Theory of Thing Investment Podcast
A podcast by Muskets at Dawn Pty Ltd - Fridays

Categories:
184 Episodes
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Eleanor Creagh, REA Group Senior Economist on house price data, rental moves, rate forecasts and more
Published: 10/8/2022 -
Paola Rojas, Corporate advisor, investor & CEO of Synergy Resource Capital talking copper, lithium, uranium and silver
Published: 9/22/2022 -
Kyle Rodda (Ausbiz), John de Boer (Our Kloud), Ian Aspinall (OpenMarkets), Heath Moss (HLM)
Published: 9/9/2022 -
Louise Bedford of The Trading Game on hot & cold sectors, bullish patterns and what's ahead
Published: 9/2/2022 -
Gareth Aird, Head of Australian Economics, CBA on home prices, consumer spending, RBA forecasts and the upsides
Published: 8/26/2022 -
Jack Kouzi, VFS Group and David Prentice of Brookside Energy talking China and Oil & Gas
Published: 8/19/2022 -
Misha Saul, Investment Manager at Private Equity firm Potentia Capital
Published: 8/11/2022 -
Chris Berg, Assoc Prof RMIT talking crypto winter, what uses will survive and Web3
Published: 8/5/2022 -
Kyle Rodda of Ausbiz with James Whelan talking CPI, GDP, rates, QE, earnings and more
Published: 7/29/2022 -
Max Swango, Global Head, Invesco Global Real Estate Fund with James Whelan
Published: 7/22/2022 -
Jonathan Pain of The Pain Report talking European Energy "Catastrophe"
Published: 7/15/2022 -
Aussie Mortgages!! On the Coalface with Actual Mortgage Lenders and AMP's Diana Mousina
Published: 7/8/2022 -
Macro Strategist David Pain with a trip around the grounds
Published: 6/24/2022 -
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 -
The best placed manager right now? Allan Gray CIO Simon Mawhinney talking contrarian, value, what's ahead, what's behind
Published: 6/3/2022 -
Market Update, the BOFA Fund Manager Survey, Rebalancing Moves and Election w/ Kyle Rodda & Heath Moss
Published: 5/20/2022 -
What's next in tech? The cloud and who's connected to it. With Karim Nejaim, CEO of ActivePort
Published: 5/13/2022 -
Rate rises: when, where, how much, when's the low? With Stephen Koukoulas, Heath Moss & Chris Weston
Published: 5/6/2022 -
Aussie Equities: when is too many buy reco's TOO many? w/ Rudi Filapek-Vandyck of FN Arena
Published: 4/29/2022 -
ESG Investing: Legit or furphy? All you need to know with Asset and Wealth Management Consultant Chris Robertson & James Whelan
Published: 4/22/2022
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.