Complexity Premia
Episode 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 Rates
54:36
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…