In 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 Australia’s productivity problem, housing market stress, and the recent NSW budget. And finally, a straight-up conversation on tax reform, the state of leadership in this country, and Australia’s financial future.
Credit: Straight Talk with Mark Bouris.
Don't forget to check out the original podcast on Spotify: https://open.spotify.com/episode/4h9vxr4EZvw9wnUxw7Xfd0?si=rzmjDHBlRo22DxAC822l5g
The views expressed in this recording represent the personal opinions of the speakers and do not represent the view of any other party. The information does not take into account the particular investment objectives or financial situation of any potential listener. It does not constitute, and should not be relied on as, financial or investment advice or recommendations (expressed or implied) and it should not be used as an invitation to take up any investments or investment services. Whilst we believe that the information discussed in the podcast is correct, no warranty or representation is given to this effect, and listeners should not rely on this information when making any decisions. No responsibility can be accepted by Coolabah Capital Institutional Investments Pty Limited (CCII) to any end users for any action taken on the basis of this information. No investment decision or activity should be undertaken without first seeking qualified and professional advice. CCII may have a financial interest in any assets discussed during the podcast. Listeners in Australia are encouraged to visit ASIC's MoneySmart website to obtain information regarding financial advice and investments.
