Episode 35: The RBA’s sledgehammer is yet to fall; Bank bonds paying 6.75% pa; Riskier asset-classes to get hosed

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, 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 getting major bank bonds paying interest rates as high as 6.75% pa
• How many asset-classes have yet to be properly smoked by higher rates, including commercial property, residential property, private credit, high yield bonds, venture capital, private equity etc

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