Theory of Thing Investment Podcast

A podcast by Muskets at Dawn Pty Ltd - Fridays

Fridays

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173 Episodes

  1. Affordable clothing for +40 men, Aussie recession?, BOE, Powell keeps talking

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

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

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

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

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

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

    Published: 5/12/2023
  8. 25bps and what it means for your mortgage. Guest Ben Anson of Legend Finance

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

    Published: 4/28/2023
  10. On commodity shortages, US earnings takeaways, LITHIUM!!!, Jamie Dimon and footy tips

    Published: 4/20/2023
  11. Emma Fisher, Airlie Funds Management Australian Share Fund on stock selection, culture, valuations and Australia's "boom to muddle through" cycles

    Published: 4/14/2023
  12. James & Heath with rate pauses, twitter blocks, which research to follow, name changes and footy tips!!

    Published: 4/6/2023
  13. James Whelan (VFS Group) and Heath Moss (HLM Investments) with Pete Wargent (Buyers Buyers) talking residential & commercial real estate, gold, elections, inflations, Spurs and more

    Published: 3/31/2023
  14. James Whelan (VFS Group) and Heath Moss (HLM Investments) shoot the breeze on responsibility in financial social media, commercial real estate, market outlook and footy.

    Published: 3/24/2023
  15. James Whelan (VFS Group) and Heath Moss (HLM Investments) shoot the breeze on bailouts, rate rises, commodities and footy

    Published: 3/17/2023
  16. Daniel Hynes Senior Commodity Strategist with the ANZ talking oil, nat gas, iron Ore and Chinese growth outlook

    Published: 3/10/2023
  17. Adelaide Timbrell, ANZ Senior Economist & Heath Moss, HLM Investments

    Published: 3/3/2023
  18. Alec Cutler, Orbis Global Balanced Fund on 60/40, Contrarian global investing, value gaps and more

    Published: 2/25/2023
  19. Blair Hannon, Global X ETFs on Clean Tech and Commodity Investing

    Published: 2/16/2023
  20. David Scutt!!! We get the great man in for a chat about...everything

    Published: 2/10/2023

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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.