Complexity Premia
Episode 19: Traders vs Investors; Why Markets are Ignoring Second Waves; Central Banks Disintermediating Markets; Performance; and Turning Beta into Alpha
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
Episode 17: Mean-Reversion; Don’t Fight the Fed; Aussie Housing; Best Investment Opportunities; Cold War 2.0
Episode 16: Impact of Covid-19 on Markets, Future Risks Including US-China Relations, Global Debt Crises, EU Disintegration and Aussie Housing
Episode 15: Coronavirus Special, Central Bank Action, Next Crisis To Be Triggered by Subprime Corp Loans, Aussie Housing
Episode 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 Managers
Episode 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...
Episode 12: Competition Facing the Big Banks; Is High Yield Debt Just Equities in Disguise; Aussie Housing; RBA Rate Cuts & QE; Looking Into Next Year
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