Episode 12: Competition Facing the Big Banks; Is High Yield Debt Just Equities in Disguise; Aussie Housing; RBA Rate Cuts & QE; Looking Into Next Year

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 here.

In this episode we discuss: conviction vs humility; markets and the major bank senior rally; why big banks have never faced more competition; whether high-yield debt is just equities in disguise; the latest developments in the housing market; whether the RBA will keep cutting rates, and more on QE; and why the next year could be very good.

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