Complexity Premia on Questioning Consensus

Christopher Joye

Coolabah Capital

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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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 #001277030 of EQT Responsible Entity Services Ltd that holds Australian Financial Services Licence No. 223271.

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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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