Theory of Thing: Helium, Middle names, record highs and more...

In this episode of the Theory of Thing investment podcast, James Whelan and Heath Moss talk through the latest macro moves and what they could mean for ASX small caps.The chat starts with the big headline noise, then gets into the stuff that matters for investors. That includes the Fed’s hawkish tone, what it could mean for yields, the US dollar and inflation expectations, and why those factors matter for markets over the next few months.They also take a look at the bigger structural case for resources. Copper, lithium, aluminium, tin and rare earths all get a mention, along with the ongoing supply shortages and why that theme still looks strong. Gold is another major focus, with discussion around central bank buying, inflation expectations easing, and why the second half of the year could be a better stretch for the metal.The episode also touches on a few small-cap names and updates, including Barton Gold and other trading and corporate activity across the sector. If you are watching for ideas in ASX resources and gold, this one is worth a look.Timestamps:00:00 Intro and market chatter04:36 Resources outlook and the structural case05:14 Why gold still looks attractive06:34 Barton Gold discussion08:22 Trading halt and placement update09:05 Market wrap starts09:24 US markets and the Fed11:28 Midterm slump and seasonality11:14 Yields and oil movesLike the video, leave a comment with the ASX small cap you are watching, and subscribe for more weekly market chat and stock ideas from Host and the team.⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

In this episode, James Whelan and Heath Moss discuss market updates, small cap investing strategies, recent travel experiences, and insights into commodities like oil and gold, along with sports and World Cup predictions.Also, would you prefer the nasal spray or the tongue strip for ED?Mentions of LTP, LMS, ILT, MRZSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

00:00Introduction and Coffee Talk02:50Family Health and Sickness05:37Property Investment Challenges08:28Government Policies and Economic Impact11:13Political Landscape and Public Sentiment13:47Tungsten Webinar and Market Insights16:49Viking Mines: A Promising Investment19:51Market Trends and Earnings Reports22:44The Impact of Global Conflicts on Oil Prices25:45Lithium Production Innovations28:42Weekend Sports PredictionsSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

Join James Whelan and Heath Moss as they discuss recent market trends, small cap sector insights, and specific company updates, including uranium projects and energy markets. Gain expert perspectives on investment strategies, market analysis, and the impact of geopolitical events on commodities.$AGE Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

In this episode, James Whelan and Heath Moss discuss macroeconomic trends, geopolitical events, and their impact on markets and commodities. They analyze recent market movements, geopolitical tensions in the Middle East, and the outlook for critical minerals and energy sectors.markets, geopolitics, commodities, macroeconomics, energy, minerals, stocks, geopolitical tensions, investment strategiesSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

Discover the latest insights on small cap gold investments from the Resources Rising Stars Conference. Learn about emerging companies and market trends that every investor should know.In the world of investments, navigating the small cap gold sector can often feel like a daunting task. With constant fluctuations in gold prices and geopolitical events impacting market dynamics, investors need clear guidance to make informed decisions. In this post, we’ll explore insights shared during a recent discussion between investment experts James Whelan and Heath Moss, highlighting significant trends and promising companies in the small cap gold space.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

What to tell clients who get cold feet in this environment. And March madness!! In this engaging interview, James Whelan and Heath Moss discuss market strategies, geopolitical tensions, and investment insights amidst current global events. They share practical advice for investors navigating uncertainty, analyze recent market movements, and explore the impact of geopolitical conflicts on energy and commodities.And shorting Private Credit...wow.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

In this episode, James Whelan and Heath Moss discuss various aspects of the investment landscape, including market trends, the tech sector's performance, private equity challenges, and insights into the copper market. They also touch on the Australian market's resilience and the impact of economic indicators on commodities. The conversation wraps up with personal reflections and upcoming events in the sports world.#Investment #MarketAnalysis #TechSector #PrivateEquity #CopperMarket #AustralianMarket #EconomicIndicators #CommodityTrendsSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

In this episode of the Theory of Thing Investment podcast, James Whelan and Heath Moss discuss the current state of the markets, the impact of AI on job sectors, and the performance of SaaS companies. They explore investment strategies focusing on commodities and the energy sector, while also sharing insights on small-cap stocks and the importance of networking in investment success.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

Guest: Exec Chair Pat Walta of BHM.ASXIn this episode of the Theory of Thing Investment Podcast, James Whelan and Heath Moss discuss various topics including personal updates, market trends, and insights into the mining sector, particularly focusing on Broken Hill Mines. They explore the current state of silver and zinc markets, investment opportunities, and the impact of economic factors on these commodities. The conversation also touches on major players in the tech industry, such as Microsoft, and their influence on market sentiment. The episode concludes with final thoughts on investment strategies and market dynamics.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.