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Theory of Thing Investment Podcast

Theory of Thing Investment Podcast

Auteur(s): Muskets at Dawn Pty Ltd
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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.

James Whelan Finances personnelles Économie
Épisodes
  • Theory of Thing s11 e9 on N64 and rainy Fridays

    Theory of Thing s11 e9 on N64 and rainy Fridays
    Aug 1 2025

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

    Theory Of Thing: The BIG SHOW Edition — Markets, Metals & Racetrack Specials!
    Jul 11 2025

    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.
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    49 min
  • Theory of Thing Investment Podcast on Mental health Days and Lithium (unrelated)

    Theory of Thing Investment Podcast on Mental health Days and Lithium (unrelated)
    Jun 27 2025

    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.
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    33 min
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