Theory of Thing Investment Podcast
By Muskets at Dawn Pty Ltd
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Image by Muskets at Dawn Pty Ltd
Category: Investing
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 10
Reviews: 0
Episodes: 218
Description
Looking for a deeper dive than your average investing podcast? Welcome to Theory of Thing, the financial markets podcast that looks beyond the surface. Hosted by James Whelan of SmallCaps (An InvestHouse AI Company) alongside HLM’s Heath Moss, this investor podcast cuts through the noise of modern finance.
We don't just recap the news — we figure out the second and third derivative of major market shifts.
Why Listen?
- Elite Insights: Featuring exclusive conversations with top analysts, leading investors, and key decision-makers.
- Macro to Micro: A masterclass in global economics, capital markets, and individual stocks.
- Unfiltered Logic: Famously dubbed "the smartest show no one listens to" by a prominent business channel critic.
Whether you are a seasoned institutional player tracking macro trends or looking for one of the best sharemarket podcasts to sharpen your portfolio edge, this is the definitive investors podcast for your weekly rotation.
Support this show http://supporter.acast.com/the-bip-show.
Hosted on Acast. See acast.com/privacy for more information.
| Episode | Date |
|---|---|
|
Theory of Thing: Bluefin, Flake and Fishing Rights with Anthony Ciconte
|
Oct 23, 2026 |
|
Theory of Thing: A Firm No for Firmus
|
Oct 09, 2026 |
|
RBA Hikes Again, Yields at 24-Year Highs, and Firmus' $5B IPO
|
Oct 02, 2026 |
|
Meta's AI Moment, Oracle's Force Majeure, and Gold's Worst Week — Grand Final Eve
|
Sep 25, 2026 |
|
The Fed Hiked, Gold Held: Kerry Stevenson on Central Bank Buying and the Gold Conference 2026
|
Sep 18, 2026 |
|
On the Ground at Resources Rising Stars — Gold, Lithium and Why We're "Not Even at Boom Yet"
|
Sep 12, 2026 |
|
Does Beat-and-Raise Even Matter Anymore? Nvidia, Gold and This Week's Small Caps
|
Aug 27, 2026 |
|
Bond Vigilantes, GPU-Backed Bonds & the Swans Implosion
|
Aug 21, 2026 |
|
Golden Globe's Breccia Discovery, Commodity Breakouts & AI S&P Highs
|
Aug 07, 2026 |
|
Theory of Thing Powered by SmallCaps: Noosa Wrap and more
|
Jul 31, 2026 |
|
TOT Powered by Small Caps: Janus, Resolution, Wraps and Drought warnings
|
Jul 17, 2026 |
|
TOT Powered by Small Caps: respiratory, gold, tungsten, football, benedict and more
|
Jul 03, 2026 |
|
ASX Small Caps: Gold, Resources and the Macro Shift Investors Should Watch
|
Jun 19, 2026 |
|
Nasal Spray and the 4 Ps
|
Jun 12, 2026 |
|
Theory of Thing: Tungsten, Budget, International Roast
|
May 15, 2026 |
|
Post cap of RIU RRU Conference
|
May 08, 2026 |
|
Theory of Thing: Helium, Middle names, record highs and more...
|
Apr 17, 2026 |
|
on Two mates finally catching up
|
Apr 10, 2026 |
|
Theory of Thing: Market strategies during uncertainty
|
Mar 20, 2026 |
|
Job losses, tech vals, copper and the 10 year
|
Feb 28, 2026 |
|
The Future of AI and Its Impact on Investments
|
Feb 13, 2026 |
|
TOT s12 e5 Patrick Walta discusses the reopening of Broken Hill Mines and its production plans.
|
Jan 30, 2026 |
|
"The power of the nap cannot be underestimated."
