TOT on Qantas, women, markets and small caps

Welcome to the Theory of Thing Investment Podcast, hosted by James Whelan (BPC Wealth) and Heath Moss (HLM Investments), powered by the high-octane brains of Wakey Wakey. Each episode brings a fast-paced mix of markets, mindsets, and mayhem.We cover everything from mental health days in the market, the weirdness of South Australian weather, to lithium picks and Chinese battery tech. Heath brings his signature Market Wrap, and Jimmy’s got a slender recession call you’ll want to hear.Plus, we’ve got your AFL and NRL footy tips, banter, and everything else that doesn’t quite make it into the mainstream finance shows — because it probably should.Subscribe, tune in, and join the Theory.🎧 #TheoryOfThing #InvestmentPodcast #LithiumStocks #BatteryTech #AFLTips #NRLTips #MarketWrap #MentalHealthDays #RecessionWatch #WakeyWakey #SouthAustraliaWeather #HeathAndWhelan #FinanceWithBanter #MarketsAndFootySupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

Welcome to a Special BIG SHOW Edition of the Theory Of Thing Investment Podcast hosted by James Whelan, MD of BPC Wealth, joined by Heath Moss of HLM Investments, Kieran Berry of RiverX, and Billy Leung of Global X ETFs. This episode is a powerhouse of insights and banter, covering Trump vs Elon, GDP, Alternatives, Credit, Family Office allocations, and plenty more! And of course, don’t miss the NRL, AFL, and UFC footy tips to round out the ultimate investment show.Tune in, learn, and get ahead.#TheoryOfThing #InvestmentPodcast #BIGSHOW #JamesWhelan #HeathMoss #KieranBerry #BillyLeung #GlobalX #Markets #Credit #FamilyOffice #Alternatives #TrumpVsElon #GDP #FootyTips #NRL #AFL #UFCSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

Hosted by James Whelan (BPC Wealth) and Heath Moss (HLM Investments), The Big Show is your new go-to for markets, madness, and more — powered by Wakey Wakey.The episode features Heath’s sharp market wrap and Jimmy’s no-nonsense bear case, mixed with takes on Qantas flights, why women keep getting a raw deal, and whatever else sets the world alight. Jimmy talks about his time MCing Adelaide weddings and just how popular IS this guy in South Australia? Plus, don’t miss our weekly AFL and NRL footy tips — sometimes brilliant, always bold.This is finance, footy, and fearless takes. This is The Big Show.#TheoryOfThing #TheBigShow #FinancePodcast #AFLtips #NRLtips #MarketWrap #BearCase #WomenInFocus #QantasChat #WakeyWakey #HeathAndJimmy #InvestingUnfiltered #FootyAndFinanceSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

Hosted by James Whelan (BPC Wealth) and Heath Moss (HLM Investments), powered by Wakey Wakey – this is your unmissable weekly fix for all things markets, minerals, and mayhem. We break down the latest from the Resource Conference circuit and get into the big movers: Uranium, Gold, Oil, and anything else that twitches. Plus, we throw in our not-so-humble AFL and NRL footy tips to round it out. It’s fast, it’s loose, and it’s everything you need to know to stay one step ahead.#Markets #Resources #Uranium #Gold #Oil #AFL #NRL #FootyTips #Investing #AustralianPodcast #WakeyWakey #TheoryOfThing #BigShow #HeathAndWhelanSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

James Whelan (BPC Wealth) and Heath Moss (HLM Investments) are back with another packed episode of The Big Show, diving deep into the big themes shaping markets right now. Joining them this week:🔹 Dr Suhas Nayak, Portfolio Manager at Allan Gray Australia, lifts the lid on ASX listing rules, corporate governance lapses like James Hardie, and where genuine value is emerging in an uncertain market. Plus, what stocks are surprisingly thriving amid tariffs and trade turmoil?🔹 Billy Leung from Global X ETFs brings the thematic heat — sharing what global trends are being missed by local investorsWe're also joined by Matthew Mozziconacci of Etymon Projects for the best food going this side of Mothers DayIt’s markets, money, governance, and the global chessboard — with the usual mix of insight, wit, and investment edge.Hit follow, share the show, and don’t forget: Theory of Thing is never just one thing. #AllanGray #GlobalXETFs #ETFInvesting #ValueInvesting #CorporateGovernance #ASX #JamesHardie #Tariffs #TradeWar #MarketInsights #AussieInvestors #FinanceTwitter #SmartMoney #LongTermInvesting #ContrarianInvesting #ThematicInvesting #WealthBuildingSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

