Theory of Thing Investment Podcast

A podcast by Muskets at Dawn Pty Ltd - Fridays

Fridays

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184 Episodes

  1. The absolute state of the States with Cameron Kusher - REA Group & James Whelan

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

    Published: 3/31/2022
  3. 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
  4. A REAL builder! Graeme Howland of GVH Constructions joins James Whelan, Jessica Amir and Heath Moss

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

    Published: 3/11/2022
  6. 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
  7. 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
  8. Christmas Special 2021 - Jo Masters, David Scutt, Laura Fitzsimmons, Adelaide Timbrell

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

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

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

    Published: 11/5/2021
  12. Dr Chris Baker of Bridge Street Capital: Resources, rare earths, and how to find great exploration companies

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

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

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

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

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

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

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

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

    Published: 8/7/2021

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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.