Theory of Thing Investment Podcast

A podcast by Muskets at Dawn Pty Ltd - Fridays

Fridays

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173 Episodes

  1. Episode 31 of The Theory of Thing Investment Podcast

    Published: 11/17/2023
  2. E30: our amazing kids, oil declines, bank earnings

    Published: 11/9/2023
  3. Episode 29: The Theory of Thing Investment Podcast

    Published: 11/2/2023
  4. TOT ep 28: oil & renewables, China and renewables, RBA expectations, NFL tips

    Published: 10/26/2023
  5. e24: The Theory of Thing Investment Podcast

    Published: 10/19/2023
  6. e26: The Theory of Thing Investment Podcast

    Published: 10/12/2023
  7. e25: The Theory of Thing Investment Podcast

    Published: 10/5/2023
  8. e24: The Theory of Thing Investment Podcast

    Published: 9/28/2023
  9. e23: The Theory of Thing Investment Podcast

    Published: 9/21/2023
  10. Episode 42 - Unpacking Tesla Upgrades, GlobalX Thematic Notes, Indian Market Insights, and Footy Finals Tips

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

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

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

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

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

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

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

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

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

    Published: 7/8/2023
  20. 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

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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.