Theory of Thing Investment Podcast

Theory of Thing: The Big Show is back, powered by Ensombl and bringing the big names to break down the big topics—without putting you to sleep. Hosted by James Whelan (BPC Wealth) and Heath Moss , this episode features: Billy Leung of Global X ETFs on global investment themes Scott Morgan , Head of Real Estate Finance at Remara , on the real estate credit market A deep dive into SQM’s Private Cred...

🎙 The Theory of Thing Investment Podcast – Market Moves, Footy Tips & Copper Smelters 🏉📈 This week, we cover everything from market trends to footy predictions, with expert insights and a few surprises along the way. Heath Moss of HLM Investments delivers a sharp market wrap, breaking down the latest moves and what’s driving the action. James Whelan of BPC Wealth Management shares the first...

🎙 The Theory of Thing: The Big Show – Expert Insights & A Few Laughs 🎙 This week, we bring you a massive episode packed with top-tier insights, expert guests, and a touch of chaos. Heath Moss of HLM Investments kicks things off with his signature Market Wrap, breaking down the latest trends. Marc Jocum from Global X joins us to discuss ETF flows and what’s shaping the 2025 investment strategy....

This week, we break down the latest China data and what it means for markets, explore copper’s big moves, and ask—are some Super Bowls just a waste of time? Gold continues to wow investors, and we unpack the impact of tariffs on global trade. Plus, plenty more insights and banter along the way. Don’t miss it! #InvestmentPodcast #ChinaData #Copper #Gold #Tariffs #Markets #SuperBowl #TheTheoryOfThin...

🔥 The Theory of Thing Investment Podcast – Scorching Takes & Market Moves 🔥 South Australia is sweltering, and Jim returns from Fiji with stories of runaway inflation! Meanwhile, DeepSeek takes over OpenAI—but who really controls the data? We break it all down. Heath delivers another outstanding market wrap, covering the key moves you need to know. Plus, with the NFL Super Bowl just around t...

This episode has it all! Jim's bicep pain becomes a talking point, while the boys recount their latest car troubles. Gold is the trade on everyone’s mind, and we highlight the best gold stocks to keep on your radar. Heath brings his signature style to an amazing market wrap, covering all the key moves, and we add a splash of NFL action to round things out. Whether you’re here for insights, laughs,...

🎄 Get ready for The Theory of Thing Investment Podcast Christmas Special! 🎄 "Jim Sessions" is back, and we’re calling it early – NSW is taking it 3-0 this year! We’re also sharing top strategies for managing your team over the festive break, plus Heath’s big move into super advice. Don’t miss Heath’s Market Wrap, where the year’s biggest moves are on full display. To top it off, we’ve got a HUGE...

What’s going on with South Australia? From quirky pints to its reputation as the "flyover state," we break it down. Also how expensive pints are in Sydney vs SA. Heath’s market wrap covers the latest moves in the markets, while our book segment highlights *BRK* and *LV1*—two reads packed with lessons for investors. Plus, we tackle NFL tips, adding a sporting edge to your weekend lineup. Tune in fo...

This week on The Theory of Thing Investment Podcast , we unpack the festive debate: when’s the right time to put up the Christmas tree? We explore the surge of year-end deals and what they signal for the economy, assess how the market is tearing itself apart, and share highlights from a cutting-edge AI seminar. Stay ahead with expert insights, timely topics, and a touch of holiday spirit! James re...

In this episode of *The Theory of Thing Investment Podcast*, we look into the potential market shifts following Trump’s win as Jimmy predicted—what’s next on the horizon? Heath provides a comprehensive market wrap, highlighting key movements and trends to watch. Plus, Coldplay’s recent enthusiasm for #solarpower sparks a conversation on the growing role of green energy in investment portfolios. Jo...

In this week’s episode of *The Theory of Thing Investment Podcast*, we explore the unique connection between Olivia Rodrigo's music and Australian rebelliousness, blending pop culture with market insights. Jimmy and Heath go head-to-head in their fantasy football clash, while yields are on the rise—what could a Trump victory mean for the markets? Heath also shares his market wrap, including top si...

In this episode of *The Theory of Thing Investment Podcast*, Jimmy ducks jury duty while Heath battles back-to-school fever. Get the latest Fantasy Football update and find out which small cap stock Jimmy has been active in. Heath’s market wrap covers four must-know commodity picks to watch closely in the market. Plus, don’t miss the NFL tips as the season heats up! Tune in for market insights, st...

In this episode of *The Theory of Thing Investment Podcast*, we're covering a range of engaging topics. Hear why running your own podcast could be the best move if our content isn’t hitting the mark! Heath explores his new, classier identity and dives into the latest on China’s stimulus efforts—is it enough? Plus, Lithium bidsand oil as the trade that paid. Maybe now is the time for guys called Mi...

In this episode of *The Theory of Thing Investment Podcast*, we wrap up the thrilling finale of the #BackJimmy challenge and share the highs and lows of getting yelled at by a legend in the game. We also bring you an exclusive NRL Grand Final tip straight from the one and only Mr. Robbie Farah. Heath rounds it out with a comprehensive market wrap, covering key moves and trends that matter to your...

In this episode of *The Theory of Thing Investment Podcast*, David Scutt from StoneX joins to discuss China’s stimulus measures, rising service fees, and the Sydney Swans. With Grand Final specials just around the corner, we highlight the big match-ups and get into Heath’s expert market wrap. Copper is making noise again, and we touch on its impact, while Barons keep adding to the stress. Plus, do...

In this episode of *The Theory of Thing Investment Podcast*, Anthony Tolfts from H2X joins us to share insights on the exciting future of hydrogen. We celebrate proud parenting moments, spotlight South Australia's finest steak joints, and explore the recent turnaround in the copper market. Tune in for expert NFL and cycling tips, plus Heath's comprehensive market wrap to keep you informed on the l...

In this episode of *The Theory of Thing Investment Podcast*, Dr. Mike Jones from Impact Minerals provides an important update on the latest developments. We cover the highlights of the week in markets, spotlight the unknown commodity of the week, and discuss gold soaring to new highs! Jimmy James shares some entertaining stories from the roadshow, while Heath wraps up the markets with his insightf...

In this week's episode of *The Theory of Thing Investment Podcast*, we cover Spoon Bowl Day and the NFL season opener, dive into Sandringham's unique Father's Day celebrations, and celebrate massive suburban footy goals. We also talk about the surprising comeback of Evanescence's hits. Heath gives his insightful market wrap and confidently picks this week's AFL winners, while James reflects on las...

In this episode of *The Theory of Thing Investment Podcast,* we kick off with the exciting launch of #BackJimmy, the Rugby challenge with so much to lose and everything to gain. Special guest David Scutt of StoneX joins us to share his insights on the markets and what investors should watch out for. GDP, USD, JPY, BOJ, NVDA, RBA and more. It's an action-packed episode filled with expert analysis a...

In this episode of *The Theory of Thing Investment Podcast,* Jimmy shares insights from his recent visit to a cutting-edge cannabis facility, exploring its investment potential. Thelma and Louising from the deep south brings some thrilling stories from the road, while we dive into the competitive world of NFL Fantasy Leagues. Heath is back with a comprehensive market wrap, analyzing the latest tre...

In this episode of *The Theory of Thing Investment Podcast*, we explore the latest in the #BackJimmy Rugby challenge, unravel the mystery behind the popular berry flavor, and ponder what truly defines an advanced civilization. Heath provides his insightful market wrap, offering key takeaways for savvy investors. Plus, don't miss the brilliant footy tips that could give you the winning edge. Big an...

In this episode of "The Theory of Thing Investment Podcast," we bring you an exciting mix of sports and investment insights. Join us as we support #BackJimmy on his Rugby challenge and explore the unique trends of magnesium flavour in the market. We tackle the latest "Olympic nonsense," and discuss how it impacts investments. Unfortunately, Heath is under the weather again, but that won't stop him...

Join us on this episode of "The Theory of Thing Investment Podcast" as we explore the cool composure of Turkish Olympic shooters, celebrate the exciting news of Creed's upcoming tour, and witness Heath's excitement firsthand. Jimmy and Heath reveal another promising small-cap stock pick and discuss Jimmy's theory on why trust should only be placed in those with booking experience. Plus, don't miss...

In this episode of The Theory of Thing Investment Podcast, we explore the latest market correction, take you behind the scenes at Ausbiz, and examine the benefits of dual listing. Discover the importance of support lines under the Nasdaq, and Jimmy's strategic Olympic betting. Plus, Heath shares his brilliant footy tips. Each topic reveals insights and trends as anticipated. Tune in for expert ana...

Join us for The Theory of Thing Investment Podcast! Nothing from the Plenum, celebrate our footy tips winner, and enjoy a session of Jimmy's book talking. We'll discuss Timezone lock-ins, analyze a 5 sigma small cap rally, and share expert advice on how to buy the Mag 7 right. Don't miss Heath's brilliant footy tips and market wrap for the latest market insights. #InvestmentPodcast #FootyTips #Boo...