Podcasts by 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.
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The Theory of Thing Investment Podcast from 2023-11-24T04:51:20
Welcome to Episode 32 of "The Theory of Thing Investment Podcast"! 🎙️ Dive into the world of strategic investing with insights on "COPPER MOVES" influencing markets. Get a comprehens...
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Episode 31 of The Theory of Thing Investment Podcast from 2023-11-17T00:11:34
Welcome to Episode 31 of "The Theory of Thing Investment Podcast"! 🎙️ Join us as we dive into a diverse mix of topics this week. From engaging NRL trivia to a comprehensive market wrap, we've g...
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E30: our amazing kids, oil declines, bank earnings from 2023-11-09T00:57:55
Welcome to e30: The Theory of Thing Investment Podcast! In this episode, we kick off with a comprehensive market wrap-up, analyzing key trends and potential investment opportunities. Delving int...
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Episode 29: The Theory of Thing Investment Podcast from 2023-11-02T06:47:30
Tune in to this week's episode for a comprehensive #MarketWrap, dissecting the unexpected moves of BOJ that left investors scratching their heads. We'll also dive into the Fed's surprising inact...
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TOT ep 28: oil & renewables, China and renewables, RBA expectations, NFL tips from 2023-10-26T04:28:10
Welcome to episode 28 of "The Theory of Thing Investment Podcast"! 🎙️ In this week's market wrap, we dissect the latest trends and unveil insights for savvy investors. Discover the intriguing w...
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e26: The Theory of Thing Investment Podcast from 2023-10-12T01:46:29
In episode 26 of "The Theory of Thing Investment Podcast," we kick off with a comprehensive US market wrap, dissecting the latest trends and shifts. Our special guest, David Scutt of StoneX, joi...
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e25: The Theory of Thing Investment Podcast from 2023-10-05T00:35:17
In this episode of "The Theory of Thing Investment Podcast," we dive into the hottest topics shaping the financial landscape. First up, we tackle the controversial statement: "Commercial Real Es...
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The month that was, China slowdown and a June Swoon ahead? from 2023-06-02T01:09:48
As we start a new month we recap what's behind us and wat's to come. Has tech moved too far away from the rest of the market?
NDQ.ASX, QUAL.ASX, HNDQ.ASX, QHAL.ASX, NVDA, APPL, NDIA, H...
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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. from 2023-03-24T05:21:52
If you tweet something that could cause serious ramifications and can't back it up you need to be held responsible. We go into some hits and missed for the week. Credit Suisse, regional banks, ... Listen
Newest season of the BIP Show starts here! Pepperstone's Chris Weston & HLM's Heath Moss: we're keeping it relevant on Ukraine, gas, oil, gold, agriculture but is all this masking a bigger elephant in the room? The Fed! from 2022-02-24T06:36:47
Newest season of the BIP Show starts here! Recorded afternoon of 24/2/2022 Guest today is Pepperstone's Chris Weston and we're keeping it relevant on Ukraine, gas, oil, gold, agriculture but is ...
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Christmas Special 2021 - Jo Masters, David Scutt, Laura Fitzsimmons, Adelaide Timbrell from 2021-12-13T09:02:30
There's festive cello music to kick us off on our review of the year and our look ahead to 2022
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Pete Wargent: The rates outlook and the looming downturn for Australian property from 2021-11-25T21:11:15
BuyersBuyers.com.au founder Pete Wargent joins Paul, James and Ken to talk about the outlook for Australian property as we get closer to a rise in official interest rates
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Dan Housden, Recon Tech: Investment and operations risk in a technology-led business world from 2021-11-19T23:51:34
In this special episode presented by Akamai Technologies, Recon Tech MD Dan Housden outlines the current cyber threat environment and how investors and business operators can think about risk
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CBA's Martin Whetton: What happened with Australian bonds and the RBA abandoning yield curve control from 2021-11-05T08:32:09
Commonwealth Bank Head of Fixed Income and FX Strategy Martin Whetton joins Paul, Ken, and James to talk about the huge week in the Australian bond market
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Dr Chris Baker of Bridge Street Capital: Resources, rare earths, and how to find great exploration companies from 2021-11-02T09:10:04
In a special episode of The BIP Show, Dr Chris Baker from our commercial partner Bridge Street Capital talks about how he runs the ruler over mining companies coming to market.
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Kyle Rodda, IG Markets: Inflation, supply chains, and the impact on interest rates and assets from 2021-10-23T23:56:03
IG Markets Australia market analyst Kyle Rodda joins Paul, Ken, and James to talk about the big global picture and what the impacts might be on markets.
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Patrick Chovanec - Evergrande, China's economy, and the CCP's shifting posture under Xi from 2021-10-01T08:06:06
Patrick Chovanec, adjunct professor at Columbia University and economic adviser at Silvercrest Asset Management, joins Paul, James and Ken to talk about Evergrande and the evolving picture on China...
