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Complexity Premia

Business

Complexity Premia

Coolabah Capital Investments

Episode 77: From Central Banks to SpaceX: Investing Through the Next Industrial Revolution

June 29, 2026 8:32pm 25 min

Welcome to the Complexity Premia podcast by Coolabah Capital, a hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director at Coola...

Episode 76: The Budget Shock: Rates, Housing, and Australia’s Capital Flight Risk

May 14, 2026 9:58pm 27 min

Welcome to the Complexity Premia podcast by Coolabah Capital, a hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director at Coola...

Episode 75: War, Rates, and Risk: Where to Hide in a Fragile Macro Regime

April 10, 2026 12:37am 29 min

Welcome to the Complexity Premia podcast by Coolabah Capital, a hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director at Coola...

Episode 74: War in Middle East; Oil Price Shock; Inflation and Interest Rates

March 09, 2026 4:53pm 19 min

Welcome to the Complexity Premia podcast by Coolabah Capital, a hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director at Coola...

Episode 73: Bonds, Bots, and Base Rates: Where Yields Go Next

February 24, 2026 3:36pm 26 min

Welcome to the Complexity Premia podcast by Coolabah Capital, a hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director at Coola...

Episode 72: America First, Inflation Second: Trump, Power Politics, and the End of Easy Money

January 21, 2026 4:04pm 21 min

Welcome to the Complexity Premia podcast by Coolabah Capital, a hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director at Coola...

Episode 71: From Lucky Country to Lazy Land: When the State Smothers Markets

December 21, 2025 5:55pm 10 min

Welcome to the Complexity Premia podcast by Coolabah Capital, a hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Portfolio Management Director at Coolabah Cap...

Episode 70: AI Capex: The Trillion-Dollar Inflation Time-Bomb

November 30, 2025 5:20pm 11 min

Welcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director at Coolaba...

Episode 69: The Hybrid Market Shake-Up; Global Shifts; and What’s Next for Aussie Investors?

October 28, 2025 11:57pm 9 min

Welcome to the Complexity Premia podcast by Coolabah Capital, a hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Senior Portfolio Management Director at Coola...

Episode 68: Making Sense of the Fixed Income Paradox; Rising Term Premia; September Market Rally; Aussie Economic Outlook

October 14, 2025 9:54pm 22 min

Welcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Portfolio Management Director at Coolabah Capit...

Episode 67: From the RBA to the Fed: Policy, Politics, and the Hunt for Yield

September 02, 2025 6:16pm 19 min

Welcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Portfolio Management Director at Coolabah Capit...

Tariff Trades & Shark Tales - Guest Appearance on Without Boundaries

August 26, 2025 9:07pm 26 min

In this episode, Christopher Joye (Chief Investment Officer, Coolabah Capital) made a guest appearance on Without Boundaries, a podcast from Russell Investments (released on 8 July 2025) and hosted by Jon Eggins. Chris d...

That Crazy Aussie Shop - Guest Appearance on Without Boundaries

August 26, 2025 9:07pm 17 min

In this episode, Christopher Joye (Chief Investment Officer, Coolabah Capital) made a guest appearance on Without Boundaries, a podcast from Russell Investments (released on 26 June 2025) and hosted by Jon Eggins. Chris ...

Episode 66: Middle East Tensions, Trump Tariffs & Australia's Economic Drift – Guest Appearance on Straight Talk with Mark Bouris

July 01, 2025 12:49am 1:10

In this episode (released on 1 July 2025), Christopher Joye (Chief Investment Officer, Coolabah Capital), made a return guest appearance on the Straight Talk with Mark Bouris podcast to discuss Chris’ outlook on trade de...

Episode 65: Musk–Trump Fallout; RBA to Continue Cutting Rates; Portfolio Performance

June 10, 2025 7:53pm 22 min

Welcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Portfolio Management Director at Coolabah Capit...

Episode 64: Hedging April Trade War Chaos; Buying $4bn After Bad News Became Priced; Biggest Opportunities Ahead

May 12, 2025 8:54pm 17 min

Welcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, a Portfolio Management Director at Coolabah Capit...

Episode 63: Trump’s Tariffs & How the Trade War Will Hit Australia – Guest Appearance on Straight Talk with Mark Bouris

April 09, 2025 6:49pm 59 min

In this episode (recorded on 1 April 2025), Christopher Joye (Chief Investment Officer, Coolabah Capital), made a guest appearance on the Straight Talk with Mark Bouris podcast to discuss Chris’ outlook on where the econ...

Episode 62: Trump’s Tariff Plans; US Fiscal Risks; RBA’s Evolving Rate Outlook; January Returns

February 27, 2025 5:06pm 29 min

Welcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, also a Portfolio Manager at Coolabah Capital. The...

Episode 61: Outlook for 2025; Performance Over Last Year; Trumpian Regime Change; Addressing the Big Questions

January 21, 2025 6:59pm 25 min

Welcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, also a Portfolio Manager at Coolabah Capital. The...

Episode 60: Hybrid Market Dies; RBA Wants to Cut Rates; Portfolio Performance; Australia's Profound Productivity Puzzle

December 11, 2024 11:35pm 25 min

Welcome to the Complexity Premia podcast by Coolabah Capital, hosted by Christopher Joye, Chief Investment Officer and Portfolio Manager at Coolabah Capital, and Ying Yi, also a Portfolio Manager at Coolabah Capital. The...

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