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In this episode of The Exchange, Tim Whybourne sits down with Jamie Coutts, Chief Crypto Analyst at Real Vision, for a wide-ranging conversation on the forces reshaping global markets and the digital asset landscape.

Jamie shares his journey from traditional finance to Bloomberg Intelligence and Real Vision, explaining how macroeconomics, liquidity cycles, and technological innovation now intersect to drive market behaviour. He breaks down the “great debasement,” the role of debt and liquidity in asset performance, and why digital assets increasingly sit at the crossroads of macro, technology, and monetary policy.

The discussion explores everything from institutional adoption and real-world asset tokenisation to the rise of AI agents, blockchain infrastructure, and the frameworks Jamie uses - from on-chain fundamentals to Metcalfe’s Law - to analyse the space.

Whether you’re curious about digital assets, interested in how macro trends shape modern portfolios, or looking to understand the next wave of financial innovation, this episode offers a grounded, research-driven perspective from one of the industry’s leading analysts.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

Let us know your thoughts, questions, and who you want to hear from next!

In this episode of The Exchange, Ryan Loehr sits down with Rob Percy, Chief Investment Officer of Cromwell Property Group, to unpack how one of Australia’s most established real estate investment managers is reshaping its strategy for the next cycle.

With more than 25 years’ experience across global capital markets, Rob offers a candid look at Cromwell’s transition to a more focused, capital-light investment platform following the sale of its European business. He explains how the group is thinking about capital allocation, partnerships - including Brookfield’s recent cornerstone investment - and the structural shifts redefining office, data centres, life sciences, and other emerging real asset sectors.

Rob also discusses how Cromwell is maintaining sector-leading office occupancy, what institutional tenants value most today, the growing importance of ESG and decarbonisation, and where he sees opportunity - and risk - as the next property cycle takes shape.

For investors, advisers, and anyone watching the future of commercial real estate, this episode offers a clear, grounded view from one of the industry’s most experienced CIOs.

Continue the real assets and property investing conversation and hear from leading industry experts by downloading the recording of our recent webinar, 'Let’s Get Real: Property & Real Assets'.

Download here.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.

Let us know your thoughts, questions, and who you want to hear from next!

In this episode of The Exchange, Ryan Loehr sits down with Bruce Baker, Senior Managing Director – Queensland at CBRE, to unpack what’s really driving Australia’s commercial property market and where discerning investors are finding opportunity in the current cycle.

With more than three decades of experience spanning capital markets, funds management, and real estate services, Bruce shares his perspective on how ownership structures, valuation trends, and capital flows have evolved and why Brisbane and South-East Queensland are emerging as markets to watch.

From shifting investor behaviour and supply-demand dynamics to the impact of infrastructure, migration, and rising construction costs, Bruce offers a clear, data-driven view of where we are in the cycle and what’s next for office, retail, and industrial assets.

Whether you’re a private investor, family office, or adviser, this episode delivers valuable context for navigating property today and positioning for the opportunities ahead.

Continue the conversation on real assets and property investing and hear from leading industry experts by downloading the recording of our recent webinar, 'Let’s Get Real: Property & Real Assets'.

Download here.

Disclaimer:
The information in this podcast series is for general financial educational purposes only, should not be considered financial advice and is only intended for wholesale clients. That means the information does not consider your objectives, financial situation or needs. You should consider if the information is appropriate for you and your needs. You should always consult your trusted licensed professional adviser before making any investment decision.