Complexity premia on bail-in-able debt tsunami

Christopher Joye

Coolabah Capital

Don't know what "bail-in-able" debt means? Want to understand why the big banks are going to have to increase the global supply of these securities by almost 40%? And wondering how one should value bonds that can be unilaterally converted into equity? The latest episode of our popular "Complexity Premia" podcast is live where we focus on the “bail-in-able” debt tsunami and discuss: 

  • markets in June and July; 
  • the TLAC tidal-wave; 
  • how early deals performed; 
  • what APRA got wrong; 
  • whether banks can fund the $90bn of issuance; 
  • where fair value lies; 
  • and much, much more… 

Listen via Apple here:

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or Podbean here:

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Disclaimer: This information has been prepared by Smarter Money Investments Pty Ltd. It is general information only and is not intended to provide you with financial advice. You should not rely on any information herein in making any investment decisions. To the extent permitted by law, no liability is accepted for any loss or damage as a result of any reliance on this information. Past performance is not an indicator of nor assures any future returns or risks. Smarter Money Investments Pty Limited (ACN 153 555 867) is authorised representative #000414337 of Coolabah Capital Institutional Investments Pty Ltd, which holds Australian Financial Services Licence No. 482238 and authorised representative #414337 of ExchangeIQ Advisory Group Pty Limited that holds Australian Financial Services Licence No. 255016.

Christopher Joye
Portfolio Manager & Chief Investment Officer
Coolabah Capital

Chris co-founded Coolabah in 2011, which today runs $7 billion with a team of 33 executives focussed on generating credit alpha from mispricings across fixed-income markets. In 2019, Chris was selected as one of FE fundinfo’s Top 10 “Alpha...

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