Theory of Thing Investment Podcast
By Muskets at Dawn Pty Ltd
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by Muskets at Dawn Pty Ltd
Category: Investing
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 14
Reviews: 0
Episodes: 150
Description
Theory of Thing is a regular look at markets and economics hosted by James Whelan of VFS Group with HLM's Heath Moss as regular co-host. Featuring top analysts, leading investors, and key decision-makers, we figure out the second and third derivative if possible. "The smartest show no one listens to" - business channel critic.
Support this show http://supporter.acast.com/the-bip-show.
Hosted on Acast. See acast.com/privacy for more information.
| Episode | Date |
|---|---|
|
TOT s9 e13 copper, 13Fs, China, Fund Manager Survey
|
May 17, 2024 |
|
TOT s9 e12, market wrap and tales from the road
|
May 10, 2024 |
|
Theory of Thing Special Edition: Impact Minerals' Dr Mike Jones and James debrief the road show
|
May 03, 2024 |
|
Dr David Allen, Plato's Global Alpha Fund on quants and red flags
|
Apr 24, 2024 |
|
Lynnsanity!!!! Chris Lynn joins the lads for a talk about Playbook and markets
|
Apr 19, 2024 |
|
David Sokulsky (Carrara Capital) & Robbie Farah (Wests Tigers): what more could you want in a podcast?
|
Apr 12, 2024 |
|
It's Chris Weston!!! (And Heath Moss and James Whelan) but mostly Chris Weston!!!
|
Mar 22, 2024 |
|
TOT s9 ep 6: copper, retail, PPI, yields, USD, Boeing, footy
|
Mar 15, 2024 |
|
James and Heath get back in the saddle post-Vegas
|
Mar 08, 2024 |
|
Hydrogen special
|
Feb 26, 2024 |
|
David Scutt!!! talking Japan, US Inflation, CBA on RBA and AFL/NRL
|
Feb 16, 2024 |
|
s9e2: On new RBA formats, Hydrogen, GQG and Superbowl Mondays
|
Feb 09, 2024 |
|
TOT s9 ep 1: Heath and James start the year right w/ bullish chatter
|
Feb 02, 2024 |
|
e35: The Theory of Thing Investment Podcast
|
Dec 15, 2023 |
|
Episode 34 of "The Theory of Thing Investment Podcast
|
Dec 08, 2023 |
|
Episode 33 of "The Theory of Thing Investment Podcast"!
|
Dec 01, 2023 |
|
The Theory of Thing Investment Podcast
|
Nov 24, 2023 |
|
Episode 31 of The Theory of Thing Investment Podcast
|
Nov 17, 2023 |
|
E30: our amazing kids, oil declines, bank earnings
|
Nov 09, 2023 |
|
Episode 29: The Theory of Thing Investment Podcast
|
Nov 02, 2023 |
|
TOT ep 28: oil & renewables, China and renewables, RBA expectations, NFL tips
|
Oct 26, 2023 |
|
e24: The Theory of Thing Investment Podcast
|
Oct 19, 2023 |
|
e26: The Theory of Thing Investment Podcast
|
Oct 12, 2023 |
|
e25: The Theory of Thing Investment Podcast
|
Oct 05, 2023 |
|
e24: The Theory of Thing Investment Podcast
|
Sep 28, 2023 |
|
e23: The Theory of Thing Investment Podcast
|
Sep 21, 2023 |
|
Episode 42 - Unpacking Tesla Upgrades, GlobalX Thematic Notes, Indian Market Insights, and Footy Finals Tips
|
Sep 15, 2023 |
|
Navigating Markets: Oil, Defense, India, and Footy Finals
|
Sep 07, 2023 |
|
Theory of Thing Episode 20: JOLTS, savings, spendings, consumer discretionary, fasting and jump rope
|
Aug 31, 2023 |
|
Earnings review, China no show, India gets the moon right (Russia not so much)
|
Aug 24, 2023 |
|
China's Country Garden, Good news is bad news, Michael Burry calm down
|
Aug 17, 2023 |
|
Aussie data weak, China data weak, US gets Fitch-slapped and MARKETS IN TURMOIL!!!
