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Theory of Thing Investment Podcast
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James Whelan (VFS Group) and Heath Moss (HLM Investments) shoot the breeze on responsibility in financial social media, commercial real estate, market outlook and footy.
43 mins; March 24, 2023
James Whelan (VFS Group) and Heath Moss (HLM Investments) shoot the breeze on bailouts, rate rises, commodities and footy
32 mins; March 16, 2023
Daniel Hynes Senior Commodity Strategist with the ANZ talking oil, nat gas, iron Ore and Chinese growth outlook
27 mins; March 09, 2023
Adelaide Timbrell, ANZ Senior Economist & Heath Moss, HLM Investments
28 mins; March 02, 2023
Alec Cutler, Orbis Global Balanced Fund on 60/40, Contrarian global investing, value gaps and more
26 mins; February 24, 2023
Blair Hannon, Global X ETFs on Clean Tech and Commodity Investing
34 mins; February 15, 2023
David Scutt!!! We get the great man in for a chat about...everything
44 mins; February 09, 2023
Allan Gray's CIO Simon Mawhinney with an update on what the best long term investors are seeing now
36 mins; January 31, 2023
2023 Outlooks on China, recession pricing, copper & market stats w/ Kyle Rodda & Heath Moss
34 mins; January 19, 2023
Christmas Special! w/ Adelaide Timbrell, Martin Whetton, Kit Lowe and Heath Moss
40 mins; December 15, 2022
Garfield Reynolds, Bloomberg Chief Rates Correspondent for Asia on all things signals, Powell, Fed flinching, China, Russia and more
32 mins; December 01, 2022
Professor Gigi Foster, UNSW "Did Covid Lockdowns go too far? Part 2"
39 mins; November 24, 2022
Pete Wargent, co-founder of BuyersBuyers talking Budget, Visas, Stamp Duty, Construction, Rate Cliffs & More!!
26 mins; November 10, 2022
David Sokulsky: Carrara Capital CIO/CEO on all things markets
34 mins; November 04, 2022
Adelaide Timbrell, Senior Economist ANZ on consumer spending, rate expectations, budget predictions and more!
17 mins; October 20, 2022
Karl Siegling, Cadence Capital on longs and shorts right now, behavioural finance, energy plays and more
45 mins; October 14, 2022
Eleanor Creagh, REA Group Senior Economist on house price data, rental moves, rate forecasts and more
26 mins; October 07, 2022
Paola Rojas, Corporate advisor, investor & CEO of Synergy Resource Capital talking copper, lithium, uranium and silver
40 mins; September 21, 2022
Kyle Rodda (Ausbiz), John de Boer (Our Kloud), Ian Aspinall (OpenMarkets), Heath Moss (HLM)
41 mins; September 08, 2022
Louise Bedford of The Trading Game on hot & cold sectors, bullish patterns and what's ahead
25 mins; September 01, 2022
Gareth Aird, Head of Australian Economics, CBA on home prices, consumer spending, RBA forecasts and the upsides
35 mins; August 26, 2022
Jack Kouzi, VFS Group and David Prentice of Brookside Energy talking China and Oil & Gas
34 mins; August 19, 2022
Misha Saul, Investment Manager at Private Equity firm Potentia Capital
31 mins; August 10, 2022
Chris Berg, Assoc Prof RMIT talking crypto winter, what uses will survive and Web3
34 mins; August 04, 2022
Kyle Rodda of Ausbiz with James Whelan talking CPI, GDP, rates, QE, earnings and more
22 mins; July 28, 2022
Max Swango, Global Head, Invesco Global Real Estate Fund with James Whelan
31 mins; July 22, 2022
Jonathan Pain of The Pain Report talking European Energy "Catastrophe"
33 mins; July 14, 2022
Aussie Mortgages!! On the Coalface with Actual Mortgage Lenders and AMP's Diana Mousina
34 mins; July 07, 2022
Macro Strategist David Pain with a trip around the grounds
27 mins; June 23, 2022
Ausbil Global Small Cap PM Simon Wood on the current investing landscape, where the green shoots are and what's ahead in small cap quality value
26 mins; June 16, 2022
The best placed manager right now? Allan Gray CIO Simon Mawhinney talking contrarian, value, what's ahead, what's behind
30 mins; June 03, 2022
Market Update, the BOFA Fund Manager Survey, Rebalancing Moves and Election w/ Kyle Rodda & Heath Moss
28 mins; May 19, 2022
What's next in tech? The cloud and who's connected to it. With Karim Nejaim, CEO of ActivePort
