Theory of Thing Investment Podcast

Muskets at Dawn Pty Ltd
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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.

  1. The Future of AI and Its Impact on Investments

    6D AGO

    The Future of AI and Its Impact on Investments

    In this episode of the Theory of Thing Investment podcast, James Whelan and Heath Moss discuss the current state of the markets, the impact of AI on job sectors, and the performance of SaaS companies. They explore investment strategies focusing on commodities and the energy sector, while also sharing insights on small-cap stocks and the importance of networking in investment success. Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

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

    JAN 30

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

    Guest: Exec Chair Pat Walta of BHM.ASX In this episode of the Theory of Thing Investment Podcast, James Whelan and Heath Moss discuss various topics including personal updates, market trends, and insights into the mining sector, particularly focusing on Broken Hill Mines. They explore the current state of silver and zinc markets, investment opportunities, and the impact of economic factors on these commodities. The conversation also touches on major players in the tech industry, such as Microsoft, and their influence on market sentiment. The episode concludes with final thoughts on investment strategies and market dynamics. Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    27 min
  3. "The power of the nap cannot be underestimated."

    JAN 16

    "The power of the nap cannot be underestimated."

    Hosts James Whelan and Heath Moss engage in a lively discussion about their personal lives, recent experiences, and insights into the investment landscape for 2026. They share anecdotes about their families, the importance of taking breaks, and the power of naps, emphasizing the need for balance in a demanding work environment. The conversation then shifts to investment strategies, with Heath providing an optimistic outlook on the American economy, predicting significant GDP growth driven by a healthy consumer base and tax cuts. He highlights key investment opportunities, particularly in the tech sector and commodities, while also addressing potential risks in the market, especially concerning AI stocks. Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    27 min
  4. TOT investment, market insights, cobalt, silver, gold, copper, Australian economy, RBA, fantasy football

    12/12/2025

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

    In this episode of the Theory of Thing Investment podcast, James Whelan and Heath Moss discuss various investment opportunities and market insights as they approach the end of the year. They delve into the performance of cobalt, silver, and copper markets, while also reflecting on the Australian economy and the RBA's stance. The conversation wraps up with a light-hearted discussion about their fantasy football league and festive greetings. Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    31 min
  5. Ashes Day and Market Insights

    11/21/2025

    Ashes Day and Market Insights

    In this episode of the Theory of Thinking Investment podcast, James Whelan and Heath Moss discuss the excitement surrounding Ashes Day, market insights, and the current economic landscape. They delve into the implications of market volatility, the impact of AI on investment strategies, and the significance of Oracle's credit default swaps. The conversation wraps up with a look at the ongoing appetite for funding in the AI sector. Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    19 min
  6. TOT Navigating Market Trends: Insights from James Whelan & Heath Moss

    11/07/2025

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

    In this conversation, James Whelan and Heath Moss discuss the current market trends driven by US economic factors and offers investment strategies for Australian investors focusing on US-linked ASX companies. He emphasizes the importance of monitoring specific sectors and suggests a diversified approach to investing in stocks with US assets. takeaways The US economy will significantly influence the market in the coming months.Investors should focus on ASX companies with US assets.Diversifying investments across multiple stocks can mitigate risk.Small investments in promising stocks can yield high returns.Monitoring critical areas in the market is essential for investment success.General advice should be taken with caution and tailored to individual circumstances.Market predictions are subject to change based on economic developments.Investing in stocks requires careful analysis and strategy.Understanding market trends can enhance investment decisions.Long-term investment strategies can lead to substantial gains. market trends, investment strategies, US assets, ASX companies, stock market predictions Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    20 min
  7. TOT s11 e11 on ridiculous victorian public holidays

    09/26/2025

    TOT s11 e11 on ridiculous victorian public holidays

    In this episode of the Theory of Thing Investment Podcast, James Whelan and Heath Moss discuss a variety of topics ranging from personal updates to market analysis. They delve into the current state of the economy, the impact of tariffs, and the performance of commodities like gold and copper. The conversation also touches on sports, particularly the upcoming AFL Grand Final, and concludes with predictions and reflections on personal life. Takeaways Spring is a time of renewal and excitement. The S&P 500 had a relatively stable week despite fluctuations. US GDP growth exceeded expectations, indicating consumer strength. Tariffs are a significant factor in the current economic landscape. Gold and silver are experiencing substantial price increases. Copper is becoming increasingly important in the market. The oil market is stabilizing around current price levels. The upcoming AFL Grand Final is generating excitement. Personal updates reflect the busy lives of the hosts. The podcast blends investment insights with personal anecdotes. Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    18 min
  8. TOT on taking it easy and new gigs

    08/22/2025

    TOT on taking it easy and new gigs

    Summary In this episode, James Whelan and Heath Moss discuss various topics related to investment and the current economic landscape. They share personal updates, delve into market trends, and analyze the impact of AI on productivity. The conversation also touches on recent financial fraud cases and concludes with investment picks and strategies. Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    13 min
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About

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.

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