Theory of Thing Investment Podcast
En podcast af Muskets at Dawn Pty Ltd - Fredage
187 Episoder
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David Sokulsky: Carrara Capital CIO/CEO on all things markets
Udgivet: 4.11.2022 -
Adelaide Timbrell, Senior Economist ANZ on consumer spending, rate expectations, budget predictions and more!
Udgivet: 21.10.2022 -
Karl Siegling, Cadence Capital on longs and shorts right now, behavioural finance, energy plays and more
Udgivet: 14.10.2022 -
Eleanor Creagh, REA Group Senior Economist on house price data, rental moves, rate forecasts and more
Udgivet: 8.10.2022 -
Paola Rojas, Corporate advisor, investor & CEO of Synergy Resource Capital talking copper, lithium, uranium and silver
Udgivet: 22.9.2022 -
Kyle Rodda (Ausbiz), John de Boer (Our Kloud), Ian Aspinall (OpenMarkets), Heath Moss (HLM)
Udgivet: 9.9.2022 -
Louise Bedford of The Trading Game on hot & cold sectors, bullish patterns and what's ahead
Udgivet: 2.9.2022 -
Gareth Aird, Head of Australian Economics, CBA on home prices, consumer spending, RBA forecasts and the upsides
Udgivet: 26.8.2022 -
Jack Kouzi, VFS Group and David Prentice of Brookside Energy talking China and Oil & Gas
Udgivet: 19.8.2022 -
Misha Saul, Investment Manager at Private Equity firm Potentia Capital
Udgivet: 11.8.2022 -
Chris Berg, Assoc Prof RMIT talking crypto winter, what uses will survive and Web3
Udgivet: 5.8.2022 -
Kyle Rodda of Ausbiz with James Whelan talking CPI, GDP, rates, QE, earnings and more
Udgivet: 29.7.2022 -
Max Swango, Global Head, Invesco Global Real Estate Fund with James Whelan
Udgivet: 22.7.2022 -
Jonathan Pain of The Pain Report talking European Energy "Catastrophe"
Udgivet: 15.7.2022 -
Aussie Mortgages!! On the Coalface with Actual Mortgage Lenders and AMP's Diana Mousina
Udgivet: 8.7.2022 -
Macro Strategist David Pain with a trip around the grounds
Udgivet: 24.6.2022 -
Ausbil Global Small Cap PM Simon Wood on the current investing landscape, where the green shoots are and what's ahead in small cap quality value
Udgivet: 17.6.2022 -
The best placed manager right now? Allan Gray CIO Simon Mawhinney talking contrarian, value, what's ahead, what's behind
Udgivet: 3.6.2022 -
Market Update, the BOFA Fund Manager Survey, Rebalancing Moves and Election w/ Kyle Rodda & Heath Moss
Udgivet: 20.5.2022 -
What's next in tech? The cloud and who's connected to it. With Karim Nejaim, CEO of ActivePort
Udgivet: 13.5.2022
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.
