Theory of Thing Investment Podcast

A podcast by Muskets at Dawn Pty Ltd - Fridays

Fridays

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173 Episodes

  1. Aussie Mortgages!! On the Coalface with Actual Mortgage Lenders and AMP's Diana Mousina

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

    Published: 6/24/2022
  3. 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
  4. The best placed manager right now? Allan Gray CIO Simon Mawhinney talking contrarian, value, what's ahead, what's behind

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

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

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

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

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

    Published: 4/22/2022
  10. The absolute state of the States with Cameron Kusher - REA Group & James Whelan

    Published: 4/8/2022
  11. Election Budget with ANZ Senior Economist Adelaide Timbrell & James Whelan

    Published: 3/31/2022
  12. The rise of the Finfluencer??!! Shareplicity's Danielle Ecyer & Motley Fool's Scott Phillips w/ James Whelan on social media advice and what to watch out for

    Published: 3/24/2022
  13. A REAL builder! Graeme Howland of GVH Constructions joins James Whelan, Jessica Amir and Heath Moss

    Published: 3/17/2022
  14. Brad Lingo: Pilot Energy & Chad Hitzeman of ETF Securities

    Published: 3/11/2022
  15. David Sokulsky: Carrara Capital CIO/CEO on markets as they should have been and as they are now and what to look for in a volatile market

    Published: 3/3/2022
  16. Newest season of the BIP Show starts here! Pepperstone's Chris Weston & HLM's Heath Moss: we're keeping it relevant on Ukraine, gas, oil, gold, agriculture but is all this masking a bigger elephant in

    Published: 2/24/2022
  17. Christmas Special 2021 - Jo Masters, David Scutt, Laura Fitzsimmons, Adelaide Timbrell

    Published: 12/13/2021
  18. Pete Wargent: The rates outlook and the looming downturn for Australian property

    Published: 11/25/2021
  19. Dan Housden, Recon Tech: Investment and operations risk in a technology-led business world

    Published: 11/19/2021
  20. CBA's Martin Whetton: What happened with Australian bonds and the RBA abandoning yield curve control

    Published: 11/5/2021

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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.