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CEO of The Iconic, Erica Berchtold: Tech, digital spending, and managing supply chains in a pandemic from 2021-09-20T07:27:58
Erica Berchtold is chief executive of online fashion juggernaut The Iconic. She joins James and Paul to talk about steering the business through the COVID-19 pandemic
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Macrodesiac's David Belle - Demographics, the Fed, African mining, mega cap tech stocks as 'sovereign bond proxies' and more from 2021-09-09T12:49:17
James and Paul chat with Trading View UK Growth Director and Macrodesiac founder David Belle about the major themes in global economics
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ANZ senior economist Adelaide Timbrell - Surging Australian house prices from 2021-08-30T23:25:28
ANZ's economics team is calling for 20%+ growth in house prices in 2021. Senior economist Adelaide Timbrell joins Paul and James to talk through the rationale.
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JP Morgan's Kerry Craig -- Global macro tour, with 'The Three Peaks' in growth, earnings, and CB accommodation from 2021-08-22T10:37:15
JP Morgan executive director and global markets strategist Kerry Craig joins Ken Veksler and Paul Colgan to talk about the evolving picture in the global economy as Delta takes hold and growth rate...
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S3 Ep 11 - Acclaimed chef Mark Best on the economic devastation in the hospitality sector from 2021-08-17T07:17:09
Mark Best is one of the leading lights of Australian cuisine. He joins Paul and James to discuss how COVID-19 has devastated the hospitality industry, supply chain pressures - and, yes, cooking the...
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S3 Ep 10 - SPECIAL EDITION - Everything you ever needed to know about oil, with David Prentice of Brookside Energy from 2021-08-07T07:06:19
James Whelan meets David Prentice, CEO of Brookside Energy
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S3 Ep 9 - Tolga Kumova on picking resources companies, trades versus investments, and the next big thing from 2021-07-28T04:53:11
Kitara Investments CIO Tolga Kumova is one of Australia's best-known and most successful small-cap investors. He joins James and Paul to talk about his story, his process and what he thinks is comi...
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S3 Ep 8 - Dr Benn Eifert of QVR Advisors on equity derivatives and their rising role in markets from 2021-07-23T05:32:59
Volatility skews and options can play an important role in global markets. Dr Benn Eifert's QVR Advisors offers quantitative strategies on options products. He joins Ken, Paul, and James to talk ab...
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S3 Ep 8 - Dr Benn Eifert of QVR Advisors on equity derivatives and their rising role in markets from 2021-07-23T05:32:59
Volatility skews and options can play an important role in global markets. Dr Benn Eifert's QVR Advisors offers quantitative strategies on options products. He joins Ken, Paul, and James to talk ab...
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S3 Ep 7 - Jo Masters of EY on economic recovery and the impact of lockdowns from 2021-07-18T00:14:45
Jo Masters, chief economist at EY Oceania, joins The BIP Show to talk about Australia's recovery and the impact of the current lockdowns
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S3 Ep 6 - Crypto special with Sergei Sergienko - DeFi, Tether risk, criminals, staking, regulators and more from 2021-07-07T03:44:50
Sergei Sergienko oversees two crypto funds put together with Mark Carnegie for sophisticated investors. He joins Paul, James and Ken to talk through almost everything that's happening in the space....
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S3 Ep 5 - The bond market beast has been stirring from 2021-06-29T06:02:29
James, Ken, and Paul talk about the change in tune from the Federal Reserve, Sydney's lockdown, and those guys who were startled by a deer
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S3 Ep4 - OMG (Openmarkets Group) CEO Ivan Tchourilov: Bonds, the rise of derivatives, and better tech in financial advice from 2021-06-10T11:46:08
Openmarkets Group CEO Ivan Tchourilov talks about the rise of technology in trading, financial advice, and the arrival of new traders
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S3 Ep4 - OMG (Openmarkets Group) CEO Ivan Tchourilov: Bonds, the rise of derivatives, and better tech in financial advice from 2021-06-10T11:46:08
Openmarkets Group CEO Ivan Tchourilov talks about the rise of technology in trading, financial advice, and the arrival of new traders
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S3 Ep3 - CBA Agri Strategist Tobin Gorey on global food markets, land prices, climate risk, and choosing a steak from 2021-06-03T11:51:04
Tobin Gorey is Director, Agri Strategy, at the Commonwealth Bank. He joins us to talk about the moves in global food prices, climate risk in agriculture assets, and the land price boom
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S3 Ep2 -- J.P. Morgan executive director Laura Fitzsimmons on inflation risk, central banks and currencies from 2021-05-29T03:00:01
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S3 Ep2 -- J.P. Morgan executive director Laura Fitzsimmons on inflation risk, central banks and currencies from 2021-05-29T03:00:01
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S3 Ep1 -- Westpac Head of Market Strategy Rob Rennie: Iron ore, copper, the recovery and inflation risk from 2021-05-20T11:17:05
Westpac's Rob Rennie explains the dynamics of commodity markets and we look at inflation risk in the global recovery.