|
Aug 03, 2023 |
|
On Last Week's data, next week's data, copper, energy and those awful RM Williams sweaters
|
Jul 28, 2023 |
|
Buy Everything Gets Pulled Apart, Earnings Surprises, China Deflationary View and More
|
Jul 21, 2023 |
|
CPI & PPI Finally (Properly & regularly) Offish! So it's OFF TO THE RACES!! also China and new RBA Guv
|
Jul 14, 2023 |
|
China banning some exports, Fed chat and the RBA
|
Jul 08, 2023 |
|
How bullish is the Aussie economy? Mixed messages out of the US too as normality is resumed. Also Lowe is going to cancel TayTay!!
|
Jun 30, 2023 |
|
Affordable clothing for +40 men, Aussie recession?, BOE, Powell keeps talking
|
Jun 23, 2023 |
|
Quality of Advice Review, Recession in Oz, NZ but not the USA!!
|
Jun 16, 2023 |
|
A deeper dive on Artificial Intelligence with Global X ETFs' Blair Hannon, RBA & Small Caps
|
Jun 09, 2023 |
|
The month that was, China slowdown and a June Swoon ahead?
|
Jun 02, 2023 |
|
Chris Weston explains WTF is going on with the lose/lose debt ceiling situation
|
May 25, 2023 |
|
Debt ceilings, US earnings, general market indecisiveness, dodgy footy tips
|
May 19, 2023 |
|
What happens after the Fed stops? Also Lithium and India and China.
|
May 12, 2023 |
|
25bps and what it means for your mortgage. Guest Ben Anson of Legend Finance
|
May 05, 2023 |
|
On the week ahead, who is right on rates, market sketchiness and more
|
Apr 28, 2023 |
|
On commodity shortages, US earnings takeaways, LITHIUM!!!, Jamie Dimon and footy tips
|
Apr 20, 2023 |
|
Emma Fisher, Airlie Funds Management Australian Share Fund on stock selection, culture, valuations and Australia's "boom to muddle through" cycles
|
Apr 14, 2023 |
|
James & Heath with rate pauses, twitter blocks, which research to follow, name changes and footy tips!!
|
Apr 06, 2023 |
|
James Whelan (VFS Group) and Heath Moss (HLM Investments) with Pete Wargent (Buyers Buyers) talking residential & commercial real estate, gold, elections, inflations, Spurs and more
|
Mar 31, 2023 |
|
James Whelan (VFS Group) and Heath Moss (HLM Investments) shoot the breeze on responsibility in financial social media, commercial real estate, market outlook and footy.
|
Mar 24, 2023 |
|
James Whelan (VFS Group) and Heath Moss (HLM Investments) shoot the breeze on bailouts, rate rises, commodities and footy
|
Mar 17, 2023 |
|
Daniel Hynes Senior Commodity Strategist with the ANZ talking oil, nat gas, iron Ore and Chinese growth outlook
|
Mar 10, 2023 |
|
Adelaide Timbrell, ANZ Senior Economist & Heath Moss, HLM Investments
|
Mar 03, 2023 |
|
Alec Cutler, Orbis Global Balanced Fund on 60/40, Contrarian global investing, value gaps and more
|
Feb 25, 2023 |
|
Blair Hannon, Global X ETFs on Clean Tech and Commodity Investing
|
Feb 16, 2023 |
|
David Scutt!!! We get the great man in for a chat about...everything
|
Feb 10, 2023 |
|
Allan Gray's CIO Simon Mawhinney with an update on what the best long term investors are seeing now
|
Jan 31, 2023 |
|
2023 Outlooks on China, recession pricing, copper & market stats w/ Kyle Rodda & Heath Moss
|
Jan 20, 2023 |
|
Christmas Special! w/ Adelaide Timbrell, Martin Whetton, Kit Lowe and Heath Moss
|
Dec 16, 2022 |
|
Garfield Reynolds, Bloomberg Chief Rates Correspondent for Asia on all things signals, Powell, Fed flinching, China, Russia and more
|
Dec 02, 2022 |
|
Professor Gigi Foster, UNSW "Did Covid Lockdowns go too far? Part 2"
|
Nov 25, 2022 |
|
Pete Wargent, co-founder of BuyersBuyers talking Budget, Visas, Stamp Duty, Construction, Rate Cliffs & More!!
