Theory of Thing Investment Podcast

173 Episodes

1. Dr Chris Baker of Bridge Street Capital: Resources, rare earths, and how to find great exploration companies

   Published: 11/2/2021
2. Kyle Rodda, IG Markets: Inflation, supply chains, and the impact on interest rates and assets

   Published: 10/23/2021
3. Patrick Chovanec - Evergrande, China's economy, and the CCP's shifting posture under Xi

   Published: 10/1/2021
4. CEO of The Iconic, Erica Berchtold: Tech, digital spending, and managing supply chains in a pandemic

   Published: 9/20/2021
5. Macrodesiac's David Belle - Demographics, the Fed, African mining, mega cap tech stocks as 'sovereign bond proxies' and more

   Published: 9/9/2021
6. ANZ senior economist Adelaide Timbrell - Surging Australian house prices

   Published: 8/30/2021
7. JP Morgan's Kerry Craig -- Global macro tour, with 'The Three Peaks' in growth, earnings, and CB accommodation

   Published: 8/22/2021
8. S3 Ep 11 - Acclaimed chef Mark Best on the economic devastation in the hospitality sector

   Published: 8/17/2021
9. S3 Ep 10 - SPECIAL EDITION - Everything you ever needed to know about oil, with David Prentice of Brookside Energy

   Published: 8/7/2021
10. S3 Ep 9 - Tolga Kumova on picking resources companies, trades versus investments, and the next big thing

    Published: 7/28/2021
11. S3 Ep 8 - Dr Benn Eifert of QVR Advisors on equity derivatives and their rising role in markets

    Published: 7/23/2021
12. S3 Ep 7 - Jo Masters of EY on economic recovery and the impact of lockdowns

    Published: 7/18/2021
13. S3 Ep 6 - Crypto special with Sergei Sergienko - DeFi, Tether risk, criminals, staking, regulators and more

    Published: 7/7/2021
14. S3 Ep 5 - The bond market beast has been stirring

    Published: 6/29/2021
15. S3 Ep4 - OMG (Openmarkets Group) CEO Ivan Tchourilov: Bonds, the rise of derivatives, and better tech in financial advice

    Published: 6/10/2021
16. S3 Ep3 - CBA Agri Strategist Tobin Gorey on global food markets, land prices, climate risk, and choosing a steak

    Published: 6/3/2021
17. S3 Ep2 -- J.P. Morgan executive director Laura Fitzsimmons on inflation risk, central banks and currencies

    Published: 5/29/2021
18. S3 Ep1 -- Westpac Head of Market Strategy Rob Rennie: Iron ore, copper, the recovery and inflation risk

    Published: 5/20/2021
19. S2 Ep6 - The Commodity Complexities, with ANZ Strategist Daniel Hynes

    Published: 3/27/2021
20. S2 Ep5 - Could the wheels come off the recovery? Plus: The Fed and BNPL's image problem

    Published: 3/18/2021