Theory of Thing Investment Podcast

A podcast by Muskets at Dawn Pty Ltd - Fridays

Fridays

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173 Episodes

  1. S2 Ep4 - Colgonomics: Paul Colgan interviews Paul Colgan

    Published: 3/5/2021
  2. S2 Ep3 - CBA star credit analyst Belinda Cheung

    Published: 2/25/2021
  3. S2 Ep2 - Soc Gen's Kit Juckes - The global economy in 2021

    Published: 2/19/2021
  4. Season 2 Episode 1 - Wall Street Bets and the Gamestop squeeze

    Published: 2/4/2021
  5. Ep 29 - The BIP Show Christmas Special 2020

    Published: 12/18/2020
  6. Ep 28 - Jonathan Pain of The Pain Report - A macro trip around the world

    Published: 12/14/2020
  7. Ep 27 - Gareth Aird, CBA Head of Australian Economics - The real conversation about Australia's recovery

    Published: 12/3/2020
  8. Ep 26 - Terry Rawnsley - The economic case for getting back to the office, property price impacts, and a review of soaring markets

    Published: 11/26/2020
  9. Ep 25 - Westpac's Robert Rennie - The benefits of RCEP, and the future of global trade and manufacturing

    Published: 11/21/2020
  10. Ep 24 - CBA's Martin Whetton - The RBA's policy moves, and global markets after the vaccine news

    Published: 11/13/2020
  11. Ep 23 - Washington DC veteran Larry Grossman of C|T Group - after Trump, and what a Biden presidency might look like

    Published: 11/8/2020
  12. Ep. 22 - AMP Capital's Diana Mousina - Australia's inflation data, RBA policy, and the global outlook

    Published: 10/29/2020
  13. Ep 21 - The Anons - Ramp Capital, 88888saccount and Ignore on making finance fun

    Published: 10/23/2020
  14. Ep. 20 - Warren Hogan - Australia's economy after the budget, challenges for business, and pricey stocks

    Published: 10/15/2020
  15. Ep. 19 - GAM Investment Director Paul McNamara - Emerging market bonds and currencies

    Published: 10/8/2020
  16. Ep. 18 - Su-Lin Ong - The RBA's choices from here

    Published: 9/24/2020
  17. Ep. 17 - Dr Ashley Frawley - The paradox of progress, and some fresh perspectives on the challenges for capitalism

    Published: 9/17/2020
  18. Ep. 16 - Con Michalakis - Managing $10 billion in assets in 2020, the path out, MMT - and rock

    Published: 9/10/2020
  19. Episode 15 - The 3 universal laws of money, and a recap of what we've learned so far

    Published: 9/3/2020
  20. Episode 14 - Paul Brandus of West Wing Reports - A deep dive on the 2020 US Presidential election

    Published: 8/28/2020

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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.