Join Christopher Joye and Ying Yi Ann Cheng as they explore investment challenges faced by capital market professionals. Gain insights without financial advice.
Episode 64: Hedging April Trade War Chaos; Buying $4bn After Bad News Became Priced; Biggest Opportunities Ahead
E64 • 18 mins • May 13, 2025
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Recent Episodes

May 13, 2025
Episode 64: Hedging April Trade War Chaos; Buying $4bn After Bad News Became Priced; Biggest Opportunities Ahead
E64 • 18 mins

Apr 9, 2025
Episode 63: Trump’s Tariffs & How the Trade War Will Hit Australia – Guest Appearance on Straight Talk with Mark Bouris
E63 • 60 mins

Feb 27, 2025
Episode 62: Trump’s Tariff Plans; US Fiscal Risks; RBA’s Evolving Rate Outlook; January Returns
E62 • 29 mins

Jan 22, 2025
Episode 61: Outlook for 2025; Performance Over Last Year; Trumpian Regime Change; Addressing the Big Questions
E61 • 25 mins

Dec 12, 2024
Episode 60: Hybrid Market Dies; RBA Wants to Cut Rates; Portfolio Performance; Australia's Profound Productivity Puzzle
E60 • 26 mins

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