Theory of Thing Investment Podcast
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.
Show episodes
Theory of Thing: The Big Show — "Governance, Value & Trade: Where the Market’s Cracks and Opportunities Lie"
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 lapse
SQM Research has just placed the private credit sector on watch, and that’s got the market talking. What does it mean? Should investors be worried? And where are the biggest risks hiding? In this episode of The Theory of Thing Investment Podcast, James Whelan sits down with Louis Christopher, Managing Director of SQM R
Theory of Thing: The Big Show is back, powered by Ensombl and bringing the big names to break down the big topics—without putting you to sleep. Hosted by James Whelan (BPC Wealth) and Heath Moss, this episode features:Billy Leung of Global X ETFs on global investment themesScott Morgan, Head of Real Estate Finance at R
🎙 The Theory of Thing Investment Podcast – Market Moves, Footy Tips & Copper Smelters🏉📈
🎙 The Theory of Thing Investment Podcast – Market Moves, Footy Tips & Copper Smelters🏉📈 This week, we cover everything from market trends to footy predictions, with expert insights and a few surprises along the way. Heath Moss of HLM Investments delivers a sharp market wrap, breaking down the latest moves and what’s
🎙 The Theory of Thing: The Big Show – Expert Insights & A Few Laughs 🎙 This week, we bring you a massive episode packed with top-tier insights, expert guests, and a touch of chaos. Heath Moss of HLM Investments kicks things off with his signature Market Wrap, breaking down the latest trends. Marc Jocum from Global X
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! #Investme