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

Categories:
184 Episodes
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S3 Ep 9 - Tolga Kumova on picking resources companies, trades versus investments, and the next big thing
Published: 7/28/2021 -
S3 Ep 8 - Dr Benn Eifert of QVR Advisors on equity derivatives and their rising role in markets
Published: 7/23/2021 -
S3 Ep 7 - Jo Masters of EY on economic recovery and the impact of lockdowns
Published: 7/18/2021 -
S3 Ep 6 - Crypto special with Sergei Sergienko - DeFi, Tether risk, criminals, staking, regulators and more
Published: 7/7/2021 -
S3 Ep 5 - The bond market beast has been stirring
Published: 6/29/2021 -
S3 Ep4 - OMG (Openmarkets Group) CEO Ivan Tchourilov: Bonds, the rise of derivatives, and better tech in financial advice
Published: 6/10/2021 -
S3 Ep3 - CBA Agri Strategist Tobin Gorey on global food markets, land prices, climate risk, and choosing a steak
Published: 6/3/2021 -
S3 Ep2 -- J.P. Morgan executive director Laura Fitzsimmons on inflation risk, central banks and currencies
Published: 5/29/2021 -
S3 Ep1 -- Westpac Head of Market Strategy Rob Rennie: Iron ore, copper, the recovery and inflation risk
Published: 5/20/2021 -
S2 Ep6 - The Commodity Complexities, with ANZ Strategist Daniel Hynes
Published: 3/27/2021 -
S2 Ep5 - Could the wheels come off the recovery? Plus: The Fed and BNPL's image problem
Published: 3/18/2021 -
S2 Ep4 - Colgonomics: Paul Colgan interviews Paul Colgan
Published: 3/5/2021 -
S2 Ep3 - CBA star credit analyst Belinda Cheung
Published: 2/25/2021 -
S2 Ep2 - Soc Gen's Kit Juckes - The global economy in 2021
Published: 2/19/2021 -
Season 2 Episode 1 - Wall Street Bets and the Gamestop squeeze
Published: 2/4/2021 -
Ep 29 - The BIP Show Christmas Special 2020
Published: 12/18/2020 -
Ep 28 - Jonathan Pain of The Pain Report - A macro trip around the world
Published: 12/14/2020 -
Ep 27 - Gareth Aird, CBA Head of Australian Economics - The real conversation about Australia's recovery
Published: 12/3/2020 -
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 -
Ep 25 - Westpac's Robert Rennie - The benefits of RCEP, and the future of global trade and manufacturing
Published: 11/21/2020
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.