Join us on this week's episode of "The Theory of Thing Investment Podcast" as we explore the latest market trends with Heath Moss in our market wrap. Get insights into the current state of copper analysis and discover what 13F filings reveal about large positions in China. Also a look at the most crowded trades in the BOFA Fund Manager Survey. Plus, don't miss out on our primo footy tips for the upcoming matches. Stay informed and ahead of the curve with expert advice and strategic tips....

Welcome to "The Theory of Thing Investment Podcast" where we explore the latest in finance and investment strategies. In this episode, Heath Moss provides a comprehensive market wrap-up, analyzing trends and potential opportunities. We also celebrate the winner of our footy tips competition, diving into their winning strategies. From navigating volatile markets to capitalizing on emerging trends, join us as we dissect the intricacies of investment. Tune in for expert insights, actionable...

In this Special Edition of "The Theory of Thing Investment Podcast," we explore the dynamic world of investment with a focus on Impact Minerals(ASX:IPT). We uncover the eyebrow-raising story of IPT’s Lake Hope with Mike Jones, the head of an ASX listed High Purity Alumina(HPA) explorer. Tune in for expert analysis, actionable strategies, and a deeper understanding of the HPA investment landscape. #InvestmentPodcast #ImpactMinerals #HighPurityAlumina #ExpertInsights Support this show...

Welcome to "The Theory of Thing Investment Podcast"! In this episode, join us as we explore the world of investment strategies with Plato long/short Alpha Fund Manager, David Allen. Discover valuable insights into navigating the markets with David's expert guidance. We'll also provide a comprehensive markets wrap-up, keeping you informed on the latest trends and developments. And for some fun, stay tuned for our footy tips segment, where we share our predictions for the upcoming games. Tune...

Join us on as we explore the world of finance and investing with expert insights and lively discussions. In this episode, we sit down with perennial six-hitter Chris Lynn to discuss his personal coaching company Playbook, along with how he's giving back to the game he loves. Additionally, we provide a comprehensive markets wrap-up, analyzing the latest trends and developments. Plus, we ponder the question: can Jimmy hoof one with precision? Tune in for an engaging discussion filled with...

Welcome to "The Theory of Thing Investment Podcast"! Join us in this episode as we charge into the world of investment with David Sokulsky, CIO of Carrara Capital, discussing long/short macro strategies and market insights. Alongside, we have special guest and Tigers legend Robbie Farah sharing his take on the season's highlights and players to watch out for. Plus, we reveal the winner of the first round of the BPC tipping comp! Tune in for expert analysis, insider tips, and all things...

Welcome to "The Theory of Thing Investment Podcast" where we dive deep into the financial world's hottest topics! In this episode, we conduct a comprehensive health market review, exploring the latest trends and insights. Special guest Chris Weston from Pepperstone joins us to dissect central bank policies worldwide, shedding light on their impact on global markets. Plus, we investigate whether the yen still holds its funding status amidst changing economic landscapes. And to top it off, we...

Welcome to "The Theory of Thing Investment Podcast" where we dissect market trends and unveil investment strategies. In this episode, we dive into a health market review, analyzing its impact on investment opportunities. Celebrate our astute call on copper prices! We also discuss the temporary pause in yield declines and its implications for investors. Plus, we scrutinize Boeing's recent fall and its potential repercussions. Stay tuned for our AFL/NRL round 2 predictions. Tune in for expert...

Welcome to "The Theory of Thing Investment Podcast"! Join hosts James and Heath as they catch up post-Vegas, sharing insights and laughs. In this episode, explore the intriguing question: "Will the Japanese buy all our companies?" Delve into a comprehensive earnings review, uncovering trends and potential opportunities. Stay tuned for copper picks, where the hosts analyze the market's metallic heartbeat. Plus, gear up for AFL/NRL round 1 predictions that might just shape your investment game....

With Heath at TayTay we thought we'd spend a little time on something we've had huge client callout for: hydrogen. Capture, sorate, creation, usage. Is there a future in passenger vehicles using hydrogen and how would that happen? Have the new hydrogen discovereies changed the value proposition for green and blue hydrogen? Find out here as James Whelan is joined by BPC's London head Jack Colreavy. Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See...

Welcome to "The Theory of Thing Investment Podcast" where we unravel global finance trends! In this episode, host David Scutt navigates us through diverse market landscapes, exploring why the Japanese market ≠ Japanese economy. Delve into a comprehensive breakdown of US inflation and unravel CBA's diverse rate expectations. Plus, gain insights into the AFL/NRL season predictions impacting investment strategies. From Tokyo to Wall Street, we decode the intricate dance of economics and...

Welcome to "The Theory of Thing Investment Podcast"! In this episode, Heath delivers his Market Wrap, dissecting the latest trends and developments shaping the investment landscape. Jimmy explores the potential of hydrogen as a game-changer in the energy sector, discussing its implications for investors. Later, Jimmy dives into market seasonality, unpacking its patterns and how investors can leverage them for strategic decision-making. Tune in for expert insights, actionable tips, and lively...

Tune in to "The Theory of Thing Investment Podcast" for a dynamic dive into the financial world. In this episode, Heath delivers his insightful Aussie Economic Wrap, decoding market trends and economic indicators down under. Next up, DankTrader unveils his Super Bowl Multi, offering strategic insights into leveraging sports events for investment opportunities. Jimmy joins the conversation, shedding light on BOM mistakes and their impact on food prices, revealing hidden investment angles. From...

