Theory of Thing Investment Podcast

A podcast by Muskets at Dawn Pty Ltd - Fridays

Fridays

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184 Episodes

  1. Eleanor Creagh, REA Group Senior Economist on house price data, rental moves, rate forecasts and more

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

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

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

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

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

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

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

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

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

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

    Published: 7/15/2022
  12. Aussie Mortgages!! On the Coalface with Actual Mortgage Lenders and AMP's Diana Mousina

    Published: 7/8/2022
  13. Macro Strategist David Pain with a trip around the grounds

    Published: 6/24/2022
  14. Ausbil Global Small Cap PM Simon Wood on the current investing landscape, where the green shoots are and what's ahead in small cap quality value

    Published: 6/17/2022
  15. The best placed manager right now? Allan Gray CIO Simon Mawhinney talking contrarian, value, what's ahead, what's behind

    Published: 6/3/2022
  16. Market Update, the BOFA Fund Manager Survey, Rebalancing Moves and Election w/ Kyle Rodda & Heath Moss

    Published: 5/20/2022
  17. What's next in tech? The cloud and who's connected to it. With Karim Nejaim, CEO of ActivePort

    Published: 5/13/2022
  18. Rate rises: when, where, how much, when's the low? With Stephen Koukoulas, Heath Moss & Chris Weston

    Published: 5/6/2022
  19. Aussie Equities: when is too many buy reco's TOO many? w/ Rudi Filapek-Vandyck of FN Arena

    Published: 4/29/2022
  20. ESG Investing: Legit or furphy? All you need to know with Asset and Wealth Management Consultant Chris Robertson & James Whelan

    Published: 4/22/2022

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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.