|
Nov 11, 2022 |
|
David Sokulsky: Carrara Capital CIO/CEO on all things markets
|
Nov 04, 2022 |
|
Adelaide Timbrell, Senior Economist ANZ on consumer spending, rate expectations, budget predictions and more!
|
Oct 21, 2022 |
|
Karl Siegling, Cadence Capital on longs and shorts right now, behavioural finance, energy plays and more
|
Oct 14, 2022 |
|
Eleanor Creagh, REA Group Senior Economist on house price data, rental moves, rate forecasts and more
|
Oct 08, 2022 |
|
Paola Rojas, Corporate advisor, investor & CEO of Synergy Resource Capital talking copper, lithium, uranium and silver
|
Sep 22, 2022 |
|
Kyle Rodda (Ausbiz), John de Boer (Our Kloud), Ian Aspinall (OpenMarkets), Heath Moss (HLM)
|
Sep 09, 2022 |
|
Louise Bedford of The Trading Game on hot & cold sectors, bullish patterns and what's ahead
|
Sep 02, 2022 |
|
Gareth Aird, Head of Australian Economics, CBA on home prices, consumer spending, RBA forecasts and the upsides
|
Aug 26, 2022 |
|
Jack Kouzi, VFS Group and David Prentice of Brookside Energy talking China and Oil & Gas
|
Aug 19, 2022 |
|
Misha Saul, Investment Manager at Private Equity firm Potentia Capital
|
Aug 11, 2022 |
|
Chris Berg, Assoc Prof RMIT talking crypto winter, what uses will survive and Web3
|
Aug 05, 2022 |
|
Kyle Rodda of Ausbiz with James Whelan talking CPI, GDP, rates, QE, earnings and more
|
Jul 29, 2022 |
|
Max Swango, Global Head, Invesco Global Real Estate Fund with James Whelan
|
Jul 22, 2022 |
|
Jonathan Pain of The Pain Report talking European Energy "Catastrophe"
|
Jul 15, 2022 |
|
Aussie Mortgages!! On the Coalface with Actual Mortgage Lenders and AMP's Diana Mousina
|
Jul 08, 2022 |
|
Macro Strategist David Pain with a trip around the grounds
|
Jun 24, 2022 |
|
Ausbil Global Small Cap PM Simon Wood on the current investing landscape, where the green shoots are and what's ahead in small cap quality value
|
Jun 17, 2022 |
|
The best placed manager right now? Allan Gray CIO Simon Mawhinney talking contrarian, value, what's ahead, what's behind
|
Jun 03, 2022 |
|
Market Update, the BOFA Fund Manager Survey, Rebalancing Moves and Election w/ Kyle Rodda & Heath Moss
|
May 20, 2022 |
|
What's next in tech? The cloud and who's connected to it. With Karim Nejaim, CEO of ActivePort
|
May 13, 2022 |
|
Rate rises: when, where, how much, when's the low? With Stephen Koukoulas, Heath Moss & Chris Weston
|
May 06, 2022 |
|
Aussie Equities: when is too many buy reco's TOO many? w/ Rudi Filapek-Vandyck of FN Arena
|
Apr 29, 2022 |
|
ESG Investing: Legit or furphy? All you need to know with Asset and Wealth Management Consultant Chris Robertson & James Whelan
|
Apr 22, 2022 |
|
The absolute state of the States with Cameron Kusher - REA Group & James Whelan
|
Apr 08, 2022 |
|
Election Budget with ANZ Senior Economist Adelaide Timbrell & James Whelan
|
Mar 31, 2022 |
|
The rise of the Finfluencer??!! Shareplicity's Danielle Ecyer & Motley Fool's Scott Phillips w/ James Whelan on social media advice and what to watch out for
|
Mar 24, 2022 |
|
A REAL builder! Graeme Howland of GVH Constructions joins James Whelan, Jessica Amir and Heath Moss
|
Mar 17, 2022 |
|
Brad Lingo: Pilot Energy & Chad Hitzeman of ETF Securities
|
Mar 11, 2022 |
|
David Sokulsky: Carrara Capital CIO/CEO on markets as they should have been and as they are now and what to look for in a volatile market
|
Mar 03, 2022 |
|
Newest season of the BIP Show starts here! Pepperstone's Chris Weston & HLM's Heath Moss: we're keeping it relevant on Ukraine, gas, oil, gold, agriculture but is all this masking a bigger elephant in the room? The Fed!
