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Theory of Thing Investment Podcast

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.

Theory of Thing: Market strategies during uncertainty

34 mins; March 19, 2026

Job losses, tech vals, copper and the 10 year

19 mins; February 27, 2026

The Future of AI and Its Impact on Investments

29 mins; February 12, 2026

TOT s12 e5 Patrick Walta discusses the reopening of Broken Hill Mines and its production plans.

26 mins; January 29, 2026

"The power of the nap cannot be underestimated."

26 mins; January 15, 2026

TOT investment, market insights, cobalt, silver, gold, copper, Australian economy, RBA, fantasy football

31 mins; December 11, 2025

Ashes Day and Market Insights

19 mins; November 20, 2025

TOT Navigating Market Trends: Insights from James Whelan & Heath Moss

19 mins; November 07, 2025

TOT s11 e11 on ridiculous victorian public holidays

18 mins; September 26, 2025

TOT on taking it easy and new gigs

13 mins; August 22, 2025

Theory of Thing s11 e9 on N64 and rainy Fridays

27 mins; August 01, 2025

Theory Of Thing: The BIG SHOW Edition — Markets, Metals & Racetrack Specials!

48 mins; July 10, 2025

Theory of Thing Investment Podcast on Mental health Days and Lithium (unrelated)

32 mins; June 26, 2025

Theory of Thing Investment Podcast: The BIG SHOW – Trump vs Elon, GDP, Credit & Footy Tips!

48 mins; June 06, 2025

TOT on Qantas, women, markets and small caps

21 mins; May 22, 2025

TOT s11 e4: on Resource Conferences, long weeks, gold, uranium, oil

32 mins; May 09, 2025

Theory of Thing: The Big Show — "Governance, Value & Trade: Where the Market’s Cracks and Opportunities Lie"

48 mins; April 29, 2025

Private Credit on Watch – What It Means for Investors

24 mins; April 03, 2025

Theory of Thing: The Big Show Edition

42 mins; March 28, 2025

🎙 The Theory of Thing Investment Podcast – Market Moves, Footy Tips & Copper Smelters🏉📈

24 mins; March 13, 2025

Theory of Thing: The Big Show

59 mins; March 03, 2025

e10 s21 📈 The Theory of Thing Investment Podcast 🎙️

27 mins; February 13, 2025

TOT s10 e20 on Hot States, Fijian Inflation, AI data ownership and gold

32 mins; January 30, 2025

TOT on GOLD, biceps, car troubles and football

38 mins; January 16, 2025

TOT s10 e18 On BIG SHOW & xmas specials

37 mins; December 19, 2024

TOT s10 e17 On how weird South Australia is and some other stuff

30 mins; December 05, 2024

Theory Of Thing s10 e16: on Gant, Xmas decorations, deals and market data

26 mins; November 21, 2024

Speed round on Trump Red Wave and Coldplay running on Solar

16 mins; November 07, 2024

TOT s10 ep 14 on Rodrigo and silver and roadshows

22 mins; October 24, 2024

e13 s10: on hot commodities and bad beats in fantasy

25 mins; October 17, 2024

Theory Of Thing s10 e12 Oil, China, Heath gets a classier name, Lithium trades

30 mins; October 10, 2024

On getting yelled at by actual professionals and has the China trade run its course?

27 mins; October 03, 2024

GRAND FINAL SPECIAL!! David Scutt (StoneX) On China Stimmy, picking bottoms, swans and more

30 mins; September 26, 2024

Theory Of Thing s10 e9 with H2X talking hydrogen, cycling, steaks and more!

36 mins; September 19, 2024

Theory Of Thing s10 e8 w/ Dr Mike Jones of Impact Minerals and more

29 mins; September 12, 2024

Theory Of Thing s10 e7 On Evanescence, NFL Openers, Spoon Bowls and market Insights

30 mins; September 05, 2024

TOT s10 e6 on David Scutt's return and Jimmy's battling rugby trials

22 mins; August 30, 2024

Theory Of Thing s5 ep10 on Cannabis and kings

25 mins; August 23, 2024

TOT on advanced civilisations, new hires and fantasy leagues

26 mins; August 15, 2024

TOT on Dumb Rugby Challenges and crazy vol

15 mins; August 09, 2024

Theory of Thing on Creed, small cap winners and back office expertise

27 mins; August 01, 2024

Theory of Thing s10 ep1: Behind the Scenes on Ausbiz, dud plenums and Olympic tips

26 mins; July 25, 2024

TOT on Timezone, Plenums, Trump, Jimmy talks his book and more

30 mins; July 19, 2024

Theory of Thing on Brisbane Hotel Dressing Gowns and Markets

17 mins; July 11, 2024

Theory of Thing on Copper Noises, Beachballs, Footy and how to explain the US 10 year to someone

24 mins; July 05, 2024

Theory of Thing with Tigers Great Chris Lawrence Talking Footy and More

28 mins; June 28, 2024

TOT talking French elections, teeth, burritos & footy

28 mins; June 22, 2024

TOT s9 e16: on job interviews, silver, Covid flashbacks & Pelosi

26 mins; June 06, 2024

Theory Of Thing s9 e15 on Wind Turbines, Critical Minerals, the AIS and more

20 mins; May 30, 2024

Theory Of Thing s9 e14 w/ Las Vegas Raiders insider and more!