|
Jan 16, 2026 |
|
TOT investment, market insights, cobalt, silver, gold, copper, Australian economy, RBA, fantasy football
|
Dec 12, 2025 |
|
Ashes Day and Market Insights
|
Nov 21, 2025 |
|
TOT Navigating Market Trends: Insights from James Whelan & Heath Moss
|
Nov 07, 2025 |
|
TOT s11 e11 on ridiculous victorian public holidays
|
Sep 26, 2025 |
|
TOT on taking it easy and new gigs
|
Aug 22, 2025 |
|
Theory of Thing s11 e9 on N64 and rainy Fridays
|
Aug 01, 2025 |
|
Theory Of Thing: The BIG SHOW Edition — Markets, Metals & Racetrack Specials!
|
Jul 11, 2025 |
|
Theory of Thing Investment Podcast on Mental health Days and Lithium (unrelated)
|
Jun 27, 2025 |
|
Theory of Thing Investment Podcast: The BIG SHOW – Trump vs Elon, GDP, Credit & Footy Tips!
|
Jun 06, 2025 |
|
TOT on Qantas, women, markets and small caps
|
May 23, 2025 |
|
TOT s11 e4: on Resource Conferences, long weeks, gold, uranium, oil
|
May 09, 2025 |
|
Theory of Thing: The Big Show — "Governance, Value & Trade: Where the Market’s Cracks and Opportunities Lie"
|
Apr 29, 2025 |
|
Private Credit on Watch – What It Means for Investors
|
Apr 04, 2025 |
|
Theory of Thing: The Big Show Edition
|
Mar 28, 2025 |
|
🎙 The Theory of Thing Investment Podcast – Market Moves, Footy Tips & Copper Smelters🏉📈
|
Mar 14, 2025 |
|
Theory of Thing: The Big Show
|
Mar 03, 2025 |
|
e10 s21 📈 The Theory of Thing Investment Podcast 🎙️
|
Feb 14, 2025 |
|
TOT s10 e20 on Hot States, Fijian Inflation, AI data ownership and gold
|
Jan 31, 2025 |
|
TOT on GOLD, biceps, car troubles and football
|
Jan 17, 2025 |
|
TOT s10 e18 On BIG SHOW & xmas specials
|
Dec 20, 2024 |
|
TOT s10 e17 On how weird South Australia is and some other stuff
|
Dec 06, 2024 |
|
Theory Of Thing s10 e16: on Gant, Xmas decorations, deals and market data
|
Nov 22, 2024 |
|
Speed round on Trump Red Wave and Coldplay running on Solar
|
Nov 08, 2024 |
|
TOT s10 ep 14 on Rodrigo and silver and roadshows
|
Oct 25, 2024 |
|
e13 s10: on hot commodities and bad beats in fantasy
|
Oct 18, 2024 |
|
Theory Of Thing s10 e12 Oil, China, Heath gets a classier name, Lithium trades
|
Oct 11, 2024 |
|
On getting yelled at by actual professionals and has the China trade run its course?
|
Oct 04, 2024 |
|
GRAND FINAL SPECIAL!! David Scutt (StoneX) On China Stimmy, picking bottoms, swans and more
|
Sep 27, 2024 |
|
Theory Of Thing s10 e9 with H2X talking hydrogen, cycling, steaks and more!
|
Sep 20, 2024 |
|
Theory Of Thing s10 e8 w/ Dr Mike Jones of Impact Minerals and more
|
Sep 13, 2024 |
|
Theory Of Thing s10 e7 On Evanescence, NFL Openers, Spoon Bowls and market Insights
|
Sep 06, 2024 |
|
TOT s10 e6 on David Scutt's return and Jimmy's battling rugby trials
|
Aug 30, 2024 |
|
Theory Of Thing s5 ep10 on Cannabis and kings
|
Aug 23, 2024 |
|
TOT on advanced civilisations, new hires and fantasy leagues
|
Aug 16, 2024 |
|
TOT on Dumb Rugby Challenges and crazy vol
|
Aug 09, 2024 |
|
Theory of Thing on Creed, small cap winners and back office expertise
|
Aug 02, 2024 |
|
Theory of Thing s10 ep1: Behind the Scenes on Ausbiz, dud plenums and Olympic tips
|
Jul 26, 2024 |
|
TOT on Timezone, Plenums, Trump, Jimmy talks his book and more
|
Jul 19, 2024 |
|
Theory of Thing on Brisbane Hotel Dressing Gowns and Markets
|
Jul 12, 2024 |
|
Theory of Thing on Copper Noises, Beachballs, Footy and how to explain the US 10 year to someone
|
Jul 05, 2024 |
|
Theory of Thing with Tigers Great Chris Lawrence Talking Footy and More
|
Jun 28, 2024 |
|
TOT talking French elections, teeth, burritos & footy
|
Jun 22, 2024 |
|
TOT s9 e16: on job interviews, silver, Covid flashbacks & Pelosi
|
Jun 07, 2024 |
|
Theory Of Thing s9 e15 on Wind Turbines, Critical Minerals, the AIS and more
|
May 31, 2024 |
|
Theory Of Thing s9 e14 w/ Las Vegas Raiders insider and more!
