Theory of Thing Investment Podcast

By: Muskets at Dawn Pty Ltd
  • Summary

  • 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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    James Whelan
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Episodes
  • Theory Of Thing s10 e16: on Gant, Xmas decorations, deals and market data
    Nov 22 2024

    This week on The Theory of Thing Investment Podcast, we unpack the festive debate: when’s the right time to put up the Christmas tree? We explore the surge of year-end deals and what they signal for the economy, assess how the market is tearing itself apart, and share highlights from a cutting-edge AI seminar. Stay ahead with expert insights, timely topics, and a touch of holiday spirit! James reveals he's sponsored by Gant while Heath is sticking with Gazman. #Investing #Markets #Deals #AI #ChristmasDebate #FinanceInsights

    Support this show http://supporter.acast.com/the-bip-show.


    Hosted on Acast. See acast.com/privacy for more information.

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    27 mins
  • Speed round on Trump Red Wave and Coldplay running on Solar
    Nov 8 2024

    In this episode of *The Theory of Thing Investment Podcast*, we look into the potential market shifts following Trump’s win as Jimmy predicted—what’s next on the horizon? Heath provides a comprehensive market wrap, highlighting key movements and trends to watch. Plus, Coldplay’s recent enthusiasm for #solarpower sparks a conversation on the growing role of green energy in investment portfolios. Join us for insights on these unique developments shaping the financial landscape. #Investing #MarketInsights #TrumpWin #Coldplay #GreenEnergy

    Support this show http://supporter.acast.com/the-bip-show.


    Hosted on Acast. See acast.com/privacy for more information.

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    16 mins
  • TOT s10 ep 14 on Rodrigo and silver and roadshows
    Oct 25 2024

    In this week’s episode of *The Theory of Thing Investment Podcast*, we explore the unique connection between Olivia Rodrigo's music and Australian rebelliousness, blending pop culture with market insights. Jimmy and Heath go head-to-head in their fantasy football clash, while yields are on the rise—what could a Trump victory mean for the markets? Heath also shares his market wrap, including top silver picks, and we dive into the latest NFL tips. Tune in for an exciting mix of investing, culture, and sports!


    #Investing #NFL #FantasyFootball #MarketWrap #Silver #Yields #OliviaRodrigo #Trump #PopCultureInvesting

    Support this show http://supporter.acast.com/the-bip-show.


    Hosted on Acast. See acast.com/privacy for more information.

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    22 mins

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