Want to create an interactive transcript for this episode?
Podcast: Theory of Thing Investment Podcast
Episode: A REAL builder! Graeme Howland of GVH Constructions joins James Whelan, Jessica Amir and Heath Moss
Description: Episode 4 takes us through the actual input costs builders in Australia face, what they'll be doing going forward, what sort of companies will survive and why. Then we break down the facts from the coalface into tradeable ideas, along with lots on Inflation, Fed, WTF from China and lots more. Jessica Amir (Saxo Markets) and Heath Moss (HLM Investments) join host James Whelan (VFS Group) and the ideas keep flowing. Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.