Episode 8: QE Special – Housing Recovery, RBA Rate Cuts, How Much Banks Pass Through, Trading RBA Quantitative Easing (QE), And Search For Yield
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Welcome to the Complexity Premia podcast from Coolabah Capital, which is hosted by Christopher Joye, CIO and portfolio manager of Coolabah Capital, and Ying Yi Ann Cheng, a portfolio management director. The Complexity Premia podcast strives to deconstruct modern investment problems for wholesale (not retail) participants in capital markets. You can listen on your favourite podcast app, or you can find it on Apple Podcasts, Google Podcasts or Podbean here.
In this episode we will discuss: whether the housing market is recovering; when the RBA will cut rates; what the banks will pass through; if and when RBA Quantitative Easing (QE) comes; the asset-class impacts; the search for yield dynamic; and much more…
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