Theory of Thing Investment Podcast
A podcast by Muskets at Dawn Pty Ltd - Fridays
Categories:
173 Episodes
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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 -
Ep 24 - CBA's Martin Whetton - The RBA's policy moves, and global markets after the vaccine news
Published: 11/13/2020 -
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 -
Ep. 22 - AMP Capital's Diana Mousina - Australia's inflation data, RBA policy, and the global outlook
Published: 10/29/2020 -
Ep 21 - The Anons - Ramp Capital, 88888saccount and Ignore on making finance fun
Published: 10/23/2020 -
Ep. 20 - Warren Hogan - Australia's economy after the budget, challenges for business, and pricey stocks
Published: 10/15/2020 -
Ep. 19 - GAM Investment Director Paul McNamara - Emerging market bonds and currencies
Published: 10/8/2020 -
Ep. 18 - Su-Lin Ong - The RBA's choices from here
Published: 9/24/2020 -
Ep. 17 - Dr Ashley Frawley - The paradox of progress, and some fresh perspectives on the challenges for capitalism
Published: 9/17/2020 -
Ep. 16 - Con Michalakis - Managing $10 billion in assets in 2020, the path out, MMT - and rock
Published: 9/10/2020 -
Episode 15 - The 3 universal laws of money, and a recap of what we've learned so far
Published: 9/3/2020 -
Episode 14 - Paul Brandus of West Wing Reports - A deep dive on the 2020 US Presidential election
Published: 8/28/2020
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.