Theory of Thing Investment Podcast Podcast Por Muskets at Dawn Pty Ltd arte de portada

Theory of Thing Investment Podcast

Theory of Thing Investment Podcast

De: 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
Economía Finanzas Personales
Episodios
  • Theory of Thing: Helium, Middle names, record highs and more...
    Apr 17 2026

    In this episode, James Whelan and Heath Moss discuss macroeconomic trends, geopolitical events, and their impact on markets and commodities. They analyze recent market movements, geopolitical tensions in the Middle East, and the outlook for critical minerals and energy sectors.


    markets, geopolitics, commodities, macroeconomics, energy, minerals, stocks, geopolitical tensions, investment strategies

    Support this show http://supporter.acast.com/the-bip-show.

    Hosted on Acast. See acast.com/privacy for more information.

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    17 m
  • on Two mates finally catching up
    Apr 10 2026

    Discover the latest insights on small cap gold investments from the Resources Rising Stars Conference. Learn about emerging companies and market trends that every investor should know.


    In the world of investments, navigating the small cap gold sector can often feel like a daunting task. With constant fluctuations in gold prices and geopolitical events impacting market dynamics, investors need clear guidance to make informed decisions. In this post, we’ll explore insights shared during a recent discussion between investment experts James Whelan and Heath Moss, highlighting significant trends and promising companies in the small cap gold space.

    Support this show http://supporter.acast.com/the-bip-show.

    Hosted on Acast. See acast.com/privacy for more information.

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    17 m
  • Theory of Thing: Market strategies during uncertainty
    Mar 20 2026

    What to tell clients who get cold feet in this environment. And March madness!! In this engaging interview, James Whelan and Heath Moss discuss market strategies, geopolitical tensions, and investment insights amidst current global events. They share practical advice for investors navigating uncertainty, analyze recent market movements, and explore the impact of geopolitical conflicts on energy and commodities.And shorting Private Credit...wow.

    Support this show http://supporter.acast.com/the-bip-show.

    Hosted on Acast. See acast.com/privacy for more information.

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    35 m
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