187 Avsnitt

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

    Publicerades: 2023-05-12

  2. 25bps and what it means for your mortgage. Guest Ben Anson of Legend Finance

    Publicerades: 2023-05-05

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

    Publicerades: 2023-04-28

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

    Publicerades: 2023-04-20

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

    Publicerades: 2023-04-14

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

    Publicerades: 2023-04-06

  7. 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

    Publicerades: 2023-03-31

  8. 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.

    Publicerades: 2023-03-24

  9. James Whelan (VFS Group) and Heath Moss (HLM Investments) shoot the breeze on bailouts, rate rises, commodities and footy

    Publicerades: 2023-03-17

  10. Daniel Hynes Senior Commodity Strategist with the ANZ talking oil, nat gas, iron Ore and Chinese growth outlook

    Publicerades: 2023-03-10

  11. Adelaide Timbrell, ANZ Senior Economist & Heath Moss, HLM Investments

    Publicerades: 2023-03-03

  12. Alec Cutler, Orbis Global Balanced Fund on 60/40, Contrarian global investing, value gaps and more

    Publicerades: 2023-02-25

  13. Blair Hannon, Global X ETFs on Clean Tech and Commodity Investing

    Publicerades: 2023-02-16

  14. David Scutt!!! We get the great man in for a chat about...everything

    Publicerades: 2023-02-10

  15. Allan Gray's CIO Simon Mawhinney with an update on what the best long term investors are seeing now

    Publicerades: 2023-01-31

  16. 2023 Outlooks on China, recession pricing, copper & market stats w/ Kyle Rodda & Heath Moss

    Publicerades: 2023-01-20

  17. Christmas Special! w/ Adelaide Timbrell, Martin Whetton, Kit Lowe and Heath Moss

    Publicerades: 2022-12-16

  18. Garfield Reynolds, Bloomberg Chief Rates Correspondent for Asia on all things signals, Powell, Fed flinching, China, Russia and more

    Publicerades: 2022-12-02

  19. Professor Gigi Foster, UNSW "Did Covid Lockdowns go too far? Part 2"

    Publicerades: 2022-11-25

  20. Pete Wargent, co-founder of BuyersBuyers talking Budget, Visas, Stamp Duty, Construction, Rate Cliffs & More!!

    Publicerades: 2022-11-11

5 / 10

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.

Visit the podcast's native language site