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

S2 Ep3 - CBA star credit analyst Belinda Cheung 25.02.2021 54:15

A huge sell-off in US and Australian bonds is the backdrop for our conversation with CBA credit analyst Belinda Cheung 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 Ep2 - Soc Gen's Kit Juckes - The global economy in 2021 19.02.2021 52:41

Kit Juckes, Macro Strategist at Societe Generale, takes us through his views on the bond market, inflation risk, and the FX outlook 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.

Season 2 Episode 1 - Wall Street Bets and the Gamestop squeeze 04.02.2021 44:35

Ken, James, and Paul discuss the chaos of Wall Street Bets and the risks of taking on the pros 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.

Ep 29 - The BIP Show Christmas Special 2020 18.12.2020 1:08:42

David Scutt of ausbiz, JP Morgan's Laura Fitzsimmons, EY's Joanne Masters and cellist Chris Pidcock join the show to review 2020 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.

Ep 28 - Jonathan Pain of The Pain Report - A macro trip around the world 14.12.2020 40:04

Veteran investor Jonathan Pain joins us to discuss the outlook for Australia, Japan, China, Europe, South America and more 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.

Ep 27 - Gareth Aird, CBA Head of Australian Economics - The real conversation about Australia's recovery 03.12.2020 59:18

This is one of the best conversations you'll hear on how Australia has dealt with COVID-19 and the rebound. 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.

Ep 26 - Terry Rawnsley - The economic case for getting back to the office, property price impacts, and a review of soaring markets 26.11.2020 1:01:54

Geospatial economist Terry Rawnsley discusses the impact of COVID-19 on demands for space in cities and suburbs 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.

Ep 25 - Westpac's Robert Rennie - The benefits of RCEP, and the future of global trade and manufacturing 21.11.2020 1:17:04

Westpac Global Head of Financial Market Strategy Robert Rennie joins us to explain the details of the vast RCEP trade deal, and what it means in an age of shifting priorities on global trade 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 i...

Ep 24 - CBA's Martin Whetton - The RBA's policy moves, and global markets after the vaccine news 13.11.2020 1:01:17

CBA Institutional Banking Head of Fixed Income and FX Strategy Martin Whetton joins us to talk about the major developments in policy, bonds, and stocks over recent weeks 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.

Ep 23 - Washington DC veteran Larry Grossman of C|T Group - after Trump, and what a Biden presidency might look like 08.11.2020 57:59

This episode was recorded on Friday 6 November, 2020 when the election result was unclear. However, Democratic candidate Joe Biden looked favoured to win. Larry Grossman talks through his analysis of the vote, and also what post-Trump politics might look like, and what a Biden administration is likely to prioritise. General advice only, if at all. Please seek your own advice or drop us a line for...

Ep. 22 - AMP Capital's Diana Mousina - Australia's inflation data, RBA policy, and the global outlook 29.10.2020 49:10

AMP Capital senior economist Diana Mousina joins us to talk through the picture on Australian growth, inflation, and the global wobble in stocks 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.

Ep 21 - The Anons - Ramp Capital, 88888saccount and Ignore on making finance fun 23.10.2020 50:25

We're joined by three Twitter stars, led by the wildly popular Ramp Capital, to talk about digital finance culture 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.

Ep. 20 - Warren Hogan - Australia's economy after the budget, challenges for business, and pricey stocks 15.10.2020 48:44

Warren Hogan, UTS industry professor and former chief economist at ANZ Bank, joins us to talk about the future shape of Australian industry and the Morrison Government's budget 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.

Ep. 19 - GAM Investment Director Paul McNamara - Emerging market bonds and currencies 08.10.2020 37:30

Paul McNamara is a veteran emerging markets currency and debt strategist. He joins us to talk about the EM outlook 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.

Ep. 18 - Su-Lin Ong - The RBA's choices from here 24.09.2020 34:03

RBC Capital chief economist Su-Lin Ong talks about the RBA's way forward and how it all ties together 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.

Ep. 17 - Dr Ashley Frawley - The paradox of progress, and some fresh perspectives on the challenges for capitalism 17.09.2020 1:00:36

Dr Ashley Frawley from Swansea University's School of Public Health, Policy and Social Sciences shares her insights on some of the social tensions seen in western countries today 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.

Ep. 16 - Con Michalakis - Managing $10 billion in assets in 2020, the path out, MMT - and rock 10.09.2020 1:05:07

Statewide Super Chief Investment Officer Con Michalakis joins us to talk about managing a large and diverse asset base through a global downturn 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.

Episode 15 - The 3 universal laws of money, and a recap of what we've learned so far 03.09.2020 1:04:11

A look back, and a look forward -- this is the summary episode you're looking for 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.

Episode 14 - Paul Brandus of West Wing Reports - A deep dive on the 2020 US Presidential election 28.08.2020 1:03:52

Veteran White House press corps journalist Paul Brandus joins the show to talk about how the 2020 US election is set up amid a surging stock market, tightening polls and social unrest 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 informat...

Magellan's Chris Wheldon - A deep dive on stock investing strategy in a turbulent world 20.08.2020 58:34

Magellan portfolio manager Chris Wheldon, who works on the Global Equity and High Conviction funds, talks about the selection process for backing global companies 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.

Episode 12 - Matt Barrie - Tech companies today, the future of Australia 14.08.2020 1:17:59

Matt Barrie, CEO of ASX-listed Freelancer Ltd, joins the show to talk tech and the future of the Australian economy 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.

Episode 11 - ANZ's Cherelle Murphy - Australia's second wave and a deteriorating outlook 06.08.2020 42:30

ANZ Senior Economist Cherelle Murphy joins the show to discuss the further deterioration in Australia's economic outlook 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.

Episode 10 - Jordan Eliseo - Record gold prices in the global markets picture 30.07.2020 57:31

Gold has hit all-time highs in US dollar terms over the past week. Jordan Eliseo, Manager Listed Products and Investment Research, joins the show to talk about how the gold rally fits into the bigger moves in global 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...

Episode 9 - Stephen Kirchner - The budget blowout, central banks and MMT, and a chilling US election scenario 23.07.2020 44:29

Stephen Kirchner of the US Studies Centre joins the show to talk central banking and the scale of the COVID-19 downturn 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.

Episode 8 - Westpac's Justin Smirk - Australia's labour market, commodities, and ideas for inflation 17.07.2020 58:58

Westpac Senior Economist Justin Smirk is an authority on the Australian labour force. He shares a detailed overview of the latest employment data from the ABS, which saw unemployment tick up to 7.4%. We also discuss ways Australia might finally see wages growth, and talk about the skills of the future. General advice only, if at all. Please seek your own advice or drop us a line for more informati...