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小型聚会

叉子 - Ying

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欢迎来到小型聚会，在这里有时你会听到我的朋友们如何探索自我以及他们如何寻找自己的人生意义，有时你会听到我自己一个人闲谈。我是播客的主持人以及制作人叉子，冥想教师培训项目就读中，ADHD内容创作者，也在用玄学工具来为大家传达宇宙的善意。
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Complexity Premia

Coolabah Capital Investments

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Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager of Coolabah Capital, and Ying Yi Ann Cheng, a portfolio management director. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. If this recording contains reference to any financial products, that reference does not constitute financial advice or a recommendation, and may not be ...
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NG YING WEN

ICRT

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Hope English has you covered, with an all new program "NG English". Every week, new guests will join in to talk about the embarrassing and sometimes hilarious English mistakes they've seen and heard. Get ready to chat in English with ease, by tuning in to "NG English"!
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CN26

Ezequiel Maciel

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Welcome to the Ezequiel Maciel podcast, where amazing things happen. Cover art photo provided by JJ Ying on Unsplash: https://unsplash.com/@jjying
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Dmrp

Carlos Deñgado

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Welcome to the Dmrp podcast, where amazing things happen. Cover art photo provided by JJ Ying on Unsplash: https://unsplash.com/@jjying
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OfficialJS

Jasmine

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Welcome to my podcast, where you’ll enter the mind of mine, and many others. Thank you for listening. Cover art photo provided by JJ Ying on Unsplash: https://unsplash.com/@jjying
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Episode 54: What a Trump Presidency means for Inflation, Interest rates, Asset Prices & Geo-Politics 16:26

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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 …
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Episode 53: Episode 53: Will Fed Cut Rates In September; Sahm Rule Implies US Recession Coming; Why PIMCO Says Private Credit Unattractive; And Best Performing Asset-Classes in 2024 22:55

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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 …
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Episode 52: Sovereign Debt Crises are Back; France on the Brink; Aussie States Out of Control; Inflation Numbers Key to Asset Prices 13:56

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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 …
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Episode 51: Zombies Drop Like Flies; Default Cycle Erupts; French Bonds Implode; Fiscal Policy Swamps Monetary Policy; May Returns 24:29

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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 …
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Episode 50: Stagflation; Kiwi Independence; Private Credit LIT; and the New Sub Debt ETF (BSUB) 15:09

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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 …
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Episode 49: Central Banks Bowing to Politicians; Budget Deficits Powering Inflation; Portfolio Performance 12:50

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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 …
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Episode 48: April Returns; RBA Struggles with Credibility Crisis; All Eyes on US CPI 17:14

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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 …
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Episode 47: Flash Podcast; Death of Central Bank Independence; Monetary Mandarins Captive to Political Masters 17:22

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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 …
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Episode 46: Punchy Podcast; Aussie & US Inflation Surge; Stock Jockeys on Precipice 12:29

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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 …
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Episode 45: Punchy Flash Podcast; Global Inflation Surge; What it Means for Asset Prices 11:41

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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 …
…   continue reading
 
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Episode 44: The Reacceleration of Inflation; What this Means for Equities & Bonds; Portfolio Outlook; Credit Rating Upgrades for Banks; the Conundrum if we get Immaculate Disinflation and CCI is wrong 23:49

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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 …
…   continue reading
 
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Episode 43; Existential Investment Questions for 2024; Asset-Allocation Shifts; Stubborn Services Inflation; Interest Rate Risks; Asset-Class Performance 29:32

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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 …
…   continue reading
 
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Episode 42: Returns in 2023; Outlook for 2024; Markets Priced for Perfection; Key Latent Risks; Capital Structure Relative Value 25:55

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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 …
…   continue reading
 
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Episode 41: Government Bond Yields Hit 5%; Buying Bank Bonds Yielding 7.5%; Why Fixed-Rate Bond Duration is Attractive; Fed Makes the RBA Look Like Sleepy Hollow 30:23

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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 …
…   continue reading
 
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Episode 40: Bond Yields Increase Further; New Hybrids; Credit Suisse Reflections; and Optimal Asset-Allocation 52:06

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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 …
…   continue reading
 
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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 54:36

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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 …
…   continue reading
 
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闲谈2 | 人生有剧本吗？世界观的来回拉扯 13:34

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这期其实是四月底录制的，但是由于后来出门旅行等等原因，拖到现在才剪完。这期的一些灵感来源，来自展开讲讲播客的脱离社会面幸福的那个博客。 这期闲谈，你将听到： 拉扯我的两个世界观，万事靠自己vs宇宙是善意的相信宇宙 我到现在也没有形成一个统一性的玄学世界观 讲了小岛上做环境教育实习，以及研究生毕业之后，住在有美东伯克利之称的小镇的经历，都是宇宙给的一些信号。 我也不是没有尝试过进入轨道，但是具体怎么样请在播客听～ 那在这个奔三的当下，觉得以后会按照什么样的世界观活呢？相信直觉，follow your pull。 4月底当时在做的事情，以及对于做的事情的节奏的思考。 喜欢这期播客的话，请在apple podcast苹果播客里给我打分留言，也可以在小宇宙里给我评论。有什么的建议，都可以在评论里说或…
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Episode 38: Winners and Losers in FY23; Best Returns for FY24; Are Rate Hikes Coming to an End; Prepare for a Persistent Pain Trade; Bonds vs Equities 52:31

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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 …
…   continue reading
 
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Ep15: 退出有限游戏，我和宇宙玩信任背摔 42:50

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今天这期节目，我首先是为她乡播客制作的，现在放在我自己的播客小型聚会上。 她乡里的苔岛，也可以叫她语煊，讨论了比时下大家常常谈论到的旅居，更颠覆的一种生活方式。她从互联网大厂的产品经理出走，选择不上班。不上班或许不是大家想象的脑子一热的决定，而是想要拓展人生活法，在当下更细致地感受世界和自己，想要相信自己相信宇宙的一种尝试。语煊也跟我讨论了很多实际性的话题，决定不上班的过程，不上班了以后要做什么，如果应对自我的怀疑等等。 — 这期节目你将听到： 不上班之前是什么样的状态 为什么会选择不上班？这个决定过程是怎么样的？ 不上班了之后要做什么？ 从有限游戏中跳出，去玩自己的人生独特剧本，找到自己的人生灯塔。 如何应对来自外界的压力或者自我的怀疑？ 从小事情开始尝试和冒险，能做到以前的自己害怕或者想…
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