187 Odcinki

  1. What happens after the Fed stops? Also Lithium and India and China.

    Opublikowany: 12.05.2023

  2. 25bps and what it means for your mortgage. Guest Ben Anson of Legend Finance

    Opublikowany: 5.05.2023

  3. On the week ahead, who is right on rates, market sketchiness and more

    Opublikowany: 28.04.2023

  4. On commodity shortages, US earnings takeaways, LITHIUM!!!, Jamie Dimon and footy tips

    Opublikowany: 20.04.2023

  5. Emma Fisher, Airlie Funds Management Australian Share Fund on stock selection, culture, valuations and Australia's "boom to muddle through" cycles

    Opublikowany: 14.04.2023

  6. James & Heath with rate pauses, twitter blocks, which research to follow, name changes and footy tips!!

    Opublikowany: 6.04.2023

  7. 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

    Opublikowany: 31.03.2023

  8. 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.

    Opublikowany: 24.03.2023

  9. James Whelan (VFS Group) and Heath Moss (HLM Investments) shoot the breeze on bailouts, rate rises, commodities and footy

    Opublikowany: 17.03.2023

  10. Daniel Hynes Senior Commodity Strategist with the ANZ talking oil, nat gas, iron Ore and Chinese growth outlook

    Opublikowany: 10.03.2023

  11. Adelaide Timbrell, ANZ Senior Economist & Heath Moss, HLM Investments

    Opublikowany: 3.03.2023

  12. Alec Cutler, Orbis Global Balanced Fund on 60/40, Contrarian global investing, value gaps and more

    Opublikowany: 25.02.2023

  13. Blair Hannon, Global X ETFs on Clean Tech and Commodity Investing

    Opublikowany: 16.02.2023

  14. David Scutt!!! We get the great man in for a chat about...everything

    Opublikowany: 10.02.2023

  15. Allan Gray's CIO Simon Mawhinney with an update on what the best long term investors are seeing now

    Opublikowany: 31.01.2023

  16. 2023 Outlooks on China, recession pricing, copper & market stats w/ Kyle Rodda & Heath Moss

    Opublikowany: 20.01.2023

  17. Christmas Special! w/ Adelaide Timbrell, Martin Whetton, Kit Lowe and Heath Moss

    Opublikowany: 16.12.2022

  18. Garfield Reynolds, Bloomberg Chief Rates Correspondent for Asia on all things signals, Powell, Fed flinching, China, Russia and more

    Opublikowany: 2.12.2022

  19. Professor Gigi Foster, UNSW "Did Covid Lockdowns go too far? Part 2"

    Opublikowany: 25.11.2022

  20. Pete Wargent, co-founder of BuyersBuyers talking Budget, Visas, Stamp Duty, Construction, Rate Cliffs & More!!

    Opublikowany: 11.11.2022

5 / 10

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.

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