Theory of Thing Investment Podcast

A podcast by Muskets at Dawn Pty Ltd - Fridays

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154 Episodes

  1. TOT talking French elections, teeth, burritos & footy

    Published: 6/22/2024
  2. TOT s9 e16: on job interviews, silver, Covid flashbacks & Pelosi

    Published: 6/7/2024
  3. Theory Of Thing s9 e15 on Wind Turbines, Critical Minerals, the AIS and more

    Published: 5/31/2024
  4. Theory Of Thing s9 e14 w/ Las Vegas Raiders insider and more!

    Published: 5/24/2024
  5. TOT s9 e13 copper, 13Fs, China, Fund Manager Survey

    Published: 5/17/2024
  6. TOT s9 e12, market wrap and tales from the road

    Published: 5/10/2024
  7. Theory of Thing Special Edition: Impact Minerals' Dr Mike Jones and James debrief the road show

    Published: 5/3/2024
  8. Dr David Allen, Plato's Global Alpha Fund on quants and red flags

    Published: 4/24/2024
  9. Lynnsanity!!!! Chris Lynn joins the lads for a talk about Playbook and markets

    Published: 4/19/2024
  10. David Sokulsky (Carrara Capital) & Robbie Farah (Wests Tigers): what more could you want in a podcast?

    Published: 4/12/2024
  11. It's Chris Weston!!! (And Heath Moss and James Whelan) but mostly Chris Weston!!!

    Published: 3/22/2024
  12. TOT s9 ep 6: copper, retail, PPI, yields, USD, Boeing, footy

    Published: 3/15/2024
  13. James and Heath get back in the saddle post-Vegas

    Published: 3/8/2024
  14. Hydrogen special

    Published: 2/26/2024
  15. David Scutt!!! talking Japan, US Inflation, CBA on RBA and AFL/NRL

    Published: 2/16/2024
  16. s9e2: On new RBA formats, Hydrogen, GQG and Superbowl Mondays

    Published: 2/9/2024
  17. TOT s9 ep 1: Heath and James start the year right w/ bullish chatter

    Published: 2/2/2024
  18. e35: The Theory of Thing Investment Podcast

    Published: 12/15/2023
  19. Episode 34 of "The Theory of Thing Investment Podcast

    Published: 12/8/2023
  20. Episode 33 of "The Theory of Thing Investment Podcast"!

    Published: 12/1/2023

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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.