TOT s11 e11 on ridiculous victorian public holidays

In this episode of the Theory of Thing Investment Podcast, James Whelan and Heath Moss discuss a variety of topics ranging from personal updates to market analysis. They delve into the current state of the economy, the impact of tariffs, and the performance of commodities like gold and copper. The conversation also touches on sports, particularly the upcoming AFL Grand Final, and concludes with predictions and reflections on personal life.TakeawaysSpring is a time of renewal and excitement.The S&P 500 had a relatively stable week despite fluctuations.US GDP growth exceeded expectations, indicating consumer strength.Tariffs are a significant factor in the current economic landscape.Gold and silver are experiencing substantial price increases.Copper is becoming increasingly important in the market.The oil market is stabilizing around current price levels.The upcoming AFL Grand Final is generating excitement.Personal updates reflect the busy lives of the hosts.The podcast blends investment insights with personal anecdotes.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 various topics related to investment and the current economic landscape. They share personal updates, delve into market trends, and analyze the impact of AI on productivity. The conversation also touches on recent financial fraud cases and concludes with investment picks and strategies.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

Jimmy James has a new job! And what to do on a rainy Friday if you had nothing else to do? Also Heath's market wrap and footy tipsSupport 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, and Heath Moss of HLM Investments. This week they’re joined by Billy Leung of Global X ETFs and David Sokulsky of Carrara Capital for an unmissable market deep-dive.From the DXY and Copper’s charge to Emerging Markets, tariff fatigue and James’ fresh concept of RE-globalisation, the team breaks down what’s driving portfolios now — and where they’re positioning next.Plus, special guest Ralphy “Racetrack Ralphy” Horowitz drops his best racing tips, and Mathieu Mozziconacci serves up the ultimate restaurant specials. It’s a market wrap, punting preview and dining guide all in one BIG SHOW.Tune in, take notes, and get your edge for the week ahead.#TheoryOfThing #InvestmentPodcast #Markets #Copper #EmergingMarkets #GlobalX #CarraraCapital #Reglobalisation #RacingTips #RestaurantSpecials #BigShow #AcastSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

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.