Theory of Thing Investment Podcast

173 Episodes

1. Allan Gray's CIO Simon Mawhinney with an update on what the best long term investors are seeing now

   Published: 1/31/2023
2. 2023 Outlooks on China, recession pricing, copper & market stats w/ Kyle Rodda & Heath Moss

   Published: 1/20/2023
3. Christmas Special! w/ Adelaide Timbrell, Martin Whetton, Kit Lowe and Heath Moss

   Published: 12/16/2022
4. Garfield Reynolds, Bloomberg Chief Rates Correspondent for Asia on all things signals, Powell, Fed flinching, China, Russia and more

   Published: 12/2/2022
5. Professor Gigi Foster, UNSW "Did Covid Lockdowns go too far? Part 2"

   Published: 11/25/2022
6. Pete Wargent, co-founder of BuyersBuyers talking Budget, Visas, Stamp Duty, Construction, Rate Cliffs & More!!

   Published: 11/11/2022
7. David Sokulsky: Carrara Capital CIO/CEO on all things markets

   Published: 11/4/2022
8. Adelaide Timbrell, Senior Economist ANZ on consumer spending, rate expectations, budget predictions and more!

   Published: 10/21/2022
9. Karl Siegling, Cadence Capital on longs and shorts right now, behavioural finance, energy plays and more

   Published: 10/14/2022
10. Eleanor Creagh, REA Group Senior Economist on house price data, rental moves, rate forecasts and more

    Published: 10/8/2022
11. Paola Rojas, Corporate advisor, investor & CEO of Synergy Resource Capital talking copper, lithium, uranium and silver

    Published: 9/22/2022
12. Kyle Rodda (Ausbiz), John de Boer (Our Kloud), Ian Aspinall (OpenMarkets), Heath Moss (HLM)

    Published: 9/9/2022
13. Louise Bedford of The Trading Game on hot & cold sectors, bullish patterns and what's ahead

    Published: 9/2/2022
14. Gareth Aird, Head of Australian Economics, CBA on home prices, consumer spending, RBA forecasts and the upsides

    Published: 8/26/2022
15. Jack Kouzi, VFS Group and David Prentice of Brookside Energy talking China and Oil & Gas

    Published: 8/19/2022
16. Misha Saul, Investment Manager at Private Equity firm Potentia Capital

    Published: 8/11/2022
17. Chris Berg, Assoc Prof RMIT talking crypto winter, what uses will survive and Web3

    Published: 8/5/2022
18. Kyle Rodda of Ausbiz with James Whelan talking CPI, GDP, rates, QE, earnings and more

    Published: 7/29/2022
19. Max Swango, Global Head, Invesco Global Real Estate Fund with James Whelan

    Published: 7/22/2022
20. Jonathan Pain of The Pain Report talking European Energy "Catastrophe"

    Published: 7/15/2022