Theory of Thing Investment Podcast
En podcast af Muskets at Dawn Pty Ltd - Fredage
187 Episoder
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What happens after the Fed stops? Also Lithium and India and China.
Udgivet: 12.5.2023 -
25bps and what it means for your mortgage. Guest Ben Anson of Legend Finance
Udgivet: 5.5.2023 -
On the week ahead, who is right on rates, market sketchiness and more
Udgivet: 28.4.2023 -
On commodity shortages, US earnings takeaways, LITHIUM!!!, Jamie Dimon and footy tips
Udgivet: 20.4.2023 -
Emma Fisher, Airlie Funds Management Australian Share Fund on stock selection, culture, valuations and Australia's "boom to muddle through" cycles
Udgivet: 14.4.2023 -
James & Heath with rate pauses, twitter blocks, which research to follow, name changes and footy tips!!
Udgivet: 6.4.2023 -
James Whelan (VFS Group) and Heath Moss (HLM Investments) with Pete Wargent (Buyers Buyers) talking residential & commercial real estate, gold, elections, inflations, Spurs and more
Udgivet: 31.3.2023 -
James Whelan (VFS Group) and Heath Moss (HLM Investments) shoot the breeze on responsibility in financial social media, commercial real estate, market outlook and footy.
Udgivet: 24.3.2023 -
James Whelan (VFS Group) and Heath Moss (HLM Investments) shoot the breeze on bailouts, rate rises, commodities and footy
Udgivet: 17.3.2023 -
Daniel Hynes Senior Commodity Strategist with the ANZ talking oil, nat gas, iron Ore and Chinese growth outlook
Udgivet: 10.3.2023 -
Adelaide Timbrell, ANZ Senior Economist & Heath Moss, HLM Investments
Udgivet: 3.3.2023 -
Alec Cutler, Orbis Global Balanced Fund on 60/40, Contrarian global investing, value gaps and more
Udgivet: 25.2.2023 -
Blair Hannon, Global X ETFs on Clean Tech and Commodity Investing
Udgivet: 16.2.2023 -
David Scutt!!! We get the great man in for a chat about...everything
Udgivet: 10.2.2023 -
Allan Gray's CIO Simon Mawhinney with an update on what the best long term investors are seeing now
Udgivet: 31.1.2023 -
2023 Outlooks on China, recession pricing, copper & market stats w/ Kyle Rodda & Heath Moss
Udgivet: 20.1.2023 -
Christmas Special! w/ Adelaide Timbrell, Martin Whetton, Kit Lowe and Heath Moss
Udgivet: 16.12.2022 -
Garfield Reynolds, Bloomberg Chief Rates Correspondent for Asia on all things signals, Powell, Fed flinching, China, Russia and more
Udgivet: 2.12.2022 -
Professor Gigi Foster, UNSW "Did Covid Lockdowns go too far? Part 2"
Udgivet: 25.11.2022 -
Pete Wargent, co-founder of BuyersBuyers talking Budget, Visas, Stamp Duty, Construction, Rate Cliffs & More!!
Udgivet: 11.11.2022
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.
