Theory of Thing Investment Podcast

A podcast by Muskets at Dawn Pty Ltd - Fridays

Fridays

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173 Episodes

  1. Magellan's Chris Wheldon - A deep dive on stock investing strategy in a turbulent world

    Published: 8/20/2020
  2. Episode 12 - Matt Barrie - Tech companies today, the future of Australia

    Published: 8/14/2020
  3. Episode 11 - ANZ's Cherelle Murphy - Australia's second wave and a deteriorating outlook

    Published: 8/6/2020
  4. Episode 10 - Jordan Eliseo - Record gold prices in the global markets picture

    Published: 7/30/2020
  5. Episode 9 - Stephen Kirchner - The budget blowout, central banks and MMT, and a chilling US election scenario

    Published: 7/23/2020
  6. Episode 8 - Westpac's Justin Smirk - Australia's labour market, commodities, and ideas for inflation

    Published: 7/17/2020
  7. Episode 7 - Kerry Craig - Market distortions and the policy put. Plus: Does macro even matter any more?

    Published: 7/9/2020
  8. Episode 6 - Chris Weston - Surging stocks, retail trading and the mistakes rookies make

    Published: 7/2/2020
  9. Episode 5 - Pete Wargent - Commercial property, housing, and IMF downgrades

    Published: 6/25/2020
  10. Episode 4 - Prof Gigi Foster - Did COVID-19 lockdowns go too far?

    Published: 6/18/2020
  11. Episode 3 - Martin Whetton of CBA - Bond market developments

    Published: 6/11/2020
  12. Episode 2 -- Jo Masters (Recovery outlook, Australian GDP, America, and lessons from lockdown)

    Published: 6/8/2020
  13. Episode 1 -- Markets after the COVID-19 meltdown, and the Lobotomy Paradigm

    Published: 5/30/2020

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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.