33 mins; May 23, 2024

TOT s9 e13 copper, 13Fs, China, Fund Manager Survey

29 mins; May 16, 2024

TOT s9 e12, market wrap and tales from the road

26 mins; May 09, 2024

Theory of Thing Special Edition: Impact Minerals' Dr Mike Jones and James debrief the road show

13 mins; May 03, 2024

Dr David Allen, Plato's Global Alpha Fund on quants and red flags

35 mins; April 23, 2024

Lynnsanity!!!! Chris Lynn joins the lads for a talk about Playbook and markets

26 mins; April 18, 2024

David Sokulsky (Carrara Capital) & Robbie Farah (Wests Tigers): what more could you want in a podcast?

38 mins; April 12, 2024

It's Chris Weston!!! (And Heath Moss and James Whelan) but mostly Chris Weston!!!

31 mins; March 22, 2024

TOT s9 ep 6: copper, retail, PPI, yields, USD, Boeing, footy

25 mins; March 14, 2024

James and Heath get back in the saddle post-Vegas

30 mins; March 07, 2024

Hydrogen special

16 mins; February 25, 2024

David Scutt!!! talking Japan, US Inflation, CBA on RBA and AFL/NRL

23 mins; February 15, 2024

s9e2: On new RBA formats, Hydrogen, GQG and Superbowl Mondays

26 mins; February 08, 2024

TOT s9 ep 1: Heath and James start the year right w/ bullish chatter

25 mins; February 01, 2024

e35: The Theory of Thing Investment Podcast

23 mins; December 14, 2023

Episode 34 of "The Theory of Thing Investment Podcast

24 mins; December 07, 2023

Episode 33 of "The Theory of Thing Investment Podcast"!

21 mins; November 30, 2023

The Theory of Thing Investment Podcast

25 mins; November 23, 2023

Episode 31 of The Theory of Thing Investment Podcast

20 mins; November 16, 2023

E30: our amazing kids, oil declines, bank earnings

23 mins; November 08, 2023

Episode 29: The Theory of Thing Investment Podcast

22 mins; November 02, 2023

TOT ep 28: oil & renewables, China and renewables, RBA expectations, NFL tips

23 mins; October 25, 2023

e24: The Theory of Thing Investment Podcast

21 mins; October 19, 2023

e26: The Theory of Thing Investment Podcast

26 mins; October 11, 2023

e25: The Theory of Thing Investment Podcast

14 mins; October 04, 2023

e24: The Theory of Thing Investment Podcast

21 mins; September 28, 2023

e23: The Theory of Thing Investment Podcast

32 mins; September 20, 2023

Episode 42 - Unpacking Tesla Upgrades, GlobalX Thematic Notes, Indian Market Insights, and Footy Finals Tips

21 mins; September 15, 2023

Navigating Markets: Oil, Defense, India, and Footy Finals

29 mins; September 06, 2023

Theory of Thing Episode 20: JOLTS, savings, spendings, consumer discretionary, fasting and jump rope

24 mins; August 31, 2023

Earnings review, China no show, India gets the moon right (Russia not so much)

28 mins; August 23, 2023

China's Country Garden, Good news is bad news, Michael Burry calm down

24 mins; August 16, 2023

Aussie data weak, China data weak, US gets Fitch-slapped and MARKETS IN TURMOIL!!!

16 mins; August 02, 2023

On Last Week's data, next week's data, copper, energy and those awful RM Williams sweaters

24 mins; July 28, 2023

Buy Everything Gets Pulled Apart, Earnings Surprises, China Deflationary View and More

27 mins; July 21, 2023

CPI & PPI Finally (Properly & regularly) Offish! So it's OFF TO THE RACES!! also China and new RBA Guv

30 mins; July 14, 2023

China banning some exports, Fed chat and the RBA

23 mins; July 08, 2023

How bullish is the Aussie economy? Mixed messages out of the US too as normality is resumed. Also Lowe is going to cancel TayTay!!

28 mins; June 29, 2023

Affordable clothing for +40 men, Aussie recession?, BOE, Powell keeps talking

22 mins; June 22, 2023

Quality of Advice Review, Recession in Oz, NZ but not the USA!!

35 mins; June 15, 2023

A deeper dive on Artificial Intelligence with Global X ETFs' Blair Hannon, RBA & Small Caps

52 mins; June 09, 2023

The month that was, China slowdown and a June Swoon ahead?

20 mins; June 01, 2023

Chris Weston explains WTF is going on with the lose/lose debt ceiling situation

47 mins; May 25, 2023

Debt ceilings, US earnings, general market indecisiveness, dodgy footy tips

32 mins; May 18, 2023

What happens after the Fed stops? Also Lithium and India and China.

29 mins; May 12, 2023

25bps and what it means for your mortgage. Guest Ben Anson of Legend Finance

29 mins; May 04, 2023

On the week ahead, who is right on rates, market sketchiness and more

22 mins; April 28, 2023

On commodity shortages, US earnings takeaways, LITHIUM!!!, Jamie Dimon and footy tips

29 mins; April 20, 2023

Emma Fisher, Airlie Funds Management Australian Share Fund on stock selection, culture, valuations and Australia's "boom to muddle through" cycles

52 mins; April 14, 2023

James & Heath with rate pauses, twitter blocks, which research to follow, name changes and footy tips!!

35 mins; April 05, 2023

James Whelan (VFS Group) and Heath Moss (HLM Investments) with Pete Wargent (Buyers Buyers) talking residential & commercial real estate, gold, elections, inflations, Spurs and more

34 mins; March 31, 2023

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Theory of Thing Investment Podcast

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