Theory of Thing Investment Podcast

Written by: Muskets at Dawn Pty Ltd
  • Summary

  • 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.

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    James Whelan
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Episodes
  • e10 s21 📈 The Theory of Thing Investment Podcast 🎙️
    Feb 14 2025

    This week, we break down the latest China data and what it means for markets, explore copper’s big moves, and ask—are some Super Bowls just a waste of time? Gold continues to wow investors, and we unpack the impact of tariffs on global trade. Plus, plenty more insights and banter along the way. Don’t miss it!

    #InvestmentPodcast #ChinaData #Copper #Gold #Tariffs #Markets #SuperBowl #TheTheoryOfThing

    Support this show http://supporter.acast.com/the-bip-show.


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

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    28 mins
  • TOT s10 e20 on Hot States, Fijian Inflation, AI data ownership and gold
    Jan 31 2025

    🔥 The Theory of Thing Investment Podcast – Scorching Takes & Market Moves 🔥

    South Australia is sweltering, and Jim returns from Fiji with stories of runaway inflation! Meanwhile, DeepSeek takes over OpenAI—but who really controls the data? We break it all down. Heath delivers another outstanding market wrap, covering the key moves you need to know. Plus, with the NFL Super Bowl just around the corner, we preview the big game and what’s at stake. Don’t miss this jam-packed episode full of insights, surprises, and plenty of heat!

    #InvestmentPodcast #MarketWrap #OpenAI #DeepSeek #Inflation #SuperBowl #TheTheoryOfThing

    Support this show http://supporter.acast.com/the-bip-show.


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

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    33 mins
  • TOT on GOLD, biceps, car troubles and football
    Jan 17 2025

    This episode has it all! Jim's bicep pain becomes a talking point, while the boys recount their latest car troubles. Gold is the trade on everyone’s mind, and we highlight the best gold stocks to keep on your radar. Heath brings his signature style to an amazing market wrap, covering all the key moves, and we add a splash of NFL action to round things out. Whether you’re here for insights, laughs, or both, this episode is not to be missed!

    #InvestmentPodcast #GoldStocks #MarketInsights #NFL #TheTheoryOfThing #MarketWrap

    Support this show http://supporter.acast.com/the-bip-show.


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

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    38 mins

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