Theory of Thing Investment Podcast

James and Heath talk about weird weather, jump rope state champs, lithium, what to buy and sell in a rate hike end. 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 . Hosted on Acast. See acast.com/privacy for more information...

James and Heath talk to Ben on what's happening at the coal face of the mortgage world. Where are the stresses in the cliff and what it means for you? Also a few tips for how to get out of "mortgage jail" with your bank. US reporting, Trades that Paid and footy tips, as always, at the end. Heath, James and Ben go right over all 3 codes Sponsored by Australian Mutual Funds Exchange https://amfex.co...

James and Heath with a quick catch up on what's ahead and behind. Footy tips, as always, at the end. Heath still batting 100% James is back in the winners circle. 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 . Hosted on Ac...

James and Heath with a quick catch up on significant facts and figures from the week that was and the week that will be. What does the bank reporting show us about the US consumer? Footy tips, as always, at the end. Heath still batting 100% James has put his guy on a holiday... Sponsored by Australian Mutual Funds Exchange https://amfex.com/ General advice only, if at all. Please seek your own adv...

New name, new season! Emma joins us from the Magellan HQ to talk about their process, company valuations, Australian business debt and building a culture that allows for ideas to generate. We also touch on "life after John" and key person risk alleviation. An enjoyable conversation with a talented Portfolio Manager. Footy tips, as always, at the end. Heath batting 100% Sponsored by Australian Mutu...

RBA pause...but for how long? Who should and should not be talking on Twitter? Who has the market picked right now? Trade ideas and footy tips. Also name change and ambience noise sampling. 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/...

All the latest on commercial and residential property here and o/s. It the regional bank thing a "Thing" or just a "thing"? Also WTF is going on at Tottenham? Sponsored by A ustralian Mutual Funds Exchange 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/pri...

If you tweet something that could cause serious ramifications and can't back it up you need to be held responsible. We go into some hits and missed for the week. Credit Suisse, regional banks, Fed comms, commercial real estate and footy predictions. 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 mor...

James has a huuuuge announcement this week. New show format. New sponsor. We talk about panic and strategies for dealing with it, bond moves, commodity expectations and footy predictions. 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/th...

Daniel offers the ANZ view on oil, natty, iron ore in the light of China adjusting their growth ambitions for 2023. Get the latest and James offers a few trade ideas. Long the widowmaker? when? Sponsored by Global X ETFs - https://www.globalxetfs.com.au/ 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/...

Adelaide walks us through recent building approval numbers, confidence disasters, rental outlook, rate expectations and more. Heath helps us with copper insight and James with what's predicted in oil. Sponsored by Global X ETFs - https://www.globalxetfs.com.au/ General advice only, if at all. Please seek your own advice or drop us a line for more information. Support this show http://supporter.aca...

Another cracking episode for you. We have Alec Cutler, head of the Orbis Global Balanced Fund talking about where the value is now, how expensive the US is, Russian oil, gold and more. We also talk origins and how ideas are generated leaving ego at the door. Some interesting ideas throughout this chat. Sponsored by Global X ETFs - https://www.globalxetfs.com.au/ General advice only, if at all. Ple...

Head of Investment Strategy at Global X ETFs Blair Hannon joins us to talk about the inevitability of clean tech and the commodities attached to it. Rare Earths, Nickel, Zinc and crowd favourite copper all get a look in. Where's the demand and for how much? An interesting talk with lots covered. Head to whelancapital.com/thebipshow to find the slides accompanying the podcast. Sponsored by Global X...

We finally get David Scutt back online to talk about his time with Ausbiz and wow it's a doozy. We solve all the world's problems from interest rate rise fairness, consumer discretionary expectations, China outlook and so much more.  Bonus content: James FINALLY tells his UBS London Garbage Bag story. Sponsored by Global X ETFs -  https://www.globalxetfs.com.au/ General advice only, if a...

In a continuation of their fine form of 2022 we look at what Allan Gray are seeing ahead for 2023 and why. There is a substantial gap between cheap and expensive at the moment and we have a look at how to find it. Did the beatup in tech make them (gasp!) buyable for the best contrarian fund around?  We redefine ESG and talk about where we are in the cycle, what's buyable and what's unbuyable....

We charge headlong into the fray once again and it's a little more bullish than last year, with good reason. Kyle Rodda (Ausbiz) joins Heath Moss (HLM Investments) and James Whelan (VFS Group) to discuss the ups and downs of China reopening and how to gain exposure to the first and second derivatives of it. The copper shortage is almost upon us too and we have lots of stats about the year ahead an...

Another year gone so we review and make some wild predictions. Adelaide Timbrell, Senior Economist ANZ, Martin Whetton, Head of FI & FX at CBA, Kit Lowe, CIO of Lowe Capital Management and Heath Moss of HLM Investments join James to talk about canaries in the coal mine, actual coal mines, rate expectations, China reopening, inventories and so much more. Another jam packed Xmas special!! Genera...

Garfield Reynolds, one of the best in the business, joins us to talk about what he, 20 year veteran of Bloomberg, looks at every day. What are the signals to look out for? What is the Fed REALLY looking at? Is this a pivot or a semi-pivot? Is China back? Lots to learn here. Questions answered.  General advice only, if at all. Please seek your own advice or drop us a line for more information....

We take a trip down memory lane to review the 4th show ever and the (at the time) highly controversial Dr Foster who in 2020 said we were going too far on lockdowns. The dust has settled on the pandemic now so we can look back and review who said what and what we can take away from the mistakes made going forward. We run through the salient points of her new book "Do lockdowns and border closures...

Pete helps us navigate Australian property like no one else can. Host James Whelan gets a full education on what's happening around Australia and where the stress (or relief) is at the moment. Federal Budget, NSW scrapping stamp duty for first homebuyers, fixed rate mortgage cliff, massive rebound in temporary visas, construction crunch, especially in QLD. Insolvencies rising for developers,...

David joins us for a freestyle run through of all things markets. China reopening a moot point? The USD controls all things, EM value and Europe untouchable? (Or is it?) Clayton Daniel, XY Adviser also joins us for a walk through of a very interesting app for financial markets people. General advice only, if at all. Please seek your own advice or drop us a line for more information. Support this s...

When will people stop spending so much money? Sooner rather than later is the RBA hope. Adelaide runs us through the ANZ view and points out some interesting incongruities in the data. 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 informa...

Founder & PM of Cadence Capital, Karl Siegling, talking to James Whelan on the future of energy, longs and shorts in the market, how high interest rates can go, silver and much much more. James & Red Leaf Securities' John Athanasiou with a market wrap at the top for all the intel you'll need. General advice only, if at all. Please seek your own advice or drop us a line for more information...

Senior Economist at REA Group Eleanor Creagh joins James to look at the latest data from REA, talk about how that data is gathered and why it's superior. We go into rental projections and city/regional price moves. Market wrap at the top by Host James Whelan 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....

We have mining investor and advisor Paola Rojas talking about the future of copper, where the best sites are, geopolitical risks in South America, great silver discoveries and how to pick lithium's future. Host James Whelan 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....