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Theory of Thing Investment Podcast

Theory of Thing Investment Podcast

De : Muskets at Dawn Pty Ltd
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Theory of Thing is a regular look at markets and economics hosted by James Whelan of VFS Group with HLM's Heath Moss as regular 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.

James Whelan Economie Finances privées
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    Épisodes
    • The Future of AI and Its Impact on Investments

      The Future of AI and Its Impact on Investments
      Feb 13 2026

      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.
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      30 min
    • TOT s12 e5 Patrick Walta discusses the reopening of Broken Hill Mines and its production plans.

      TOT s12 e5 Patrick Walta discusses the reopening of Broken Hill Mines and its production plans.
      Jan 30 2026

      Guest: Exec Chair Pat Walta of BHM.ASX

      In 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.
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      27 min
    • "The power of the nap cannot be underestimated."

      "The power of the nap cannot be underestimated."
      Jan 16 2026

      Hosts James Whelan and Heath Moss engage in a lively discussion about their personal lives, recent experiences, and insights into the investment landscape for 2026. They share anecdotes about their families, the importance of taking breaks, and the power of naps, emphasizing the need for balance in a demanding work environment. The conversation then shifts to investment strategies, with Heath providing an optimistic outlook on the American economy, predicting significant GDP growth driven by a healthy consumer base and tax cuts. He highlights key investment opportunities, particularly in the tech sector and commodities, while also addressing potential risks in the market, especially concerning AI stocks.

      Support this show http://supporter.acast.com/the-bip-show.

      Hosted on Acast. See acast.com/privacy for more information.
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      27 min
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