Election's impact on investing, the next housing boom & much more

Christopher Joye

Coolabah Capital

The latest episode of Coolabah Capital’s Complexity Premia markets/investing podcast is now live over at Apple here or at Podbean here.

In the latest episode we discuss: 

  • recent developments in financial markets; 
  • the consequences of Scott Morrison’s (unsurprising) election victory for investors; 
  • the most attractive parts of the corporate capital structure; 
  • rate cuts via APRA and the RBA; 
  • whether the housing market is turning; 
  • how much the housing market might bounce by if the RBA cuts; 
  • why ScoMo won; 
  • emerging opportunities in RMBS; and 
  • what we think ScoMo’s agenda will involve.

The podcast has been surprisingly popular given its technical/wonkish content, often rising into the Top 10 of Apple’s Australian investing category after only 6 episodes.

4 stocks mentioned

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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