|
May 24, 2024 |
|
TOT s9 e13 copper, 13Fs, China, Fund Manager Survey
|
May 17, 2024 |
|
TOT s9 e12, market wrap and tales from the road
|
May 10, 2024 |
|
Theory of Thing Special Edition: Impact Minerals' Dr Mike Jones and James debrief the road show
|
May 03, 2024 |
|
Dr David Allen, Plato's Global Alpha Fund on quants and red flags
|
Apr 24, 2024 |
|
Lynnsanity!!!! Chris Lynn joins the lads for a talk about Playbook and markets
|
Apr 19, 2024 |
|
David Sokulsky (Carrara Capital) & Robbie Farah (Wests Tigers): what more could you want in a podcast?
|
Apr 12, 2024 |
|
It's Chris Weston!!! (And Heath Moss and James Whelan) but mostly Chris Weston!!!
|
Mar 22, 2024 |
|
TOT s9 ep 6: copper, retail, PPI, yields, USD, Boeing, footy
|
Mar 15, 2024 |
|
James and Heath get back in the saddle post-Vegas
|
Mar 08, 2024 |
|
Hydrogen special
|
Feb 26, 2024 |
|
David Scutt!!! talking Japan, US Inflation, CBA on RBA and AFL/NRL
|
Feb 16, 2024 |
|
s9e2: On new RBA formats, Hydrogen, GQG and Superbowl Mondays
|
Feb 09, 2024 |
|
TOT s9 ep 1: Heath and James start the year right w/ bullish chatter
|
Feb 02, 2024 |
|
e35: The Theory of Thing Investment Podcast
|
Dec 15, 2023 |
|
Episode 34 of "The Theory of Thing Investment Podcast
|
Dec 08, 2023 |
|
Episode 33 of "The Theory of Thing Investment Podcast"!
|
Dec 01, 2023 |
|
The Theory of Thing Investment Podcast
|
Nov 24, 2023 |
|
Episode 31 of The Theory of Thing Investment Podcast
|
Nov 17, 2023 |
|
E30: our amazing kids, oil declines, bank earnings
|
Nov 09, 2023 |
|
Episode 29: The Theory of Thing Investment Podcast
|
Nov 02, 2023 |
|
TOT ep 28: oil & renewables, China and renewables, RBA expectations, NFL tips
|
Oct 26, 2023 |
|
e24: The Theory of Thing Investment Podcast
|
Oct 19, 2023 |
|
e26: The Theory of Thing Investment Podcast
|
Oct 12, 2023 |
|
e25: The Theory of Thing Investment Podcast
|
Oct 05, 2023 |
|
e24: The Theory of Thing Investment Podcast
|
Sep 28, 2023 |
|
e23: The Theory of Thing Investment Podcast
|
Sep 21, 2023 |
|
Episode 42 - Unpacking Tesla Upgrades, GlobalX Thematic Notes, Indian Market Insights, and Footy Finals Tips
|
Sep 15, 2023 |
|
Navigating Markets: Oil, Defense, India, and Footy Finals
|
Sep 07, 2023 |
|
Theory of Thing Episode 20: JOLTS, savings, spendings, consumer discretionary, fasting and jump rope
|
Aug 31, 2023 |
|
Earnings review, China no show, India gets the moon right (Russia not so much)
|
Aug 24, 2023 |
|
China's Country Garden, Good news is bad news, Michael Burry calm down
|
Aug 17, 2023 |
|
Aussie data weak, China data weak, US gets Fitch-slapped and MARKETS IN TURMOIL!!!
|
Aug 03, 2023 |
|
On Last Week's data, next week's data, copper, energy and those awful RM Williams sweaters
|
Jul 28, 2023 |
|
Buy Everything Gets Pulled Apart, Earnings Surprises, China Deflationary View and More
|
Jul 21, 2023 |
|
CPI & PPI Finally (Properly & regularly) Offish! So it's OFF TO THE RACES!! also China and new RBA Guv
|
Jul 14, 2023 |
|
China banning some exports, Fed chat and the RBA
|
Jul 08, 2023 |
|
How bullish is the Aussie economy? Mixed messages out of the US too as normality is resumed. Also Lowe is going to cancel TayTay!!
|
Jun 30, 2023 |
|
Affordable clothing for +40 men, Aussie recession?, BOE, Powell keeps talking
|
Jun 23, 2023 |
|
Quality of Advice Review, Recession in Oz, NZ but not the USA!!
|
Jun 16, 2023 |
|
A deeper dive on Artificial Intelligence with Global X ETFs' Blair Hannon, RBA & Small Caps
|
Jun 09, 2023 |
|
The month that was, China slowdown and a June Swoon ahead?
|
Jun 02, 2023 |
|
Chris Weston explains WTF is going on with the lose/lose debt ceiling situation
|
May 25, 2023 |
|
Debt ceilings, US earnings, general market indecisiveness, dodgy footy tips
|
May 19, 2023 |
|
What happens after the Fed stops? Also Lithium and India and China.
|
May 12, 2023 |
|
25bps and what it means for your mortgage. Guest Ben Anson of Legend Finance
|
May 05, 2023 |
|
On the week ahead, who is right on rates, market sketchiness and more
|
Apr 28, 2023 |
|
On commodity shortages, US earnings takeaways, LITHIUM!!!, Jamie Dimon and footy tips
|
Apr 20, 2023 |
|
Emma Fisher, Airlie Funds Management Australian Share Fund on stock selection, culture, valuations and Australia's "boom to muddle through" cycles
|
Apr 14, 2023 |
|
James & Heath with rate pauses, twitter blocks, which research to follow, name changes and footy tips!!
|
Apr 06, 2023 |
|
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
|
Mar 31, 2023 |
|
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.
|
Mar 24, 2023 |
|
James Whelan (VFS Group) and Heath Moss (HLM Investments) shoot the breeze on bailouts, rate rises, commodities and footy
|
Mar 17, 2023 |
|
Daniel Hynes Senior Commodity Strategist with the ANZ talking oil, nat gas, iron Ore and Chinese growth outlook
|
Mar 10, 2023 |
|
Adelaide Timbrell, ANZ Senior Economist & Heath Moss, HLM Investments
|
Mar 03, 2023 |
|
Alec Cutler, Orbis Global Balanced Fund on 60/40, Contrarian global investing, value gaps and more
|
Feb 25, 2023 |
|
Blair Hannon, Global X ETFs on Clean Tech and Commodity Investing
|
Feb 16, 2023 |
|
David Scutt!!! We get the great man in for a chat about...everything
|
Feb 10, 2023 |
|
Allan Gray's CIO Simon Mawhinney with an update on what the best long term investors are seeing now
|
Jan 31, 2023 |
|
2023 Outlooks on China, recession pricing, copper & market stats w/ Kyle Rodda & Heath Moss
|
Jan 20, 2023 |
|
Christmas Special! w/ Adelaide Timbrell, Martin Whetton, Kit Lowe and Heath Moss
|
Dec 16, 2022 |
|
Garfield Reynolds, Bloomberg Chief Rates Correspondent for Asia on all things signals, Powell, Fed flinching, China, Russia and more
|
Dec 02, 2022 |
|
Professor Gigi Foster, UNSW "Did Covid Lockdowns go too far? Part 2"
|
Nov 25, 2022 |
|
Pete Wargent, co-founder of BuyersBuyers talking Budget, Visas, Stamp Duty, Construction, Rate Cliffs & More!!