|
Feb 24, 2022 |
|
Christmas Special 2021 - Jo Masters, David Scutt, Laura Fitzsimmons, Adelaide Timbrell
|
Dec 13, 2021 |
|
Pete Wargent: The rates outlook and the looming downturn for Australian property
|
Nov 25, 2021 |
|
Dan Housden, Recon Tech: Investment and operations risk in a technology-led business world
|
Nov 19, 2021 |
|
CBA's Martin Whetton: What happened with Australian bonds and the RBA abandoning yield curve control
|
Nov 05, 2021 |
|
Dr Chris Baker of Bridge Street Capital: Resources, rare earths, and how to find great exploration companies
|
Nov 02, 2021 |
|
Kyle Rodda, IG Markets: Inflation, supply chains, and the impact on interest rates and assets
|
Oct 23, 2021 |
|
Patrick Chovanec - Evergrande, China's economy, and the CCP's shifting posture under Xi
|
Oct 01, 2021 |
|
CEO of The Iconic, Erica Berchtold: Tech, digital spending, and managing supply chains in a pandemic
|
Sep 20, 2021 |
|
Macrodesiac's David Belle - Demographics, the Fed, African mining, mega cap tech stocks as 'sovereign bond proxies' and more
|
Sep 09, 2021 |
|
ANZ senior economist Adelaide Timbrell - Surging Australian house prices
|
Aug 30, 2021 |
|
JP Morgan's Kerry Craig -- Global macro tour, with 'The Three Peaks' in growth, earnings, and CB accommodation
|
Aug 22, 2021 |
|
S3 Ep 11 - Acclaimed chef Mark Best on the economic devastation in the hospitality sector
|
Aug 17, 2021 |
|
S3 Ep 10 - SPECIAL EDITION - Everything you ever needed to know about oil, with David Prentice of Brookside Energy
|
Aug 07, 2021 |
|
S3 Ep 9 - Tolga Kumova on picking resources companies, trades versus investments, and the next big thing
|
Jul 28, 2021 |
|
S3 Ep 8 - Dr Benn Eifert of QVR Advisors on equity derivatives and their rising role in markets
|
Jul 23, 2021 |
|
S3 Ep 7 - Jo Masters of EY on economic recovery and the impact of lockdowns
|
Jul 18, 2021 |
|
S3 Ep 6 - Crypto special with Sergei Sergienko - DeFi, Tether risk, criminals, staking, regulators and more
|
Jul 07, 2021 |
|
S3 Ep 5 - The bond market beast has been stirring
|
Jun 29, 2021 |
|
S3 Ep4 - OMG (Openmarkets Group) CEO Ivan Tchourilov: Bonds, the rise of derivatives, and better tech in financial advice
|
Jun 10, 2021 |
|
S3 Ep3 - CBA Agri Strategist Tobin Gorey on global food markets, land prices, climate risk, and choosing a steak
|
Jun 03, 2021 |
|
S3 Ep2 -- J.P. Morgan executive director Laura Fitzsimmons on inflation risk, central banks and currencies
|
May 29, 2021 |
|
S3 Ep1 -- Westpac Head of Market Strategy Rob Rennie: Iron ore, copper, the recovery and inflation risk
|
May 20, 2021 |
|
S2 Ep6 - The Commodity Complexities, with ANZ Strategist Daniel Hynes
|
Mar 27, 2021 |
|
S2 Ep5 - Could the wheels come off the recovery? Plus: The Fed and BNPL's image problem
|
Mar 18, 2021 |
|
S2 Ep4 - Colgonomics: Paul Colgan interviews Paul Colgan
|
Mar 05, 2021 |
|
S2 Ep3 - CBA star credit analyst Belinda Cheung
|
Feb 25, 2021 |
|
S2 Ep2 - Soc Gen's Kit Juckes - The global economy in 2021
|
Feb 19, 2021 |
|
Season 2 Episode 1 - Wall Street Bets and the Gamestop squeeze
|
Feb 04, 2021 |
|
Ep 29 - The BIP Show Christmas Special 2020
