Episode
Christopher Joye sees the world differently: Bitcoin, Interest Rates, Green Bonds & AI Debt
- Podcast
- Basis Points
- Published
- Feb 24, 2026
- Duration seconds
- 2269
- Processing state
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- https://shows.acast.com/basis-points/episodes/christopher-joye-sees-the-world-differently
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Summary
Crypto. Rates. AI debt. Green bonds. In this episode, Chris Joye, CIO of Coolabah Capital, lays out a macro view that cuts against consensus. He calls Bitcoin “pure Ponzi”, makes the case for re dollarisation not de dollarisation, and warns AI driven CapEx could be understated as hyperscalers ramp up debt issuance. We also unpack Coolabah’s active bond trading model and the Global Carbon Leaders Fund, which targets green bond mispricings with floating rate exposure and enhanced yield. In this episode: 00:00 Bitcoin, Bonds & Big Claims 03:01 Bitcoin Sell-Off Breakdown 07:44 Re-Dollarization Over De-Dollarization 11:44 Fed Pivot and 5% Yields 14:45 AI CapEx Debt Supercycle 18:04 RBA Rate Hike Warning 22:44 Capital Gains & Tax Reform 24:05 Inside Coolabah’s Trading Edge 26:53 Global Carbon Leaders Explained 30:24 Monetising New Issue Concessions 32:10 ESG Stigma vs Performance 34:00 Portfolio Fit for Advisers 📈 Stocks and ETFs Mentioned: Alphabet (NASDAQ: GOOGL), Amazon (NASDAQ: AMZN), Global Carbon Leaders Fund (CBOE: CBNX), META (NASDAQ: META), Microsoft (NASDAQ: MSFT) 🎟️ Join us at the Basis Points Boat Party, get your tickets here . ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA): 0.50 Total Hours Knowledge Requirements: Economic Environment ( 0.25 hour ), Managed Investments ( 0.25 hour ) | Legislated CPD Area: Technical Competence (0.25 hour), General ( 0.25 hour ) Complete the quiz here to claim your points. ——— Thanks to CBOE APAC for sponsoring this episode. For more information about the CBOE listed Global Carbon Leaders fund (CBOE: CBNX), head here ——— Want more Basis Points? Sign up to the Basis Points email Join the conversation on LinkedIn Watch all epis…