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S2 Ep6 - The Commodity Complexities, with ANZ Strategist Daniel Hynes from 2021-03-27T00:01:45
ANZ Senior Commodities Strategist Daniel Hynes joins James and Ken to dive into what's happening with commodities in the post-COVID recovery
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S2 Ep5 - Could the wheels come off the recovery? Plus: The Fed and BNPL's image problem from 2021-03-18T20:21:24
James, Ken and Paul discuss the trajectory of the recovery, getting back to the office, and BNPL's image problems
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S2 Ep4 - Colgonomics: Paul Colgan interviews Paul Colgan from 2021-03-05T01:16:12
Opposite sides of the world. Similar interests. Similar careers. Exactly the same name.
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S2 Ep3 - CBA star credit analyst Belinda Cheung from 2021-02-25T13:37:25
A huge sell-off in US and Australian bonds is the backdrop for our conversation with CBA credit analyst Belinda Cheung
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Season 2 Episode 1 - Wall Street Bets and the Gamestop squeeze from 2021-02-04T20:01:39
Ken, James, and Paul discuss the chaos of Wall Street Bets and the risks of taking on the pros
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Ep 29 - The BIP Show Christmas Special 2020 from 2020-12-18T21:30:05
David Scutt of ausbiz, JP Morgan's Laura Fitzsimmons, EY's Joanne Masters and cellist Chris Pidcock join the show to review 2020
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Ep 29 - The BIP Show Christmas Special 2020 from 2020-12-18T21:30:05
David Scutt of ausbiz, JP Morgan's Laura Fitzsimmons, EY's Joanne Masters and cellist Chris Pidcock join the show to review 2020
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Ep 28 - Jonathan Pain of The Pain Report - A macro trip around the world from 2020-12-14T02:20:50
Veteran investor Jonathan Pain joins us to discuss the outlook for Australia, Japan, China, Europe, South America and more
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Ep 27 - Gareth Aird, CBA Head of Australian Economics - The real conversation about Australia's recovery from 2020-12-03T15:59:20
This is one of the best conversations you'll hear on how Australia has dealt with COVID-19 and the rebound.
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Ep 26 - Terry Rawnsley - The economic case for getting back to the office, property price impacts, and a review of soaring markets from 2020-11-26T21:31:32
Geospatial economist Terry Rawnsley discusses the impact of COVID-19 on demands for space in cities and suburbs
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Ep 25 - Westpac's Robert Rennie - The benefits of RCEP, and the future of global trade and manufacturing from 2020-11-21T00:57:35
Westpac Global Head of Financial Market Strategy Robert Rennie joins us to explain the details of the vast RCEP trade deal, and what it means in an age of shifting priorities on global trade
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Ep 24 - CBA's Martin Whetton - The RBA's policy moves, and global markets after the vaccine news from 2020-11-13T01:12:34
CBA Institutional Banking Head of Fixed Income and FX Strategy Martin Whetton joins us to talk about the major developments in policy, bonds, and stocks over recent weeks
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Ep 23 - Washington DC veteran Larry Grossman of C|T Group - after Trump, and what a Biden presidency might look like from 2020-11-08T06:56:37
This episode was recorded on Friday 6 November, 2020 when the election result was unclear. However, Democratic candidate Joe Biden looked favoured to win. Larry Grossman talks through his analys...
