Episode 36: The Coming Recession and Monster Default Cycle; why Illiquidity is Concealing Huge Risks; the Rise of Risk-free Yield and what it Means for Asset-Allocation

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 new, punchy episode of the Complexity Premia podcast,  we discuss a range of important developments including: 

• The coming global recession  and monster default cycle; 
• Why illiquidity is concealing huge risks; 
• The rise of risk-free yield and what it means for asset-allocation; 
• Why there will be no post crash boom in asset prices;
• How the great housing crash has momentarily stalled but is far from over; and
• Why RBA Governor Philip Lowe should be replaced by an RBA outsider.

 

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