Episode 39: Commercial Property in Crisis; Default Cycle Ramps Up; Non-Banks Under Pump; Bond Market Performance; Optimal Asset-Allocation; Best Trade Ideas; Sticky Inflation and Rates

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 relaxed and unscripted episode of the Complexity Premia podcast, Chris and Ying Yi discuss a range of important developments shaping the current economic climate including:

• Commercial property in crisis
• Non-bank lenders under the pump
• The mother of all default cycles hits home
• Business defaults sky-rocket
• Recent bond market performance
• What makes this interest rate cycle different
• Whether inflation will be sticky and stubborn
• Optimal asset-allocation and portfolio construction
• Best trade ideas

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