Fixed Income

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:


or Podbean here: