Muskets at Dawn Pty Ltd
Theory of Thing Investment Podcast
Theory of Thing is a regular look at markets and economics hosted by James Whelan of SmallCaps (An InvestHouse AI Company) with HLM's Heath Moss as 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.
Author
Muskets at Dawn Pty Ltd
Category
Podcast website
Latest episode
Jul 3, 2026
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Episodes
Theory of Thing on Brisbane Hotel Dressing Gowns and Markets 12.07.2024 17:19
Join us on "The Theory of Thing Investment Podcast" as we explore the latest in investments and trends. This episode covers the surprising surge in Brisbane dressing gowns, the rise of family-friendly offices, and the latest update on Biden's 70% chance in the political arena. Don't miss Heath's brilliant footy tips and a comprehensive market wrap. Stay informed and entertained with insights that...
Theory of Thing on Copper Noises, Beachballs, Footy and how to explain the US 10 year to someone 05.07.2024 24:15
In this episode of "The Theory of Thing Investment Podcast," we explore the latest financial buzz. Discover why Fairmont is fully booked and what this means for rate hikes. Gain insights on explaining the US 10-year treasury to your friends. Learn about the significance of copper and the market sounds it brings. Plus, don't miss Heath's brilliant footy tips and his comprehensive market wrap. Tune...
Theory of Thing with Tigers Great Chris Lawrence Talking Footy and More 28.06.2024 28:28
In this episode of "The Theory of Thing Investment Podcast," we welcome Tigers legend Chris Lawrence for an exclusive NRL update and announce the winner of the BPC Tipping Comp. We also tackle the burning question: "Is Reece Walsh ok?" Plus, Jimmy advises us to "RELAX" on data centres, while Heath shares his brilliant footy tips and market wrap. Join us for insights, tips, and a touch of sports ex...
TOT talking French elections, teeth, burritos & footy 22.06.2024 28:28
Join us on "The Theory of Thing Investment Podcast" for an intriguing episode where we explore the whimsical yet insightful Tooth Fairy Index, uncover the unexpected FRUIT in Jimmy's burrito, and analyze Jimmy's unique French Election thesis. Don't miss Heath's notorious footy tips, guaranteed to amuse and possibly frustrate. This episode is packed with investment insights and a touch of humor. Tu...
TOT s9 e16: on job interviews, silver, Covid flashbacks & Pelosi 07.06.2024 26:41
In this episode of "The Theory of Thing Investment Podcast," we explore Heath Moss's expert silver analysis, debate the appropriateness of bringing a parent to a job interview, and examine how Pelosi manages to hit the mark once more. Plus, enjoy a lighthearted segment with Heath's notoriously bad footy tips. Tune in for insightful discussions and some fun moments. #InvestmentPodcast #SilverAnalys...
Theory Of Thing s9 e15 on Wind Turbines, Critical Minerals, the AIS and more 31.05.2024 20:33
Tune in to "The Theory of Thing Investment Podcast" for an exciting episode featuring an announcement about the Australian Investment Summit with special guest Jai Ayoub. Heath Moss delivers a comprehensive market wrap, and JW hits the mark with copper predictions once again. Jimmy provides a detailed summary of the Critical Minerals Conference, while Heath's footy tips bring some unexpected enter...
Theory Of Thing s9 e14 w/ Las Vegas Raiders insider and more! 24.05.2024 33:45
Welcome to "The Theory of Thing Investment Podcast"! Live from Raider Nation, we're joined by Derek Haithcock, Manager of Team Travel & Logistics of the Las Vegas Raiders NFL Team, talking about how to shift 180 people every two weeks. Heath Moss gives the latest market wrap, covering why copper prices are surging and their future trajectory. Jimmy takes a position on natural gas, while Heath'...
TOT s9 e13 copper, 13Fs, China, Fund Manager Survey 17.05.2024 29:33
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 u...
TOT s9 e12, market wrap and tales from the road 10.05.2024 26:24
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,...
Theory of Thing Special Edition: Impact Minerals' Dr Mike Jones and James debrief the road show 03.05.2024 13:33
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....
Dr David Allen, Plato's Global Alpha Fund on quants and red flags 24.04.2024 35:54
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, sta...
Lynnsanity!!!! Chris Lynn joins the lads for a talk about Playbook and markets 19.04.2024 26:21
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...
David Sokulsky (Carrara Capital) & Robbie Farah (Wests Tigers): what more could you want in a podcast? 12.04.2024 38:07
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 firs...
It's Chris Weston!!! (And Heath Moss and James Whelan) but mostly Chris Weston!!! 22.03.2024 31:41
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 th...
TOT s9 ep 6: copper, retail, PPI, yields, USD, Boeing, footy 15.03.2024 25:34
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...
James and Heath get back in the saddle post-Vegas 08.03.2024 30:01
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 hea...
Hydrogen special 26.02.2024 16:01
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....
David Scutt!!! talking Japan, US Inflation, CBA on RBA and AFL/NRL 16.02.2024 23:18
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 investme...
s9e2: On new RBA formats, Hydrogen, GQG and Superbowl Mondays 09.02.2024 26:13
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 lever...
TOT s9 ep 1: Heath and James start the year right w/ bullish chatter 02.02.2024 25:09
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, sheddin...
e35: The Theory of Thing Investment Podcast 15.12.2023 23:20
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...
Episode 34 of "The Theory of Thing Investment Podcast 08.12.2023 24:44
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 som...
Episode 33 of "The Theory of Thing Investment Podcast"! 01.12.2023 21:31
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 sea...
The Theory of Thing Investment Podcast 24.11.2023 25:50
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 f...
Episode 31 of The Theory of Thing Investment Podcast 17.11.2023 20:57
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 inv...
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