|
Nov 11, 2022 |
|
David Sokulsky: Carrara Capital CIO/CEO on all things markets
|
Nov 04, 2022 |
|
Adelaide Timbrell, Senior Economist ANZ on consumer spending, rate expectations, budget predictions and more!
|
Oct 21, 2022 |
|
Karl Siegling, Cadence Capital on longs and shorts right now, behavioural finance, energy plays and more
|
Oct 14, 2022 |
|
Eleanor Creagh, REA Group Senior Economist on house price data, rental moves, rate forecasts and more
|
Oct 08, 2022 |
|
Paola Rojas, Corporate advisor, investor & CEO of Synergy Resource Capital talking copper, lithium, uranium and silver
|
Sep 22, 2022 |
|
Kyle Rodda (Ausbiz), John de Boer (Our Kloud), Ian Aspinall (OpenMarkets), Heath Moss (HLM)
|
Sep 09, 2022 |
|
Louise Bedford of The Trading Game on hot & cold sectors, bullish patterns and what's ahead
|
Sep 02, 2022 |
|
Gareth Aird, Head of Australian Economics, CBA on home prices, consumer spending, RBA forecasts and the upsides
|
Aug 26, 2022 |
|
Jack Kouzi, VFS Group and David Prentice of Brookside Energy talking China and Oil & Gas
|
Aug 19, 2022 |
|
Misha Saul, Investment Manager at Private Equity firm Potentia Capital
|
Aug 11, 2022 |
|
Chris Berg, Assoc Prof RMIT talking crypto winter, what uses will survive and Web3
|
Aug 05, 2022 |
|
Kyle Rodda of Ausbiz with James Whelan talking CPI, GDP, rates, QE, earnings and more
|
Jul 29, 2022 |
|
Max Swango, Global Head, Invesco Global Real Estate Fund with James Whelan
|
Jul 22, 2022 |
|
Jonathan Pain of The Pain Report talking European Energy "Catastrophe"
|
Jul 15, 2022 |
|
Aussie Mortgages!! On the Coalface with Actual Mortgage Lenders and AMP's Diana Mousina
|
Jul 08, 2022 |
|
Macro Strategist David Pain with a trip around the grounds
|
Jun 24, 2022 |
|
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
|
Jun 17, 2022 |
|
The best placed manager right now? Allan Gray CIO Simon Mawhinney talking contrarian, value, what's ahead, what's behind
|
Jun 03, 2022 |
|
Market Update, the BOFA Fund Manager Survey, Rebalancing Moves and Election w/ Kyle Rodda & Heath Moss
|
May 20, 2022 |
|
What's next in tech? The cloud and who's connected to it. With Karim Nejaim, CEO of ActivePort
|
May 13, 2022 |
|
Rate rises: when, where, how much, when's the low? With Stephen Koukoulas, Heath Moss & Chris Weston
|
May 06, 2022 |
|
Aussie Equities: when is too many buy reco's TOO many? w/ Rudi Filapek-Vandyck of FN Arena
|
Apr 29, 2022 |
|
ESG Investing: Legit or furphy? All you need to know with Asset and Wealth Management Consultant Chris Robertson & James Whelan
|
Apr 22, 2022 |
|
The absolute state of the States with Cameron Kusher - REA Group & James Whelan
|
Apr 08, 2022 |
|
Election Budget with ANZ Senior Economist Adelaide Timbrell & James Whelan
|
Mar 31, 2022 |
|
The rise of the Finfluencer??!! Shareplicity's Danielle Ecyer & Motley Fool's Scott Phillips w/ James Whelan on social media advice and what to watch out for
|
Mar 24, 2022 |
|
A REAL builder! Graeme Howland of GVH Constructions joins James Whelan, Jessica Amir and Heath Moss
|
Mar 17, 2022 |
|
Brad Lingo: Pilot Energy & Chad Hitzeman of ETF Securities
|
Mar 11, 2022 |
|
David Sokulsky: Carrara Capital CIO/CEO on markets as they should have been and as they are now and what to look for in a volatile market
|
Mar 03, 2022 |
|
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!
