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

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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

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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

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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.

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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

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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

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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

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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.

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