Theory of Thing Investment Podcast
En podcast af Muskets at Dawn Pty Ltd - Fredage
187 Episoder
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JP Morgan's Kerry Craig -- Global macro tour, with 'The Three Peaks' in growth, earnings, and CB accommodation
Udgivet: 22.8.2021 -
S3 Ep 11 - Acclaimed chef Mark Best on the economic devastation in the hospitality sector
Udgivet: 17.8.2021 -
S3 Ep 10 - SPECIAL EDITION - Everything you ever needed to know about oil, with David Prentice of Brookside Energy
Udgivet: 7.8.2021 -
S3 Ep 9 - Tolga Kumova on picking resources companies, trades versus investments, and the next big thing
Udgivet: 28.7.2021 -
S3 Ep 8 - Dr Benn Eifert of QVR Advisors on equity derivatives and their rising role in markets
Udgivet: 23.7.2021 -
S3 Ep 7 - Jo Masters of EY on economic recovery and the impact of lockdowns
Udgivet: 18.7.2021 -
S3 Ep 6 - Crypto special with Sergei Sergienko - DeFi, Tether risk, criminals, staking, regulators and more
Udgivet: 7.7.2021 -
S3 Ep 5 - The bond market beast has been stirring
Udgivet: 29.6.2021 -
S3 Ep4 - OMG (Openmarkets Group) CEO Ivan Tchourilov: Bonds, the rise of derivatives, and better tech in financial advice
Udgivet: 10.6.2021 -
S3 Ep3 - CBA Agri Strategist Tobin Gorey on global food markets, land prices, climate risk, and choosing a steak
Udgivet: 3.6.2021 -
S3 Ep2 -- J.P. Morgan executive director Laura Fitzsimmons on inflation risk, central banks and currencies
Udgivet: 29.5.2021 -
S3 Ep1 -- Westpac Head of Market Strategy Rob Rennie: Iron ore, copper, the recovery and inflation risk
Udgivet: 20.5.2021 -
S2 Ep6 - The Commodity Complexities, with ANZ Strategist Daniel Hynes
Udgivet: 27.3.2021 -
S2 Ep5 - Could the wheels come off the recovery? Plus: The Fed and BNPL's image problem
Udgivet: 18.3.2021 -
S2 Ep4 - Colgonomics: Paul Colgan interviews Paul Colgan
Udgivet: 5.3.2021 -
S2 Ep3 - CBA star credit analyst Belinda Cheung
Udgivet: 25.2.2021 -
S2 Ep2 - Soc Gen's Kit Juckes - The global economy in 2021
Udgivet: 19.2.2021 -
Season 2 Episode 1 - Wall Street Bets and the Gamestop squeeze
Udgivet: 4.2.2021 -
Ep 29 - The BIP Show Christmas Special 2020
Udgivet: 18.12.2020 -
Ep 28 - Jonathan Pain of The Pain Report - A macro trip around the world
Udgivet: 14.12.2020
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.
