Theory of Thing Investment Podcast

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 ge...

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 s...

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 bette...

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 driv...

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 proble...

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 return...

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 f...

In this episode of "The Theory of Thing Investment Podcast," we delve into the seismic shifts in the investment landscape. First up, we examine the ripple effects of the WFH revolution, now making waves on picket lines. We explore how this paradigm shift is reshaping investment strategies. Next, we dissect the latest developments in the Federal Reserve's policy. What do the Fed dots reveal, and wh...

In this episode of "The Theory of Thing Investment Podcast," we broadcast from a room full of moving boxes at the temporary Whelan house and delve into the latest Tesla upgrade and its potential impact on the market. Our experts also dissect Global X Thematic notes, revealing intriguing trends and opportunities for investors. Next, we shift our focus to the dynamic Indian market, uncovering key st...

In this episode we delve into crucial global trends shaping the investment landscape. First up, we dissect the surge in oil prices and its ramifications on various sectors. Next, we examine the unexpected F35s downgrade and its potential impact on defense stocks. Shifting our focus to the Indian market, we explore emerging opportunities amidst geopolitical shifts. To wrap it up, we provide insight...

James and Heath break down the right time to talk to someone else's kids on the bus, earnings update with some lovely stats via Heath, where is the China stim already??! Plus usual footy tips and whatnot. Sponsored by Australian Mutual Funds Exchange. Have a look today. General advice only, if at all. Please seek your own advice or drop us a line for more information. Support this show http://supp...

James and Heath break down the right time to talk to someone else's kids on the bus, earnings update with some lovely stats via Heath, where is the China stim already??! Plus usual footy tips and whatnot. Sponsored by Australian Mutual Funds Exchange. Have a look today. General advice only, if at all. Please seek your own advice or drop us a line for more information. Support this show http://supp...

Heath and James get back into it and go into the causes behind the recent selloff and how to pick the wheat from the chaff. If China is really stuffed then there's some easy alternatives out there (ahem). Is good news bad news again and can everyone relax every time Michael Burry scratches his nose please? sponsored by Australian Mutual Funds Exchange. Have a look today. General advice only, if at...

Heath and Jimmy James run through the weak data from Oz, the strong data from the US, downgrades in ratings, Lithium, China, RBA, Chairman's Lounge nonsense, footy and more. Sponsored by Australian Mutual Funds Exchange hit the link to find out more about investing in over 3000 mutual funds. General advice only, if at all. Please seek your own advice or drop us a line for more information. Support...

Heath and James go into the data that was and the data that will be. Is the US on recessionary watch or is it time to take the all clear. Emerging market bonds get a look in, as does Copper and energy. Also an assessment of the Wallabies at the moment and those awful RM Williams footballs. $WIRE $FUEL $GOOGL $MSFT sponsored by Australian Mutual Funds Exchange amfex.com Offering you access to +3000...

James and Heath take a general look around markets with a few ideas. Also how long can you make a market call before it doesn't matter if you get it right anymore? ALSO China being deflationary is now back on the chatter. Act accordingly! NFLX, TSLA, APPL, EQIX, GOOGL Sponsored by amfex.com Go to YouTube link for the charts and bananas. General advice only, if at all. Please seek your own advice o...

CPI and PPI both came in unders and we talk about what that means for everything. New RBA Guvnor and BAU is the soup de jour. Happy Bastille Day everyone. Also it China finally turning the corner? #china #india #investing #google Sponsored by Australian Mutual Funds Exchange www.amfex.com General advice only, if at all. Please seek your own advice or drop us a line for more information. Support th...

On recent news out of the Aussie and US economies and whether good news will continue to be good news. China also banning exports of certain metals is a bit of a thing. We help you find the best places for investment on the back of that. Also the usual footy tips. #germanium #gallium General advice only, if at all. Please seek your own advice or drop us a line for more information. Support this sh...

Why would the RBA want to cancel TayTay? Also mixed messages on Aussie data and US too returns to "good news is good news" mode which is weird for all of us. Heath with all the stats and more winning footy tips. Sponsored by Australian Mutual Funds Exchange https://amfex.com/ General advice only, if at all. Please seek your own advice or drop us a line for more information. Support this show http:...

James shows us how to size pants without trying them on, along with his pitch that Australia is in a recession vs Heath who disagrees, Powell keeps talking and the market don't care. Raising money is hard too, apparently. Footy tips and more. Sponsored by Australian Mutual Funds Exchange https://amfex.com/ General advice only, if at all. Please seek your own advice or drop us a line for more infor...

We go into the changes of the QAR and what it means for your advice and your adviser. Also breadth is back!! Also we may be in a bit of a recession. James makes his pitch. Sponsored by Australian Mutual Funds Exchange https://amfex.com/ 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 . Hos...

We go deeper than the rest on the underlying forces in AI and how to capitalise. How big will this be and how much does it favour the incumbents? Blair Hannon of Global X ETFs helps us navigate the path with some great research on the different areas of AI. Also chat on "has the RBA gone too far or not far enough?" and what is the reason behind the Russell 2000 rally?   FANG.ASX, NVDA, A...

As we start a new month we recap what's behind us and wat's to come. Has tech moved too far away from the rest of the market? NDQ.ASX, QUAL.ASX, HNDQ.ASX, QHAL.ASX, NVDA, APPL, NDIA, HJPN, footy tips and more. Sponsored by Australian Mutual Funds Exchange https://amfex.com/ General advice only, if at all. Please seek your own advice or drop us a line for more information. Support this show http://...

We rope Chris in for one last heist as we crack the safe on the minimal upside in debt ceiling shenanigans. Invaluable information here. Is it actually a lose/lose situation? What does a liquidity drought look like? Do we want to know? Also when is too early to crack a beer? Also lots of chatter around "defensive" portfolios NDQ.ASX, QUAL.ASX, HNDQ.ASX, QHAL.ASX, NVDA, APPL, NDIA, HJPN, Artificial...

James battles a hangover and Heath battles a cold to bring you all the latest hot takes on US debt ceilings, GOLD.ASX, LIT.ASX, NDIA.ASX, semiconductors, AI and more! CBA.ASX earnings on the horizon too. Sponsored by Australian Mutual Funds Exchange https://amfex.com/ General advice only, if at all. Please seek your own advice or drop us a line for more information. Support this show http://suppor...