Macro

The latest episode of our Complexity Premia podcast is live and it is a big one! We discuss:

  • what happened in bond markets in July and August;
  • why the world’s best investors use shrinks;
  • Magellan’s new commission-free revolution;
  • the ongoing trade dramas;
  • why Aussie bonds pay higher outright credit spreads;
  • Westpac’s victory over ASIC on responsible lending; and
  • the power of questioning the consensus…

You can listen on your favourite podcast app, or you can find it on Apple Podcasts (VIEW LINK) or Podbean here (VIEW LINK)



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