIBeaumont TX native, Emile G. Sigee Jr. joins me for episode 202. Emile is a tax professional with EdXact Tax Prep, Union President of Local 352-G and he's also one my big brothers. Take a listen as Emile talks us through his thoughts on the Russia-Ukraine war having experience serving in the US Military. In addition, he breaks down his position as the Union President with Dupont and how the issues with global supply chain has affected business. Lastly, he provides a bit of history on our Creole family bloodline. Emile also provides some great advice for this tax...
2022-03-1429 minComplexity PremiaEpisode 29: Whether Crypto is the 21st century Tulip Bulb Bubble?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 special episode of the Complexity Premia podcast, Christopher is joined by Dr Stephen Parker, another portfolio manager at Coolabah, to discuss whether crypto is a 21st century version of the great Tulip Bulb Bubble. In particular, they c...
2022-02-2115 min
The Doctor of Digital™ GMick Smith, PhDProject name
: Airline/online commercial Episode #CCII The Doctor of Digital™ GMick Smith, PhDProject name
Airline // online commercial
Subject
Project description
We are looking for a voice actor.Genuine and honest. Close and emotional (with a slight accent if necessary) and in English.Moods the client likes:https://www.youtube.com/watch?v=h2caT4q4Nbs https://open.spotify.com/track/0YtmwGMUPaBIEuJs0FNiDm?si=f4680 61f96094c80
Usage of the recording
Motives:Main 50", Cutdown: 30", 15", 6"1 yearWebsite including Landing pages, Online (Pre Rolls, Social Media, Instagram, Snapchat etc), DOOH, Mobile (Smart Phones, Tablets, Smart Watches, trade fairs/ Events, Advertising Festiv...
2022-02-2000 minComplexity PremiaEpisode 28: Looking ahead into 2022; Trajectory for inflation, rates and asset prices; NSW slashes debt issuance by $20bn; Machines entering bond marketWelcome 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:
• The trend to higher rates across developed and emerging markets into 2022
2022-01-1738 minComplexity PremiaEpisode 27: House prices falling 20% if rates rise; Forecasting global wars; RBA vs bond bandits; October performanceWelcome 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 bas...
2021-11-0742 min
Uncommon LegendEpisode CCII: What's your outlet?What do you do to destress and recalibrate? On today's episode, Albert discusses the importance of finding an outlet.
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Send in a voice message: https://podcasters.spotify.com/pod/show/uncommonlegend/message
2021-11-0204 minComplexity PremiaEpisode 26: Inflationary headwinds for duration/equities, ESG Activism, Evergrande, APRA closing $139bn CLF, RBA QE3Welcome 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:
Correlation convergence between interest rate duration and equities;
Portfolio performance across a range o...
2021-10-1135 minComplexity PremiaEpisode 25: Forecasting Australian Herd Immunity; Vaccines Hitting 91% Adult Coverage; Borders Re-Opening in 2022; And Why the Strong Jobs Data is Not What it Seems...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:
Coolabah's latest research forecasting both the advent of “herd immunity” in Australia...
2021-06-2226 min
Failing FailureEpisode 10 Mithileysh SathiyanarayananMithileysh is the CEO of MIT Square, which focuses hugely on EduTech, AgroTech, and HealthTech. At the age of 19, he started his career as a social entrepreneur to empower youth. He successfully mentored 20,000+ students across India and turned several students into entrepreneurs. At the age of 29, he became the youngest vice-president of Micro, Small & Medium Enterprises Chamber of Commerce and Industry of India (MSME CCII) by facilitating many entrepreneurs from India to foreign markets.
2021-05-1023 minComplexity PremiaEpisode 24: Forecasting the Aussie Housing Boom
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.
This special episode of the Complexity Premia podcast is an audible version of a new research paper from Coolabah’s Chief Macro Strategist, Kieran Davies, who replicates one of the RBA’s...
2021-04-3025 min
Studio1776Interview with Rexton Lotus JusticeINTERVIEW WITH REXTON LOTUS JUSTICE AFTER RAID ON THE FAMILY’S HOME July 21 st, 2020: GUEST SPEAKER: REXTON (MONICA) LOTUS JUSTICE HOST: DANIEL LEACH JR. https://youtu.be/bDOBlJoOc8c FIND THE LOTUS STAND-OFF VIDEO ON THIS WEBSITE: AntiIlluminatiParty.com https://antideepstateparty.com/ DANIEL J. LEACH JR. https://www.facebook.com/danieljleachjr LOTUS TALKS ON CROW777 SHORTLY BEFORE SHE WAS CAPTURED: https://www.bitchute.com/video/79t9pFzVugsp PLEASE DONATE TO THE “FREE LOTUS” GO FUND ME PAGE AT: https://gf.me/u/yp5z96 TO WRITE TO LOTUS IN PRISON: FRANKLIN COUNTY CORRECTION CENTER II MONICA G. JUSTICE c/o ~r...
2021-04-2541 minComplexity PremiaEpisode 23: Housing Affordability Non-Crisis; Bond Market Rebound; March Performance; Bank Liquidity Issues; RBA’s QE3 Program; Credit Markets; & Budget DeficitsWelcome 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:
The bond market recovery in March 2021;
Our performance in the month;
Complex i...
2021-04-1224 minComplexity PremiaEpisode 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…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 short episode of the Complexity Premia podcast, we discuss a range of important developments, including:
• The biggest bond market bloodbath since 1994;
• Our portfolio per...
2021-03-1426 minComplexity PremiaEpisode 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 RevolutionWelcome 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:
Our portfolio performance in January 2021 across a range of strategies;
The RBA’s succ...
2021-02-0831 minComplexity PremiaEpisode 20: 2020 in Review; Outlook for 2021; Housing Forecasts; Big Left and Right Tail Risks & MoreWelcome 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.
Happy New Year listeners! We are really sorry for the long delay since our last episode, but we have been super busy managing our clients’ money! In this action-packed epi...
2021-01-0639 minComplexity PremiaEpisode 19: Traders vs Investors; Why Markets are Ignoring Second Waves; Central Banks Disintermediating Markets; Performance; and Turning Beta into AlphaWelcome 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, Spotify or Podbean.
In the latest episode of our Complexity Premia podcast, we discuss a range of issues, including:
how you can turn beta into alpha by anticipating policymakers' behaviour...
2020-08-2528 minComplexity PremiaEpisode 18: The Next Big Pivot Point for Markets – COVID-19 Vaccines; June Performance; Liquidity in Bond Markets; NAB’s Landmark Unlisted Hybrid Deal; And MoreWelcome 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, Spotify or Podbean.
In the latest episode of our Complexity Premia podcast, we discuss a range of issues, including:
why the emergence of effective COVID-19 vaccines will be the next big re...
2020-07-1828 minComplexity PremiaEpisode 17: Mean-Reversion; Don’t Fight the Fed; Aussie Housing; Best Investment Opportunities; Cold War 2.0Welcome 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, Spotify or Podbean.
In this episode we discuss a range of issues, including: the best investment opportunities in fixed-income markets after a massive rally over April and May; the battle between central...
2020-06-2425 minComplexity PremiaEpisode 16: Impact of Covid-19 on Markets, Future Risks Including US-China Relations, Global Debt Crises, EU Disintegration and Aussie HousingWelcome 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.
In this episode we discuss a range of issues, including: the impact of COVID-19 on markets; our approach to thinking through and capitalising on this 1-in-100 year shock; the outlook...
2020-05-1342 minComplexity PremiaEpisode 15: Coronavirus Special, Central Bank Action, Next Crisis To Be Triggered by Subprime Corp Loans, Aussie HousingWelcome 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.
In this episode we discuss a range of issues, including the current market meltdown that is rapidly emulating aspects of the GFC and which will eventually present some once-in-a-generation buying opp...
2020-03-0940 minComplexity PremiaEpisode 14: 2019 Performance Wrap-up; Coolabah's Approach to Life; Coming of a Dangerous Decade; Rise of Zombie Companies; Lunch with One of the World's Biggest HF ManagersWelcome 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...
2020-01-2337 min
Tecnología y Sentido Común #TYSC#TYSC170 del 29 de diciembre de 2019Publicado el #Podcast del Programa de Radio #TYSC nº 170 del 29 de diciembre de 2019 último programa de 2019 con Nacho Mas #CEO de la Asociación Valenciana de Startups, Cayetano Hernández Marin Presidente de la Asociación Valenciana de Informática Sanitaria #AVISACV, Fernando Suárez Lorenzo Presidente del Consejo General de Colegios Profesionales de Ingeniería Informática - CCII, Marcos Mª Judel Meléndrez Presidente de la APEP - Asociación Profesional Española de Privacidad, Victoria Majadas Morales Presidenta de la Big Ban angels - Asociación de Business Angels, Miguel Angel Femenia Cholbi Presidente de PMI Valencia, Spain Chapter...
2019-12-302h 26Complexity PremiaEpisode 13: Bond Market Returns in 2019; Welcoming Pinnacle to our Family; Human Frailties of the World's Greatest Investor; RBA vs the Govt over Fiscal Policy and More...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.
