Theory of Thing Investment Podcast

184 Episodes

1. On commodity shortages, US earnings takeaways, LITHIUM!!!, Jamie Dimon and footy tips

   Published: 4/20/2023
2. 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
3. James & Heath with rate pauses, twitter blocks, which research to follow, name changes and footy tips!!

   Published: 4/6/2023
4. 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
5. 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
6. James Whelan (VFS Group) and Heath Moss (HLM Investments) shoot the breeze on bailouts, rate rises, commodities and footy

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

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

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

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

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

    Published: 2/10/2023
12. Allan Gray's CIO Simon Mawhinney with an update on what the best long term investors are seeing now

    Published: 1/31/2023
13. 2023 Outlooks on China, recession pricing, copper & market stats w/ Kyle Rodda & Heath Moss

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

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

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

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

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

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

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

    Published: 10/14/2022