Coolabah Capital Investments CIO, Christopher Joye
Coolabah Capital Investments Chief Investment Officer, Christopher Joye speaks with Tom Piotrowski about the recent collapses of Silicon Valley Bank and Credit Suisse, where he sees risks in the high-yield bond market and non-bank private credit market and in the so-called “zombie companies” which don’t have enough profit to pay the interest bills on their debts. The pair also discuss the fight to tame inflation, the likelihood of a global recession as well as geopolitical risks in China and Taiwan.
27 Apr 2023