33 mins; May 12, 2022
Rate rises: when, where, how much, when's the low? With Stephen Koukoulas, Heath Moss & Chris Weston
26 mins; May 05, 2022
Aussie Equities: when is too many buy reco's TOO many? w/ Rudi Filapek-Vandyck of FN Arena
35 mins; April 28, 2022
ESG Investing: Legit or furphy? All you need to know with Asset and Wealth Management Consultant Chris Robertson & James Whelan
32 mins; April 22, 2022
The absolute state of the States with Cameron Kusher - REA Group & James Whelan
29 mins; April 07, 2022
Election Budget with ANZ Senior Economist Adelaide Timbrell & James Whelan
35 mins; March 31, 2022
The rise of the Finfluencer??!! Shareplicity's Danielle Ecyer & Motley Fool's Scott Phillips w/ James Whelan on social media advice and what to watch out for
39 mins; March 23, 2022
A REAL builder! Graeme Howland of GVH Constructions joins James Whelan, Jessica Amir and Heath Moss
43 mins; March 16, 2022
Brad Lingo: Pilot Energy & Chad Hitzeman of ETF Securities
50 mins; March 10, 2022
David Sokulsky: Carrara Capital CIO/CEO on markets as they should have been and as they are now and what to look for in a volatile market
46 mins; March 03, 2022
Newest season of the BIP Show starts here! Pepperstone's Chris Weston & HLM's Heath Moss: we're keeping it relevant on Ukraine, gas, oil, gold, agriculture but is all this masking a bigger elephant in the room? The Fed!
39 mins; February 24, 2022
Christmas Special 2021 - Jo Masters, David Scutt, Laura Fitzsimmons, Adelaide Timbrell
64 hours 39 mins; December 13, 2021
Pete Wargent: The rates outlook and the looming downturn for Australian property
61 hours 19 mins; November 25, 2021
Dan Housden, Recon Tech: Investment and operations risk in a technology-led business world
49 mins; November 19, 2021
CBA's Martin Whetton: What happened with Australian bonds and the RBA abandoning yield curve control
55 mins; November 05, 2021
Dr Chris Baker of Bridge Street Capital: Resources, rare earths, and how to find great exploration companies
31 mins; November 02, 2021
Kyle Rodda, IG Markets: Inflation, supply chains, and the impact on interest rates and assets
50 mins; October 23, 2021
Patrick Chovanec - Evergrande, China's economy, and the CCP's shifting posture under Xi
69 hours 43 mins; October 01, 2021
CEO of The Iconic, Erica Berchtold: Tech, digital spending, and managing supply chains in a pandemic
39 mins; September 20, 2021
Macrodesiac's David Belle - Demographics, the Fed, African mining, mega cap tech stocks as 'sovereign bond proxies' and more
65 hours 42 mins; September 09, 2021
ANZ senior economist Adelaide Timbrell - Surging Australian house prices
31 mins; August 30, 2021
JP Morgan's Kerry Craig -- Global macro tour, with 'The Three Peaks' in growth, earnings, and CB accommodation
61 hours 38 mins; August 22, 2021
S3 Ep 11 - Acclaimed chef Mark Best on the economic devastation in the hospitality sector
56 mins; August 17, 2021
S3 Ep 10 - SPECIAL EDITION - Everything you ever needed to know about oil, with David Prentice of Brookside Energy
34 mins; August 07, 2021
S3 Ep 9 - Tolga Kumova on picking resources companies, trades versus investments, and the next big thing
53 mins; July 27, 2021
S3 Ep 8 - Dr Benn Eifert of QVR Advisors on equity derivatives and their rising role in markets
48 mins; July 23, 2021
S3 Ep 7 - Jo Masters of EY on economic recovery and the impact of lockdowns
47 mins; July 17, 2021
S3 Ep 6 - Crypto special with Sergei Sergienko - DeFi, Tether risk, criminals, staking, regulators and more
67 hours 36 mins; July 06, 2021
S3 Ep 5 - The bond market beast has been stirring
48 mins; June 29, 2021
S3 Ep4 - OMG (Openmarkets Group) CEO Ivan Tchourilov: Bonds, the rise of derivatives, and better tech in financial advice
47 mins; June 10, 2021
S3 Ep3 - CBA Agri Strategist Tobin Gorey on global food markets, land prices, climate risk, and choosing a steak
57 mins; June 03, 2021
S3 Ep2 -- J.P. Morgan executive director Laura Fitzsimmons on inflation risk, central banks and currencies
43 mins; May 28, 2021
