PODCAST · business
Theory of Thing Investment Podcast
by Muskets at Dawn Pty Ltd
Theory of Thing is a regular look at markets and economics hosted by James Whelan of VFS Group with HLM's Heath Moss as regular co-host. Featuring top analysts, leading investors, and key decision-makers, we figure out the second and third derivative if possible. "The smartest show no one listens to" - business channel critic.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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205
TOT Powered by Small Caps: Janus, Resolution, Wraps and Drought warnings
summaryIn this episode, James Whelan and Heath Moss discuss recent market trends, innovative investments in electric vehicles, critical minerals, and upcoming mining conferences, providing valuable insights for investors and industry enthusiasts. key topicsJanus Electric's US expansion and battery truck conversionsFast-tracking mining permits with Fast 41Lithium project drilling in Brazil by SolusUpcoming Noosa Mining Conference and BHP explorationMarket outlook: gold, copper, and tech stocksGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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204
TOT Powered by Small Caps: respiratory, gold, tungsten, football, benedict and more
How Jimmy builds a brand, GGR, Coolabah, Steve Woodham, Locksley, Broken Hill Mines, Adherium, Waratah, Sky metals, Mithril, Megaport, Tungsten eggs benedicts, footy tips and more.Some absolute crackers in these.Market overview and recent market movementsMining exploration updates and company highlightsInvestment opportunities in gold, copper, tungsten, and healthcare techUS economic indicators and market forecastsImpact of geopolitical events on oil and resource marketsGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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203
ASX Small Caps: Gold, Resources and the Macro Shift Investors Should Watch
In this episode of the Theory of Thing investment podcast, James Whelan and Heath Moss talk through the latest macro moves and what they could mean for ASX small caps.The chat starts with the big headline noise, then gets into the stuff that matters for investors. That includes the Fed’s hawkish tone, what it could mean for yields, the US dollar and inflation expectations, and why those factors matter for markets over the next few months.They also take a look at the bigger structural case for resources. Copper, lithium, aluminium, tin and rare earths all get a mention, along with the ongoing supply shortages and why that theme still looks strong. Gold is another major focus, with discussion around central bank buying, inflation expectations easing, and why the second half of the year could be a better stretch for the metal.The episode also touches on a few small-cap names and updates, including Barton Gold and other trading and corporate activity across the sector. If you are watching for ideas in ASX resources and gold, this one is worth a look.Timestamps:00:00 Intro and market chatter04:36 Resources outlook and the structural case05:14 Why gold still looks attractive06:34 Barton Gold discussion08:22 Trading halt and placement update09:05 Market wrap starts09:24 US markets and the Fed11:28 Midterm slump and seasonality11:14 Yields and oil movesLike the video, leave a comment with the ASX small cap you are watching, and subscribe for more weekly market chat and stock ideas from Host and the team.⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed.General advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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202
Nasal Spray and the 4 Ps
In this episode, James Whelan and Heath Moss discuss market updates, small cap investing strategies, recent travel experiences, and insights into commodities like oil and gold, along with sports and World Cup predictions.Also, would you prefer the nasal spray or the tongue strip for ED?Mentions of LTP, LMS, ILT, MRZGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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201
Theory of Thing: Tungsten, Budget, International Roast
00:00Introduction and Coffee Talk02:50Family Health and Sickness05:37Property Investment Challenges08:28Government Policies and Economic Impact11:13Political Landscape and Public Sentiment13:47Tungsten Webinar and Market Insights16:49Viking Mines: A Promising Investment19:51Market Trends and Earnings Reports22:44The Impact of Global Conflicts on Oil Prices25:45Lithium Production Innovations28:42Weekend Sports PredictionsGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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200
Post cap of RIU RRU Conference
Join James Whelan and Heath Moss as they discuss recent market trends, small cap sector insights, and specific company updates, including uranium projects and energy markets. Gain expert perspectives on investment strategies, market analysis, and the impact of geopolitical events on commodities.$AGE General advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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199
Theory of Thing: Helium, Middle names, record highs and more...
In this episode, James Whelan and Heath Moss discuss macroeconomic trends, geopolitical events, and their impact on markets and commodities. They analyze recent market movements, geopolitical tensions in the Middle East, and the outlook for critical minerals and energy sectors.markets, geopolitics, commodities, macroeconomics, energy, minerals, stocks, geopolitical tensions, investment strategiesGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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198
on Two mates finally catching up
Discover the latest insights on small cap gold investments from the Resources Rising Stars Conference. Learn about emerging companies and market trends that every investor should know.In the world of investments, navigating the small cap gold sector can often feel like a daunting task. With constant fluctuations in gold prices and geopolitical events impacting market dynamics, investors need clear guidance to make informed decisions. In this post, we’ll explore insights shared during a recent discussion between investment experts James Whelan and Heath Moss, highlighting significant trends and promising companies in the small cap gold space.General advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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197
Theory of Thing: Market strategies during uncertainty
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.General advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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196
Job losses, tech vals, copper and the 10 year
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 #CommodityTrendsGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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195
The Future of AI and Its Impact on Investments
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.General advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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194
TOT s12 e5 Patrick Walta discusses the reopening of Broken Hill Mines and its production plans.
