Theory of Thing Investment Podcast
A podcast by Muskets at Dawn Pty Ltd - Fridays
187 Episodes
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JP Morgan's Kerry Craig -- Global macro tour, with 'The Three Peaks' in growth, earnings, and CB accommodation
Published: 22/08/2021 -
S3 Ep 11 - Acclaimed chef Mark Best on the economic devastation in the hospitality sector
Published: 17/08/2021 -
S3 Ep 10 - SPECIAL EDITION - Everything you ever needed to know about oil, with David Prentice of Brookside Energy
Published: 07/08/2021 -
S3 Ep 9 - Tolga Kumova on picking resources companies, trades versus investments, and the next big thing
Published: 28/07/2021 -
S3 Ep 8 - Dr Benn Eifert of QVR Advisors on equity derivatives and their rising role in markets
Published: 23/07/2021 -
S3 Ep 7 - Jo Masters of EY on economic recovery and the impact of lockdowns
Published: 18/07/2021 -
S3 Ep 6 - Crypto special with Sergei Sergienko - DeFi, Tether risk, criminals, staking, regulators and more
Published: 07/07/2021 -
S3 Ep 5 - The bond market beast has been stirring
Published: 29/06/2021 -
S3 Ep4 - OMG (Openmarkets Group) CEO Ivan Tchourilov: Bonds, the rise of derivatives, and better tech in financial advice
Published: 10/06/2021 -
S3 Ep3 - CBA Agri Strategist Tobin Gorey on global food markets, land prices, climate risk, and choosing a steak
Published: 03/06/2021 -
S3 Ep2 -- J.P. Morgan executive director Laura Fitzsimmons on inflation risk, central banks and currencies
Published: 29/05/2021 -
S3 Ep1 -- Westpac Head of Market Strategy Rob Rennie: Iron ore, copper, the recovery and inflation risk
Published: 20/05/2021 -
S2 Ep6 - The Commodity Complexities, with ANZ Strategist Daniel Hynes
Published: 27/03/2021 -
S2 Ep5 - Could the wheels come off the recovery? Plus: The Fed and BNPL's image problem
Published: 18/03/2021 -
S2 Ep4 - Colgonomics: Paul Colgan interviews Paul Colgan
Published: 05/03/2021 -
S2 Ep3 - CBA star credit analyst Belinda Cheung
Published: 25/02/2021 -
S2 Ep2 - Soc Gen's Kit Juckes - The global economy in 2021
Published: 19/02/2021 -
Season 2 Episode 1 - Wall Street Bets and the Gamestop squeeze
Published: 04/02/2021 -
Ep 29 - The BIP Show Christmas Special 2020
Published: 18/12/2020 -
Ep 28 - Jonathan Pain of The Pain Report - A macro trip around the world
Published: 14/12/2020
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.
