Theory of Thing Investment Podcast

A podcast by Muskets at Dawn Pty Ltd - Fridays

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144 Episodes

  1. Episode 42 - Unpacking Tesla Upgrades, GlobalX Thematic Notes, Indian Market Insights, and Footy Finals Tips

    Published: 9/15/2023
  2. Navigating Markets: Oil, Defense, India, and Footy Finals

    Published: 9/7/2023
  3. Theory of Thing Episode 20: JOLTS, savings, spendings, consumer discretionary, fasting and jump rope

    Published: 8/31/2023
  4. Earnings review, China no show, India gets the moon right (Russia not so much)

    Published: 8/24/2023
  5. China's Country Garden, Good news is bad news, Michael Burry calm down

    Published: 8/17/2023
  6. Aussie data weak, China data weak, US gets Fitch-slapped and MARKETS IN TURMOIL!!!

    Published: 8/3/2023
  7. On Last Week's data, next week's data, copper, energy and those awful RM Williams sweaters

    Published: 7/28/2023
  8. Buy Everything Gets Pulled Apart, Earnings Surprises, China Deflationary View and More

    Published: 7/21/2023
  9. CPI & PPI Finally (Properly & regularly) Offish! So it's OFF TO THE RACES!! also China and new RBA Guv

    Published: 7/14/2023
  10. China banning some exports, Fed chat and the RBA

    Published: 7/8/2023
  11. How bullish is the Aussie economy? Mixed messages out of the US too as normality is resumed. Also Lowe is going to cancel TayTay!!

    Published: 6/30/2023
  12. Affordable clothing for +40 men, Aussie recession?, BOE, Powell keeps talking

    Published: 6/23/2023
  13. Quality of Advice Review, Recession in Oz, NZ but not the USA!!

    Published: 6/16/2023
  14. A deeper dive on Artificial Intelligence with Global X ETFs' Blair Hannon, RBA & Small Caps

    Published: 6/9/2023
  15. The month that was, China slowdown and a June Swoon ahead?

    Published: 6/2/2023
  16. Chris Weston explains WTF is going on with the lose/lose debt ceiling situation

    Published: 5/25/2023
  17. Debt ceilings, US earnings, general market indecisiveness, dodgy footy tips

    Published: 5/19/2023
  18. What happens after the Fed stops? Also Lithium and India and China.

    Published: 5/12/2023
  19. 25bps and what it means for your mortgage. Guest Ben Anson of Legend Finance

    Published: 5/5/2023
  20. On the week ahead, who is right on rates, market sketchiness and more

    Published: 4/28/2023

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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.