Christmas Special! w/ Adelaide Timbrell, Martin Whetton, Kit Lowe and Heath Moss

Theory of Thing Investment Podcast - A podcast by Muskets at Dawn Pty Ltd - Fridays

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Another year gone so we review and make some wild predictions. Adelaide Timbrell, Senior Economist ANZ, Martin Whetton, Head of FI & FX at CBA, Kit Lowe, CIO of Lowe Capital Management and Heath Moss of HLM Investments join James to talk about canaries in the coal mine, actual coal mines, rate expectations, China reopening, inventories and so much more. Another jam packed Xmas special!!Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.