Macro Strategist David Pain with a trip around the grounds

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

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Business

Episode 15 and it's an old friend of the show David Pain. Contributor to the Pain Report and commentating on all things macro. We delve into energy markets as an indicator for what's ahead, where the value is in tech (gasp!) and what capitulation looks like. Host James Whelan (VFS Group)Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.