All Episodes
Theory of Thing Investment Podcast — 213 episodes
On the Ground at Resources Rising Stars — Gold, Lithium and Why We're "Not Even at Boom Yet"
Does Beat-and-Raise Even Matter Anymore? Nvidia, Gold and This Week's Small Caps
Bond Vigilantes, GPU-Backed Bonds & the Swans Implosion
Golden Globe's Breccia Discovery, Commodity Breakouts & AI S&P Highs
Theory of Thing Powered by SmallCaps: Noosa Wrap and more
TOT Powered by Small Caps: Janus, Resolution, Wraps and Drought warnings
TOT Powered by Small Caps: respiratory, gold, tungsten, football, benedict and more
ASX Small Caps: Gold, Resources and the Macro Shift Investors Should Watch
Nasal Spray and the 4 Ps
Theory of Thing: Tungsten, Budget, International Roast
Post cap of RIU RRU Conference
Theory of Thing: Helium, Middle names, record highs and more...
on Two mates finally catching up
Theory of Thing: Market strategies during uncertainty
Job losses, tech vals, copper and the 10 year
The Future of AI and Its Impact on Investments
TOT s12 e5 Patrick Walta discusses the reopening of Broken Hill Mines and its production plans.
"The power of the nap cannot be underestimated."
TOT investment, market insights, cobalt, silver, gold, copper, Australian economy, RBA, fantasy football
Ashes Day and Market Insights
TOT Navigating Market Trends: Insights from James Whelan & Heath Moss
TOT s11 e11 on ridiculous victorian public holidays
TOT on taking it easy and new gigs
Theory of Thing s11 e9 on N64 and rainy Fridays
Theory Of Thing: The BIG SHOW Edition — Markets, Metals & Racetrack Specials!
Theory of Thing Investment Podcast on Mental health Days and Lithium (unrelated)
Theory of Thing Investment Podcast: The BIG SHOW – Trump vs Elon, GDP, Credit & Footy Tips!
TOT on Qantas, women, markets and small caps
TOT s11 e4: on Resource Conferences, long weeks, gold, uranium, oil
Theory of Thing: The Big Show — "Governance, Value & Trade: Where the Market’s Cracks and Opportunities Lie"
Private Credit on Watch – What It Means for Investors
Theory of Thing: The Big Show Edition
🎙 The Theory of Thing Investment Podcast – Market Moves, Footy Tips & Copper Smelters🏉📈
Theory of Thing: The Big Show
e10 s21 📈 The Theory of Thing Investment Podcast 🎙️
TOT s10 e20 on Hot States, Fijian Inflation, AI data ownership and gold
TOT on GOLD, biceps, car troubles and football
TOT s10 e18 On BIG SHOW & xmas specials
TOT s10 e17 On how weird South Australia is and some other stuff
Theory Of Thing s10 e16: on Gant, Xmas decorations, deals and market data
Speed round on Trump Red Wave and Coldplay running on Solar
TOT s10 ep 14 on Rodrigo and silver and roadshows
e13 s10: on hot commodities and bad beats in fantasy
Theory Of Thing s10 e12 Oil, China, Heath gets a classier name, Lithium trades
On getting yelled at by actual professionals and has the China trade run its course?
GRAND FINAL SPECIAL!! David Scutt (StoneX) On China Stimmy, picking bottoms, swans and more
Theory Of Thing s10 e9 with H2X talking hydrogen, cycling, steaks and more!
Theory Of Thing s10 e8 w/ Dr Mike Jones of Impact Minerals and more
Theory Of Thing s10 e7 On Evanescence, NFL Openers, Spoon Bowls and market Insights
TOT s10 e6 on David Scutt's return and Jimmy's battling rugby trials
Theory Of Thing s5 ep10 on Cannabis and kings
TOT on advanced civilisations, new hires and fantasy leagues
TOT on Dumb Rugby Challenges and crazy vol
Theory of Thing on Creed, small cap winners and back office expertise
Theory of Thing s10 ep1: Behind the Scenes on Ausbiz, dud plenums and Olympic tips
TOT on Timezone, Plenums, Trump, Jimmy talks his book and more
Theory of Thing on Brisbane Hotel Dressing Gowns and Markets
Theory of Thing on Copper Noises, Beachballs, Footy and how to explain the US 10 year to someone
Theory of Thing with Tigers Great Chris Lawrence Talking Footy and More
TOT talking French elections, teeth, burritos & footy
TOT s9 e16: on job interviews, silver, Covid flashbacks & Pelosi
Theory Of Thing s9 e15 on Wind Turbines, Critical Minerals, the AIS and more
Theory Of Thing s9 e14 w/ Las Vegas Raiders insider and more!
