Episode 10: Why the Best Investors Use Shrinks; Magellan’s Revolution; Trade Wars Rumble On; Why Aussie Bonds Pay Higher Outright Spreads; the Power of Questioning the Consensus and more
Manage episode 239935411 series 2496631
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. You can listen on your favourite podcast app, or you can find it on Apple Podcasts, Google Podcasts or Podbean here.
In this episode we go hammer-and-tongs on a range of topical issues, including: what happened in bond markets in July and August; why the world’s best investors use shrinks; Magellan’s revolution; the ongoing trade war; why Aussie bonds pay higher outright credit spreads; Westpac’s victory over ASIC on responsible lending; and the power of questioning the consensus…
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