TOT Powered by Small Caps: Janus, Resolution, Wraps and Drought warnings

Live from Resources Rising Stars on the Gold Coast, James runs through a huge list of company conversations from the floor — gold plays including Saturn Metals, Great Boulder, Great Southern and Gateway Mining, lithium exposure via PMET's James Bay project in Quebec, high-purity alumina producer Advanced Engineered Materials, and tin-tungsten-silver story Sky Metals. Plus takeaways from keynote speaker Charlie Aitken on how small the resources sector still is as a share of global indices, and a cycle-clock check-in with Line Selection Group's Hedley Widdup. Heath Moss joins from Adelaide for the market wrap — US equities sitting on prior highs with September seasonality weighing, yields pushing toward 2025 highs ahead of a critical CPI print, copper at fresh records near $6.90/lb, gold holding above $4,400/oz, and why Heath's steering clients toward globally-exposed Australian names over banks and discretionary retail. Plus AFL and NRL finals tips to close it out.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.

Collect CPD Here https://quiz.ensombl.com/VOLA-26083101-56510001Nvidia posted a $96.2 billion quarter — up 106% year-on-year, data centre revenue up 117% — and beat the Street on every line, yet the stock still wobbled in after-hours trade before rallying into the close. James and Heath ask whether beat-and-raise even moves the needle anymore for the world's biggest stock, and dig into the RAM purchasing commitments that could be the real story buried in the report. Plus: Scott Bessent's Treasury flags using the TGA to fund bond buybacks, yields ease, the US dollar weakens and gold rips to nearly $4,700 an ounce on central bank buying — with silver looking primed to follow. A look at this week's small caps worth watching (Rapid Critical Metals, Barton Gold, Redstone Resources and more), a Sydney stockbroker raided by the AFP, and the AFL finals kick off with Bulldogs–Collingwood and Melbourne–Carlton.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.

Wall Street wobbles as 30-year Treasury yields punch above 5.3%, and hyperscalers flood the bond market with nearly $200bn of debt this year alone. James and Heath break down why the long end of the curve is starting to look shaky, what Scott Bessent's buyback plan actually does, and why Nvidia's $500bn GPU-backed lending scheme has more than a whiff of 2008 about it. Wealth advisor Murdoch Gatti (The Rate of Change) joins to talk fund manager sentiment on energy security, behind-the-meter gas powering data centres, and why South America — not Australia — is set to be the next copper growth engine. Plus: small caps flying under the radar this week (Titan Minerals, EV Resources, Barton Gold, Greenvale Energy and more), oil creeping back toward $88 on Iran tensions, and the boys unpack the Sydney Swans' five-player suspension ahead of finals.Ensombl CPDcheck link to earn CPD: https://provider.cpdcheck.com/assessment/15574?type=individual #InvestmentPodcast #ASX #Markets #SmallCaps #BondsGeneral 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.

In this episode of the Theory of Thing Investment Podcast: Powered by Small Caps, host James Whelan sits down with Golden Globe Resources (ASX: GGR) CEO Colin McMillan to discuss the company's phase-one progress, high-grade rock chip results (4.2% Cu, 0.5g/t Au) following the rediscovery of the historic Burns Spur Copper Mine, upcoming exploration at the Alma project near Mount Morgan, and promising proof-of-concept drilling at Neela Creek in the Lachlan Fold Belt.Later, Heath Moss from HLM Investments joins the show to break down macro market trends, including the S&P 500 and ASX reaching record highs, Palantir's strong earnings validating AI demand, and major technical breakouts in copper and gold. The episode wraps up with sector commentary on Australian retail earnings, global oil dynamics, and weekly sports picks.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.

Noosa MIning Wrap Up!! Copper Explorers Webinar!! In this episode, James Whelan and Heath Moss discuss recent market trends, mining conferences, and the impact of AI and tech stocks on the economy. They share insights on small caps, resource investments, and the US market outlook, providing valuable tips for investors.key topicsMarket trends post-mining conferenceImpact of AI on tech stocksSmall cap investment opportunitiesUS market reaction to earnings reportsResource sector outlook and mining stocksguest nameHeath MosstitlesMarket Trends and Mining Insights with Heath MossAI and Tech Stocks: What Investors Need to KnowSound Bites"People are still finding it tough to go.""Market reacts to data, not forecasts.""AI is making a real difference in revenue."Chapters00:00Introduction and Market Overview47:12:15Heath Moss's Market and Weather Update211:05:41Highlights from Noosa Mining Conference3666:39:09Sector Sentiment and Exploration Activity5277:45:58Key Takeaways from Mining Presentations6749:59:25Investment Summit and Fund Performance9138:52:49Bond Market and Yield Movements10749:59:31Australian Productivity and US Comparisons12472:12:59Small Cap Managers and Resource Exposure13861:06:23Networking and Industry Events15416:39:47Top Holdings and Portfolio Insights17083:19:56Copper Webinar and Sector Focus18722:13:16US Market Movements and Earnings20777:46:36Federal Reserve and Market Confidence24194:26:36Microsoft Earnings and AI Impact25833:19:56Hyperscalers and Cloud Investment27694:26:36US Tech Giants and Market Divergence29638:53:16AI Infrastructure and Investment Outlook31722:13:16Tech Guidance and Market Concerns34055:33:16Cloud Demand and Open Source Models35333:19:56Bullish Sector Outlook and Future Trends37111:06:40Footy Tips and Market Sentiment38638:53:20Closing Remarks and Next StepsGeneral 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.

 summaryIn this episode, James Whelan and Heath Moss discuss recent market trends, innovative investments in electric vehicles, critical minerals, and upcoming mining conferences, providing valuable insights for investors and industry enthusiasts. key topicsJanus Electric's US expansion and battery truck conversionsFast-tracking mining permits with Fast 41Lithium project drilling in Brazil by SolusUpcoming Noosa Mining Conference and BHP explorationMarket outlook: gold, copper, and tech stocksGeneral 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.

How Jimmy builds a brand, GGR, Coolabah, Steve Woodham, Locksley, Broken Hill Mines, Adherium, Waratah, Sky metals, Mithril, Megaport, Tungsten eggs benedicts, footy tips and more.Some absolute crackers in these.Market overview and recent market movementsMining exploration updates and company highlightsInvestment opportunities in gold, copper, tungsten, and healthcare techUS economic indicators and market forecastsImpact of geopolitical events on oil and resource marketsGeneral 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.

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.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.

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, MRZGeneral 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.

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 PredictionsGeneral 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.