TOT s9 e13 copper, 13Fs, China, Fund Manager Survey
TOT s9 e12, market wrap and tales from the road
Theory of Thing Special Edition: Impact Minerals' Dr Mike Jones and James debrief the road show
Dr David Allen, Plato's Global Alpha Fund on quants and red flags
Lynnsanity!!!! Chris Lynn joins the lads for a talk about Playbook and markets
David Sokulsky (Carrara Capital) & Robbie Farah (Wests Tigers): what more could you want in a podcast?
It's Chris Weston!!! (And Heath Moss and James Whelan) but mostly Chris Weston!!!
TOT s9 ep 6: copper, retail, PPI, yields, USD, Boeing, footy
James and Heath get back in the saddle post-Vegas
Hydrogen special
David Scutt!!! talking Japan, US Inflation, CBA on RBA and AFL/NRL
s9e2: On new RBA formats, Hydrogen, GQG and Superbowl Mondays
TOT s9 ep 1: Heath and James start the year right w/ bullish chatter
e35: The Theory of Thing Investment Podcast
Episode 34 of "The Theory of Thing Investment Podcast
Episode 33 of "The Theory of Thing Investment Podcast"!
The Theory of Thing Investment Podcast
Episode 31 of The Theory of Thing Investment Podcast
E30: our amazing kids, oil declines, bank earnings
Episode 29: The Theory of Thing Investment Podcast
TOT ep 28: oil & renewables, China and renewables, RBA expectations, NFL tips
e24: The Theory of Thing Investment Podcast
e26: The Theory of Thing Investment Podcast
e25: The Theory of Thing Investment Podcast
e24: The Theory of Thing Investment Podcast
e23: The Theory of Thing Investment Podcast
Episode 42 - Unpacking Tesla Upgrades, GlobalX Thematic Notes, Indian Market Insights, and Footy Finals Tips
Navigating Markets: Oil, Defense, India, and Footy Finals
Theory of Thing Episode 20: JOLTS, savings, spendings, consumer discretionary, fasting and jump rope
Earnings review, China no show, India gets the moon right (Russia not so much)
China's Country Garden, Good news is bad news, Michael Burry calm down
Aussie data weak, China data weak, US gets Fitch-slapped and MARKETS IN TURMOIL!!!
On Last Week's data, next week's data, copper, energy and those awful RM Williams sweaters
Buy Everything Gets Pulled Apart, Earnings Surprises, China Deflationary View and More
CPI & PPI Finally (Properly & regularly) Offish! So it's OFF TO THE RACES!! also China and new RBA Guv
China banning some exports, Fed chat and the RBA
How bullish is the Aussie economy? Mixed messages out of the US too as normality is resumed. Also Lowe is going to cancel TayTay!!
Affordable clothing for +40 men, Aussie recession?, BOE, Powell keeps talking
Quality of Advice Review, Recession in Oz, NZ but not the USA!!
A deeper dive on Artificial Intelligence with Global X ETFs' Blair Hannon, RBA & Small Caps
The month that was, China slowdown and a June Swoon ahead?
Chris Weston explains WTF is going on with the lose/lose debt ceiling situation
Debt ceilings, US earnings, general market indecisiveness, dodgy footy tips
What happens after the Fed stops? Also Lithium and India and China.
25bps and what it means for your mortgage. Guest Ben Anson of Legend Finance
On the week ahead, who is right on rates, market sketchiness and more
On commodity shortages, US earnings takeaways, LITHIUM!!!, Jamie Dimon and footy tips
Emma Fisher, Airlie Funds Management Australian Share Fund on stock selection, culture, valuations and Australia's "boom to muddle through" cycles
James & Heath with rate pauses, twitter blocks, which research to follow, name changes and footy tips!!
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
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.
