Theory of Thing Investment Podcast

187 Episodes

1. David Sokulsky: Carrara Capital CIO/CEO on all things markets

   Published: 04/11/2022
2. Adelaide Timbrell, Senior Economist ANZ on consumer spending, rate expectations, budget predictions and more!

   Published: 21/10/2022
3. Karl Siegling, Cadence Capital on longs and shorts right now, behavioural finance, energy plays and more

   Published: 14/10/2022
4. Eleanor Creagh, REA Group Senior Economist on house price data, rental moves, rate forecasts and more

   Published: 08/10/2022
5. Paola Rojas, Corporate advisor, investor & CEO of Synergy Resource Capital talking copper, lithium, uranium and silver

   Published: 22/09/2022
6. Kyle Rodda (Ausbiz), John de Boer (Our Kloud), Ian Aspinall (OpenMarkets), Heath Moss (HLM)

   Published: 09/09/2022
7. Louise Bedford of The Trading Game on hot & cold sectors, bullish patterns and what's ahead

   Published: 02/09/2022
8. Gareth Aird, Head of Australian Economics, CBA on home prices, consumer spending, RBA forecasts and the upsides

   Published: 26/08/2022
9. Jack Kouzi, VFS Group and David Prentice of Brookside Energy talking China and Oil & Gas

   Published: 19/08/2022
10. Misha Saul, Investment Manager at Private Equity firm Potentia Capital

    Published: 11/08/2022
11. Chris Berg, Assoc Prof RMIT talking crypto winter, what uses will survive and Web3

    Published: 05/08/2022
12. Kyle Rodda of Ausbiz with James Whelan talking CPI, GDP, rates, QE, earnings and more

    Published: 29/07/2022
13. Max Swango, Global Head, Invesco Global Real Estate Fund with James Whelan

    Published: 22/07/2022
14. Jonathan Pain of The Pain Report talking European Energy "Catastrophe"

    Published: 15/07/2022
15. Aussie Mortgages!! On the Coalface with Actual Mortgage Lenders and AMP's Diana Mousina

    Published: 08/07/2022
16. Macro Strategist David Pain with a trip around the grounds

    Published: 24/06/2022
17. Ausbil Global Small Cap PM Simon Wood on the current investing landscape, where the green shoots are and what's ahead in small cap quality value

    Published: 17/06/2022
18. The best placed manager right now? Allan Gray CIO Simon Mawhinney talking contrarian, value, what's ahead, what's behind

    Published: 03/06/2022
19. Market Update, the BOFA Fund Manager Survey, Rebalancing Moves and Election w/ Kyle Rodda & Heath Moss

    Published: 20/05/2022
20. What's next in tech? The cloud and who's connected to it. With Karim Nejaim, CEO of ActivePort

    Published: 13/05/2022