S3 Ep1 -- Westpac Head of Market Strategy Rob Rennie: Iron ore, copper, the recovery and inflation risk
49 mins; May 20, 2021
S2 Ep6 - The Commodity Complexities, with ANZ Strategist Daniel Hynes
40 mins; March 26, 2021
S2 Ep5 - Could the wheels come off the recovery? Plus: The Fed and BNPL's image problem
49 mins; March 18, 2021
S2 Ep4 - Colgonomics: Paul Colgan interviews Paul Colgan
37 mins; March 04, 2021
S2 Ep3 - CBA star credit analyst Belinda Cheung
54 mins; February 25, 2021
S2 Ep2 - Soc Gen's Kit Juckes - The global economy in 2021
52 mins; February 19, 2021
Season 2 Episode 1 - Wall Street Bets and the Gamestop squeeze
44 mins; February 04, 2021
Ep 29 - The BIP Show Christmas Special 2020
68 hours 42 mins; December 18, 2020
Ep 28 - Jonathan Pain of The Pain Report - A macro trip around the world
40 mins; December 13, 2020
Ep 27 - Gareth Aird, CBA Head of Australian Economics - The real conversation about Australia's recovery
59 mins; December 03, 2020
Ep 26 - Terry Rawnsley - The economic case for getting back to the office, property price impacts, and a review of soaring markets
61 hours 54 mins; November 26, 2020
Ep 25 - Westpac's Robert Rennie - The benefits of RCEP, and the future of global trade and manufacturing
77 hours 4 mins; November 20, 2020
Ep 24 - CBA's Martin Whetton - The RBA's policy moves, and global markets after the vaccine news
61 hours 17 mins; November 12, 2020
Ep 23 - Washington DC veteran Larry Grossman of C|T Group - after Trump, and what a Biden presidency might look like
57 mins; November 08, 2020
Ep. 22 - AMP Capital's Diana Mousina - Australia's inflation data, RBA policy, and the global outlook
49 mins; October 29, 2020
Ep 21 - The Anons - Ramp Capital, 88888saccount and Ignore on making finance fun
50 mins; October 22, 2020
Ep. 20 - Warren Hogan - Australia's economy after the budget, challenges for business, and pricey stocks
48 mins; October 15, 2020
Ep. 19 - GAM Investment Director Paul McNamara - Emerging market bonds and currencies
37 mins; October 08, 2020
Ep. 18 - Su-Lin Ong - The RBA's choices from here
34 mins; September 24, 2020
Ep. 17 - Dr Ashley Frawley - The paradox of progress, and some fresh perspectives on the challenges for capitalism
60 hours 36 mins; September 17, 2020
Ep. 16 - Con Michalakis - Managing $10 billion in assets in 2020, the path out, MMT - and rock
65 hours 7 mins; September 10, 2020
Episode 15 - The 3 universal laws of money, and a recap of what we've learned so far
64 hours 11 mins; September 03, 2020
Episode 14 - Paul Brandus of West Wing Reports - A deep dive on the 2020 US Presidential election
63 hours 52 mins; August 28, 2020
Magellan's Chris Wheldon - A deep dive on stock investing strategy in a turbulent world
58 mins; August 20, 2020
Episode 12 - Matt Barrie - Tech companies today, the future of Australia
77 hours 59 mins; August 14, 2020
Episode 11 - ANZ's Cherelle Murphy - Australia's second wave and a deteriorating outlook
42 mins; August 06, 2020
Episode 10 - Jordan Eliseo - Record gold prices in the global markets picture
57 mins; July 30, 2020
Episode 9 - Stephen Kirchner - The budget blowout, central banks and MMT, and a chilling US election scenario
44 mins; July 23, 2020
Episode 8 - Westpac's Justin Smirk - Australia's labour market, commodities, and ideas for inflation
58 mins; July 17, 2020
Episode 7 - Kerry Craig - Market distortions and the policy put. Plus: Does macro even matter any more?
55 mins; July 09, 2020
Episode 6 - Chris Weston - Surging stocks, retail trading and the mistakes rookies make
50 mins; July 02, 2020
Episode 5 - Pete Wargent - Commercial property, housing, and IMF downgrades
54 mins; June 25, 2020
Episode 4 - Prof Gigi Foster - Did COVID-19 lockdowns go too far?
58 mins; June 18, 2020
Episode 3 - Martin Whetton of CBA - Bond market developments
61 hours 49 mins; June 11, 2020
Episode 2 -- Jo Masters (Recovery outlook, Australian GDP, America, and lessons from lockdown)
73 hours 18 mins; June 08, 2020
Episode 1 -- Markets after the COVID-19 meltdown, and the Lobotomy Paradigm
44 mins; May 29, 2020
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