In this episode we discuss: the bond market’s performance in 2019; welcoming Pinnacle to our family; the human shortcomings of the world's greatest investor, Jim Simons; Phil Lowe vs Josh Fryde...
2019-12-1655 min
Mission Driven LifeLaw of Addition - Ep. 202JOIN THE WARRIOR LEADERSHIP COMMUNITY
In John Maxwell's Book, the 21 Irrefutable Laws of Leadership - he spoke about the Leadership of CEOs and Executive Jim Sinegal of Costco. I learned about leading from behind a having a sense of care..
Mentorship and Humbleness.
Today I gave you Four Actions to Execute on the Law of Addition in Your Life. Listen to today's episode as we conver this Leadership Principle.
Have you Donated to the Young Entrepreneur Fund Yet? CLICK HERE ✅
🛑HAPPENING NOW: Mission Driven Life - Ep. CCII
📻Tu...
2019-12-1612 minComplexity PremiaEpisode 12: Competition Facing the Big Banks; Is High Yield Debt Just Equities in Disguise; Aussie Housing; RBA Rate Cuts & QE; Looking Into Next YearWelcome 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 here.
In this episode we discuss: conviction vs humility; markets and the major bank senior rally; why big banks have never faced more competition; whether high-yield debt is just equities...
2019-11-1453 min
Ancient Wisdom TodayCCII. The Quantum Nature of Reality (Brandon Beachum)The Tribe is love. The Tribe is spirit. The Tribe is playful. The Tribe is expanding.Welcome to the Tribe.My amazing and powerful brother, Brandon Beachum, joins me today. He is such a genius with thought, idea, and inspiration.Brandon is the host of the positive and life-changing podcast, Positive Head. He is out there making changes, leading by his beautiful example, and sharing so much light and love with the world.The Tribe is love.Spread Your Love Learn more about your ad...
2019-11-081h 35Complexity PremiaEpisode 11: Keen vs Joye; Is Capitalism Dead; CBA's New Hybrid Deal; Hybrids vs Foreign High Yield; the Coming of Aussie QE and Much MoreWelcome 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 here.
In this long overdue episode we discuss: the latest developments in markets; Chris Joye's housing debate with doomsayer Dr Steve Keen; the new CBA hybrid deal; whether investors should...
2019-10-0948 minComplexity PremiaEpisode 10: Why the Best Investors Use Shrinks; Magellan’s Revolution; Trade Wars Rumble On; Why Aussie Bonds Pay Higher Outright Spreads; the Power of Questioning the Consensus and moreWelcome 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, Google Podcasts or Podbean here.
In this episode we go hammer-and-tongs on a range of topical issues, including: what happened in bond markets in July and August; why the world’s best investo...
2019-08-1637 minComplexity PremiaEpisode 9: “Bail-In-Able” Debt Tsunami Special – Markets In June & July; The TLAC Tidal-Wave; How Early Deals Performed; Can Banks Fund $90bn of Bail-In-Able Bonds; And Thinking About Fair ValueWelcome 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, Google Podcasts or Podbean here.
In this special episode focussing on the “bail-in-able” debt tsunami we discuss: markets in June and July; the TLAC tidal-wave; how early deals performed; what APRA got wrong...
2019-07-2232 min
Tecnología y Sentido ComúnTecnología y Sentido Común con Javier Peris - 30 de Junio de 2019Nuevo programa de Tecnología y Sentido Común, dirigido por Javier Peris, emitido el 30 de Junio de 2019, con Juan Pablo Peñarrubioa, Presidente del Consejo General de Colegios de Ingeniería Informática de España CCII y Jesús Fernández Acevedo, Abogado Experto en Compliance, Privacidad y Protección de Datos recientemente nombrado Delegado de Protección de Datos #DPO #DPD de itSMF España.
2019-07-032h 00Complexity PremiaEpisode 8: QE Special – Housing Recovery, RBA Rate Cuts, How Much Banks Pass Through, Trading RBA Quantitative Easing (QE), And Search For YieldWelcome 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, Google Podcasts or Podbean here.
In this episode we will discuss: whether the housing market is recovering; when the RBA will cut rates; what the banks will pass through; if and when RBA...
2019-06-2736 minComplexity PremiaEpisode 7: Trade War Special – Trump and Xi’s Game of Thrones, and May Market Performance UpdateWelcome 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, Google Podcasts or Podbean here.
In this episode we will discuss: performance across bond markets in another riveting month in which returns in some sub-sectors were extremely high; and the great 21st...
2019-06-0438 minComplexity PremiaEpisode 6: ScoMo Wins, Impact on Investments, Housing Market Turning, RBA/APRA rate cuts, Best Pieces of Capital Structure, RMBS Opportunities, ScoMo’s AgendaWelcome 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. Listen over at Apple here.
