Election's impact on investing, the next housing boom & much more
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.
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Chris co-founded Coolabah in 2011, which today runs over $8 billion with a team of 40 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 Managers” based on his risk-adjusted performance throughout his career across. He previously worked for Goldman Sachs in London and Sydney, the Reserve Bank of Australia, and founded the award‐winning research/investment group, Rismark. He has regularly advised governments, developing unique policy proposals. Chris graduated with the University Medal (Economics & Finance) from Sydney University. He studied in the PhD program at Cambridge University in 2002/03, leaving to set up his funds business.
5 topics
4 stocks mentioned
Chris co-founded Coolabah in 2011, which today runs over $8 billion with a team of 40 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...
Expertise
Chris co-founded Coolabah in 2011, which today runs over $8 billion with a team of 40 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...
Expertise
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