Latest Complexity Premia podcast: conviction vs humility
Guys the latest episode of our very popular Complexity Premia podcast is live! You can listen on your favourite podcast app, or you can find it on Apple Podcasts here (VIEW LINK) or Podbean here (VIEW LINK)
In this episode we discuss:
- conviction vs humility;
- markets and the major bank senior rally;
- why big banks have never faced more competition;
- whether high-yield debt is just equities in disguise;
- the latest developments in the housing market;
- whether the RBA will keep cutting rates, and more on QE;
- and why the next year could be very good...
As always, interested in any feedback!
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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.
5 topics
4 stocks mentioned
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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