Theory of Thing Investment Podcast
En podcast af Muskets at Dawn Pty Ltd - Fredage
187 Episoder
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Ep 27 - Gareth Aird, CBA Head of Australian Economics - The real conversation about Australia's recovery
Udgivet: 3.12.2020 -
Ep 26 - Terry Rawnsley - The economic case for getting back to the office, property price impacts, and a review of soaring markets
Udgivet: 26.11.2020 -
Ep 25 - Westpac's Robert Rennie - The benefits of RCEP, and the future of global trade and manufacturing
Udgivet: 21.11.2020 -
Ep 24 - CBA's Martin Whetton - The RBA's policy moves, and global markets after the vaccine news
Udgivet: 13.11.2020 -
Ep 23 - Washington DC veteran Larry Grossman of C|T Group - after Trump, and what a Biden presidency might look like
Udgivet: 8.11.2020 -
Ep. 22 - AMP Capital's Diana Mousina - Australia's inflation data, RBA policy, and the global outlook
Udgivet: 29.10.2020 -
Ep 21 - The Anons - Ramp Capital, 88888saccount and Ignore on making finance fun
Udgivet: 23.10.2020 -
Ep. 20 - Warren Hogan - Australia's economy after the budget, challenges for business, and pricey stocks
Udgivet: 15.10.2020 -
Ep. 19 - GAM Investment Director Paul McNamara - Emerging market bonds and currencies
Udgivet: 8.10.2020 -
Ep. 18 - Su-Lin Ong - The RBA's choices from here
Udgivet: 24.9.2020 -
Ep. 17 - Dr Ashley Frawley - The paradox of progress, and some fresh perspectives on the challenges for capitalism
Udgivet: 17.9.2020 -
Ep. 16 - Con Michalakis - Managing $10 billion in assets in 2020, the path out, MMT - and rock
Udgivet: 10.9.2020 -
Episode 15 - The 3 universal laws of money, and a recap of what we've learned so far
Udgivet: 3.9.2020 -
Episode 14 - Paul Brandus of West Wing Reports - A deep dive on the 2020 US Presidential election
Udgivet: 28.8.2020 -
Magellan's Chris Wheldon - A deep dive on stock investing strategy in a turbulent world
Udgivet: 20.8.2020 -
Episode 12 - Matt Barrie - Tech companies today, the future of Australia
Udgivet: 14.8.2020 -
Episode 11 - ANZ's Cherelle Murphy - Australia's second wave and a deteriorating outlook
Udgivet: 6.8.2020 -
Episode 10 - Jordan Eliseo - Record gold prices in the global markets picture
Udgivet: 30.7.2020 -
Episode 9 - Stephen Kirchner - The budget blowout, central banks and MMT, and a chilling US election scenario
Udgivet: 23.7.2020 -
Episode 8 - Westpac's Justin Smirk - Australia's labour market, commodities, and ideas for inflation
Udgivet: 17.7.2020
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.