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Podcast: Theory of Thing Investment Podcast
Episode: Theory Of Thing: The BIG SHOW Edition — Markets, Metals & Racetrack Specials!
Description: Welcome to a special BIG SHOW Edition of the Theory Of Thing Investment Podcast — hosted by James Whelan, MD of BPC Wealth, and Heath Moss of HLM Investments. This week they’re joined by Billy Leung of Global X ETFs and David Sokulsky of Carrara Capital for an unmissable market deep-dive.From the DXY and Copper’s charge to Emerging Markets, tariff fatigue and James’ fresh concept of RE-globalisation, the team breaks down what’s driving portfolios now — and where they’re positioning next.Plus, special guest Ralphy “Racetrack Ralphy” Horowitz drops his best racing tips, and Mathieu...