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Ep. 22 - AMP Capital's Diana Mousina - Australia's inflation data, RBA policy, and the global outlook from 2020-10-29T23:59:49
AMP Capital senior economist Diana Mousina joins us to talk through the picture on Australian growth, inflation, and the global wobble in stocks
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Ep 21 - The Anons - Ramp Capital, 88888saccount and Ignore on making finance fun from 2020-10-23T00:23:30
We're joined by three Twitter stars, led by the wildly popular Ramp Capital, to talk about digital finance culture
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Ep. 20 - Warren Hogan - Australia's economy after the budget, challenges for business, and pricey stocks from 2020-10-15T11:07:37
Warren Hogan, UTS industry professor and former chief economist at ANZ Bank, joins us to talk about the future shape of Australian industry and the Morrison Government's budget
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Ep. 19 - GAM Investment Director Paul McNamara - Emerging market bonds and currencies from 2020-10-08T20:50:18
Paul McNamara is a veteran emerging markets currency and debt strategist. He joins us to talk about the EM outlook
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Ep. 18 - Su-Lin Ong - The RBA's choices from here from 2020-09-24T14:02:31
RBC Capital chief economist Su-Lin Ong talks about the RBA's way forward and how it all ties together
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Ep. 17 - Dr Ashley Frawley - The paradox of progress, and some fresh perspectives on the challenges for capitalism from 2020-09-17T11:53:15
Dr Ashley Frawley from Swansea University's School of Public Health, Policy and Social Sciences shares her insights on some of the social tensions seen in western countries today
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Ep. 16 - Con Michalakis - Managing $10 billion in assets in 2020, the path out, MMT - and rock from 2020-09-10T21:09
Statewide Super Chief Investment Officer Con Michalakis joins us to talk about managing a large and diverse asset base through a global downturn
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Episode 15 - The 3 universal laws of money, and a recap of what we've learned so far from 2020-09-03T13:59:35
A look back, and a look forward -- this is the summary episode you're looking for
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Episode 14 - Paul Brandus of West Wing Reports - A deep dive on the 2020 US Presidential election from 2020-08-28T10:47:08
Veteran White House press corps journalist Paul Brandus joins the show to talk about how the 2020 US election is set up amid a surging stock market, tightening polls and social unrest
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Magellan's Chris Wheldon - A deep dive on stock investing strategy in a turbulent world from 2020-08-20T13:10:27
Magellan portfolio manager Chris Wheldon, who works on the Global Equity and High Conviction funds, talks about the selection process for backing global companies
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Episode 12 - Matt Barrie - Tech companies today, the future of Australia from 2020-08-14T14:45:55
Matt Barrie, CEO of ASX-listed Freelancer Ltd, joins the show to talk tech and the future of the Australian economy
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Episode 11 - ANZ's Cherelle Murphy - Australia's second wave and a deteriorating outlook from 2020-08-06T13:17:51
ANZ Senior Economist Cherelle Murphy joins the show to discuss the further deterioration in Australia's economic outlook
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Episode 10 - Jordan Eliseo - Record gold prices in the global markets picture from 2020-07-30T12:19:51
Gold has hit all-time highs in US dollar terms over the past week. Jordan Eliseo, Manager Listed Products and Investment Research, joins the show to talk about how the gold rally fits into the b...
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Episode 9 - Stephen Kirchner - The budget blowout, central banks and MMT, and a chilling US election scenario from 2020-07-23T21:07:51
Stephen Kirchner of the US Studies Centre joins the show to talk central banking and the scale of the COVID-19 downturn
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Episode 8 - Westpac's Justin Smirk - Australia's labour market, commodities, and ideas for inflation from 2020-07-17T13:19:55
Westpac Senior Economist Justin Smirk is an authority on the Australian labour force. He shares a detailed overview of the latest employment data from the ABS, which saw unemployment tick up to ...
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Episode 7 - Kerry Craig - Market distortions and the policy put. Plus: Does macro even matter any more? from 2020-07-09T19:50:30
With so much market data in disarray because of the Covid19 pandemic, some of the usual measures of value have found strange extremes. That's where we start this week's show with our JP Morgan G...
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Episode 6 - Chris Weston - Surging stocks, retail trading and the mistakes rookies make from 2020-07-02T13:47:55
We're through what was certainly one of the weirder six months in markets in our lifetimes. What will the next six months bring? We look at end-of-quarter rebalancing, and then talk about the as...
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Episode 5 - Pete Wargent - Commercial property, housing, and IMF downgrades from 2020-06-25T21:55:29
Pete Wargent is one of Australia's foremost property commentators. A Chartered Accountant by training, Pete is one of the keenest and most even-handed commentators on residential and commercial ...
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Episode 4 - Prof Gigi Foster - Did COVID-19 lockdowns go too far? from 2020-06-18T21:48:45
Various lockdown policies by governments around the world have been effective in controlling the spread of COVID-19. But they also inflicted enormous economic damage by shutting down entire indu...
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Episode 3 - Martin Whetton of CBA - Bond market developments from 2020-06-11T11:44:42
The RBA's decision to start quantitative easing via Yield Curve Control is where we start this look at the universe of fixed income and bonds, the biggest of all the asset classes but rarely cov...
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Episode 2 -- Jo Masters (Recovery outlook, Australian GDP, America, and lessons from lockdown) from 2020-06-08T10:00:01
Chief Economist at EY Oceania Joanne Masters joins us to talk about the expected shape of the global recovery, Australia's GDP, the equity rally and more
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Episode 1 -- Markets after the COVID-19 meltdown, and the Lobotomy Paradigm from 2020-05-30T02:27:53
Ken Veksler explains his theory of the 'Lobotomy Paradigm' currently at work in markets as risk appetite makes a comeback
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