Chris Joye - Navigating Inflation, DOGE's Impact & RBA's "Humiliation"

Описание: Today we are joined by Christopher Joye, founder of Coolabah Capital and regular columnist for the AFR.

Chris is never one to pull his punches, so tune in as we discuss:

• What is happening in the fixed income market
• Where the US and Australian economy may go from here
• Why the RBA may be "humiliated" by the coming economic data
• Why he is not-so-quietly bullish on DOGE's impact
• And so much more!

00:00 Introduction to the Episode
01:50 Overview of Chris's Background
05:10 Investing Philosophy at Kibar Capital
09:30 Technology's Role in Investment Strategies
13:45 Bond Market Insights and Mispricing
18:10 Inflation and Interest Rate Predictions
22:00 Discussion on US Debt Crisis
27:30 The Role of Private Credit in the Market
32:00 Impact of Global Economic Events
37:00 Predictions for the Future of Bonds
42:00 Closing Thoughts and Final Takeaways

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