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 “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 other risky asset-classes on the precipice…
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