SQM Research has just placed the private credit sector on watch, and that’s got the market talking. What does it mean? Should investors be worried? And where are the biggest risks hiding?In this episode of The Theory of Thing Investment Podcast, James Whelan sits down with Louis Christopher, Managing Director of SQM Research, to break down: ✅ Why SQM is increasing its scrutiny on private credit ✅ The red flags emerging in the sector—from transparency issues to high leverage ✅ What investors and advisers need to watch out for ✅ How today’s risks compare to the 2008 mortgage trust crisis ✅ The future of private markets and whether the sector can weather the stormIt’s a must-listen for anyone in wealth management, investing, or just keen to understand what’s happening behind the scenes. Tune in now!Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

Theory of Thing: The Big Show is back, powered by Ensombl and bringing the big names to break down the big topics—without putting you to sleep. Hosted by James Whelan (BPC Wealth) and Heath Moss, this episode features:Billy Leung of Global X ETFs on global investment themesScott Morgan, Head of Real Estate Finance at Remara, on the real estate credit marketA deep dive into SQM’s Private Credit "Watch" notice—what it means and why it mattersPlus, AFL & NRL footy tips, because markets aren’t the only game in townIt's fast, it's sharp, and it's fun—because dry finance talk isn’t our style. Listen now!Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

🎙 The Theory of Thing Investment Podcast – Market Moves, Footy Tips & Copper Smelters🏉📈This week, we cover everything from market trends to footy predictions, with expert insights and a few surprises along the way. Heath Moss of HLM Investments delivers a sharp market wrap, breaking down the latest moves and what’s driving the action. James Whelan of BPC Wealth Management shares the first thing he had to look up this week—expect an interesting take!We also dive into NRL and AFL tips, giving you the edge for the weekend’s big games. On the economic front, we discuss soaring egg prices and what’s behind China’s copper smelter shutdowns, exploring their potential impact on global markets.With a mix of investment analysis, sports banter, and real-world insights, this episode has something for everyone. Tune in for a fast-paced, engaging discussion that keeps you informed and entertained.#InvestmentPodcast #MarketWrap #StockMarket #FootyTips #AFL #NRL #WealthManagement #Commodities #Eggflation #Copper #TheTheoryOfThingSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

🎙 The Theory of Thing: The Big Show – Expert Insights & A Few Laughs 🎙This week, we bring you a massive episode packed with top-tier insights, expert guests, and a touch of chaos. Heath Moss of HLM Investments kicks things off with his signature Market Wrap, breaking down the latest trends. Marc Jocum from Global X joins us to discuss ETF flows and what’s shaping the 2025 investment strategy. PJ Patterson of Intrepid Wealth shares his take on property funds and alternative investments.We discuss the changing rules on wholesale clients and tips for advising people who fall into the "grey area" of wealth.Food meets finance as Mathieu Mozziconacci of Etymon Projects serves up the Dish of the Week, while Chris Lawrence from One Training gives us a preview of the 2025 NRL season and the difficulties young players face in financial services. And, as always, James Whelan (BPC Wealth Management) is doing his best to hold it all together with nothing but duct tape and good will.In partnership with Ensombl, it’s an episode filled with markets, property, ETFs, footy, and food—what more could you want? Tune in for the insights, stay for the banter!#InvestmentPodcast #TheBigShow #MarketWrap #ETFStrategy #PropertyFunds #NRL2025 #DishOfTheWeek #WealthManagement #Finance #TheTheoryOfThing #Europe #FANGsSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

This week, we break down the latest China data and what it means for markets, explore copper’s big moves, and ask—are some Super Bowls just a waste of time? Gold continues to wow investors, and we unpack the impact of tariffs on global trade. Plus, plenty more insights and banter along the way. Don’t miss it!#InvestmentPodcast #ChinaData #Copper #Gold #Tariffs #Markets #SuperBowl #TheTheoryOfThingSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.