Published on: November 26th, 2020 • Duration: 50 minutes
Christopher Joye, co-chief investment officer at Coolabah Capital Investments, joins Joe Walker of the Jolly Swagman Podcast to share his macro outlook on credit, rates, and housing in Australia. Joye forecasts the path of the coronavirus going forward, using quantitative models which have so far proved prescient. Joye tells Walker why Australian quantitative easing has buoyed the already richly-priced housing market (a prediction which won him the moniker "the hunter of Australian housing bears") as well as compressed credit spreads to very narrow levels. Filmed on November 16, 2020.
Key learnings: The Reserve Bank of Australia may be late to the QE party, but this fiesta will run all night and those who can spot opportunities in credit and sovereign bonds will be rewarded handsomely.