Complexity Premia Podcast, Episode 55
Volatility Shock; Bond Market Performance; RBA Jawboning; Arrogant Aussies
Podcast
Complexity Premia Podcast, Episode 54
What a Trump Presidency means for Inflation, Interest Rates, Asset Prices & Geo-Politics
Complexity Premia Podcast, Episode 53
Will Fed Cut Rates in September; Sahm Rule Implies US Recession is Coming; Why PIMCO Says Private Credit is Unattractive; And Best Performing Asset-Classes of 2024
Complexity Premia Podcast, Episode 52
Sovereign Debt Crises are Back; France on the Brink; Aussie States Out of Control; Inflation Numbers Key to Asset Prices…
Complexity Premia Podcast, Episode 51
Zombies Drop Like Flies; Default Cycle Erupts; French Bonds Implode; Fiscal Policy Swamps Monetary Policy; May Returns…
Complexity Premia Podcast, Episode 50
Stagflation; Kiwi Independence; Private Credit LIT; and the New Sub Debt ETF (BSUB)…
Complexity Premia Podcast, Episode 49
Central Banks Bowing to Politicians; Budget Deficits Powering Inflation; Portfolio Performance…
Complexity Premia Podcast, Episode 48
April Returns; RBA Struggles with Credibility Crisis; All Eyes on US CPI…
Complexity Premia Podcast, Episode 47
Flash Podcast; Death of Central Bank Independence; Monetary Mandarins Captive to Political Masters…
Complexity Premia Podcast, Episode 46
Punchy Podcast; Aussie & US Inflation Surge; Stock Jockeys on Precipice…
