147 episódios

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 Investment Podcast Muskets at Dawn Pty Ltd

    • Negócios

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.

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

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

    Welcome to "The Theory of Thing Investment Podcast"! In this episode, join us as we explore the world of investment strategies with Plato long/short Alpha Fund Manager, David Allen. Discover valuable insights into navigating the markets with David's expert guidance. We'll also provide a comprehensive markets wrap-up, keeping you informed on the latest trends and developments. And for some fun, stay tuned for our footy tips segment, where we share our predictions for the upcoming games. Tune in for an engaging discussion on investment strategies, market updates, and a dash of sports excitement. Don't miss out! #InvestmentInsights #MarketWrap #FootyTips
    Support this show http://supporter.acast.com/the-bip-show.

    Hosted on Acast. See acast.com/privacy for more information.

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

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

    Join us on as we explore the world of finance and investing with expert insights and lively discussions. In this episode, we sit down with perennial six-hitter Chris Lynn to discuss his personal coaching company Playbook, along with how he's giving back to the game he loves. Additionally, we provide a comprehensive markets wrap-up, analyzing the latest trends and developments. Plus, we ponder the question: can Jimmy hoof one with precision? Tune in for an engaging discussion filled with actionable advice and thought-provoking insights. #InvestmentPodcast #Finance #MarketAnalysis #InvestingStrategies #ExpertInsights
    Support this show http://supporter.acast.com/the-bip-show.

    Hosted on Acast. See acast.com/privacy for more information.

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

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

    Welcome to "The Theory of Thing Investment Podcast"! Join us in this episode as we charge into the world of investment with David Sokulsky, CIO of Carrara Capital, discussing long/short macro strategies and market insights. Alongside, we have special guest and Tigers legend Robbie Farah sharing his take on the season's highlights and players to watch out for. Plus, we reveal the winner of the first round of the BPC tipping comp! Tune in for expert analysis, insider tips, and all things investment, sports, and more. #InvestmentInsights #MarketAnalysis #NRLTalk #BPCtipping #FinancePodcast
    Support this show http://supporter.acast.com/the-bip-show.

    Hosted on Acast. See acast.com/privacy for more information.

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

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

    Welcome to "The Theory of Thing Investment Podcast" where we dive deep into the financial world's hottest topics! In this episode, we conduct a comprehensive health market review, exploring the latest trends and insights. Special guest Chris Weston from Pepperstone joins us to dissect central bank policies worldwide, shedding light on their impact on global markets. Plus, we investigate whether the yen still holds its funding status amidst changing economic landscapes. And to top it off, we offer our AFL/NRL round 3 predictions. Tune in for expert analysis, valuable perspectives, and actionable investment strategies. #InvestmentInsights #CentralBanks #MarketTrends #Predictions #FinanceTalk
    Support this show http://supporter.acast.com/the-bip-show.

    Hosted on Acast. See acast.com/privacy for more information.

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

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

    Welcome to "The Theory of Thing Investment Podcast" where we dissect market trends and unveil investment strategies. In this episode, we dive into a health market review, analyzing its impact on investment opportunities. Celebrate our astute call on copper prices! We also discuss the temporary pause in yield declines and its implications for investors. Plus, we scrutinize Boeing's recent fall and its potential repercussions. Stay tuned for our AFL/NRL round 2 predictions. Tune in for expert insights and actionable investment advice. Don't miss out! #InvestmentInsights #MarketAnalysis #CopperPrices #YieldDeclines #Boeing #SportsPredictions #TheTheoryOfThing
    Support this show http://supporter.acast.com/the-bip-show.

    Hosted on Acast. See acast.com/privacy for more information.

    • 25 min
    James and Heath get back in the saddle post-Vegas

    James and Heath get back in the saddle post-Vegas

    Welcome to "The Theory of Thing Investment Podcast"! Join hosts James and Heath as they catch up post-Vegas, sharing insights and laughs. In this episode, explore the intriguing question: "Will the Japanese buy all our companies?" Delve into a comprehensive earnings review, uncovering trends and potential opportunities. Stay tuned for copper picks, where the hosts analyze the market's metallic heartbeat. Plus, gear up for AFL/NRL round 1 predictions that might just shape your investment game. Don't miss this dynamic episode blending personal anecdotes with essential market updates. Tune in for a rollercoaster of financial wisdom and predictions! #InvestmentTalk #EarningsReview #CopperPicks #MarketInsights #PodcastPredictions
    Support this show http://supporter.acast.com/the-bip-show.

    Hosted on Acast. See acast.com/privacy for more information.

    • 30 min

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