In this episode we will discuss: recent developments in financial markets; the consequences of Scott Morrison’s (unsurprising) election victory for investors; the most attractive parts of the capital structure; rate cuts via APRA and the RBA; whether the housing market is turning; how...
2019-05-2746 minComplexity PremiaEpisode 5: Trade War Erupts, Coming of Aussie QE, End of Aussie Housing Correction, How Currency Hedging and Duration Distort Returns and More…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.
In this episode we will discuss: recent developments in financial markets; the eruption of hostilities between the US and China in the trade war; the tricks and traps of how currency hedging and interest rate duration distort returns from credit; the first major bank subordinated bond issue since Ju...
2019-05-1441 minComplexity PremiaEpisode 4: The Big Credit Rally, Is the Housing Bust Over, Will RBA Engage in Unconventional Policy, Could ScoMo Win, Rising RMBS Risks, ALP Franking Failures, and Magellan on LIC RisksWelcome 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.
In this episode we will: discuss the huge credit rally; make the case that the housing bust could be about to end; reveal that the RBA is considering unconventional monetary policy; argue (again) that ScoMo has a much better chance of winning the election than betting markets and po...
2019-04-2931 minComplexity PremiaEpisode 3: Budget Surplus, Could Banks Cut for RBA, RMBS Risks, Great Housing Debate, Unisuper investing $1.3bn in Hybrids and MoreWelcome 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.
In this episode we will: discuss analysis showing the government’s fiscal budget is already in surplus and what this means for the looming election; reflect on the heated and nationally televised debate on housing that Chris had with an economic extremist (see the Youtube video here); review new...
2019-03-301h 02
The Wellness Trinity PodcastVibrant Health Through Iridology and Nutrition with Ellen Tart JensenEllen Tart-Jensen, Ph.D., D.Sc., CCII is the Vice President of Bernard Jensen International and teaches people worldwide iridology, nutrition and herbology. In this podcast we discuss organs of elimination including the skin and lymphatic system, how pH is related to osteoporosis, thyroid disorders, liver and gallbladder challenges and more.
To contact Ellen Jensen, please visit www.BernardJensen.com.
Please visit www.TheWellnessTrinity.com to learn about our in office or distant consultations, and the various other services & products we offer.
2019-03-201h 05Complexity PremiaEpisode 2: Will the RBA Blow the Bubble Back-Up, the ESG Alpha Mirage, and Much MoreWelcome 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.
In this episode we will: debate whether the RBA is going to blow the housing bubble back up with interest rate cuts; discuss new RBA research that blames the central bank for the rapid house price growth between 2012-2017 (contrary to what the governors have claimed); present Coolabah's pio...
2019-03-1538 minComplexity PremiaEpisode 1: Welcome to the Complexity Premia PodcastWelcome 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.
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 not represent the view...
2019-03-0433 min
Full Of Sith: Star Wars News, Discussions and InterviewsEpisode CCII: Star Wars RebelsBryan, Holly, and Mike delve into the most recent episodes of Star Wars Rebels, discussing how they fit into the larger mythology, what they loved and what they hope for in the future. The talk about episodes from "Visions and Voices" all the way up to "Trials of the Darksaber." Bryan also recounts his conversation with Gareth Edwards about Saw Gerrerra and ties to Clone Wars and Rebels. Go to http://saltlakecomiccon.com/fullofsith to get 10% off your Salt Lake Comic Con tickets! Full Of Sith has always and will always have live shows, mega coverage and...
2017-01-301h 06
Full Of Sith's Community CallFull Of Sith Episode CCII: Star Wars RebelsBryan, Holly, and Mike delve into the most recent episodes of Star Wars Rebels, discussing how they fit into the larger mythology, what they loved and what they hope for in the future. The talk about episodes from "Visions and Voices" all the way up to "Trials of the Darksaber." Bryan also recounts his conversation with Gareth Edwards about Saw Gerrerra and ties to Clone Wars and Rebels.
2017-01-2900 min
An Elegant WeaponEpisode CCII...NFCC/Voltron In Review
The Jedi Ras is joined by the host of The Ninja Starship, Jimmy McKnight to review their adventure at Niagara Falls Comic Con, featuring a chat from AA with GTA creator Keith Grachow. Also reviewed is the first episode of Voltron : Legendary Defender.
2016-06-131h 10
Mark Twain: A Biography - Volume II by Albert Bigelow Paine (1861 - 1937)CCII. LITERARY WORK IN VIENNA
1970-01-0100 min