Guest: Exec Chair Pat Walta of BHM.ASXIn 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.General advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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193
"The power of the nap cannot be underestimated."
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.General advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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192
TOT investment, market insights, cobalt, silver, gold, copper, Australian economy, RBA, fantasy football
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.General advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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191
Ashes Day and Market Insights
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.General advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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190
TOT Navigating Market Trends: Insights from James Whelan & Heath Moss
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.takeawaysThe 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 predictionsGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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189
TOT s11 e11 on ridiculous victorian public holidays
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.TakeawaysSpring 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.General advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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188
TOT on taking it easy and new gigs
SummaryIn 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.General advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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187
Theory of Thing s11 e9 on N64 and rainy Fridays
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 tipsGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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186
Theory Of Thing: The BIG SHOW Edition — Markets, Metals & Racetrack Specials!
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 #AcastGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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185
Theory of Thing Investment Podcast on Mental health Days and Lithium (unrelated)
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 #MarketsAndFootyGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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184
Theory of Thing Investment Podcast: The BIG SHOW – Trump vs Elon, GDP, Credit & Footy Tips!
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 #UFCGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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183
TOT on Qantas, women, markets and small caps
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 #FootyAndFinanceGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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TOT s11 e4: on Resource Conferences, long weeks, gold, uranium, oil
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 #HeathAndWhelanGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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181
Theory of Thing: The Big Show — "Governance, Value & Trade: Where the Market’s Cracks and Opportunities Lie"
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 investorsWe're also joined by Matthew Mozziconacci of Etymon Projects for the best food going this side of Mothers DayIt’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 #WealthBuildingGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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180
Private Credit on Watch – What It Means for Investors
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 stormIt’s a must-listen for anyone in wealth management, investing, or just keen to understand what’s happening behind the scenes. Tune in now!General advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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179
Theory of Thing: The Big Show Edition
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 themesScott Morgan, Head of Real Estate Finance at Remara, on the real estate credit marketA deep dive into SQM’s Private Credit "Watch" notice—what it means and why it mattersPlus, AFL & NRL footy tips, because markets aren’t the only game in townIt's fast, it's sharp, and it's fun—because dry finance talk isn’t our style. Listen now!General advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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178
🎙 The Theory of Thing Investment Podcast – Market Moves, Footy Tips & Copper Smelters🏉📈
🎙 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 #TheTheoryOfThingGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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177
Theory of Thing: The Big Show
🎙 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 #FANGsGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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e10 s21 📈 The Theory of Thing Investment Podcast 🎙️
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 #TheTheoryOfThingGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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175
TOT s10 e20 on Hot States, Fijian Inflation, AI data ownership and gold
🔥 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 #TheTheoryOfThingGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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174
TOT on GOLD, biceps, car troubles and football
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 #MarketWrapGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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173
TOT s10 e18 On BIG SHOW & xmas specials
🎄 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 #TeamTipsGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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172
TOT s10 e17 On how weird South Australia is and some other stuff
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 #FlyoverStateFunGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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171
Theory Of Thing s10 e16: on Gant, Xmas decorations, deals and market data
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 #FinanceInsightsGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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170
Speed round on Trump Red Wave and Coldplay running on Solar
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 #GreenEnergyGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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169
TOT s10 ep 14 on Rodrigo and silver and roadshows
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 #PopCultureInvestingGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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168
e13 s10: on hot commodities and bad beats in fantasy
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 #StockMarketGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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167
Theory Of Thing s10 e12 Oil, China, Heath gets a classier name, Lithium trades
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 #lithiumGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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166
On getting yelled at by actual professionals and has the China trade run its course?
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 #FinanceandFootyGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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165
GRAND FINAL SPECIAL!! David Scutt (StoneX) On China Stimmy, picking bottoms, swans and more
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 #JimmyTweetsGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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164
Theory Of Thing s10 e9 with H2X talking hydrogen, cycling, steaks and more!
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 #H2XGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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163
Theory Of Thing s10 e8 w/ Dr Mike Jones of Impact Minerals and more
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 #TheTheoryOfThingGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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162
Theory Of Thing s10 e7 On Evanescence, NFL Openers, Spoon Bowls and market Insights
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 #PodcastFunGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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161
TOT s10 e6 on David Scutt's return and Jimmy's battling rugby trials
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 #BackJimmyGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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160
Theory Of Thing s5 ep10 on Cannabis and kings
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 #TheTheoryOfThingGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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159
TOT on advanced civilisations, new hires and fantasy leagues
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 $B4PGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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158
TOT on Dumb Rugby Challenges and crazy vol
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 #MarketInsightsGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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157
Theory of Thing on Creed, small cap winners and back office expertise
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 #TurkishOlympiansGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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156
Theory of Thing s10 ep1: Behind the Scenes on Ausbiz, dud plenums and Olympic tips
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 #FinancialInsightsGeneral advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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ABOUT THIS SHOW
Theory of Thing is a regular look at markets and economics hosted by James Whelan of VFS Group with HLM's Heath Moss as regular co-host. Featuring top analysts, leading investors, and key decision-makers, we figure out the second and third derivative if possible. "The smartest show no one listens to" - business channel critic.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
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