187 Episodo

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

    Publicado: 4/11/2022
  2. Adelaide Timbrell, Senior Economist ANZ on consumer spending, rate expectations, budget predictions and more!

    Publicado: 21/10/2022
  3. Karl Siegling, Cadence Capital on longs and shorts right now, behavioural finance, energy plays and more

    Publicado: 14/10/2022
  4. Eleanor Creagh, REA Group Senior Economist on house price data, rental moves, rate forecasts and more

    Publicado: 8/10/2022
  5. Paola Rojas, Corporate advisor, investor & CEO of Synergy Resource Capital talking copper, lithium, uranium and silver

    Publicado: 22/9/2022
  6. Kyle Rodda (Ausbiz), John de Boer (Our Kloud), Ian Aspinall (OpenMarkets), Heath Moss (HLM)

    Publicado: 9/9/2022
  7. Louise Bedford of The Trading Game on hot & cold sectors, bullish patterns and what's ahead

    Publicado: 2/9/2022
  8. Gareth Aird, Head of Australian Economics, CBA on home prices, consumer spending, RBA forecasts and the upsides

    Publicado: 26/8/2022
  9. Jack Kouzi, VFS Group and David Prentice of Brookside Energy talking China and Oil & Gas

    Publicado: 19/8/2022
  10. Misha Saul, Investment Manager at Private Equity firm Potentia Capital

    Publicado: 11/8/2022
  11. Chris Berg, Assoc Prof RMIT talking crypto winter, what uses will survive and Web3

    Publicado: 5/8/2022
  12. Kyle Rodda of Ausbiz with James Whelan talking CPI, GDP, rates, QE, earnings and more

    Publicado: 29/7/2022
  13. Max Swango, Global Head, Invesco Global Real Estate Fund with James Whelan

    Publicado: 22/7/2022
  14. Jonathan Pain of The Pain Report talking European Energy "Catastrophe"

    Publicado: 15/7/2022
  15. Aussie Mortgages!! On the Coalface with Actual Mortgage Lenders and AMP's Diana Mousina

    Publicado: 8/7/2022
  16. Macro Strategist David Pain with a trip around the grounds

    Publicado: 24/6/2022
  17. 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

    Publicado: 17/6/2022
  18. The best placed manager right now? Allan Gray CIO Simon Mawhinney talking contrarian, value, what's ahead, what's behind

    Publicado: 3/6/2022
  19. Market Update, the BOFA Fund Manager Survey, Rebalancing Moves and Election w/ Kyle Rodda & Heath Moss

    Publicado: 20/5/2022
  20. What's next in tech? The cloud and who's connected to it. With Karim Nejaim, CEO of ActivePort

    Publicado: 13/5/2022

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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.

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