Episode 16: Impact of Covid-19 on Markets, Future Risks Including US-China Relations, Global Debt Crises, EU Disintegration and Aussie Housing

Complexity Premia

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 or Podbean.

In this episode we discuss a range of issues, including: the impact of COVID-19 on markets; our approach to thinking through and capitalising on this 1-in-100 year shock; the outlook for investors and major risks, such as US-China relations, global debt crises, EU disintegration and the Aussie housing market...

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