Theory of Thing Investment Podcast

It's an absolute free for all with Kyle Rodda of Ausbiz running us through some of the best bits from the week that was, Ian Aspinall of OpenMarkets walking us through the potential changes ahead in financial advice services, John de Boer of Our Kloud with what he's seeing in the tech job space & what job seekers should be aware of in tech and Heath Moss of HLM with sectors to watch ahead and...

James Whelan talks to Louise Bedford, co founder of https://www.tradinggame.com.au/ on what's moving markets at home and abroad. We assess the current signals showing which sectors are hot and which sectors are cold in Australia and James offers his take on what traditionally happens in markets in September and where the upside is, if any. Louise's "RSC" indicator is a great way to assist on stock...

Head of Australian Economics at the CBA Gareth Aird joins James Whelan (VFS Group) for an assessment of where we are in the cycle, house price predictions, discretionary spending data, RBA forecasts and a quick game of "sell me this pen" to find the upside. Market wrap starts the show with Heath Moss (HLM Investments) General advice only, if at all. Please seek your own advice or drop us a line fo...

Double barrel podcast with an overview of China by resident China expert Jack Kouzi and an overview of the oil & gas market by Brookside Energy MD David Prentice. A great dive into both spaces currently vital at the moment. Hosted by James Whelan. General Advice only General advice only, if at all. Please seek your own advice or drop us a line for more information. Support this show http://sup...

Misha joins us for a talk on all things Private Equity, tech valuations, VC and books. Fascinating insight into the world of private equity. And good books. 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.

Associate Professor Chris Berg of the RMIT Blockchain Innovation Hub joins us to talk about the survivors of crypto winter and what usages will last and why. We go into coins to hold, the future of investing in crypto and finally James gets an answer he understands about Web3! Note Chris is not a financial adviser please do not take his comments as advice. James is an adviser so any financial prod...

Kyle Rodda of Ausbiz talking with James Whelan about earnings, CPI data, the definition of a recession, overcooked rate expectations and how big is the unwinding of the Fed balance sheet really? Spoiler: it's the biggest thing not being talked about. 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-...

Max Swango, Global Head of the Invesco Global Real Estate Fund talking with James Whelan about the best and worst place to invest in property right now, the future of Work From Home and how it's shaping the commercial and residential property market. We talk about the face of retail and how many stores does Chanel actually need anyway?  General advice only, if at all. Please seek your own adv...

We're joined by author of The Pain Report Jonathan Pain to walk us through the energy situation in Germany and the contagion risk to the rest of Europe. How bad could it get? (Spoiler: pretty bad) Host James Whelan (VFS Group) Heath Moss (HLM Investments) FdcMKceDjPmoZov2XQnj General advice only, if at all. Please seek your own advice or drop us a line for more information. Support this show http:...

You wanted real people? You got it. Ben Anson of Legend Finance and Josh Woodhouse of S3F Group talk about what's really happening in the world of commercial and home lending. What the banks are doing? Where retail borrowers are feeling the pinch. How much does 50bps actually change a borrowers capacity and what does that mean for housing? Diana Mousina, Senior Economist at AMP runs us through wha...

Episode 15 and it's an old friend of the show David Pain. Contributor to the Pain Report and commentating on all things macro. We delve into energy markets as an indicator for what's ahead, where the value is in tech (gasp!) and what capitulation looks like. Host James Whelan (VFS Group) General advice only, if at all. Please seek your own advice or drop us a line for more information. Support thi...

Episode 14 and we have the Portfolio Manager of the Ausbil Global Small Cap fund Simon Wood . We talk about rate movements shifting the investment landscape, where the value is in small caps and which sectors will be best placed to rally once the dust settles. Simon talks us through the Ausbil method and offers up some of their recent and long term ideas. Another fascinating conversation with a ve...

Episode 13 and we have the very modest but outperforming fund manager Simon Mawhinney of Allan Gray talking about how they value companies, their investment horizon, good investments and, yes, the not so good. A brilliant insight into the process of managing money for the long term and how to succeed in the contrarian space. Simon also gives us a little insight into how they're positioned for the...