|
Dec 18, 2020 |
|
Ep 28 - Jonathan Pain of The Pain Report - A macro trip around the world
|
Dec 14, 2020 |
|
Ep 27 - Gareth Aird, CBA Head of Australian Economics - The real conversation about Australia's recovery
|
Dec 03, 2020 |
|
Ep 26 - Terry Rawnsley - The economic case for getting back to the office, property price impacts, and a review of soaring markets
|
Nov 26, 2020 |
|
Ep 25 - Westpac's Robert Rennie - The benefits of RCEP, and the future of global trade and manufacturing
|
Nov 21, 2020 |
|
Ep 24 - CBA's Martin Whetton - The RBA's policy moves, and global markets after the vaccine news
|
Nov 13, 2020 |
|
Ep 23 - Washington DC veteran Larry Grossman of C|T Group - after Trump, and what a Biden presidency might look like
|
Nov 08, 2020 |
|
Ep. 22 - AMP Capital's Diana Mousina - Australia's inflation data, RBA policy, and the global outlook
|
Oct 29, 2020 |
|
Ep 21 - The Anons - Ramp Capital, 88888saccount and Ignore on making finance fun
|
Oct 23, 2020 |
|
Ep. 20 - Warren Hogan - Australia's economy after the budget, challenges for business, and pricey stocks
|
Oct 15, 2020 |
|
Ep. 19 - GAM Investment Director Paul McNamara - Emerging market bonds and currencies
|
Oct 08, 2020 |
|
Ep. 18 - Su-Lin Ong - The RBA's choices from here
|
Sep 24, 2020 |
|
Ep. 17 - Dr Ashley Frawley - The paradox of progress, and some fresh perspectives on the challenges for capitalism
|
Sep 17, 2020 |
|
Ep. 16 - Con Michalakis - Managing $10 billion in assets in 2020, the path out, MMT - and rock
|
Sep 10, 2020 |
|
Episode 15 - The 3 universal laws of money, and a recap of what we've learned so far
|
Sep 03, 2020 |
|
Episode 14 - Paul Brandus of West Wing Reports - A deep dive on the 2020 US Presidential election
|
Aug 28, 2020 |
|
Magellan's Chris Wheldon - A deep dive on stock investing strategy in a turbulent world
|
Aug 20, 2020 |
|
Episode 12 - Matt Barrie - Tech companies today, the future of Australia
|
Aug 14, 2020 |
|
Episode 11 - ANZ's Cherelle Murphy - Australia's second wave and a deteriorating outlook
|
Aug 06, 2020 |
|
Episode 10 - Jordan Eliseo - Record gold prices in the global markets picture
|
Jul 30, 2020 |
|
Episode 9 - Stephen Kirchner - The budget blowout, central banks and MMT, and a chilling US election scenario
|
Jul 23, 2020 |
|
Episode 8 - Westpac's Justin Smirk - Australia's labour market, commodities, and ideas for inflation
|
Jul 17, 2020 |
|
Episode 7 - Kerry Craig - Market distortions and the policy put. Plus: Does macro even matter any more?
|
Jul 09, 2020 |
|
Episode 6 - Chris Weston - Surging stocks, retail trading and the mistakes rookies make
|
Jul 02, 2020 |
|
Episode 5 - Pete Wargent - Commercial property, housing, and IMF downgrades
|
Jun 25, 2020 |
|
Episode 4 - Prof Gigi Foster - Did COVID-19 lockdowns go too far?
|
Jun 18, 2020 |
|
Episode 3 - Martin Whetton of CBA - Bond market developments
|
Jun 11, 2020 |
|
Episode 2 -- Jo Masters (Recovery outlook, Australian GDP, America, and lessons from lockdown)
|
Jun 08, 2020 |
|
Episode 1 -- Markets after the COVID-19 meltdown, and the Lobotomy Paradigm
|
May 30, 2020 |