187 Episodes

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

    Published: 12/05/2023
  2. 25bps and what it means for your mortgage. Guest Ben Anson of Legend Finance

    Published: 05/05/2023
  3. On the week ahead, who is right on rates, market sketchiness and more

    Published: 28/04/2023
  4. On commodity shortages, US earnings takeaways, LITHIUM!!!, Jamie Dimon and footy tips

    Published: 20/04/2023
  5. Emma Fisher, Airlie Funds Management Australian Share Fund on stock selection, culture, valuations and Australia's "boom to muddle through" cycles

    Published: 14/04/2023
  6. James & Heath with rate pauses, twitter blocks, which research to follow, name changes and footy tips!!

    Published: 06/04/2023
  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

    Published: 31/03/2023
  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.

    Published: 24/03/2023
  9. James Whelan (VFS Group) and Heath Moss (HLM Investments) shoot the breeze on bailouts, rate rises, commodities and footy

    Published: 17/03/2023
  10. Daniel Hynes Senior Commodity Strategist with the ANZ talking oil, nat gas, iron Ore and Chinese growth outlook

    Published: 10/03/2023
  11. Adelaide Timbrell, ANZ Senior Economist & Heath Moss, HLM Investments

    Published: 03/03/2023
  12. Alec Cutler, Orbis Global Balanced Fund on 60/40, Contrarian global investing, value gaps and more

    Published: 25/02/2023
  13. Blair Hannon, Global X ETFs on Clean Tech and Commodity Investing

    Published: 16/02/2023
  14. David Scutt!!! We get the great man in for a chat about...everything

    Published: 10/02/2023
  15. Allan Gray's CIO Simon Mawhinney with an update on what the best long term investors are seeing now

    Published: 31/01/2023
  16. 2023 Outlooks on China, recession pricing, copper & market stats w/ Kyle Rodda & Heath Moss

    Published: 20/01/2023
  17. Christmas Special! w/ Adelaide Timbrell, Martin Whetton, Kit Lowe and Heath Moss

    Published: 16/12/2022
  18. Garfield Reynolds, Bloomberg Chief Rates Correspondent for Asia on all things signals, Powell, Fed flinching, China, Russia and more

    Published: 02/12/2022
  19. Professor Gigi Foster, UNSW "Did Covid Lockdowns go too far? Part 2"

    Published: 25/11/2022
  20. Pete Wargent, co-founder of BuyersBuyers talking Budget, Visas, Stamp Duty, Construction, Rate Cliffs & More!!

    Published: 11/11/2022

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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.

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