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Straight Talk with Mark Bouris
#179 Christopher Joye: Trump’s Tariffs & How the Trade War will hit Australia
Apr 3, 2025
In this discussion, Christopher Joye, founder of Coolabah Capital, shares insights from managing over $15 billion in fixed-interest investments. He delves into the ripple effects of Trump's tariffs on Australia's economy and the challenges presented by a troubled Chinese market. The conversation highlights the interconnectedness of global trade dynamics, the Reserve Bank of Australia's monetary policy pressures, and necessary financial reforms. Joye also touches on the rejuvenating power of quality sleep for professionals, adding a surprising twist to his economic analysis.
59:37
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Quick takeaways
- Christopher Joye emphasizes the impact of Trump’s tariffs and the vulnerability of Australia amid the ongoing U.S.-China trade war.
- The Reserve Bank of Australia might sustain or increase interest rates due to persistent inflationary pressures, despite political pressures for cuts.
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Overview of Koolabar's Operations
Koolabar manages approximately $15 billion across about 50 portfolios, with a global team of 53 professionals operating in various key locations like London, Miami, and Sydney. The firm engages in a wide range of strategies including enhanced cash, long short credit, and fixed income trading, making it one of the largest traders of Australian Commonwealth government bonds worldwide. Koolabar employs a highly quantitative approach, utilizing over 80 bond pricing models to determine fair value interest rates for various bonds. Their goal is to identify bonds that offer higher returns than their estimated fair value, thus allowing for capital gains through active trading.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode