Theory of Thing Investment Podcast

Theory of Thing: Market strategies during uncertainty

Fri, 20 Mar 2026 02:02:18 GMT

What to tell clients who get cold feet in this environment. And March madness!! In this engaging interview, James Whelan and Heath Moss discuss market strategies, geopolitical tensions, and investment insights amidst current global events. They share practical advice for investors navigating uncertainty, analyze recent market movements, and explore the impact of geopolitical conflicts on energy and commodities.And shorting Private Credit...wow.

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

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

Job losses, tech vals, copper and the 10 year

Sat, 28 Feb 2026 01:10:52 GMT

In this episode, James Whelan and Heath Moss discuss various aspects of the investment landscape, including market trends, the tech sector's performance, private equity challenges, and insights into the copper market. They also touch on the Australian market's resilience and the impact of economic indicators on commodities. The conversation wraps up with personal reflections and upcoming events in the sports world.

#Investment #MarketAnalysis #TechSector #PrivateEquity #CopperMarket #AustralianMarket #EconomicIndicators #CommodityTrends

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

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

The Future of AI and Its Impact on Investments

Fri, 13 Feb 2026 01:08:01 GMT

In this episode of the Theory of Thing Investment podcast, James Whelan and Heath Moss discuss the current state of the markets, the impact of AI on job sectors, and the performance of SaaS companies. They explore investment strategies focusing on commodities and the energy sector, while also sharing insights on small-cap stocks and the importance of networking in investment success.

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

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

TOT s12 e5 Patrick Walta discusses the reopening of Broken Hill Mines and its production plans.

Fri, 30 Jan 2026 00:55:30 GMT

Guest: Exec Chair Pat Walta of BHM.ASX

In this episode of the Theory of Thing Investment Podcast, James Whelan and Heath Moss discuss various topics including personal updates, market trends, and insights into the mining sector, particularly focusing on Broken Hill Mines. They explore the current state of silver and zinc markets, investment opportunities, and the impact of economic factors on these commodities. The conversation also touches on major players in the tech industry, such as Microsoft, and their influence on market sentiment. The episode concludes with final thoughts on investment strategies and market dynamics.

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

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

"The power of the nap cannot be underestimated."

Fri, 16 Jan 2026 01:57:02 GMT

Hosts James Whelan and Heath Moss engage in a lively discussion about their personal lives, recent experiences, and insights into the investment landscape for 2026. They share anecdotes about their families, the importance of taking breaks, and the power of naps, emphasizing the need for balance in a demanding work environment. The conversation then shifts to investment strategies, with Heath providing an optimistic outlook on the American economy, predicting significant GDP growth driven by a healthy consumer base and tax cuts. He highlights key investment opportunities, particularly in the tech sector and commodities, while also addressing potential risks in the market, especially concerning AI stocks.

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

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

TOT investment, market insights, cobalt, silver, gold, copper, Australian economy, RBA, fantasy football

Fri, 12 Dec 2025 01:56:59 GMT

In this episode of the Theory of Thing Investment podcast, James Whelan and Heath Moss discuss various investment opportunities and market insights as they approach the end of the year. They delve into the performance of cobalt, silver, and copper markets, while also reflecting on the Australian economy and the RBA's stance. The conversation wraps up with a light-hearted discussion about their fantasy football league and festive greetings.

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

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

Ashes Day and Market Insights

Fri, 21 Nov 2025 01:00:03 GMT

In this episode of the Theory of Thinking Investment podcast, James Whelan and Heath Moss discuss the excitement surrounding Ashes Day, market insights, and the current economic landscape. They delve into the implications of market volatility, the impact of AI on investment strategies, and the significance of Oracle's credit default swaps. The conversation wraps up with a look at the ongoing appetite for funding in the AI sector.

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

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

TOT Navigating Market Trends: Insights from James Whelan & Heath Moss

Fri, 07 Nov 2025 06:22:53 GMT

In this conversation, James Whelan and Heath Moss discuss the current market trends driven by US economic factors and offers investment strategies for Australian investors focusing on US-linked ASX companies. He emphasizes the importance of monitoring specific sectors and suggests a diversified approach to investing in stocks with US assets.

takeaways

The US economy will significantly influence the market in the coming months.
Investors should focus on ASX companies with US assets.
Diversifying investments across multiple stocks can mitigate risk.
Small investments in promising stocks can yield high returns.
Monitoring critical areas in the market is essential for investment success.
General advice should be taken with caution and tailored to individual circumstances.
Market predictions are subject to change based on economic developments.
Investing in stocks requires careful analysis and strategy.
Understanding market trends can enhance investment decisions.
Long-term investment strategies can lead to substantial gains.

market trends, investment strategies, US assets, ASX companies, stock market predictions

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

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

TOT s11 e11 on ridiculous victorian public holidays

Fri, 26 Sep 2025 05:27:54 GMT

In this episode of the Theory of Thing Investment Podcast, James Whelan and Heath Moss discuss a variety of topics ranging from personal updates to market analysis. They delve into the current state of the economy, the impact of tariffs, and the performance of commodities like gold and copper. The conversation also touches on sports, particularly the upcoming AFL Grand Final, and concludes with predictions and reflections on personal life.

Takeaways

Spring is a time of renewal and excitement.

The S&P 500 had a relatively stable week despite fluctuations.

US GDP growth exceeded expectations, indicating consumer strength.

Tariffs are a significant factor in the current economic landscape.

Gold and silver are experiencing substantial price increases.

Copper is becoming increasingly important in the market.

The oil market is stabilizing around current price levels.

The upcoming AFL Grand Final is generating excitement.

Personal updates reflect the busy lives of the hosts.

The podcast blends investment insights with personal anecdotes.

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

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

TOT on taking it easy and new gigs

Fri, 22 Aug 2025 13:16:03 GMT

Summary

In this episode, James Whelan and Heath Moss discuss various topics related to investment and the current economic landscape. They share personal updates, delve into market trends, and analyze the impact of AI on productivity. The conversation also touches on recent financial fraud cases and concludes with investment picks and strategies.

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

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

Theory of Thing s11 e9 on N64 and rainy Fridays

Fri, 01 Aug 2025 06:47:31 GMT

Jimmy James has a new job! And what to do on a rainy Friday if you had nothing else to do? Also Heath's market wrap and footy tips

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

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

Theory Of Thing: The BIG SHOW Edition — Markets, Metals & Racetrack Specials!

Fri, 11 Jul 2025 04:51:16 GMT

Welcome to a special BIG SHOW Edition of the Theory Of Thing Investment Podcast — hosted by James Whelan, MD of BPC Wealth, and Heath Moss of HLM Investments. This week they’re joined by Billy Leung of Global X ETFs and David Sokulsky of Carrara Capital for an unmissable market deep-dive.

From the DXY and Copper’s charge to Emerging Markets, tariff fatigue and James’ fresh concept of RE-globalisation, the team breaks down what’s driving portfolios now — and where they’re positioning next.

Plus, special guest Ralphy “Racetrack Ralphy” Horowitz drops his best racing tips, and Mathieu Mozziconacci serves up the ultimate restaurant specials. It’s a market wrap, punting preview and dining guide all in one BIG SHOW.

Tune in, take notes, and get your edge for the week ahead.

#TheoryOfThing #InvestmentPodcast #Markets #Copper #EmergingMarkets #GlobalX #CarraraCapital #Reglobalisation #RacingTips #RestaurantSpecials #BigShow #Acast

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

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

Theory of Thing Investment Podcast on Mental health Days and Lithium (unrelated)

Fri, 27 Jun 2025 04:21:33 GMT

Welcome to the Theory of Thing Investment Podcast, hosted by James Whelan (BPC Wealth) and Heath Moss (HLM Investments), powered by the high-octane brains of Wakey Wakey. Each episode brings a fast-paced mix of markets, mindsets, and mayhem.

We cover everything from mental health days in the market, the weirdness of South Australian weather, to lithium picks and Chinese battery tech. Heath brings his signature Market Wrap, and Jimmy’s got a slender recession call you’ll want to hear.

Plus, we’ve got your AFL and NRL footy tips, banter, and everything else that doesn’t quite make it into the mainstream finance shows — because it probably should.

Subscribe, tune in, and join the Theory.

🎧 #TheoryOfThing #InvestmentPodcast #LithiumStocks #BatteryTech #AFLTips #NRLTips #MarketWrap #MentalHealthDays #RecessionWatch #WakeyWakey #SouthAustraliaWeather #HeathAndWhelan #FinanceWithBanter #MarketsAndFooty

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

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

Theory of Thing Investment Podcast: The BIG SHOW – Trump vs Elon, GDP, Credit & Footy Tips!

Fri, 06 Jun 2025 06:26:21 GMT

Welcome to a Special BIG SHOW Edition of the Theory Of Thing Investment Podcast hosted by James Whelan, MD of BPC Wealth, joined by Heath Moss of HLM Investments, Kieran Berry of RiverX, and Billy Leung of Global X ETFs. This episode is a powerhouse of insights and banter, covering Trump vs Elon, GDP, Alternatives, Credit, Family Office allocations, and plenty more! And of course, don’t miss the NRL, AFL, and UFC footy tips to round out the ultimate investment show.

Tune in, learn, and get ahead.

#TheoryOfThing #InvestmentPodcast #BIGSHOW #JamesWhelan #HeathMoss #KieranBerry #BillyLeung #GlobalX #Markets #Credit #FamilyOffice #Alternatives #TrumpVsElon #GDP #FootyTips #NRL #AFL #UFC

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

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

TOT on Qantas, women, markets and small caps

Fri, 23 May 2025 04:34:54 GMT

Hosted by James Whelan (BPC Wealth) and Heath Moss (HLM Investments), The Big Show is your new go-to for markets, madness, and more — powered by Wakey Wakey.

The episode features Heath’s sharp market wrap and Jimmy’s no-nonsense bear case, mixed with takes on Qantas flights, why women keep getting a raw deal, and whatever else sets the world alight. Jimmy talks about his time MCing Adelaide weddings and just how popular IS this guy in South Australia?

Plus, don’t miss our weekly AFL and NRL footy tips — sometimes brilliant, always bold.

This is finance, footy, and fearless takes. This is The Big Show.

#TheoryOfThing #TheBigShow #FinancePodcast #AFLtips #NRLtips #MarketWrap #BearCase #WomenInFocus #QantasChat #WakeyWakey #HeathAndJimmy #InvestingUnfiltered #FootyAndFinance

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

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

TOT s11 e4: on Resource Conferences, long weeks, gold, uranium, oil

Fri, 09 May 2025 07:03:40 GMT

Hosted by James Whelan (BPC Wealth) and Heath Moss (HLM Investments), powered by Wakey Wakey – this is your unmissable weekly fix for all things markets, minerals, and mayhem. We break down the latest from the Resource Conference circuit and get into the big movers: Uranium, Gold, Oil, and anything else that twitches. Plus, we throw in our not-so-humble AFL and NRL footy tips to round it out. It’s fast, it’s loose, and it’s everything you need to know to stay one step ahead.

#Markets #Resources #Uranium #Gold #Oil #AFL #NRL #FootyTips #Investing #AustralianPodcast #WakeyWakey #TheoryOfThing #BigShow #HeathAndWhelan

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

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

Theory of Thing: The Big Show — "Governance, Value & Trade: Where the Market’s Cracks and Opportunities Lie"

Tue, 29 Apr 2025 10:50:37 GMT

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 lapses like James Hardie, and where genuine value is emerging in an uncertain market. Plus, what stocks are surprisingly thriving amid tariffs and trade turmoil?

🔹 Billy Leung from Global X ETFs brings the thematic heat — sharing what global trends are being missed by local investors

We're also joined by Matthew Mozziconacci of Etymon Projects for the best food going this side of Mothers Day

It’s markets, money, governance, and the global chessboard — with the usual mix of insight, wit, and investment edge.

Hit follow, share the show, and don’t forget: Theory of Thing is never just one thing. #AllanGray #GlobalXETFs #ETFInvesting #ValueInvesting #CorporateGovernance #ASX #JamesHardie #Tariffs #TradeWar #MarketInsights

#AussieInvestors #FinanceTwitter #SmartMoney #LongTermInvesting #ContrarianInvesting #ThematicInvesting #WealthBuilding

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

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

Private Credit on Watch – What It Means for Investors

Fri, 04 Apr 2025 00:44:20 GMT

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 Research, to break down:

✅ Why SQM is increasing its scrutiny on private credit

✅ The red flags emerging in the sector—from transparency issues to high leverage

✅ What investors and advisers need to watch out for

✅ How today’s risks compare to the 2008 mortgage trust crisis

✅ The future of private markets and whether the sector can weather the storm

It’s a must-listen for anyone in wealth management, investing, or just keen to understand what’s happening behind the scenes. Tune in now!

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

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

Theory of Thing: The Big Show Edition

Fri, 28 Mar 2025 21:54:08 GMT

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 themes
Scott Morgan, Head of Real Estate Finance at Remara, on the real estate credit market
A deep dive into SQM’s Private Credit "Watch" notice—what it means and why it matters
Plus, AFL & NRL footy tips, because markets aren’t the only game in town

It's fast, it's sharp, and it's fun—because dry finance talk isn’t our style. Listen now!

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

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

🎙 The Theory of Thing Investment Podcast – Market Moves, Footy Tips & Copper Smelters🏉📈

Fri, 14 Mar 2025 03:29:58 GMT

🎙 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 driving the action. James Whelan of BPC Wealth Management shares the first thing he had to look up this week—expect an interesting take!

We also dive into NRL and AFL tips, giving you the edge for the weekend’s big games. On the economic front, we discuss soaring egg prices and what’s behind China’s copper smelter shutdowns, exploring their potential impact on global markets.

With a mix of investment analysis, sports banter, and real-world insights, this episode has something for everyone. Tune in for a fast-paced, engaging discussion that keeps you informed and entertained.

#InvestmentPodcast #MarketWrap #StockMarket #FootyTips #AFL #NRL #WealthManagement #Commodities #Eggflation #Copper #TheTheoryOfThing

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

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

Theory of Thing: The Big Show

Mon, 03 Mar 2025 06:21:48 GMT

🎙 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 joins us to discuss ETF flows and what’s shaping the 2025 investment strategy. PJ Patterson of Intrepid Wealth shares his take on property funds and alternative investments.

We discuss the changing rules on wholesale clients and tips for advising people who fall into the "grey area" of wealth.

Food meets finance as Mathieu Mozziconacci of Etymon Projects serves up the Dish of the Week, while Chris Lawrence from One Training gives us a preview of the 2025 NRL season and the difficulties young players face in financial services. And, as always, James Whelan (BPC Wealth Management) is doing his best to hold it all together with nothing but duct tape and good will.

In partnership with Ensombl, it’s an episode filled with markets, property, ETFs, footy, and food—what more could you want? Tune in for the insights, stay for the banter!

#InvestmentPodcast #TheBigShow #MarketWrap #ETFStrategy #PropertyFunds #NRL2025 #DishOfTheWeek #WealthManagement #Finance #TheTheoryOfThing #Europe #FANGs

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

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

e10 s21 📈 The Theory of Thing Investment Podcast 🎙️

Fri, 14 Feb 2025 05:32:03 GMT

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!

#InvestmentPodcast #ChinaData #Copper #Gold #Tariffs #Markets #SuperBowl #TheTheoryOfThing

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

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

TOT s10 e20 on Hot States, Fijian Inflation, AI data ownership and gold

Fri, 31 Jan 2025 01:44:10 GMT

🔥 The Theory of Thing Investment Podcast – Scorching Takes & Market Moves 🔥

South Australia is sweltering, and Jim returns from Fiji with stories of runaway inflation! Meanwhile, DeepSeek takes over OpenAI—but who really controls the data? We break it all down. Heath delivers another outstanding market wrap, covering the key moves you need to know. Plus, with the NFL Super Bowl just around the corner, we preview the big game and what’s at stake. Don’t miss this jam-packed episode full of insights, surprises, and plenty of heat!

#InvestmentPodcast #MarketWrap #OpenAI #DeepSeek #Inflation #SuperBowl #TheTheoryOfThing

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

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

TOT on GOLD, biceps, car troubles and football

Fri, 17 Jan 2025 04:36:48 GMT

This episode has it all! Jim's bicep pain becomes a talking point, while the boys recount their latest car troubles. Gold is the trade on everyone’s mind, and we highlight the best gold stocks to keep on your radar. Heath brings his signature style to an amazing market wrap, covering all the key moves, and we add a splash of NFL action to round things out. Whether you’re here for insights, laughs, or both, this episode is not to be missed!

#InvestmentPodcast #GoldStocks #MarketInsights #NFL #TheTheoryOfThing #MarketWrap

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

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

TOT s10 e18 On BIG SHOW & xmas specials

Fri, 20 Dec 2024 02:26:25 GMT

🎄 Get ready for The Theory of Thing Investment Podcast Christmas Special! 🎄

"Jim Sessions" is back, and we’re calling it early – NSW is taking it 3-0 this year! We’re also sharing top strategies for managing your team over the festive break, plus Heath’s big move into super advice. Don’t miss Heath’s Market Wrap, where the year’s biggest moves are on full display. To top it off, we’ve got a HUGE show announcement for 2025 that you’ll want to hear first. Tune in for insight, predictions, and festive cheer!

#InvestmentPodcast #ChristmasSpecial #JimSessions #MarketWrap #SuperAdvice #BigNews2025 #TeamTips

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

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

TOT s10 e17 On how weird South Australia is and some other stuff

Fri, 06 Dec 2024 05:46:23 GMT

What’s going on with South Australia? From quirky pints to its reputation as the "flyover state," we break it down. Also how expensive pints are in Sydney vs SA. Heath’s market wrap covers the latest moves in the markets, while our book segment highlights *BRK* and *LV1*—two reads packed with lessons for investors. Plus, we tackle NFL tips, adding a sporting edge to your weekend lineup. Tune in for insights, laughs, and a touch of investment wisdom that keeps it interesting.

🎙️ *The Theory of Thing Investment Podcast*

#InvestmentPodcast #Markets #SouthAustralia #BookTalk #NFLTips #WealthManagement #FlyoverStateFun

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

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

Theory Of Thing s10 e16: on Gant, Xmas decorations, deals and market data

Fri, 22 Nov 2024 01:55:15 GMT

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.

Speed round on Trump Red Wave and Coldplay running on Solar

Fri, 08 Nov 2024 05:13:59 GMT

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.

TOT s10 ep 14 on Rodrigo and silver and roadshows

Fri, 25 Oct 2024 00:33:55 GMT

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.

e13 s10: on hot commodities and bad beats in fantasy

Fri, 18 Oct 2024 00:50:22 GMT

In this episode of *The Theory of Thing Investment Podcast*, Jimmy ducks jury duty while Heath battles back-to-school fever. Get the latest Fantasy Football update and find out which small cap stock Jimmy has been active in. Heath’s market wrap covers four must-know commodity picks to watch closely in the market. Plus, don’t miss the NFL tips as the season heats up! Tune in for market insights, stock action, and some NFL fun.

#InvestmentPodcast #SmallCapStocks #CommodityPicks #NFLTips #FantasyFootball #MarketWrap #BackToSchool #StockMarket

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

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

Theory Of Thing s10 e12 Oil, China, Heath gets a classier name, Lithium trades

Fri, 11 Oct 2024 00:56:56 GMT

In this episode of *The Theory of Thing Investment Podcast*, we're covering a range of engaging topics. Hear why running your own podcast could be the best move if our content isn’t hitting the mark! Heath explores his new, classier identity and dives into the latest on China’s stimulus efforts—is it enough? Plus, Lithium bidsand oil as the trade that paid. Maybe now is the time for guys called Milton to take what's owed...

Plus, we’ve got Heath’s market wrap featuring an exciting small cap pick, along with this week’s NFL tips. Join us for sharp insights and a bit of fun! #InvestmentPodcast #MarketWrap #ChinaStimulus #SmallCapStocks #NFLtips #lithium

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

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

On getting yelled at by actual professionals and has the China trade run its course?

Fri, 04 Oct 2024 01:35:20 GMT

In this episode of *The Theory of Thing Investment Podcast*, we wrap up the thrilling finale of the #BackJimmy challenge and share the highs and lows of getting yelled at by a legend in the game. We also bring you an exclusive NRL Grand Final tip straight from the one and only Mr. Robbie Farah. Heath rounds it out with a comprehensive market wrap, covering key moves and trends that matter to your portfolio. It's a lively mix of sport and finance you won’t want to miss! #InvestmentTalk #NRL #MarketUpdate #BackJimmy #FinanceandFooty

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

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

GRAND FINAL SPECIAL!! David Scutt (StoneX) On China Stimmy, picking bottoms, swans and more

Fri, 27 Sep 2024 02:05:54 GMT

In this episode of *The Theory of Thing Investment Podcast*, David Scutt from StoneX joins to discuss China’s stimulus measures, rising service fees, and the Sydney Swans. With Grand Final specials just around the corner, we highlight the big match-ups and get into Heath’s expert market wrap. Copper is making noise again, and we touch on its impact, while Barons keep adding to the stress. Plus, don’t miss Jimmy’s top Tweets of the Week for a unique take on market trends. Also congrats Eunicorn on her awards.

#Investing #ChinaStimulus #AFLGrandFinal #MarketWrap #CopperBoom #FootyTips #Barons #FinanceNews #JimmyTweets

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

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

Theory Of Thing s10 e9 with H2X talking hydrogen, cycling, steaks and more!

Fri, 20 Sep 2024 02:29:19 GMT

In this episode of *The Theory of Thing Investment Podcast*, Anthony Tolfts from H2X joins us to share insights on the exciting future of hydrogen. We celebrate proud parenting moments, spotlight South Australia's finest steak joints, and explore the recent turnaround in the copper market. Tune in for expert NFL and cycling tips, plus Heath's comprehensive market wrap to keep you informed on the latest trends. It's an episode packed with energy, sports, and investment updates you don't want to miss!

#HydrogenFuture #CopperMarket #ParentingPride #SteakLovers #NFLTips #CyclingTips #MarketWrap #InvestmentPodcast #H2X

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

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

Theory Of Thing s10 e8 w/ Dr Mike Jones of Impact Minerals and more

Fri, 13 Sep 2024 02:01:32 GMT

In this episode of *The Theory of Thing Investment Podcast*, Dr. Mike Jones from Impact Minerals provides an important update on the latest developments. We cover the highlights of the week in markets, spotlight the unknown commodity of the week, and discuss gold soaring to new highs! Jimmy James shares some entertaining stories from the roadshow, while Heath wraps up the markets with his insightful analysis. Finally, Heath and Jimmy offer their top tips for the NRL and NFL, and Mike gives his EPL predictions.

#InvestmentInsights #GoldSurge #CommodityWatch #FootyTips #MarketWrap #RoadshowStories #TheTheoryOfThing

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

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

Theory Of Thing s10 e7 On Evanescence, NFL Openers, Spoon Bowls and market Insights

Fri, 06 Sep 2024 01:41:25 GMT

In this week's episode of *The Theory of Thing Investment Podcast*, we cover Spoon Bowl Day and the NFL season opener, dive into Sandringham's unique Father's Day celebrations, and celebrate massive suburban footy goals. We also talk about the surprising comeback of Evanescence's hits. Heath gives his insightful market wrap and confidently picks this week's AFL winners, while James reflects on last week's NRL picks—goose moments included! Tune in for sports, music, and market tips! Also "You Gotta Buy the Dip" is a smash hit!!

#InvestmentPodcast #AFL #NFLSeasonOpener #SpoonBowlDay #FathersDay #FootyGoals #Evanescence #HeathsMarketWrap #NRL #PodcastFun

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

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

TOT s10 e6 on David Scutt's return and Jimmy's battling rugby trials

Fri, 30 Aug 2024 05:48:59 GMT

In this episode of *The Theory of Thing Investment Podcast,* we kick off with the exciting launch of #BackJimmy, the Rugby challenge with so much to lose and everything to gain. Special guest David Scutt of StoneX joins us to share his insights on the markets and what investors should watch out for. GDP, USD, JPY, BOJ, NVDA, RBA and more. It's an action-packed episode filled with expert analysis and winning strategies! #InvestmentPodcast #MarketInsights #FootyTips #DavidScutt #Finance #AFL #Investing #BackJimmy

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

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

Theory Of Thing s5 ep10 on Cannabis and kings

Fri, 23 Aug 2024 06:31:45 GMT

In this episode of *The Theory of Thing Investment Podcast,* Jimmy shares insights from his recent visit to a cutting-edge cannabis facility, exploring its investment potential. Thelma and Louising from the deep south brings some thrilling stories from the road, while we dive into the competitive world of NFL Fantasy Leagues. Heath is back with a comprehensive market wrap, analyzing the latest trends, and of course, the brilliant footy tips that you can't miss. Tune in for a packed episode blending sports, travel, and investment wisdom.

#InvestmentPodcast #CannabisInvesting #NFLFantasy #MarketWrap #FootyTips #TheTheoryOfThing

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

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

TOT on advanced civilisations, new hires and fantasy leagues

Fri, 16 Aug 2024 01:40:26 GMT

In this episode of *The Theory of Thing Investment Podcast*, we explore the latest in the #BackJimmy Rugby challenge, unravel the mystery behind the popular berry flavor, and ponder what truly defines an advanced civilization. Heath provides his insightful market wrap, offering key takeaways for savvy investors. Plus, don't miss the brilliant footy tips that could give you the winning edge. Big announcement at the end too. Tune in for a blend of sports, science, and investment wisdom that keeps you ahead of the game. #InvestSmart #FootyTips #MarketUpdate #BerryTalk #CivilizationInsights $DVP $B4P

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

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

TOT on Dumb Rugby Challenges and crazy vol

Fri, 09 Aug 2024 05:27:17 GMT

In this episode of "The Theory of Thing Investment Podcast," we bring you an exciting mix of sports and investment insights. Join us as we support #BackJimmy on his Rugby challenge and explore the unique trends of magnesium flavour in the market. We tackle the latest "Olympic nonsense," and discuss how it impacts investments. Unfortunately, Heath is under the weather again, but that won't stop him from delivering his brilliant footy tips, just as predicted. Tune in for an engaging blend of sports and market analysis!

#InvestmentPodcast #RugbyChallenge #MagnesiumFlavour #OlympicNonsense #HeathsFootyTips #MarketInsights

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

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

Theory of Thing on Creed, small cap winners and back office expertise

Fri, 02 Aug 2024 02:13:48 GMT

Join us on this episode of "The Theory of Thing Investment Podcast" as we explore the cool composure of Turkish Olympic shooters, celebrate the exciting news of Creed's upcoming tour, and witness Heath's excitement firsthand. Jimmy and Heath reveal another promising small-cap stock pick and discuss Jimmy's theory on why trust should only be placed in those with booking experience. Plus, don't miss Heath's brilliant footy tips, accurately predicted as always. Tune in for insightful discussions and some fun surprises! #InvestmentPodcast #SmallCapWinners #CreedTour2024 #FootyTips #BookingExperience #TurkishOlympians

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

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

Theory of Thing s10 ep1: Behind the Scenes on Ausbiz, dud plenums and Olympic tips

Fri, 26 Jul 2024 01:52:57 GMT

In this episode of The Theory of Thing Investment Podcast, we explore the latest market correction, take you behind the scenes at Ausbiz, and examine the benefits of dual listing. Discover the importance of support lines under the Nasdaq, and Jimmy's strategic Olympic betting. Plus, Heath shares his brilliant footy tips. Each topic reveals insights and trends as anticipated. Tune in for expert analysis and predictions that hit the mark. #InvestmentPodcast #MarketCorrection #Ausbiz #DualListing #NasdaqSupport #SmallCapRally #OlympicBetting #FootyTips #FinancialInsights

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

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

TOT on Timezone, Plenums, Trump, Jimmy talks his book and more

Fri, 19 Jul 2024 05:22:25 GMT

Join us for The Theory of Thing Investment Podcast! Nothing from the Plenum, celebrate our footy tips winner, and enjoy a session of Jimmy's book talking. We'll discuss Timezone lock-ins, analyze a 5 sigma small cap rally, and share expert advice on how to buy the Mag 7 right. Don't miss Heath's brilliant footy tips and market wrap for the latest market insights. #InvestmentPodcast #FootyTips #BookTalking #SmallCapRally #Mag7 #MarketWrap #InvestmentInsights

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

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

Theory of Thing on Brisbane Hotel Dressing Gowns and Markets

Fri, 12 Jul 2024 01:28:43 GMT

Join us on "The Theory of Thing Investment Podcast" as we explore the latest in investments and trends. This episode covers the surprising surge in Brisbane dressing gowns, the rise of family-friendly offices, and the latest update on Biden's 70% chance in the political arena. Don't miss Heath's brilliant footy tips and a comprehensive market wrap. Stay informed and entertained with insights that matter.

#Investments #BrisbaneFashion #FamilyFriendlyWorkplaces #PoliticalUpdate #FootyTips #MarketWrap #InvestmentPodcast

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

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

Theory of Thing on Copper Noises, Beachballs, Footy and how to explain the US 10 year to someone

Fri, 05 Jul 2024 05:12:36 GMT

In this episode of "The Theory of Thing Investment Podcast," we explore the latest financial buzz. Discover why Fairmont is fully booked and what this means for rate hikes. Gain insights on explaining the US 10-year treasury to your friends. Learn about the significance of copper and the market sounds it brings. Plus, don't miss Heath's brilliant footy tips and his comprehensive market wrap. Tune in for an engaging mix of investment insights and expert commentary.

#Investing #Finance #MarketTrends #Copper #US10Year #InterestRates #FootyTips #Fairmont

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

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

Theory of Thing with Tigers Great Chris Lawrence Talking Footy and More

Fri, 28 Jun 2024 06:36:38 GMT

In this episode of "The Theory of Thing Investment Podcast," we welcome Tigers legend Chris Lawrence for an exclusive NRL update and announce the winner of the BPC Tipping Comp. We also tackle the burning question: "Is Reece Walsh ok?" Plus, Jimmy advises us to "RELAX" on data centres, while Heath shares his brilliant footy tips and market wrap. Join us for insights, tips, and a touch of sports excitement!

#InvestmentPodcast #NRLUpdate #ChrisLawrence #ReeceWalsh #DataCentres #FootyTips #MarketWrap #BPCTippingComp

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

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

TOT talking French elections, teeth, burritos & footy

Sat, 22 Jun 2024 05:23:30 GMT

Join us on "The Theory of Thing Investment Podcast" for an intriguing episode where we explore the whimsical yet insightful Tooth Fairy Index, uncover the unexpected FRUIT in Jimmy's burrito, and analyze Jimmy's unique French Election thesis. Don't miss Heath's notorious footy tips, guaranteed to amuse and possibly frustrate. This episode is packed with investment insights and a touch of humor. Tune in for an entertaining and educational ride! #InvestmentPodcast #ToothFairyIndex #FrenchElection #FootyTips #InvestmentHumor #FinanceTalk #MarketTrends #InvestmentInsights #BurritoSurprises #PodcastFun

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

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

TOT s9 e16: on job interviews, silver, Covid flashbacks & Pelosi

Fri, 07 Jun 2024 01:25:42 GMT

In this episode of "The Theory of Thing Investment Podcast," we explore Heath Moss's expert silver analysis, debate the appropriateness of bringing a parent to a job interview, and examine how Pelosi manages to hit the mark once more. Plus, enjoy a lighthearted segment with Heath's notoriously bad footy tips. Tune in for insightful discussions and some fun moments. #InvestmentPodcast #SilverAnalysis #CareerAdvice #PoliticalInsights #FootyTips #TheTheoryOfThing #HeathMoss #Pelosi #JobInterview #FinanceTalk

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

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

Theory Of Thing s9 e15 on Wind Turbines, Critical Minerals, the AIS and more

Fri, 31 May 2024 01:28:18 GMT

Tune in to "The Theory of Thing Investment Podcast" for an exciting episode featuring an announcement about the Australian Investment Summit with special guest Jai Ayoub. Heath Moss delivers a comprehensive market wrap, and JW hits the mark with copper predictions once again. Jimmy provides a detailed summary of the Critical Minerals Conference, while Heath's footy tips bring some unexpected entertainment. Stay informed and entertained with the latest insights and updates in the investment world. #InvestmentPodcast #MarketWrap #AustralianInvestmentSummit #CopperMarket #CriticalMinerals #FootyTips #FinanceInsights #HeathMoss #JaiAyoub #JWPredictions

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

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

Theory Of Thing s9 e14 w/ Las Vegas Raiders insider and more!

Fri, 24 May 2024 01:49:45 GMT

Welcome to "The Theory of Thing Investment Podcast"! Live from Raider Nation, we're joined by Derek Haithcock, Manager of Team Travel & Logistics of the Las Vegas Raiders NFL Team, talking about how to shift 180 people every two weeks. Heath Moss gives the latest market wrap, covering why copper prices are surging and their future trajectory. Jimmy takes a position on natural gas, while Heath's notorious footy tips add a fun twist. Tune in for expert analysis and entertaining segments! #InvestmentPodcast #RaiderNation #MarketWrap #CopperPrices #NaturalGas #FootyTips #FinanceTalk #ExpertInsights #SportsAndFinance #HeathMoss #JimmyViews #NFL #Raiders

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

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

TOT s9 e13 copper, 13Fs, China, Fund Manager Survey

Fri, 17 May 2024 02:57:02 GMT

Join us on this week's episode of "The Theory of Thing Investment Podcast" as we explore the latest market trends with Heath Moss in our market wrap. Get insights into the current state of copper analysis and discover what 13F filings reveal about large positions in China. Also a look at the most crowded trades in the BOFA Fund Manager Survey. Plus, don't miss out on our primo footy tips for the upcoming matches. Stay informed and ahead of the curve with expert advice and strategic tips. #InvestmentPodcast #MarketWrap #CopperAnalysis #ChinaInvestments #FootyTips #HeathMoss #FinanceNews #InvestmentStrategy $BABA

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

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

TOT s9 e12, market wrap and tales from the road

Fri, 10 May 2024 04:12:49 GMT

Welcome to "The Theory of Thing Investment Podcast" where we explore the latest in finance and investment strategies. In this episode, Heath Moss provides a comprehensive market wrap-up, analyzing trends and potential opportunities. We also celebrate the winner of our footy tips competition, diving into their winning strategies. From navigating volatile markets to capitalizing on emerging trends, join us as we dissect the intricacies of investment. Tune in for expert insights, actionable advice, and the latest updates in the world of finance. Stay ahead of the game with #InvestmentInsights and #MarketAnalysis.

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

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

Theory of Thing Special Edition: Impact Minerals' Dr Mike Jones and James debrief the road show

Fri, 03 May 2024 05:50:39 GMT

In this Special Edition of "The Theory of Thing Investment Podcast," we explore the dynamic world of investment with a focus on Impact Minerals(ASX:IPT). We uncover the eyebrow-raising story of IPT’s Lake Hope with Mike Jones, the head of an ASX listed High Purity Alumina(HPA) explorer.

Tune in for expert analysis, actionable strategies, and a deeper understanding of the HPA investment landscape. #InvestmentPodcast #ImpactMinerals #HighPurityAlumina #ExpertInsights

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

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

Dr David Allen, Plato's Global Alpha Fund on quants and red flags

Wed, 24 Apr 2024 02:23:46 GMT

Welcome to "The Theory of Thing Investment Podcast"! In this episode, join us as we explore the world of investment strategies with Plato long/short Alpha Fund Manager, David Allen. Discover valuable insights into navigating the markets with David's expert guidance. We'll also provide a comprehensive markets wrap-up, keeping you informed on the latest trends and developments. And for some fun, stay tuned for our footy tips segment, where we share our predictions for the upcoming games. Tune in for an engaging discussion on investment strategies, market updates, and a dash of sports excitement. Don't miss out! #InvestmentInsights #MarketWrap #FootyTips

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

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

Lynnsanity!!!! Chris Lynn joins the lads for a talk about Playbook and markets

Fri, 19 Apr 2024 03:55:34 GMT

Join us on as we explore the world of finance and investing with expert insights and lively discussions. In this episode, we sit down with perennial six-hitter Chris Lynn to discuss his personal coaching company Playbook, along with how he's giving back to the game he loves. Additionally, we provide a comprehensive markets wrap-up, analyzing the latest trends and developments. Plus, we ponder the question: can Jimmy hoof one with precision? Tune in for an engaging discussion filled with actionable advice and thought-provoking insights. #InvestmentPodcast #Finance #MarketAnalysis #InvestingStrategies #ExpertInsights

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

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

David Sokulsky (Carrara Capital) & Robbie Farah (Wests Tigers): what more could you want in a podcast?

Fri, 12 Apr 2024 06:54:29 GMT

Welcome to "The Theory of Thing Investment Podcast"! Join us in this episode as we charge into the world of investment with David Sokulsky, CIO of Carrara Capital, discussing long/short macro strategies and market insights. Alongside, we have special guest and Tigers legend Robbie Farah sharing his take on the season's highlights and players to watch out for. Plus, we reveal the winner of the first round of the BPC tipping comp! Tune in for expert analysis, insider tips, and all things investment, sports, and more. #InvestmentInsights #MarketAnalysis #NRLTalk #BPCtipping #FinancePodcast

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

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

It's Chris Weston!!! (And Heath Moss and James Whelan) but mostly Chris Weston!!!

Fri, 22 Mar 2024 05:29:43 GMT

Welcome to "The Theory of Thing Investment Podcast" where we dive deep into the financial world's hottest topics! In this episode, we conduct a comprehensive health market review, exploring the latest trends and insights. Special guest Chris Weston from Pepperstone joins us to dissect central bank policies worldwide, shedding light on their impact on global markets. Plus, we investigate whether the yen still holds its funding status amidst changing economic landscapes. And to top it off, we offer our AFL/NRL round 3 predictions. Tune in for expert analysis, valuable perspectives, and actionable investment strategies. #InvestmentInsights #CentralBanks #MarketTrends #Predictions #FinanceTalk

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

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

TOT s9 ep 6: copper, retail, PPI, yields, USD, Boeing, footy

Fri, 15 Mar 2024 01:01:30 GMT

Welcome to "The Theory of Thing Investment Podcast" where we dissect market trends and unveil investment strategies. In this episode, we dive into a health market review, analyzing its impact on investment opportunities. Celebrate our astute call on copper prices! We also discuss the temporary pause in yield declines and its implications for investors. Plus, we scrutinize Boeing's recent fall and its potential repercussions. Stay tuned for our AFL/NRL round 2 predictions. Tune in for expert insights and actionable investment advice. Don't miss out! #InvestmentInsights #MarketAnalysis #CopperPrices #YieldDeclines #Boeing #SportsPredictions #TheTheoryOfThing

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

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

James and Heath get back in the saddle post-Vegas

Fri, 08 Mar 2024 01:17:37 GMT

Welcome to "The Theory of Thing Investment Podcast"! Join hosts James and Heath as they catch up post-Vegas, sharing insights and laughs. In this episode, explore the intriguing question: "Will the Japanese buy all our companies?" Delve into a comprehensive earnings review, uncovering trends and potential opportunities. Stay tuned for copper picks, where the hosts analyze the market's metallic heartbeat. Plus, gear up for AFL/NRL round 1 predictions that might just shape your investment game. Don't miss this dynamic episode blending personal anecdotes with essential market updates. Tune in for a rollercoaster of financial wisdom and predictions! #InvestmentTalk #EarningsReview #CopperPicks #MarketInsights #PodcastPredictions

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

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

Hydrogen special

Mon, 26 Feb 2024 03:56:46 GMT

With Heath at TayTay we thought we'd spend a little time on something we've had huge client callout for: hydrogen.

Capture, sorate, creation, usage. Is there a future in passenger vehicles using hydrogen and how would that happen?

Have the new hydrogen discovereies changed the value proposition for green and blue hydrogen?

Find out here as James Whelan is joined by BPC's London head Jack Colreavy.

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

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

David Scutt!!! talking Japan, US Inflation, CBA on RBA and AFL/NRL

Fri, 16 Feb 2024 00:52:53 GMT

Welcome to "The Theory of Thing Investment Podcast" where we unravel global finance trends! In this episode, host David Scutt navigates us through diverse market landscapes, exploring why the Japanese market ≠ Japanese economy. Delve into a comprehensive breakdown of US inflation and unravel CBA's diverse rate expectations. Plus, gain insights into the AFL/NRL season predictions impacting investment strategies. From Tokyo to Wall Street, we decode the intricate dance of economics and investments. Tune in for a whirlwind tour of global markets and strategic forecasts. Follow for illuminating insights! #InvestmentPodcast #GlobalFinance #MarketTrends #EconomicAnalysis #InvestmentStrategy

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

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

s9e2: On new RBA formats, Hydrogen, GQG and Superbowl Mondays

Fri, 09 Feb 2024 01:10:56 GMT

Welcome to "The Theory of Thing Investment Podcast"! In this episode, Heath delivers his Market Wrap, dissecting the latest trends and developments shaping the investment landscape. Jimmy explores the potential of hydrogen as a game-changer in the energy sector, discussing its implications for investors. Later, Jimmy dives into market seasonality, unpacking its patterns and how investors can leverage them for strategic decision-making. Tune in for expert insights, actionable tips, and lively discussions on navigating the complexities of the financial markets. #InvestmentInsights #MarketTrends #HydrogenRevolution #SeasonalInvesting #FinancialStrategy

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

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

TOT s9 ep 1: Heath and James start the year right w/ bullish chatter

Fri, 02 Feb 2024 03:00:04 GMT

Tune in to "The Theory of Thing Investment Podcast" for a dynamic dive into the financial world. In this episode, Heath delivers his insightful Aussie Economic Wrap, decoding market trends and economic indicators down under. Next up, DankTrader unveils his Super Bowl Multi, offering strategic insights into leveraging sports events for investment opportunities. Jimmy joins the conversation, shedding light on BOM mistakes and their impact on food prices, revealing hidden investment angles. From macroeconomic analysis to sports betting strategies and agricultural market insights, this episode promises a diverse exploration of investment avenues. #InvestmentInsights #EconomicAnalysis #SuperBowlInvesting #MarketTrends #FinancialStrategy

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

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

e35: The Theory of Thing Investment Podcast

Fri, 15 Dec 2023 05:01:50 GMT

Welcome to episode 35 of "The Theory of Thing Investment Podcast"! 🎙️ In this week's market wrap, we dissect the latest trends, opportunities, and challenges shaping the investment landscape. Join us as DankTrader shares his amazing NFL tips, blending the worlds of sports and finance for strategic insights. Plus, we delve into the Federal Reserve's recent pivot, exploring its impact on markets and economic forecasts. Whether you're a seasoned investor or just starting out, this episode promises valuable perspectives to elevate your financial game. Tune in for expert analysis and engaging discussions. #InvestmentInsights #MarketWrap #DankTraderTips #FedPivot #FinancePodcast 📈💡

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

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

Episode 34 of "The Theory of Thing Investment Podcast

Fri, 08 Dec 2023 04:38:37 GMT

Dive into the financial arena with Episode 34 of "The Theory of Thing Investment Podcast"! 📈 We review the Last Days of Rome at Ryan's Bar. Join the discussion with financial expert DAVID SCUTT as he shares insights on navigating BOJ Blank-ups. Discover the November rally as predicted by industry pros, and explore the enduring dominance of the 60/40 portfolio strategy. Plus, don't miss out on some incredible NFL tips to amplify your investment game! Tune in for a dynamic blend of history, strategy, and actionable insights. #InvestmentPodcast #FinancialStrategy #MarketTrends #NFLTips

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

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

Episode 33 of "The Theory of Thing Investment Podcast"!

Fri, 01 Dec 2023 05:15:32 GMT

Welcome to Episode 33 of "The Theory of Thing Investment Podcast"! 🎙️ This week, we uncover the hottest "Deal of the Week" in the investment landscape, providing insights for savvy investors. Dive into our comprehensive "Market Wrap" segment, analyzing key trends and surprises. Discover how the Gold rally aligns with our predictions, and explore the unique "Xmas Light Strategy" for the holiday season. We break down the latest "SPX Price Moves" and share expert tips for navigating the market. Plus, we're still serving up unbeatable NFL tips. Join us for a dynamic blend of analysis, strategy, and entertainment. Tune in and stay ahead in the world of investments! 📈💡 #InvestmentPodcast #MarketAnalysis #GoldRally #HolidayStrategy #SPX #NFLTips

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

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

The Theory of Thing Investment Podcast

Fri, 24 Nov 2023 04:51:20 GMT

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 comprehensive "market wrap" with a focus on SPX price moves and delve into the latest NVDA results. In a surprising twist, discover a unique "turkey cooking strategy" that parallels successful investment approaches. Stay tuned for some amazingly better NFL tips that draw unexpected parallels to financial plays. Join us as we dissect the latest trends, analyze market dynamics, and uncover unconventional strategies for a well-rounded investment experience. Don't miss this enriching episode! #InvestmentInsights #MarketAnalysis #InvestmentStrategy #NFLTips

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

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

Episode 31 of The Theory of Thing Investment Podcast

Fri, 17 Nov 2023 00:11:34 GMT

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 got your investment insights covered. Discover the latest on the oil market, analyze Walmart's outlook, and explore why Burry taps out. Plus, stay tuned for marginally better NFL tips to boost your sports investment game. Whether you're a seasoned investor or just getting started, this episode has something for everyone. Don't miss out on the financial fun! #InvestmentPodcast #MarketWrap #NRLTrivia #OilMarket #WalmartOutlook #Burry #NFLTips

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

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

E30: our amazing kids, oil declines, bank earnings

Thu, 09 Nov 2023 00:57:55 GMT

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 into the energy sector, we explore the recent oil declines and their implications for investors. Next, we dissect bank earnings reports, offering insights into the financial industry's performance. Shifting gears, we celebrate our amazing kids, highlighting their entrepreneurial spirit and potential investment lessons. Plus, stay tuned for marginally better NFL tips to diversify your investment playbook. Tune in for expert analysis and actionable strategies to supercharge your portfolio. #InvestmentInsights #MarketWrap #OilDeclines #BankEarnings #AmazingKids #NFLTips

Sponsored by amfex.com

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

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

Episode 29: The Theory of Thing Investment Podcast

Thu, 02 Nov 2023 06:47:30 GMT

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 inaction and its potential impact. Get the latest #EarningsUpdate and stay ahead of the curve. Plus, don't miss our expert analysis on monsterously better #NFL tips for savvy sports investors. Whether you're a seasoned pro or just starting out, this episode is packed with insights to level up your investment game. Join us for a deep dive into the world of finance and come out wiser! 📈💰 #InvestmentInsights #FinancePodcast

sponsored by Australian Mutual Funds Exchange amfex.com

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

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

TOT ep 28: oil & renewables, China and renewables, RBA expectations, NFL tips

Thu, 26 Oct 2023 04:28:10 GMT

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 world of 'oil each way bets' and explore how China is making substantial strides in long renewables. Get the lowdown on RBA expectations and their impact on your portfolio. Plus, stay tuned for slightly better NFL tips that might just score you a win. Tune in for an informative, engaging, and action-packed episode! #InvestmentInsights #MarketTrends #RenewableEnergy #RBAExpectations #NFLTips #FinancePodcast 📈🌍🏈

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

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

e24: The Theory of Thing Investment Podcast

Thu, 19 Oct 2023 06:36:16 GMT

Welcome to e27: The Theory of Thing Investment Podcast! In this episode, we kick off with a comprehensive market wrap, dissecting the latest trends and noteworthy movements across various sectors. Dive deep into the intriguing world of yields, where we explore why they're still haywire and what it means for investors. Next, we unravel the mysteries behind the surging oil market, examining the driving forces and potential implications. And for a unique twist, we've got some unexpected NFL tips that draw uncanny parallels to investment strategies. Join us for a dynamic discussion that blends market insights with unexpected perspectives, all on e27: The Theory of Thing Investment Podcast!

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

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

e26: The Theory of Thing Investment Podcast

Thu, 12 Oct 2023 01:46:29 GMT

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, joins us to discuss the BOJ's potential move of abandoning YCC, unraveling its potential impact on global markets. Delving deeper, we explore how yields may have found their own solution to a persistent problem. Moving hearts and portfolios, we tackle the sensitive topic of reconciling investment advice through personal tragedy. And for a refreshing twist, we wrap up with NFL tips that add a unique perspective to your investment strategy. Tune in for a dynamic blend of insights and strategies!

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

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

e25: The Theory of Thing Investment Podcast

Thu, 05 Oct 2023 00:35:17 GMT

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 Estate is deader than tank tops." Discover the insights behind this claim and how it impacts your investment strategy.

Next, we dissect the historical showdown between September and October S&P 500 returns, revealing crucial trends that every investor should know. Bond yields take center stage as we unravel their recent performance and its significance in today's market. Brace yourselves for an eye-opening discussion on the wild ride of oil prices, exploring the forces that push and pull them.

To top it off, we switch gears and offer exclusive NFL tips for savvy sports investors. Tune in for a power-packed episode packed with invaluable insights for your investment journey.

Sponsored by Australian Mutual Bonds Exchange amfex.com

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

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

e24: The Theory of Thing Investment Podcast

Thu, 28 Sep 2023 08:22:43 GMT

In this episode of "e24: The Theory of Thing Investment Podcast," we dive into the intriguing phenomenon of "old people having kids" and its impact on the economy. We analyze the current financial landscape, exploring why some experts are calling it the "worst market in forever." Join us as we dissect the enigma of VIX, dissecting why its vitality seems drained. Delve into the concept of "higher for longer" and understand what it means for your investment strategies. Plus, stay tuned for our Grand Finale AFL/NFL tips, where we provide valuable insights for sports enthusiasts looking to make strategic investments. Tune in for a power-packed episode!

Sponsored by amfex.com

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

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

e23: The Theory of Thing Investment Podcast

Thu, 21 Sep 2023 01:44:43 GMT

In this episode of "The Theory of Thing Investment Podcast," we delve into the seismic shifts in the investment landscape. First up, we examine the ripple effects of the WFH revolution, now making waves on picket lines. We explore how this paradigm shift is reshaping investment strategies.

Next, we dissect the latest developments in the Federal Reserve's policy. What do the Fed dots reveal, and what lies ahead for investors? Our experts break down the implications for your portfolio.

Then, we uncover the explosive movements in the uranium market. From mining to nuclear energy, we analyze the factors driving this massive surge.

Finally, we share valuable AFL/NFL investment tips to help you navigate the sports investment arena. Tune in for indispensable insights into the ever-evolving world of investing.

Also Tim Cook goes full cringe.

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

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

Episode 42 - Unpacking Tesla Upgrades, GlobalX Thematic Notes, Indian Market Insights, and Footy Finals Tips

Fri, 15 Sep 2023 10:47:07 GMT

In this episode of "The Theory of Thing Investment Podcast," we broadcast from a room full of moving boxes at the temporary Whelan house and delve into the latest Tesla upgrade and its potential impact on the market. Our experts also dissect Global X Thematic notes, revealing intriguing trends and opportunities for investors. Next, we shift our focus to the dynamic Indian market, uncovering key strategies for navigating its unique landscape. To round it off, don't miss our exclusive footy finals tips for those looking to make strategic investments in the sporting world. Tune in for a comprehensive discussion that promises valuable insights for seasoned investors and newcomers alike.

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

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

Navigating Markets: Oil, Defense, India, and Footy Finals

Thu, 07 Sep 2023 01:39:41 GMT

In this episode we delve into crucial global trends shaping the investment landscape. First up, we dissect the surge in oil prices and its ramifications on various sectors. Next, we examine the unexpected F35s downgrade and its potential impact on defense stocks. Shifting our focus to the Indian market, we explore emerging opportunities amidst geopolitical shifts. To wrap it up, we provide insightful footy finals tips, offering a unique perspective for both sports enthusiasts and investors alike. Join us for an engaging discussion on the dynamic forces influencing your investment decisions.

Sponsored by amfex.com

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

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

Theory of Thing Episode 20: JOLTS, savings, spendings, consumer discretionary, fasting and jump rope

Thu, 31 Aug 2023 05:45:20 GMT

James and Heath break down the right time to talk to someone else's kids on the bus, earnings update with some lovely stats via Heath, where is the China stim already??! Plus usual footy tips and whatnot.

Sponsored by Australian Mutual Funds Exchange. Have a look today.

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

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

Earnings review, China no show, India gets the moon right (Russia not so much)

Thu, 24 Aug 2023 01:37:50 GMT

Sponsored by Australian Mutual Funds Exchange. Have a look today.

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

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

China's Country Garden, Good news is bad news, Michael Burry calm down

Thu, 17 Aug 2023 02:03:50 GMT

Heath and James get back into it and go into the causes behind the recent selloff and how to pick the wheat from the chaff. If China is really stuffed then there's some easy alternatives out there (ahem).

Is good news bad news again and can everyone relax every time Michael Burry scratches his nose please?

sponsored by Australian Mutual Funds Exchange. Have a look today.

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

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

Aussie data weak, China data weak, US gets Fitch-slapped and MARKETS IN TURMOIL!!!

Thu, 03 Aug 2023 02:38:52 GMT

Heath and Jimmy James run through the weak data from Oz, the strong data from the US, downgrades in ratings, Lithium, China, RBA, Chairman's Lounge nonsense, footy and more.

Sponsored by Australian Mutual Funds Exchange hit the link to find out more about investing in over 3000 mutual funds.

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

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

On Last Week's data, next week's data, copper, energy and those awful RM Williams sweaters

Fri, 28 Jul 2023 05:32:33 GMT

Heath and James go into the data that was and the data that will be. Is the US on recessionary watch or is it time to take the all clear. Emerging market bonds get a look in, as does Copper and energy.

Also an assessment of the Wallabies at the moment and those awful RM Williams footballs.

$WIRE $FUEL $GOOGL $MSFT

sponsored by Australian Mutual Funds Exchange amfex.com

Offering you access to +3000 mutual funds around the world

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

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

Buy Everything Gets Pulled Apart, Earnings Surprises, China Deflationary View and More

Fri, 21 Jul 2023 05:17:39 GMT

James and Heath take a general look around markets with a few ideas. Also how long can you make a market call before it doesn't matter if you get it right anymore?

ALSO China being deflationary is now back on the chatter. Act accordingly!

NFLX, TSLA, APPL, EQIX, GOOGL

Sponsored by amfex.com

Go to YouTube link for the charts and bananas.

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

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

CPI & PPI Finally (Properly & regularly) Offish! So it's OFF TO THE RACES!! also China and new RBA Guv

Fri, 14 Jul 2023 06:34:56 GMT

CPI and PPI both came in unders and we talk about what that means for everything. New RBA Guvnor and BAU is the soup de jour. Happy Bastille Day everyone.

Also it China finally turning the corner?

#china #india #investing #google

Sponsored by Australian Mutual Funds Exchange

www.amfex.com

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

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

China banning some exports, Fed chat and the RBA

Sat, 08 Jul 2023 09:59:07 GMT

On recent news out of the Aussie and US economies and whether good news will continue to be good news.

China also banning exports of certain metals is a bit of a thing. We help you find the best places for investment on the back of that.

Also the usual footy tips. #germanium #gallium

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

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

How bullish is the Aussie economy? Mixed messages out of the US too as normality is resumed. Also Lowe is going to cancel TayTay!!

Fri, 30 Jun 2023 01:47:27 GMT

Why would the RBA want to cancel TayTay? Also mixed messages on Aussie data and US too returns to "good news is good news" mode which is weird for all of us. Heath with all the stats and more winning footy tips.

Sponsored by Australian Mutual Funds Exchange

https://amfex.com/

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

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

Affordable clothing for +40 men, Aussie recession?, BOE, Powell keeps talking

Fri, 23 Jun 2023 01:52:26 GMT

James shows us how to size pants without trying them on, along with his pitch that Australia is in a recession vs Heath who disagrees, Powell keeps talking and the market don't care. Raising money is hard too, apparently. Footy tips and more.

Sponsored by Australian Mutual Funds Exchange

https://amfex.com/

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

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

Quality of Advice Review, Recession in Oz, NZ but not the USA!!

Fri, 16 Jun 2023 04:47:47 GMT

We go into the changes of the QAR and what it means for your advice and your adviser. Also breadth is back!! Also we may be in a bit of a recession. James makes his pitch.

Sponsored by Australian Mutual Funds Exchange

https://amfex.com/

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

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

A deeper dive on Artificial Intelligence with Global X ETFs' Blair Hannon, RBA & Small Caps

Fri, 09 Jun 2023 06:42:51 GMT

We go deeper than the rest on the underlying forces in AI and how to capitalise. How big will this be and how much does it favour the incumbents? Blair Hannon of Global X ETFs helps us navigate the path with some great research on the different areas of AI.

Also chat on "has the RBA gone too far or not far enough?" and what is the reason behind the Russell 2000 rally?

FANG.ASX, NVDA, APPL, GOOGL, MSFT, NFLX, IWM and more.

Sponsored by Australian Mutual Funds Exchange

https://amfex.com/

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

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

The month that was, China slowdown and a June Swoon ahead?

Fri, 02 Jun 2023 01:09:48 GMT

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, HJPN, footy tips and more.

Sponsored by Australian Mutual Funds Exchange

https://amfex.com/

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

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

Chris Weston explains WTF is going on with the lose/lose debt ceiling situation

Thu, 25 May 2023 07:27:50 GMT

We rope Chris in for one last heist as we crack the safe on the minimal upside in debt ceiling shenanigans. Invaluable information here. Is it actually a lose/lose situation? What does a liquidity drought look like? Do we want to know? Also when is too early to crack a beer? Also lots of chatter around "defensive" portfolios NDQ.ASX, QUAL.ASX, HNDQ.ASX, QHAL.ASX, NVDA, APPL, NDIA, HJPN, Artificial Intelligence, footy tips and more.

Sponsored by Australian Mutual Funds Exchange

https://amfex.com/

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

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

Debt ceilings, US earnings, general market indecisiveness, dodgy footy tips

Fri, 19 May 2023 01:19:40 GMT

James battles a hangover and Heath battles a cold to bring you all the latest hot takes on US debt ceilings, GOLD.ASX, LIT.ASX, NDIA.ASX, semiconductors, AI and more! CBA.ASX earnings on the horizon too.

Sponsored by Australian Mutual Funds Exchange

https://amfex.com/

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

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

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

Fri, 12 May 2023 12:12:01 GMT

James and Heath talk about weird weather, jump rope state champs, lithium, what to buy and sell in a rate hike end.

Sponsored by Australian Mutual Funds Exchange

https://amfex.com/

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

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

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

Fri, 05 May 2023 01:42:35 GMT

James and Heath talk to Ben on what's happening at the coal face of the mortgage world. Where are the stresses in the cliff and what it means for you? Also a few tips for how to get out of "mortgage jail" with your bank.

US reporting, Trades that Paid and footy tips, as always, at the end. Heath, James and Ben go right over all 3 codes

Sponsored by Australian Mutual Funds Exchange

https://amfex.com/

For more information about Ben check out https://legendfinance.net.au/

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

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

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

Fri, 28 Apr 2023 08:05:35 GMT

James and Heath with a quick catch up on what's ahead and behind.

Footy tips, as always, at the end. Heath still batting 100%

James is back in the winners circle.

Sponsored by Australian Mutual Funds Exchange

https://amfex.com/

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

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

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

Thu, 20 Apr 2023 08:15:30 GMT

James and Heath with a quick catch up on significant facts and figures from the week that was and the week that will be. What does the bank reporting show us about the US consumer?

Footy tips, as always, at the end. Heath still batting 100%

James has put his guy on a holiday...

Sponsored by Australian Mutual Funds Exchange

https://amfex.com/

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

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

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

Fri, 14 Apr 2023 08:52:53 GMT

New name, new season!

Emma joins us from the Magellan HQ to talk about their process, company valuations, Australian business debt and building a culture that allows for ideas to generate. We also touch on "life after John" and key person risk alleviation.

An enjoyable conversation with a talented Portfolio Manager.

Footy tips, as always, at the end. Heath batting 100%

Sponsored by Australian Mutual Funds Exchange

https://amfex.com/

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

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

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

Thu, 06 Apr 2023 04:30:27 GMT

RBA pause...but for how long?

Who should and should not be talking on Twitter?

Who has the market picked right now?

Trade ideas and footy tips.

Also name change and ambience noise sampling.

Sponsored by Australian Mutual Funds Exchange

https://amfex.com/

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

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

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

Fri, 31 Mar 2023 05:17:29 GMT

All the latest on commercial and residential property here and o/s. It the regional bank thing a "Thing" or just a "thing"? Also WTF is going on at Tottenham?

Sponsored by Australian Mutual Funds Exchange

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

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

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.

Fri, 24 Mar 2023 05:21:52 GMT

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, Fed comms, commercial real estate and footy predictions. Sponsored by Australian Mutual Funds Exchange https://amfex.com/

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

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

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

Fri, 17 Mar 2023 00:40:16 GMT

James has a huuuuge announcement this week. New show format. New sponsor. We talk about panic and strategies for dealing with it, bond moves, commodity expectations and footy predictions. Sponsored by Australian Mutual Funds Exchange https://amfex.com/

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

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

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

Fri, 10 Mar 2023 05:38:55 GMT

Daniel offers the ANZ view on oil, natty, iron ore in the light of China adjusting their growth ambitions for 2023. Get the latest and James offers a few trade ideas. Long the widowmaker? when? Sponsored by Global X ETFs - https://www.globalxetfs.com.au/

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

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

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

Fri, 03 Mar 2023 04:33:59 GMT

Adelaide walks us through recent building approval numbers, confidence disasters, rental outlook, rate expectations and more. Heath helps us with copper insight and James with what's predicted in oil. Sponsored by Global X ETFs - https://www.globalxetfs.com.au/

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

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

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

Sat, 25 Feb 2023 03:27:12 GMT

Another cracking episode for you. We have Alec Cutler, head of the Orbis Global Balanced Fund talking about where the value is now, how expensive the US is, Russian oil, gold and more. We also talk origins and how ideas are generated leaving ego at the door. Some interesting ideas throughout this chat. Sponsored by Global X ETFs - https://www.globalxetfs.com.au/

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

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

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

Thu, 16 Feb 2023 00:47:26 GMT

Head of Investment Strategy at Global X ETFs Blair Hannon joins us to talk about the inevitability of clean tech and the commodities attached to it. Rare Earths, Nickel, Zinc and crowd favourite copper all get a look in. Where's the demand and for how much? An interesting talk with lots covered.

Head to whelancapital.com/thebipshow to find the slides accompanying the podcast.

Sponsored by Global X ETFs - https://www.globalxetfs.com.au/

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

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

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

Fri, 10 Feb 2023 05:39:29 GMT

We finally get David Scutt back online to talk about his time with Ausbiz and wow it's a doozy. We solve all the world's problems from interest rate rise fairness, consumer discretionary expectations, China outlook and so much more.

Bonus content: James FINALLY tells his UBS London Garbage Bag story.

Sponsored by Global X ETFs - https://www.globalxetfs.com.au/

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

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

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

Tue, 31 Jan 2023 21:23:37 GMT

In a continuation of their fine form of 2022 we look at what Allan Gray are seeing ahead for 2023 and why.

There is a substantial gap between cheap and expensive at the moment and we have a look at how to find it. Did the beatup in tech make them (gasp!) buyable for the best contrarian fund around?

We redefine ESG and talk about where we are in the cycle, what's buyable and what's unbuyable.

We even delve into where the very humble Simon cracked his start in the industry and what drove him to look at markets how he does.

Sponsored by Global X ETFs - https://www.globalxetfs.com.au/

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

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

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

Fri, 20 Jan 2023 01:41:19 GMT

We charge headlong into the fray once again and it's a little more bullish than last year, with good reason. Kyle Rodda (Ausbiz) joins Heath Moss (HLM Investments) and James Whelan (VFS Group) to discuss the ups and downs of China reopening and how to gain exposure to the first and second derivatives of it. The copper shortage is almost upon us too and we have lots of stats about the year ahead and how much of the recession is priced in? Also who will win the battle between the Fed and the bond market?

Sponsored by Global X ETFs - https://www.globalxetfs.com.au/

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

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

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

Fri, 16 Dec 2022 01:21:43 GMT

Another year gone so we review and make some wild predictions. Adelaide Timbrell, Senior Economist ANZ, Martin Whetton, Head of FI & FX at CBA, Kit Lowe, CIO of Lowe Capital Management and Heath Moss of HLM Investments join James to talk about canaries in the coal mine, actual coal mines, rate expectations, China reopening, inventories and so much more. Another jam packed Xmas special!!

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

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

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

Fri, 02 Dec 2022 03:22:43 GMT

Garfield Reynolds, one of the best in the business, joins us to talk about what he, 20 year veteran of Bloomberg, looks at every day. What are the signals to look out for? What is the Fed REALLY looking at? Is this a pivot or a semi-pivot? Is China back? Lots to learn here. Questions answered.

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

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

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

Fri, 25 Nov 2022 01:56:50 GMT

We take a trip down memory lane to review the 4th show ever and the (at the time) highly controversial Dr Foster who in 2020 said we were going too far on lockdowns. The dust has settled on the pandemic now so we can look back and review who said what and what we can take away from the mistakes made going forward. We run through the salient points of her new book "Do lockdowns and border closures serve the “greater good”? A cost-benefit analysis of Australia’s reaction to COVID-19" and see if there's any hope for human dialogue

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

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

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

Fri, 11 Nov 2022 00:11:24 GMT

Pete helps us navigate Australian property like no one else can. Host James Whelan gets a full education on what's happening around Australia and where the stress (or relief) is at the moment.

Federal Budget, NSW scrapping stamp duty for first homebuyers, fixed rate mortgage cliff, massive rebound in temporary visas, construction crunch, especially in QLD. Insolvencies rising for developers, record low rental vacancies

It's all there

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

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

David Sokulsky: Carrara Capital CIO/CEO on all things markets

Fri, 04 Nov 2022 05:07:09 GMT

David joins us for a freestyle run through of all things markets. China reopening a moot point? The USD controls all things, EM value and Europe untouchable? (Or is it?) Clayton Daniel, XY Adviser also joins us for a walk through of a very interesting app for financial markets people.

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

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

Adelaide Timbrell, Senior Economist ANZ on consumer spending, rate expectations, budget predictions and more!

Fri, 21 Oct 2022 00:02:26 GMT

When will people stop spending so much money? Sooner rather than later is the RBA hope. Adelaide runs us through the ANZ view and points out some interesting incongruities in the data.

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

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

Karl Siegling, Cadence Capital on longs and shorts right now, behavioural finance, energy plays and more

Fri, 14 Oct 2022 05:30:37 GMT

Founder & PM of Cadence Capital, Karl Siegling, talking to James Whelan on the future of energy, longs and shorts in the market, how high interest rates can go, silver and much much more. James & Red Leaf Securities' John Athanasiou with a market wrap at the top for all the intel you'll need.

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

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

Eleanor Creagh, REA Group Senior Economist on house price data, rental moves, rate forecasts and more

Sat, 08 Oct 2022 00:11:47 GMT

Senior Economist at REA Group Eleanor Creagh joins James to look at the latest data from REA, talk about how that data is gathered and why it's superior. We go into rental projections and city/regional price moves. Market wrap at the top by Host James Whelan

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

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

Paola Rojas, Corporate advisor, investor & CEO of Synergy Resource Capital talking copper, lithium, uranium and silver

Thu, 22 Sep 2022 02:04:34 GMT

We have mining investor and advisor Paola Rojas talking about the future of copper, where the best sites are, geopolitical risks in South America, great silver discoveries and how to pick lithium's future. Host James Whelan

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

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

Kyle Rodda (Ausbiz), John de Boer (Our Kloud), Ian Aspinall (OpenMarkets), Heath Moss (HLM)

Fri, 09 Sep 2022 01:51:36 GMT

It's an absolute free for all with Kyle Rodda of Ausbiz running us through some of the best bits from the week that was, Ian Aspinall of OpenMarkets walking us through the potential changes ahead in financial advice services, John de Boer of Our Kloud with what he's seeing in the tech job space & what job seekers should be aware of in tech and Heath Moss of HLM with sectors to watch ahead and some cheeky stock mentions as well. General Advice only. James Whelan host.

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

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

Louise Bedford of The Trading Game on hot & cold sectors, bullish patterns and what's ahead

Fri, 02 Sep 2022 02:21:15 GMT

James Whelan talks to Louise Bedford, co founder of https://www.tradinggame.com.au/ on what's moving markets at home and abroad. We assess the current signals showing which sectors are hot and which sectors are cold in Australia and James offers his take on what traditionally happens in markets in September and where the upside is, if any. Louise's "RSC" indicator is a great way to assist on stock selection.

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

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

Gareth Aird, Head of Australian Economics, CBA on home prices, consumer spending, RBA forecasts and the upsides

Fri, 26 Aug 2022 05:14:31 GMT

Head of Australian Economics at the CBA Gareth Aird joins James Whelan (VFS Group) for an assessment of where we are in the cycle, house price predictions, discretionary spending data, RBA forecasts and a quick game of "sell me this pen" to find the upside. Market wrap starts the show with Heath Moss (HLM Investments)

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

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

Jack Kouzi, VFS Group and David Prentice of Brookside Energy talking China and Oil & Gas

Fri, 19 Aug 2022 05:09:55 GMT

Double barrel podcast with an overview of China by resident China expert Jack Kouzi and an overview of the oil & gas market by Brookside Energy MD David Prentice. A great dive into both spaces currently vital at the moment. Hosted by James Whelan. General Advice only

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

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

Misha Saul, Investment Manager at Private Equity firm Potentia Capital

Thu, 11 Aug 2022 02:15:19 GMT

Misha joins us for a talk on all things Private Equity, tech valuations, VC and books. Fascinating insight into the world of private equity. And good books.

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

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

Chris Berg, Assoc Prof RMIT talking crypto winter, what uses will survive and Web3

Fri, 05 Aug 2022 02:00:21 GMT

Associate Professor Chris Berg of the RMIT Blockchain Innovation Hub joins us to talk about the survivors of crypto winter and what usages will last and why. We go into coins to hold, the future of investing in crypto and finally James gets an answer he understands about Web3! Note Chris is not a financial adviser please do not take his comments as advice. James is an adviser so any financial products discussed are general advice only.

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

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

Kyle Rodda of Ausbiz with James Whelan talking CPI, GDP, rates, QE, earnings and more

Fri, 29 Jul 2022 00:26:19 GMT

Kyle Rodda of Ausbiz talking with James Whelan about earnings, CPI data, the definition of a recession, overcooked rate expectations and how big is the unwinding of the Fed balance sheet really? Spoiler: it's the biggest thing not being talked about.

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

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

Max Swango, Global Head, Invesco Global Real Estate Fund with James Whelan

Fri, 22 Jul 2022 08:59:55 GMT

Max Swango, Global Head of the Invesco Global Real Estate Fund talking with James Whelan about the best and worst place to invest in property right now, the future of Work From Home and how it's shaping the commercial and residential property market. We talk about the face of retail and how many stores does Chanel actually need anyway?

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

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

Jonathan Pain of The Pain Report talking European Energy "Catastrophe"

Fri, 15 Jul 2022 01:43:29 GMT

We're joined by author of The Pain Report Jonathan Pain to walk us through the energy situation in Germany and the contagion risk to the rest of Europe. How bad could it get? (Spoiler: pretty bad) Host James Whelan (VFS Group) Heath Moss (HLM Investments)

FdcMKceDjPmoZov2XQnj

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

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

Aussie Mortgages!! On the Coalface with Actual Mortgage Lenders and AMP's Diana Mousina

Fri, 08 Jul 2022 01:33:22 GMT

You wanted real people? You got it. Ben Anson of Legend Finance and Josh Woodhouse of S3F Group talk about what's really happening in the world of commercial and home lending. What the banks are doing? Where retail borrowers are feeling the pinch. How much does 50bps actually change a borrowers capacity and what does that mean for housing? Diana Mousina, Senior Economist at AMP runs us through what's changed in their outlook, RBA messaging and what's ahead. Has the rates market factored in too much? Host James Whelan (VFS Group)

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

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

Macro Strategist David Pain with a trip around the grounds

Fri, 24 Jun 2022 01:23:31 GMT

Episode 15 and it's an old friend of the show David Pain. Contributor to the Pain Report and commentating on all things macro. We delve into energy markets as an indicator for what's ahead, where the value is in tech (gasp!) and what capitulation looks like. Host James Whelan (VFS Group)

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

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

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

Fri, 17 Jun 2022 02:47:20 GMT

Episode 14 and we have the Portfolio Manager of the Ausbil Global Small Cap fund Simon Wood. We talk about rate movements shifting the investment landscape, where the value is in small caps and which sectors will be best placed to rally once the dust settles. Simon talks us through the Ausbil method and offers up some of their recent and long term ideas. Another fascinating conversation with a very intelligent PM. Host James Whelan (VFS Group)

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

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

The best placed manager right now? Allan Gray CIO Simon Mawhinney talking contrarian, value, what's ahead, what's behind

Fri, 03 Jun 2022 06:00:39 GMT

Episode 13 and we have the very modest but outperforming fund manager Simon Mawhinney of Allan Gray talking about how they value companies, their investment horizon, good investments and, yes, the not so good. A brilliant insight into the process of managing money for the long term and how to succeed in the contrarian space. Simon also gives us a little insight into how they're positioned for the future...

Host James Whelan (VFS Group)

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

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

Market Update, the BOFA Fund Manager Survey, Rebalancing Moves and Election w/ Kyle Rodda & Heath Moss

Fri, 20 May 2022 00:49:02 GMT

Episode 12 and it's all about when capitulation is coming. James, Heath (HLM Investments) & Kyle (Ausbiz) run through the most bearish Fund Manager Survey in history and why it means a buy is on the horizon. Kyle runs us through the sentiment of the market from his viewpoint and Heath on local positioning going forward.

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

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

What's next in tech? The cloud and who's connected to it. With Karim Nejaim, CEO of ActivePort

Fri, 13 May 2022 00:58:23 GMT

Episode 11 and it's all about the current and future of tech. What happened in 2020 that put us all in the cloud so quickly? Where is the next move? How do you see all your "stuff" from the one place? We get Karim Nejaim, CEO of ASX listed ActivePort (ATV), to run us through what's shifting and where they fit in. Fascinating conversation from a very smart leader.

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

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

Rate rises: when, where, how much, when's the low? With Stephen Koukoulas, Heath Moss & Chris Weston

Fri, 06 May 2022 00:32:17 GMT

Episode 10 and it's all about what do to in the event of a rate emergency (i.e. right now) The Kouk walks us through the local RBA moves and where the pressure points are going into an election, Westy is all about the "flow show" and what money moves into and out of funds are telling us and Heath talks about where to defend your portfolio in a rising rate environment. All involved have their hot take on stagflation and property too.

Host James Whelan (VFS Group)

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

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

Aussie Equities: when is too many buy reco's TOO many? w/ Rudi Filapek-Vandyck of FN Arena

Fri, 29 Apr 2022 02:02:02 GMT

Episode 9 takes us into the Aussie market and what's ahead for the year? Rudi (FN ARENA) walks us through his All Weather Portfolio and how it's set to fare this year. Is the consumer as robust as people are assuming? Also what's the deal with all these Buy Reco's at the moment and what does that tell us? Host James Whelan (VFS Group) with Rudi Filapek-Vandyck of FN Arena

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

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

ESG Investing: Legit or furphy? All you need to know with Asset and Wealth Management Consultant Chris Robertson & James Whelan

Fri, 22 Apr 2022 06:22:47 GMT

Episode 8 takes us into ESG investing and where the scams are and are not. What did the early year correction and Ukraine conflict mean for ESG portfolios? We take a deep dive into the trends in ESG and how to build a model portfolio of bonds, domestic and international equities.

Host James Whelan (VFS Group) with Asset and Wealth Management Consultant Chris Robertson

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

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

The absolute state of the States with Cameron Kusher - REA Group & James Whelan

Fri, 08 Apr 2022 02:36:31 GMT

Episode 7 with Cameron Kusher, EM for Economic Research at REA Group. We take a lap around the country and find out which property markets have peaked and which still have legs. Is the RBA moving too fast or slow and what does a Labor "RED WAVE" mean for property markets. Host James Whelan (VFS Group)

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

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

Election Budget with ANZ Senior Economist Adelaide Timbrell & James Whelan

Thu, 31 Mar 2022 06:13:52 GMT

Episode 6 and it's an Election Budget Special with fan favourite ANZ Bank Senior Economist Adelaide Timbrell. We go through the Budget just handed down, look at who's affected and which stocks are good to buy (or sell) based on the leanings of the Government. Also some strong data points on just how well Australia is doing and whether the RBA is moving too slow. Host James Whelan (VFS Group)

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

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

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

Thu, 24 Mar 2022 04:22:09 GMT

Episode 5 takes us through the new ASIC information on what is and isn't advice and what investors should look out for. Danielle Ecyer & Scott Phillips walk us through how to arm yourself, red flags to be aware of and also some views on the market ahead. Host James Whelan (VFS Group)

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

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

A REAL builder! Graeme Howland of GVH Constructions joins James Whelan, Jessica Amir and Heath Moss

Thu, 17 Mar 2022 01:19:41 GMT

Episode 4 takes us through the actual input costs builders in Australia face, what they'll be doing going forward, what sort of companies will survive and why. Then we break down the facts from the coalface into tradeable ideas, along with lots on Inflation, Fed, WTF from China and lots more. Jessica Amir (Saxo Markets) and Heath Moss (HLM Investments) join host James Whelan (VFS Group) and the ideas keep flowing.

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

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

Brad Lingo: Pilot Energy & Chad Hitzeman of ETF Securities

Fri, 11 Mar 2022 00:15:30 GMT

Episode 3 and it's a special on hydrogen with Brad Lingo of Pilot Energy and a subject matter expert in the space. How it's made, why it's made, where the Oz government is on it and where the future lies. Chad Hitzeman joins us to talk big picture hydrogen on the world stage and how to gain exposure to the space via an ETF

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

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

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

Thu, 03 Mar 2022 07:11:36 GMT

Episode 2 takes us on a journey with Carrara Capital CIO on rate volatility, energy policy and its effect on commodity prices, stagflation pricing, Europe's future pre and post the Ukrainian conflict and where he is investing now and what to look for in the second half of 2022.

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

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

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!

Thu, 24 Feb 2022 06:36:47 GMT

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 all this masking a bigger elephant in the room? The Fed stopped being front page news but it's still very much holding a bag full of problems they need to resolve. HLM Investments' Heath Moss drops in to discuss some of the metals plays and what he sees as the best ways to get involved. Don't forget to rate & subscribe to the show!

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

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

Christmas Special 2021 - Jo Masters, David Scutt, Laura Fitzsimmons, Adelaide Timbrell

Mon, 13 Dec 2021 09:02:30 GMT

There's festive cello music to kick us off on our review of the year and our look ahead to 2022

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

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

Pete Wargent: The rates outlook and the looming downturn for Australian property

Thu, 25 Nov 2021 21:11:15 GMT

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

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

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

Dan Housden, Recon Tech: Investment and operations risk in a technology-led business world

Fri, 19 Nov 2021 23:51:34 GMT

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

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

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

CBA's Martin Whetton: What happened with Australian bonds and the RBA abandoning yield curve control

Fri, 05 Nov 2021 08:32:09 GMT

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

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

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

Dr Chris Baker of Bridge Street Capital: Resources, rare earths, and how to find great exploration companies

Tue, 02 Nov 2021 09:10:04 GMT

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.

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

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

Kyle Rodda, IG Markets: Inflation, supply chains, and the impact on interest rates and assets

Sat, 23 Oct 2021 23:56:03 GMT

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.

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

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

Patrick Chovanec - Evergrande, China's economy, and the CCP's shifting posture under Xi

Fri, 01 Oct 2021 08:06:06 GMT

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.

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

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

CEO of The Iconic, Erica Berchtold: Tech, digital spending, and managing supply chains in a pandemic

Mon, 20 Sep 2021 07:27:58 GMT

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

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

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

Macrodesiac's David Belle - Demographics, the Fed, African mining, mega cap tech stocks as 'sovereign bond proxies' and more

Thu, 09 Sep 2021 12:49:17 GMT

James and Paul chat with Trading View UK Growth Director and Macrodesiac founder David Belle about the major themes in global economics

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

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

ANZ senior economist Adelaide Timbrell - Surging Australian house prices

Mon, 30 Aug 2021 23:25:28 GMT

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.

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

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

JP Morgan's Kerry Craig -- Global macro tour, with 'The Three Peaks' in growth, earnings, and CB accommodation

Sun, 22 Aug 2021 10:37:15 GMT

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 rates face new questions.

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

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

S3 Ep 11 - Acclaimed chef Mark Best on the economic devastation in the hospitality sector

Tue, 17 Aug 2021 07:17:09 GMT

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 perfect steak.

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

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

S3 Ep 10 - SPECIAL EDITION - Everything you ever needed to know about oil, with David Prentice of Brookside Energy

Sat, 07 Aug 2021 07:06:19 GMT

James Whelan meets David Prentice, CEO of Brookside Energy

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

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

S3 Ep 9 - Tolga Kumova on picking resources companies, trades versus investments, and the next big thing

Wed, 28 Jul 2021 04:53:11 GMT

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 coming next

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

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

S3 Ep 8 - Dr Benn Eifert of QVR Advisors on equity derivatives and their rising role in markets

Fri, 23 Jul 2021 05:32:59 GMT

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 about the rising use of options by retail traders.

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

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

S3 Ep 7 - Jo Masters of EY on economic recovery and the impact of lockdowns

Sun, 18 Jul 2021 00:14:45 GMT

Jo Masters, chief economist at EY Oceania, joins The BIP Show to talk about Australia's recovery and the impact of the current lockdowns

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

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

S3 Ep 6 - Crypto special with Sergei Sergienko - DeFi, Tether risk, criminals, staking, regulators and more

Wed, 07 Jul 2021 03:44:50 GMT

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.

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

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

S3 Ep 5 - The bond market beast has been stirring

Tue, 29 Jun 2021 06:02:29 GMT

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

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

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

S3 Ep4 - OMG (Openmarkets Group) CEO Ivan Tchourilov: Bonds, the rise of derivatives, and better tech in financial advice

Thu, 10 Jun 2021 11:46:08 GMT

Openmarkets Group CEO Ivan Tchourilov talks about the rise of technology in trading, financial advice, and the arrival of new traders

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

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

S3 Ep3 - CBA Agri Strategist Tobin Gorey on global food markets, land prices, climate risk, and choosing a steak

Thu, 03 Jun 2021 11:51:04 GMT

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

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

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

S3 Ep2 -- J.P. Morgan executive director Laura Fitzsimmons on inflation risk, central banks and currencies

Sat, 29 May 2021 03:00:01 GMT

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

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

S3 Ep1 -- Westpac Head of Market Strategy Rob Rennie: Iron ore, copper, the recovery and inflation risk

Thu, 20 May 2021 11:17:05 GMT

Westpac's Rob Rennie explains the dynamics of commodity markets and we look at inflation risk in the global recovery.

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

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

S2 Ep6 - The Commodity Complexities, with ANZ Strategist Daniel Hynes

Sat, 27 Mar 2021 00:01:45 GMT

ANZ Senior Commodities Strategist Daniel Hynes joins James and Ken to dive into what's happening with commodities in the post-COVID recovery

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

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

S2 Ep5 - Could the wheels come off the recovery? Plus: The Fed and BNPL's image problem

Thu, 18 Mar 2021 20:21:24 GMT

James, Ken and Paul discuss the trajectory of the recovery, getting back to the office, and BNPL's image problems

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

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

S2 Ep4 - Colgonomics: Paul Colgan interviews Paul Colgan

Fri, 05 Mar 2021 01:16:12 GMT

Opposite sides of the world. Similar interests. Similar careers. Exactly the same name.

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

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

S2 Ep3 - CBA star credit analyst Belinda Cheung

Thu, 25 Feb 2021 13:37:25 GMT

A huge sell-off in US and Australian bonds is the backdrop for our conversation with CBA credit analyst Belinda Cheung

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

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

S2 Ep2 - Soc Gen's Kit Juckes - The global economy in 2021

Fri, 19 Feb 2021 13:17:18 GMT

Kit Juckes, Macro Strategist at Societe Generale, takes us through his views on the bond market, inflation risk, and the FX outlook

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

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

Season 2 Episode 1 - Wall Street Bets and the Gamestop squeeze

Thu, 04 Feb 2021 20:01:39 GMT

Ken, James, and Paul discuss the chaos of Wall Street Bets and the risks of taking on the pros

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

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

Ep 29 - The BIP Show Christmas Special 2020

Fri, 18 Dec 2020 21:30:05 GMT

David Scutt of ausbiz, JP Morgan's Laura Fitzsimmons, EY's Joanne Masters and cellist Chris Pidcock join the show to review 2020

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

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

Ep 28 - Jonathan Pain of The Pain Report - A macro trip around the world

Mon, 14 Dec 2020 02:20:50 GMT

Veteran investor Jonathan Pain joins us to discuss the outlook for Australia, Japan, China, Europe, South America and more

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

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

Ep 27 - Gareth Aird, CBA Head of Australian Economics - The real conversation about Australia's recovery

Thu, 03 Dec 2020 15:59:20 GMT

This is one of the best conversations you'll hear on how Australia has dealt with COVID-19 and the rebound.

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

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

Ep 26 - Terry Rawnsley - The economic case for getting back to the office, property price impacts, and a review of soaring markets

Thu, 26 Nov 2020 21:31:32 GMT

Geospatial economist Terry Rawnsley discusses the impact of COVID-19 on demands for space in cities and suburbs

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

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

Ep 25 - Westpac's Robert Rennie - The benefits of RCEP, and the future of global trade and manufacturing

Sat, 21 Nov 2020 00:57:35 GMT

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

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

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

Ep 24 - CBA's Martin Whetton - The RBA's policy moves, and global markets after the vaccine news

Fri, 13 Nov 2020 01:12:34 GMT

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

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

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

Ep 23 - Washington DC veteran Larry Grossman of C|T Group - after Trump, and what a Biden presidency might look like

Sun, 08 Nov 2020 06:56:37 GMT

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 analysis of the vote, and also what post-Trump politics might look like, and what a Biden administration is likely to prioritise.

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

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

Ep. 22 - AMP Capital's Diana Mousina - Australia's inflation data, RBA policy, and the global outlook

Thu, 29 Oct 2020 23:59:49 GMT

AMP Capital senior economist Diana Mousina joins us to talk through the picture on Australian growth, inflation, and the global wobble in stocks

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

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

Ep 21 - The Anons - Ramp Capital, 88888saccount and Ignore on making finance fun

Fri, 23 Oct 2020 00:23:30 GMT

We're joined by three Twitter stars, led by the wildly popular Ramp Capital, to talk about digital finance culture

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

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

Ep. 20 - Warren Hogan - Australia's economy after the budget, challenges for business, and pricey stocks

Thu, 15 Oct 2020 11:07:37 GMT

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

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

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

Ep. 19 - GAM Investment Director Paul McNamara - Emerging market bonds and currencies

Thu, 08 Oct 2020 20:50:18 GMT

Paul McNamara is a veteran emerging markets currency and debt strategist. He joins us to talk about the EM outlook

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

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

Ep. 18 - Su-Lin Ong - The RBA's choices from here

Thu, 24 Sep 2020 14:02:31 GMT

RBC Capital chief economist Su-Lin Ong talks about the RBA's way forward and how it all ties together

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

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

Ep. 17 - Dr Ashley Frawley - The paradox of progress, and some fresh perspectives on the challenges for capitalism

Thu, 17 Sep 2020 11:53:15 GMT

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

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

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

Ep. 16 - Con Michalakis - Managing $10 billion in assets in 2020, the path out, MMT - and rock

Thu, 10 Sep 2020 21:09:00 GMT

Statewide Super Chief Investment Officer Con Michalakis joins us to talk about managing a large and diverse asset base through a global downturn

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

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

Episode 15 - The 3 universal laws of money, and a recap of what we've learned so far

Thu, 03 Sep 2020 13:59:35 GMT

A look back, and a look forward -- this is the summary episode you're looking for

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

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

Episode 14 - Paul Brandus of West Wing Reports - A deep dive on the 2020 US Presidential election

Fri, 28 Aug 2020 10:47:08 GMT

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

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

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

Magellan's Chris Wheldon - A deep dive on stock investing strategy in a turbulent world

Thu, 20 Aug 2020 13:10:27 GMT

Magellan portfolio manager Chris Wheldon, who works on the Global Equity and High Conviction funds, talks about the selection process for backing global companies

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

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

Episode 12 - Matt Barrie - Tech companies today, the future of Australia

Fri, 14 Aug 2020 14:45:55 GMT

Matt Barrie, CEO of ASX-listed Freelancer Ltd, joins the show to talk tech and the future of the Australian economy

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

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

Episode 11 - ANZ's Cherelle Murphy - Australia's second wave and a deteriorating outlook

Thu, 06 Aug 2020 13:17:51 GMT

ANZ Senior Economist Cherelle Murphy joins the show to discuss the further deterioration in Australia's economic outlook

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

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

Episode 10 - Jordan Eliseo - Record gold prices in the global markets picture

Thu, 30 Jul 2020 12:19:51 GMT

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 bigger moves in global markets.

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

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

Episode 9 - Stephen Kirchner - The budget blowout, central banks and MMT, and a chilling US election scenario

Thu, 23 Jul 2020 21:07:51 GMT

Stephen Kirchner of the US Studies Centre joins the show to talk central banking and the scale of the COVID-19 downturn

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

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

Episode 8 - Westpac's Justin Smirk - Australia's labour market, commodities, and ideas for inflation

Fri, 17 Jul 2020 13:19:55 GMT

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 7.4%. We also discuss ways Australia might finally see wages growth, and talk about the skills of the future.

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

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

Episode 7 - Kerry Craig - Market distortions and the policy put. Plus: Does macro even matter any more?

Thu, 09 Jul 2020 19:50:30 GMT

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 Global Markets Strategist Kerry Craig, discussing very high P/E valuations in equities. We also talk about the global inflation picture, the "policy put", and then chat about whether having a macro view on the world can really give you any kind of edge any more.

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

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

Episode 6 - Chris Weston - Surging stocks, retail trading and the mistakes rookies make

Thu, 02 Jul 2020 13:47:55 GMT

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 astonishing rise in the amount of retail trading that's been happening in markets since the COVID-19-induced meltdown in March. We also discuss how trading can go horribly wrong, and some of the strategies to avoid it.

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

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

Episode 5 - Pete Wargent - Commercial property, housing, and IMF downgrades

Thu, 25 Jun 2020 21:55:29 GMT

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 property in the country. He joins Ken Veksler, James Whelan, and Paul Colgan to talk about the outlook for property -- how commercial property is being affected by the lockdowns, how new ways of working might affect how cities work, and the outlook for house prices.

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

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

Episode 4 - Prof Gigi Foster - Did COVID-19 lockdowns go too far?

Thu, 18 Jun 2020 21:48:45 GMT

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 industries. The effectiveness and severity of the lockdown measures has been one of the critical policy questions of our lifetimes. UNSW Professor of Economics Gigi Foster joins Paul Colgan, James Whelan, and Ken Veksler to discuss problems with the policy advice to governments and how the process might be improved in future.

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

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

Episode 3 - Martin Whetton of CBA - Bond market developments

Thu, 11 Jun 2020 11:44:42 GMT

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 covered in the media. Here Martin Whetton of CBA talks through some of the realities of fixed income markets, and explains why there are "different types of money" when it comes to bank funding.

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

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

Episode 2 -- Jo Masters (Recovery outlook, Australian GDP, America, and lessons from lockdown)

Mon, 08 Jun 2020 10:00:01 GMT

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

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

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

Episode 1 -- Markets after the COVID-19 meltdown, and the Lobotomy Paradigm

Sat, 30 May 2020 02:27:53 GMT

Ken Veksler explains his theory of the 'Lobotomy Paradigm' currently at work in markets as risk appetite makes a comeback

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

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