|
Feb 24, 2022 |
|
Christmas Special 2021 - Jo Masters, David Scutt, Laura Fitzsimmons, Adelaide Timbrell
|
Dec 13, 2021 |
|
Pete Wargent: The rates outlook and the looming downturn for Australian property
|
Nov 25, 2021 |
|
Dan Housden, Recon Tech: Investment and operations risk in a technology-led business world
|
Nov 19, 2021 |
|
CBA's Martin Whetton: What happened with Australian bonds and the RBA abandoning yield curve control
|
Nov 05, 2021 |
|
Dr Chris Baker of Bridge Street Capital: Resources, rare earths, and how to find great exploration companies
|
Nov 02, 2021 |
|
Kyle Rodda, IG Markets: Inflation, supply chains, and the impact on interest rates and assets
|
Oct 23, 2021 |
|
Patrick Chovanec - Evergrande, China's economy, and the CCP's shifting posture under Xi
|
Oct 01, 2021 |
|
CEO of The Iconic, Erica Berchtold: Tech, digital spending, and managing supply chains in a pandemic
|
Sep 20, 2021 |
|
Macrodesiac's David Belle - Demographics, the Fed, African mining, mega cap tech stocks as 'sovereign bond proxies' and more
|
Sep 09, 2021 |
|
ANZ senior economist Adelaide Timbrell - Surging Australian house prices
|
Aug 30, 2021 |
|
JP Morgan's Kerry Craig -- Global macro tour, with 'The Three Peaks' in growth, earnings, and CB accommodation
|
Aug 22, 2021 |
|
S3 Ep 11 - Acclaimed chef Mark Best on the economic devastation in the hospitality sector
|
Aug 17, 2021 |
|
S3 Ep 10 - SPECIAL EDITION - Everything you ever needed to know about oil, with David Prentice of Brookside Energy
|
Aug 07, 2021 |
|
S3 Ep 9 - Tolga Kumova on picking resources companies, trades versus investments, and the next big thing
|
Jul 28, 2021 |
|
S3 Ep 8 - Dr Benn Eifert of QVR Advisors on equity derivatives and their rising role in markets
|
Jul 23, 2021 |
|
S3 Ep 7 - Jo Masters of EY on economic recovery and the impact of lockdowns
|
Jul 18, 2021 |
|
S3 Ep 6 - Crypto special with Sergei Sergienko - DeFi, Tether risk, criminals, staking, regulators and more
|
Jul 07, 2021 |
|
S3 Ep 5 - The bond market beast has been stirring
|
Jun 29, 2021 |
|
S3 Ep4 - OMG (Openmarkets Group) CEO Ivan Tchourilov: Bonds, the rise of derivatives, and better tech in financial advice
|
Jun 10, 2021 |
|
S3 Ep3 - CBA Agri Strategist Tobin Gorey on global food markets, land prices, climate risk, and choosing a steak
|
Jun 03, 2021 |
|
S3 Ep2 -- J.P. Morgan executive director Laura Fitzsimmons on inflation risk, central banks and currencies
|
May 29, 2021 |
|
S3 Ep1 -- Westpac Head of Market Strategy Rob Rennie: Iron ore, copper, the recovery and inflation risk
|
May 20, 2021 |
|
S2 Ep6 - The Commodity Complexities, with ANZ Strategist Daniel Hynes
|
Mar 27, 2021 |
|
S2 Ep5 - Could the wheels come off the recovery? Plus: The Fed and BNPL's image problem
|
Mar 18, 2021 |
|
S2 Ep4 - Colgonomics: Paul Colgan interviews Paul Colgan
|
Mar 05, 2021 |
|
S2 Ep3 - CBA star credit analyst Belinda Cheung
|
Feb 25, 2021 |
|
S2 Ep2 - Soc Gen's Kit Juckes - The global economy in 2021
|
Feb 19, 2021 |
|
Season 2 Episode 1 - Wall Street Bets and the Gamestop squeeze
|
Feb 04, 2021 |
|
Ep 29 - The BIP Show Christmas Special 2020