Episode 12 and it's all about when capitulation is coming. James, Heath (HLM Investments) & Kyle (Ausbiz) run through the most bearish Fund Manager Survey in history and why it means a buy is on the horizon. Kyle runs us through the sentiment of the market from his viewpoint and Heath on local positioning going forward. General advice only, if at all. Please seek your own advice or drop us a l...

Episode 11 and it's all about the current and future of tech. What happened in 2020 that put us all in the cloud so quickly? Where is the next move? How do you see all your "stuff" from the one place? We get Karim Nejaim, CEO of ASX listed ActivePort (ATV), to run us through what's shifting and where they fit in. Fascinating conversation from a very smart leader. General advice only, if at all. Pl...

Episode 10 and it's all about what do to in the event of a rate emergency (i.e. right now) The Kouk walks us through the local RBA moves and where the pressure points are going into an election, Westy is all about the "flow show" and what money moves into and out of funds are telling us and Heath talks about where to defend your portfolio in a rising rate environment. All involved have their hot t...

Episode 9 takes us into the Aussie market and what's ahead for the year? Rudi (FN ARENA) walks us through his All Weather Portfolio and how it's set to fare this year. Is the consumer as robust as people are assuming? Also what's the deal with all these Buy Reco's at the moment and what does that tell us? Host James Whelan (VFS Group) with Rudi Filapek-Vandyck of FN Arena General advice only, if a...

Episode 8 takes us into ESG investing and where the scams are and are not. What did the early year correction and Ukraine conflict mean for ESG portfolios? We take a deep dive into the trends in ESG and how to build a model portfolio of bonds, domestic and international equities. Host James Whelan (VFS Group) with Asset and Wealth Management Consultant Chris Robertson General advice only, if at al...

Episode 7 with Cameron Kusher, EM for Economic Research at REA Group. We take a lap around the country and find out which property markets have peaked and which still have legs. Is the RBA moving too fast or slow and what does a Labor "RED WAVE" mean for property markets. Host James Whelan (VFS Group) General advice only, if at all. Please seek your own advice or drop us a line for more informatio...

Episode 6 and it's an Election Budget Special with fan favourite ANZ Bank Senior Economist Adelaide Timbrell. We go through the Budget just handed down, look at who's affected and which stocks are good to buy (or sell) based on the leanings of the Government. Also some strong data points on just how well Australia is doing and whether the RBA is moving too slow. Host James Whelan (VFS Group) Gener...

Episode 5 takes us through the new ASIC information on what is and isn't advice and what investors should look out for. Danielle Ecyer & Scott Phillips walk us through how to arm yourself, red flags to be aware of and also some views on the market ahead. Host James Whelan (VFS Group) General advice only, if at all. Please seek your own advice or drop us a line for more information. Support thi...

Episode 4 takes us through the actual input costs builders in Australia face, what they'll be doing going forward, what sort of companies will survive and why. Then we break down the facts from the coalface into tradeable ideas, along with lots on Inflation, Fed, WTF from China and lots more. Jessica Amir (Saxo Markets) and Heath Moss (HLM Investments) join host James Whelan (VFS Group) and the id...

Episode 3 and it's a special on hydrogen with Brad Lingo of Pilot Energy and a subject matter expert in the space. How it's made, why it's made, where the Oz government is on it and where the future lies. Chad Hitzeman joins us to talk big picture hydrogen on the world stage and how to gain exposure to the space via an ETF General advice only, if at all. Please seek your own advice or drop us a li...

Episode 2 takes us on a journey with Carrara Capital CIO on rate volatility, energy policy and its effect on commodity prices, stagflation pricing, Europe's future pre and post the Ukrainian conflict and where he is investing now and what to look for in the second half of 2022.  General advice only, if at all. Please seek your own advice or drop us a line for more information. Support this sh...

Newest season of the BIP Show starts here! Recorded afternoon of 24/2/2022 Guest today is Pepperstone's Chris Weston and we're keeping it relevant on Ukraine, gas, oil, gold, agriculture but is all this masking a bigger elephant in the room? The Fed stopped being front page news but it's still very much holding a bag full of problems they need to resolve. HLM Investments' Heath Moss drops in to di...