James Whelan (VFS Group) and Heath Moss (HLM Investments) shoot the breeze on bailouts, rate rises, commodities and footy
Daniel Hynes Senior Commodity Strategist with the ANZ talking oil, nat gas, iron Ore and Chinese growth outlook
Adelaide Timbrell, ANZ Senior Economist & Heath Moss, HLM Investments
Alec Cutler, Orbis Global Balanced Fund on 60/40, Contrarian global investing, value gaps and more
Blair Hannon, Global X ETFs on Clean Tech and Commodity Investing
David Scutt!!! We get the great man in for a chat about...everything
Allan Gray's CIO Simon Mawhinney with an update on what the best long term investors are seeing now
2023 Outlooks on China, recession pricing, copper & market stats w/ Kyle Rodda & Heath Moss
Christmas Special! w/ Adelaide Timbrell, Martin Whetton, Kit Lowe and Heath Moss
Garfield Reynolds, Bloomberg Chief Rates Correspondent for Asia on all things signals, Powell, Fed flinching, China, Russia and more
Professor Gigi Foster, UNSW "Did Covid Lockdowns go too far? Part 2"
Pete Wargent, co-founder of BuyersBuyers talking Budget, Visas, Stamp Duty, Construction, Rate Cliffs & More!!
David Sokulsky: Carrara Capital CIO/CEO on all things markets
Adelaide Timbrell, Senior Economist ANZ on consumer spending, rate expectations, budget predictions and more!
Karl Siegling, Cadence Capital on longs and shorts right now, behavioural finance, energy plays and more
Eleanor Creagh, REA Group Senior Economist on house price data, rental moves, rate forecasts and more
Paola Rojas, Corporate advisor, investor & CEO of Synergy Resource Capital talking copper, lithium, uranium and silver
Kyle Rodda (Ausbiz), John de Boer (Our Kloud), Ian Aspinall (OpenMarkets), Heath Moss (HLM)
Louise Bedford of The Trading Game on hot & cold sectors, bullish patterns and what's ahead
Gareth Aird, Head of Australian Economics, CBA on home prices, consumer spending, RBA forecasts and the upsides
Jack Kouzi, VFS Group and David Prentice of Brookside Energy talking China and Oil & Gas
Misha Saul, Investment Manager at Private Equity firm Potentia Capital
Chris Berg, Assoc Prof RMIT talking crypto winter, what uses will survive and Web3
Kyle Rodda of Ausbiz with James Whelan talking CPI, GDP, rates, QE, earnings and more
Max Swango, Global Head, Invesco Global Real Estate Fund with James Whelan
Jonathan Pain of The Pain Report talking European Energy "Catastrophe"
Aussie Mortgages!! On the Coalface with Actual Mortgage Lenders and AMP's Diana Mousina
Macro Strategist David Pain with a trip around the grounds
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
The best placed manager right now? Allan Gray CIO Simon Mawhinney talking contrarian, value, what's ahead, what's behind
Market Update, the BOFA Fund Manager Survey, Rebalancing Moves and Election w/ Kyle Rodda & Heath Moss
What's next in tech? The cloud and who's connected to it. With Karim Nejaim, CEO of ActivePort
Rate rises: when, where, how much, when's the low? With Stephen Koukoulas, Heath Moss & Chris Weston
Aussie Equities: when is too many buy reco's TOO many? w/ Rudi Filapek-Vandyck of FN Arena
ESG Investing: Legit or furphy? All you need to know with Asset and Wealth Management Consultant Chris Robertson & James Whelan
The absolute state of the States with Cameron Kusher - REA Group & James Whelan
Election Budget with ANZ Senior Economist Adelaide Timbrell & James Whelan
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
A REAL builder! Graeme Howland of GVH Constructions joins James Whelan, Jessica Amir and Heath Moss
Brad Lingo: Pilot Energy & Chad Hitzeman of ETF Securities
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
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!
