Theory of Thing Investment Podcast Podcast Por Muskets at Dawn Pty Ltd arte de portada

Theory of Thing Investment Podcast

Theory of Thing Investment Podcast

De: 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.

James Whelan
Economía Finanzas Personales
Episodios
  • TOT on Qantas, women, markets and small caps
    May 23 2025

    Hosted by James Whelan (BPC Wealth) and Heath Moss (HLM Investments), The Big Show is your new go-to for markets, madness, and more — powered by Wakey Wakey.

    The episode features Heath’s sharp market wrap and Jimmy’s no-nonsense bear case, mixed with takes on Qantas flights, why women keep getting a raw deal, and whatever else sets the world alight. Jimmy talks about his time MCing Adelaide weddings and just how popular IS this guy in South Australia?

    Plus, don’t miss our weekly AFL and NRL footy tips — sometimes brilliant, always bold.

    This is finance, footy, and fearless takes. This is The Big Show.

    #TheoryOfThing #TheBigShow #FinancePodcast #AFLtips #NRLtips #MarketWrap #BearCase #WomenInFocus #QantasChat #WakeyWakey #HeathAndJimmy #InvestingUnfiltered #FootyAndFinance

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

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

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    22 m
  • TOT s11 e4: on Resource Conferences, long weeks, gold, uranium, oil
    May 9 2025

    Hosted by James Whelan (BPC Wealth) and Heath Moss (HLM Investments), powered by Wakey Wakey – this is your unmissable weekly fix for all things markets, minerals, and mayhem. We break down the latest from the Resource Conference circuit and get into the big movers: Uranium, Gold, Oil, and anything else that twitches. Plus, we throw in our not-so-humble AFL and NRL footy tips to round it out. It’s fast, it’s loose, and it’s everything you need to know to stay one step ahead.

    #Markets #Resources #Uranium #Gold #Oil #AFL #NRL #FootyTips #Investing #AustralianPodcast #WakeyWakey #TheoryOfThing #BigShow #HeathAndWhelan

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

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

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    32 m
  • Theory of Thing: The Big Show — "Governance, Value & Trade: Where the Market’s Cracks and Opportunities Lie"
    Apr 29 2025

    James Whelan (BPC Wealth) and Heath Moss (HLM Investments) are back with another packed episode of The Big Show, diving deep into the big themes shaping markets right now. Joining them this week:

    🔹 Dr Suhas Nayak, Portfolio Manager at Allan Gray Australia, lifts the lid on ASX listing rules, corporate governance lapses like James Hardie, and where genuine value is emerging in an uncertain market. Plus, what stocks are surprisingly thriving amid tariffs and trade turmoil?

    🔹 Billy Leung from Global X ETFs brings the thematic heat — sharing what global trends are being missed by local investors

    We're also joined by Matthew Mozziconacci of Etymon Projects for the best food going this side of Mothers Day

    It’s markets, money, governance, and the global chessboard — with the usual mix of insight, wit, and investment edge.

    Hit follow, share the show, and don’t forget: Theory of Thing is never just one thing. #AllanGray #GlobalXETFs #ETFInvesting #ValueInvesting #CorporateGovernance #ASX #JamesHardie #Tariffs #TradeWar #MarketInsights

    #AussieInvestors #FinanceTwitter #SmartMoney #LongTermInvesting #ContrarianInvesting #ThematicInvesting #WealthBuilding

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

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

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    48 m
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