Theory of Thing Investment Podcast

How Jimmy builds a brand, GGR, Coolabah, Steve Woodham, Locksley, Broken Hill Mines, Adherium, Waratah, Sky metals, Mithril, Megaport, Tungsten eggs benedicts, footy tips and more. Some absolute crackers in these. Market overview and recent market movements Mining exploration updates and company highlights Investment opportunities in gold, copper, tungsten, and healthcare tech US economic indicato...

In this episode of the Theory of Thing investment podcast, James Whelan and Heath Moss talk through the latest macro moves and what they could mean for ASX small caps. The chat starts with the big headline noise, then gets into the stuff that matters for investors. That includes the Fed’s hawkish tone, what it could mean for yields, the US dollar and inflation expectations, and why those factors m...

In this episode, James Whelan and Heath Moss discuss market updates, small cap investing strategies, recent travel experiences, and insights into commodities like oil and gold, along with sports and World Cup predictions. Also, would you prefer the nasal spray or the tongue strip for ED? Mentions of LTP, LMS, ILT, MRZ General advice only, if at all. Please seek your own advice or drop us a line fo...

00:00 Introduction and Coffee Talk 02:50 Family Health and Sickness 05:37 Property Investment Challenges 08:28 Government Policies and Economic Impact 11:13 Political Landscape and Public Sentiment 13:47 Tungsten Webinar and Market Insights 16:49 Viking Mines: A Promising Investment 19:51 Market Trends and Earnings Reports 22:44 The Impact of Global Conflicts on Oil Prices 25:45 Lithium Production...

Join James Whelan and Heath Moss as they discuss recent market trends, small cap sector insights, and specific company updates, including uranium projects and energy markets. Gain expert perspectives on investment strategies, market analysis, and the impact of geopolitical events on commodities.$AGE General advice only, if at all. Please seek your own advice or drop us a line for more information....

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...

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 clea...

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 an...

In this episode, James Whelan and Heath Moss discuss various aspects of the investment landscape, including market trends, the tech sector's performance, private equity challenges, and insights into the copper market. They also touch on the Australian market's resilience and the impact of economic indicators on commodities. The conversation wraps up with personal reflections and upcoming events in...

In this episode of the Theory of Thing Investment podcast, James Whelan and Heath Moss discuss the current state of the markets, the impact of AI on job sectors, and the performance of SaaS companies. They explore investment strategies focusing on commodities and the energy sector, while also sharing insights on small-cap stocks and the importance of networking in investment success. General advic...

Guest: Exec Chair Pat Walta of BHM.ASX In this episode of the Theory of Thing Investment Podcast, James Whelan and Heath Moss discuss various topics including personal updates, market trends, and insights into the mining sector, particularly focusing on Broken Hill Mines. They explore the current state of silver and zinc markets, investment opportunities, and the impact of economic factors on thes...

Hosts James Whelan and Heath Moss engage in a lively discussion about their personal lives, recent experiences, and insights into the investment landscape for 2026. They share anecdotes about their families, the importance of taking breaks, and the power of naps, emphasizing the need for balance in a demanding work environment. The conversation then shifts to investment strategies, with Heath prov...

In this episode of the Theory of Thing Investment podcast, James Whelan and Heath Moss discuss various investment opportunities and market insights as they approach the end of the year. They delve into the performance of cobalt, silver, and copper markets, while also reflecting on the Australian economy and the RBA's stance. The conversation wraps up with a light-hearted discussion about their fan...

In this episode of the Theory of Thinking Investment podcast, James Whelan and Heath Moss discuss the excitement surrounding Ashes Day, market insights, and the current economic landscape. They delve into the implications of market volatility, the impact of AI on investment strategies, and the significance of Oracle's credit default swaps. The conversation wraps up with a look at the ongoing appet...

In this conversation, James Whelan and Heath Moss discuss the current market trends driven by US economic factors and offers investment strategies for Australian investors focusing on US-linked ASX companies. He emphasizes the importance of monitoring specific sectors and suggests a diversified approach to investing in stocks with US assets. takeaways The US economy will significantly influence th...

In this episode of the Theory of Thing Investment Podcast, James Whelan and Heath Moss discuss a variety of topics ranging from personal updates to market analysis. They delve into the current state of the economy, the impact of tariffs, and the performance of commodities like gold and copper. The conversation also touches on sports, particularly the upcoming AFL Grand Final, and concludes with pr...

Summary In this episode, James Whelan and Heath Moss discuss various topics related to investment and the current economic landscape. They share personal updates, delve into market trends, and analyze the impact of AI on productivity. The conversation also touches on recent financial fraud cases and concludes with investment picks and strategies. General advice only, if at all. Please seek your ow...

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 General advice only, if at all. Please seek your own advice or drop us a line for more information. Support this show http://supporter.acast.com/the-bip-show . Hosted on Acast. See acast.com/privacy for more information.

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-globalis...

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 br...

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...

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 weddin...

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...

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 marke...

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 cred...