Christmas Special 2021 - Jo Masters, David Scutt, Laura Fitzsimmons, Adelaide Timbrell
Pete Wargent: The rates outlook and the looming downturn for Australian property
Dan Housden, Recon Tech: Investment and operations risk in a technology-led business world
CBA's Martin Whetton: What happened with Australian bonds and the RBA abandoning yield curve control
Dr Chris Baker of Bridge Street Capital: Resources, rare earths, and how to find great exploration companies
Kyle Rodda, IG Markets: Inflation, supply chains, and the impact on interest rates and assets
Patrick Chovanec - Evergrande, China's economy, and the CCP's shifting posture under Xi
CEO of The Iconic, Erica Berchtold: Tech, digital spending, and managing supply chains in a pandemic
Macrodesiac's David Belle - Demographics, the Fed, African mining, mega cap tech stocks as 'sovereign bond proxies' and more
ANZ senior economist Adelaide Timbrell - Surging Australian house prices
JP Morgan's Kerry Craig -- Global macro tour, with 'The Three Peaks' in growth, earnings, and CB accommodation
S3 Ep 11 - Acclaimed chef Mark Best on the economic devastation in the hospitality sector
S3 Ep 10 - SPECIAL EDITION - Everything you ever needed to know about oil, with David Prentice of Brookside Energy
S3 Ep 9 - Tolga Kumova on picking resources companies, trades versus investments, and the next big thing
S3 Ep 8 - Dr Benn Eifert of QVR Advisors on equity derivatives and their rising role in markets
S3 Ep 7 - Jo Masters of EY on economic recovery and the impact of lockdowns
S3 Ep 6 - Crypto special with Sergei Sergienko - DeFi, Tether risk, criminals, staking, regulators and more
S3 Ep 5 - The bond market beast has been stirring
S3 Ep4 - OMG (Openmarkets Group) CEO Ivan Tchourilov: Bonds, the rise of derivatives, and better tech in financial advice
S3 Ep3 - CBA Agri Strategist Tobin Gorey on global food markets, land prices, climate risk, and choosing a steak
S3 Ep2 -- J.P. Morgan executive director Laura Fitzsimmons on inflation risk, central banks and currencies
S3 Ep1 -- Westpac Head of Market Strategy Rob Rennie: Iron ore, copper, the recovery and inflation risk
S2 Ep6 - The Commodity Complexities, with ANZ Strategist Daniel Hynes
S2 Ep5 - Could the wheels come off the recovery? Plus: The Fed and BNPL's image problem
S2 Ep4 - Colgonomics: Paul Colgan interviews Paul Colgan
S2 Ep3 - CBA star credit analyst Belinda Cheung
S2 Ep2 - Soc Gen's Kit Juckes - The global economy in 2021
Season 2 Episode 1 - Wall Street Bets and the Gamestop squeeze
Ep 29 - The BIP Show Christmas Special 2020
Ep 28 - Jonathan Pain of The Pain Report - A macro trip around the world
Ep 27 - Gareth Aird, CBA Head of Australian Economics - The real conversation about Australia's recovery
Ep 26 - Terry Rawnsley - The economic case for getting back to the office, property price impacts, and a review of soaring markets
Ep 25 - Westpac's Robert Rennie - The benefits of RCEP, and the future of global trade and manufacturing
Ep 24 - CBA's Martin Whetton - The RBA's policy moves, and global markets after the vaccine news
Ep 23 - Washington DC veteran Larry Grossman of C|T Group - after Trump, and what a Biden presidency might look like
Ep. 22 - AMP Capital's Diana Mousina - Australia's inflation data, RBA policy, and the global outlook
Ep 21 - The Anons - Ramp Capital, 88888saccount and Ignore on making finance fun
Ep. 20 - Warren Hogan - Australia's economy after the budget, challenges for business, and pricey stocks
Ep. 19 - GAM Investment Director Paul McNamara - Emerging market bonds and currencies
Ep. 18 - Su-Lin Ong - The RBA's choices from here
Ep. 17 - Dr Ashley Frawley - The paradox of progress, and some fresh perspectives on the challenges for capitalism
Ep. 16 - Con Michalakis - Managing $10 billion in assets in 2020, the path out, MMT - and rock
Episode 15 - The 3 universal laws of money, and a recap of what we've learned so far
Episode 14 - Paul Brandus of West Wing Reports - A deep dive on the 2020 US Presidential election
Magellan's Chris Wheldon - A deep dive on stock investing strategy in a turbulent world
Episode 12 - Matt Barrie - Tech companies today, the future of Australia
Episode 11 - ANZ's Cherelle Murphy - Australia's second wave and a deteriorating outlook
Episode 10 - Jordan Eliseo - Record gold prices in the global markets picture
Episode 9 - Stephen Kirchner - The budget blowout, central banks and MMT, and a chilling US election scenario
Episode 8 - Westpac's Justin Smirk - Australia's labour market, commodities, and ideas for inflation
Episode 7 - Kerry Craig - Market distortions and the policy put. Plus: Does macro even matter any more?
Episode 6 - Chris Weston - Surging stocks, retail trading and the mistakes rookies make
Episode 5 - Pete Wargent - Commercial property, housing, and IMF downgrades
Episode 4 - Prof Gigi Foster - Did COVID-19 lockdowns go too far?
Episode 3 - Martin Whetton of CBA - Bond market developments
Episode 2 -- Jo Masters (Recovery outlook, Australian GDP, America, and lessons from lockdown)
Episode 1 -- Markets after the COVID-19 meltdown, and the Lobotomy Paradigm