|
Dec 18, 2020 |
|
Ep 28 - Jonathan Pain of The Pain Report - A macro trip around the world
|
Dec 14, 2020 |
|
Ep 27 - Gareth Aird, CBA Head of Australian Economics - The real conversation about Australia's recovery
|
Dec 03, 2020 |
|
Ep 26 - Terry Rawnsley - The economic case for getting back to the office, property price impacts, and a review of soaring markets
|
Nov 26, 2020 |
|
Ep 25 - Westpac's Robert Rennie - The benefits of RCEP, and the future of global trade and manufacturing
|
Nov 21, 2020 |
|
Ep 24 - CBA's Martin Whetton - The RBA's policy moves, and global markets after the vaccine news
|
Nov 13, 2020 |
|
Ep 23 - Washington DC veteran Larry Grossman of C|T Group - after Trump, and what a Biden presidency might look like
|
Nov 08, 2020 |
|
Ep. 22 - AMP Capital's Diana Mousina - Australia's inflation data, RBA policy, and the global outlook
|
Oct 29, 2020 |
|
Ep 21 - The Anons - Ramp Capital, 88888saccount and Ignore on making finance fun
|
Oct 23, 2020 |
|
Ep. 20 - Warren Hogan - Australia's economy after the budget, challenges for business, and pricey stocks
|
Oct 15, 2020 |
|
Ep. 19 - GAM Investment Director Paul McNamara - Emerging market bonds and currencies
|
Oct 08, 2020 |
|
Ep. 18 - Su-Lin Ong - The RBA's choices from here
|
Sep 24, 2020 |
|
Ep. 17 - Dr Ashley Frawley - The paradox of progress, and some fresh perspectives on the challenges for capitalism
|
Sep 17, 2020 |
|
Ep. 16 - Con Michalakis - Managing $10 billion in assets in 2020, the path out, MMT - and rock
|
Sep 10, 2020 |
|
Episode 15 - The 3 universal laws of money, and a recap of what we've learned so far
|
Sep 03, 2020 |
|
Episode 14 - Paul Brandus of West Wing Reports - A deep dive on the 2020 US Presidential election
|
Aug 28, 2020 |
|
Magellan's Chris Wheldon - A deep dive on stock investing strategy in a turbulent world
|
Aug 20, 2020 |
|
Episode 12 - Matt Barrie - Tech companies today, the future of Australia
|
Aug 14, 2020 |
|
Episode 11 - ANZ's Cherelle Murphy - Australia's second wave and a deteriorating outlook
|
Aug 06, 2020 |
|
Episode 10 - Jordan Eliseo - Record gold prices in the global markets picture
|
Jul 30, 2020 |
|
Episode 9 - Stephen Kirchner - The budget blowout, central banks and MMT, and a chilling US election scenario
|
Jul 23, 2020 |
|
Episode 8 - Westpac's Justin Smirk - Australia's labour market, commodities, and ideas for inflation
|
Jul 17, 2020 |
|
Episode 7 - Kerry Craig - Market distortions and the policy put. Plus: Does macro even matter any more?
|
Jul 09, 2020 |
|
Episode 6 - Chris Weston - Surging stocks, retail trading and the mistakes rookies make
|
Jul 02, 2020 |
|
Episode 5 - Pete Wargent - Commercial property, housing, and IMF downgrades
|
Jun 25, 2020 |
|
Episode 4 - Prof Gigi Foster - Did COVID-19 lockdowns go too far?
|
Jun 18, 2020 |
|
Episode 3 - Martin Whetton of CBA - Bond market developments
|
Jun 11, 2020 |
|
Episode 2 -- Jo Masters (Recovery outlook, Australian GDP, America, and lessons from lockdown)
|
Jun 08, 2020 |
|
Episode 1 -- Markets after the COVID-19 meltdown, and the Lobotomy Paradigm
|
May 30, 2020 |