Muskets at Dawn Pty Ltd

Theory of Thing Investment Podcast

Business EN ↓ 207 episodes

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

Episodes

Christmas Special 2021 - Jo Masters, David Scutt, Laura Fitzsimmons, Adelaide Timbrell 13.12.2021 1:04:39

There's festive cello music to kick us off on our review of the year and our look ahead to 2022 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.

Pete Wargent: The rates outlook and the looming downturn for Australian property 25.11.2021 1:01:19

BuyersBuyers.com.au founder Pete Wargent joins Paul, James and Ken to talk about the outlook for Australian property as we get closer to a rise in official interest rates 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.

Dan Housden, Recon Tech: Investment and operations risk in a technology-led business world 19.11.2021 49:01

In this special episode presented by Akamai Technologies, Recon Tech MD Dan Housden outlines the current cyber threat environment and how investors and business operators can think about risk 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...

CBA's Martin Whetton: What happened with Australian bonds and the RBA abandoning yield curve control 05.11.2021 55:40

Commonwealth Bank Head of Fixed Income and FX Strategy Martin Whetton joins Paul, Ken, and James to talk about the huge week in the Australian bond market 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.

Dr Chris Baker of Bridge Street Capital: Resources, rare earths, and how to find great exploration companies 02.11.2021 31:15

In a special episode of The BIP Show, Dr Chris Baker from our commercial partner Bridge Street Capital talks about how he runs the ruler over mining companies coming to market. 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.

Kyle Rodda, IG Markets: Inflation, supply chains, and the impact on interest rates and assets 23.10.2021 50:30

IG Markets Australia market analyst Kyle Rodda joins Paul, Ken, and James to talk about the big global picture and what the impacts might be on markets. 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.

Patrick Chovanec - Evergrande, China's economy, and the CCP's shifting posture under Xi 01.10.2021 1:09:43

Patrick Chovanec, adjunct professor at Columbia University and economic adviser at Silvercrest Asset Management, joins Paul, James and Ken to talk about Evergrande and the evolving picture on China. 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 fo...

CEO of The Iconic, Erica Berchtold: Tech, digital spending, and managing supply chains in a pandemic 20.09.2021 39:57

Erica Berchtold is chief executive of online fashion juggernaut The Iconic. She joins James and Paul to talk about steering the business through the COVID-19 pandemic 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.

Macrodesiac's David Belle - Demographics, the Fed, African mining, mega cap tech stocks as 'sovereign bond proxies' and more 09.09.2021 1:05:42

James and Paul chat with Trading View UK Growth Director and Macrodesiac founder David Belle about the major themes in global economics 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.

ANZ senior economist Adelaide Timbrell - Surging Australian house prices 30.08.2021 31:28

ANZ's economics team is calling for 20%+ growth in house prices in 2021. Senior economist Adelaide Timbrell joins Paul and James to talk through the rationale. 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.

JP Morgan's Kerry Craig -- Global macro tour, with 'The Three Peaks' in growth, earnings, and CB accommodation 22.08.2021 1:01:38

JP Morgan executive director and global markets strategist Kerry Craig joins Ken Veksler and Paul Colgan to talk about the evolving picture in the global economy as Delta takes hold and growth rates face new questions. 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...

S3 Ep 11 - Acclaimed chef Mark Best on the economic devastation in the hospitality sector 17.08.2021 56:19

Mark Best is one of the leading lights of Australian cuisine. He joins Paul and James to discuss how COVID-19 has devastated the hospitality industry, supply chain pressures - and, yes, cooking the perfect steak. 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....

S3 Ep 10 - SPECIAL EDITION - Everything you ever needed to know about oil, with David Prentice of Brookside Energy 07.08.2021 34:11

James Whelan meets David Prentice, CEO of Brookside Energy 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.

S3 Ep 9 - Tolga Kumova on picking resources companies, trades versus investments, and the next big thing 28.07.2021 53:43

Kitara Investments CIO Tolga Kumova is one of Australia's best-known and most successful small-cap investors. He joins James and Paul to talk about his story, his process and what he thinks is coming next 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/priv...

S3 Ep 8 - Dr Benn Eifert of QVR Advisors on equity derivatives and their rising role in markets 23.07.2021 48:33

Volatility skews and options can play an important role in global markets. Dr Benn Eifert's QVR Advisors offers quantitative strategies on options products. He joins Ken, Paul, and James to talk about the rising use of options by retail traders. 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-s...

S3 Ep 7 - Jo Masters of EY on economic recovery and the impact of lockdowns 18.07.2021 47:48

Jo Masters, chief economist at EY Oceania, joins The BIP Show to talk about Australia's recovery and the impact of the current lockdowns 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.

S3 Ep 6 - Crypto special with Sergei Sergienko - DeFi, Tether risk, criminals, staking, regulators and more 07.07.2021 1:07:36

Sergei Sergienko oversees two crypto funds put together with Mark Carnegie for sophisticated investors. He joins Paul, James and Ken to talk through almost everything that's happening in the space. 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...

S3 Ep 5 - The bond market beast has been stirring 29.06.2021 48:19

James, Ken, and Paul talk about the change in tune from the Federal Reserve, Sydney's lockdown, and those guys who were startled by a deer 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.

S3 Ep4 - OMG (Openmarkets Group) CEO Ivan Tchourilov: Bonds, the rise of derivatives, and better tech in financial advice 10.06.2021 47:27

Openmarkets Group CEO Ivan Tchourilov talks about the rise of technology in trading, financial advice, and the arrival of new traders 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.

S3 Ep3 - CBA Agri Strategist Tobin Gorey on global food markets, land prices, climate risk, and choosing a steak 03.06.2021 57:43

Tobin Gorey is Director, Agri Strategy, at the Commonwealth Bank. He joins us to talk about the moves in global food prices, climate risk in agriculture assets, and the land price boom 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...

S3 Ep2 -- J.P. Morgan executive director Laura Fitzsimmons on inflation risk, central banks and currencies 29.05.2021 43:56

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.

S3 Ep1 -- Westpac Head of Market Strategy Rob Rennie: Iron ore, copper, the recovery and inflation risk 20.05.2021 49:00

Westpac's Rob Rennie explains the dynamics of commodity markets and we look at inflation risk in the global recovery. 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.

S2 Ep6 - The Commodity Complexities, with ANZ Strategist Daniel Hynes 27.03.2021 40:24

ANZ Senior Commodities Strategist Daniel Hynes joins James and Ken to dive into what's happening with commodities in the post-COVID recovery 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.

S2 Ep5 - Could the wheels come off the recovery? Plus: The Fed and BNPL's image problem 18.03.2021 49:37

James, Ken and Paul discuss the trajectory of the recovery, getting back to the office, and BNPL's image problems 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.

S2 Ep4 - Colgonomics: Paul Colgan interviews Paul Colgan 05.03.2021 37:14

Opposite sides of the world. Similar interests. Similar careers. Exactly the same name. 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.