In the latest episode of the Complexity Premia podcast, Ying Yi Ann Cheng and I discuss a range of topics including:

  • What has driven market performance over April, May and June;
  • The perils of fighting the Fed (or the RBA for that matter);
  • After savage mean-reversion in credit spreads, where the best investment opportunities now lie in wait for those who missed the rally over the last three months;
  • The outlook for the Aussie housing market; and
  • The emerging Cold War 2.0 between China and the West.

You can listen to this on PodbeanApple Podcasts, or Spotify.

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