Welcome to episode 35 of "The Theory of Thing Investment Podcast"! 🎙️ In this week's market wrap, we dissect the latest trends, opportunities, and challenges shaping the investment landscape. Join us as DankTrader shares his amazing NFL tips, blending the worlds of sports and finance for strategic insights. Plus, we delve into the Federal Reserve's recent pivot, exploring its impact on markets and economic forecasts. Whether you're a seasoned investor or just starting out, this episode...

Dive into the financial arena with Episode 34 of "The Theory of Thing Investment Podcast"! 📈 We review the Last Days of Rome at Ryan's Bar. Join the discussion with financial expert DAVID SCUTT as he shares insights on navigating BOJ Blank-ups. Discover the November rally as predicted by industry pros, and explore the enduring dominance of the 60/40 portfolio strategy. Plus, don't miss out on some incredible NFL tips to amplify your investment game! Tune in for a dynamic blend of history,...

Welcome to Episode 33 of "The Theory of Thing Investment Podcast"! 🎙️ This week, we uncover the hottest "Deal of the Week" in the investment landscape, providing insights for savvy investors. Dive into our comprehensive "Market Wrap" segment, analyzing key trends and surprises. Discover how the Gold rally aligns with our predictions, and explore the unique "Xmas Light Strategy" for the holiday season. We break down the latest "SPX Price Moves" and share expert tips for navigating the market....

Welcome to Episode 32 of "The Theory of Thing Investment Podcast"! 🎙️ Dive into the world of strategic investing with insights on "COPPER MOVES" influencing markets. Get a comprehensive "market wrap" with a focus on SPX price moves and delve into the latest NVDA results. In a surprising twist, discover a unique "turkey cooking strategy" that parallels successful investment approaches. Stay tuned for some amazingly better NFL tips that draw unexpected parallels to financial plays. Join us as...

Welcome to Episode 31 of "The Theory of Thing Investment Podcast"! 🎙️ Join us as we dive into a diverse mix of topics this week. From engaging NRL trivia to a comprehensive market wrap, we've got your investment insights covered. Discover the latest on the oil market, analyze Walmart's outlook, and explore why Burry taps out. Plus, stay tuned for marginally better NFL tips to boost your sports investment game. Whether you're a seasoned investor or just getting started, this episode has...

Welcome to e30: The Theory of Thing Investment Podcast! In this episode, we kick off with a comprehensive market wrap-up, analyzing key trends and potential investment opportunities. Delving into the energy sector, we explore the recent oil declines and their implications for investors. Next, we dissect bank earnings reports, offering insights into the financial industry's performance. Shifting gears, we celebrate our amazing kids, highlighting their entrepreneurial spirit and potential...

Tune in to this week's episode for a comprehensive #MarketWrap, dissecting the unexpected moves of BOJ that left investors scratching their heads. We'll also dive into the Fed's surprising inaction and its potential impact. Get the latest #EarningsUpdate and stay ahead of the curve. Plus, don't miss our expert analysis on monsterously better #NFL tips for savvy sports investors. Whether you're a seasoned pro or just starting out, this episode is packed with insights to level up your...

Welcome to episode 28 of "The Theory of Thing Investment Podcast"! 🎙️ In this week's market wrap, we dissect the latest trends and unveil insights for savvy investors. Discover the intriguing world of 'oil each way bets' and explore how China is making substantial strides in long renewables. Get the lowdown on RBA expectations and their impact on your portfolio. Plus, stay tuned for slightly better NFL tips that might just score you a win. Tune in for an informative, engaging, and...

Welcome to e27: The Theory of Thing Investment Podcast! In this episode, we kick off with a comprehensive market wrap, dissecting the latest trends and noteworthy movements across various sectors. Dive deep into the intriguing world of yields, where we explore why they're still haywire and what it means for investors. Next, we unravel the mysteries behind the surging oil market, examining the driving forces and potential implications. And for a unique twist, we've got some unexpected NFL tips...

In episode 26 of "The Theory of Thing Investment Podcast," we kick off with a comprehensive US market wrap, dissecting the latest trends and shifts. Our special guest, David Scutt of StoneX, joins us to discuss the BOJ's potential move of abandoning YCC, unraveling its potential impact on global markets. Delving deeper, we explore how yields may have found their own solution to a persistent problem. Moving hearts and portfolios, we tackle the sensitive topic of reconciling investment advice...

In this episode of "The Theory of Thing Investment Podcast," we dive into the hottest topics shaping the financial landscape. First up, we tackle the controversial statement: "Commercial Real Estate is deader than tank tops." Discover the insights behind this claim and how it impacts your investment strategy. Next, we dissect the historical showdown between September and October S&P 500 returns, revealing crucial trends that every investor should know. Bond yields take center stage as we...

In this episode of "e24: The Theory of Thing Investment Podcast," we dive into the intriguing phenomenon of "old people having kids" and its impact on the economy. We analyze the current financial landscape, exploring why some experts are calling it the "worst market in forever." Join us as we dissect the enigma of VIX, dissecting why its vitality seems drained. Delve into the concept of "higher for longer" and understand what it means for your investment strategies. Plus, stay tuned for our...