Theory of Thing Investment Podcast

Muskets at Dawn Pty Ltd
  • 5.0 (1)
  • Investing
  • Updated Weekly

Looking for a deeper dive than your average investing podcast? Welcome to Theory of Thing, the financial markets podcast that looks beyond the surface. Hosted by James Whelan of SmallCaps (An InvestHouse AI Company) alongside HLM’s Heath Moss, this investor podcast cuts through the noise of modern finance. We don't just recap the news — we figure out the second and third derivative of major market shifts. Why Listen?Elite Insights: Featuring exclusive conversations with top analysts, leading investors, and key decision-makers.Macro to Micro: A masterclass in global economics, capital markets, and individual stocks.Unfiltered Logic: Famously dubbed "the smartest show no one listens to" by a prominent business channel critic.Whether you are a seasoned institutional player tracking macro trends or looking for one of the best sharemarket podcasts to sharpen your portfolio edge, this is the definitive investors podcast for your weekly rotation. Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

  1. TOT Powered by Small Caps: respiratory, gold, tungsten, football, benedict and more

    Jul 3

    TOT Powered by Small Caps: respiratory, gold, tungsten, football, benedict and more

    How Jimmy builds a brand, GGR, Coolabah, Steve Woodham, Locksley, Broken Hill Mines, Adherium, Waratah, Sky metals, Mithril, Megaport, Tungsten eggs benedicts, footy tips and more. Some absolute crackers in these. Market overview and recent market movements Mining exploration updates and company highlights Investment opportunities in gold, copper, tungsten, and healthcare tech US economic indicators and market forecasts Impact of geopolitical events on oil and resource markets General advice only, if at all. Please seek your own advice or drop us a line for more information. Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    17 min
  2. ASX Small Caps: Gold, Resources and the Macro Shift Investors Should Watch

    Jun 19

    ASX Small Caps: Gold, Resources and the Macro Shift Investors Should Watch

    In this episode of the Theory of Thing investment podcast, James Whelan and Heath Moss talk through the latest macro moves and what they could mean for ASX small caps. The chat starts with the big headline noise, then gets into the stuff that matters for investors. That includes the Fed’s hawkish tone, what it could mean for yields, the US dollar and inflation expectations, and why those factors matter for markets over the next few months. They also take a look at the bigger structural case for resources. Copper, lithium, aluminium, tin and rare earths all get a mention, along with the ongoing supply shortages and why that theme still looks strong. Gold is another major focus, with discussion around central bank buying, inflation expectations easing, and why the second half of the year could be a better stretch for the metal. The episode also touches on a few small-cap names and updates, including Barton Gold and other trading and corporate activity across the sector. If you are watching for ideas in ASX resources and gold, this one is worth a look. Timestamps: 00:00 Intro and market chatter 04:36 Resources outlook and the structural case 05:14 Why gold still looks attractive 06:34 Barton Gold discussion 08:22 Trading halt and placement update 09:05 Market wrap starts 09:24 US markets and the Fed 11:28 Midterm slump and seasonality 11:14 Yields and oil moves Like the video, leave a comment with the ASX small cap you are watching, and subscribe for more weekly market chat and stock ideas from Host and the team. ⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed. General advice only, if at all. Please seek your own advice or drop us a line for more information. Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    27 min
  3. Nasal Spray and the 4 Ps

    Jun 12

    Nasal Spray and the 4 Ps

    In this episode, James Whelan and Heath Moss discuss market updates, small cap investing strategies, recent travel experiences, and insights into commodities like oil and gold, along with sports and World Cup predictions. Also, would you prefer the nasal spray or the tongue strip for ED? Mentions of LTP, LMS, ILT, MRZ General advice only, if at all. Please seek your own advice or drop us a line for more information. Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    27 min
  4. Theory of Thing: Tungsten, Budget, International Roast

    May 15

    Theory of Thing: Tungsten, Budget, International Roast

    00:00 Introduction and Coffee Talk 02:50 Family Health and Sickness 05:37 Property Investment Challenges 08:28 Government Policies and Economic Impact 11:13 Political Landscape and Public Sentiment 13:47 Tungsten Webinar and Market Insights 16:49 Viking Mines: A Promising Investment 19:51 Market Trends and Earnings Reports 22:44 The Impact of Global Conflicts on Oil Prices 25:45 Lithium Production Innovations 28:42 Weekend Sports Predictions General advice only, if at all. Please seek your own advice or drop us a line for more information. Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    30 min
  5. Post cap of RIU RRU Conference

    May 8

    Post cap of RIU RRU Conference

    Join James Whelan and Heath Moss as they discuss recent market trends, small cap sector insights, and specific company updates, including uranium projects and energy markets. Gain expert perspectives on investment strategies, market analysis, and the impact of geopolitical events on commodities.$AGE General advice only, if at all. Please seek your own advice or drop us a line for more information. Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    24 min
  6. Theory of Thing: Helium, Middle names, record highs and more...

    Apr 17

    Theory of Thing: Helium, Middle names, record highs and more...

    In this episode, James Whelan and Heath Moss discuss macroeconomic trends, geopolitical events, and their impact on markets and commodities. They analyze recent market movements, geopolitical tensions in the Middle East, and the outlook for critical minerals and energy sectors. markets, geopolitics, commodities, macroeconomics, energy, minerals, stocks, geopolitical tensions, investment strategies General advice only, if at all. Please seek your own advice or drop us a line for more information. Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    17 min
  7. on Two mates finally catching up

    Apr 10

    on Two mates finally catching up

    Discover the latest insights on small cap gold investments from the Resources Rising Stars Conference. Learn about emerging companies and market trends that every investor should know. In the world of investments, navigating the small cap gold sector can often feel like a daunting task. With constant fluctuations in gold prices and geopolitical events impacting market dynamics, investors need clear guidance to make informed decisions. In this post, we’ll explore insights shared during a recent discussion between investment experts James Whelan and Heath Moss, highlighting significant trends and promising companies in the small cap gold space. General advice only, if at all. Please seek your own advice or drop us a line for more information. Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    17 min
  8. Theory of Thing: Market strategies during uncertainty

    Mar 20

    Theory of Thing: Market strategies during uncertainty

    What to tell clients who get cold feet in this environment. And March madness!! In this engaging interview, James Whelan and Heath Moss discuss market strategies, geopolitical tensions, and investment insights amidst current global events. They share practical advice for investors navigating uncertainty, analyze recent market movements, and explore the impact of geopolitical conflicts on energy and commodities.And shorting Private Credit...wow. General advice only, if at all. Please seek your own advice or drop us a line for more information. Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    35 min
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About

Looking for a deeper dive than your average investing podcast? Welcome to Theory of Thing, the financial markets podcast that looks beyond the surface. Hosted by James Whelan of SmallCaps (An InvestHouse AI Company) alongside HLM’s Heath Moss, this investor podcast cuts through the noise of modern finance. We don't just recap the news — we figure out the second and third derivative of major market shifts. Why Listen?Elite Insights: Featuring exclusive conversations with top analysts, leading investors, and key decision-makers.Macro to Micro: A masterclass in global economics, capital markets, and individual stocks.Unfiltered Logic: Famously dubbed "the smartest show no one listens to" by a prominent business channel critic.Whether you are a seasoned institutional player tracking macro trends or looking for one of the best sharemarket podcasts to sharpen your portfolio edge, this is the definitive investors podcast for your weekly rotation. Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

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