Theory of Thing Investment Podcast

by Muskets at Dawn Pty Ltd

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.

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  • Business
  • Business

Episodes

  1. 35:54Dr David Allen, Plato's Global Alpha Fund on quants and red flagsApr 24, 2024
  2. 26:21Lynnsanity!!!! Chris Lynn joins the lads for a talk about Playbook and marketsApr 19, 2024
  3. 38:07David Sokulsky (Carrara Capital) & Robbie Farah (Wests Tigers): what more could you want in a podcast?Apr 12, 2024
  4. 31:41It's Chris Weston!!! (And Heath Moss and James Whelan) but mostly Chris Weston!!!Mar 22, 2024
  5. 25:34TOT s9 ep 6: copper, retail, PPI, yields, USD, Boeing, footyMar 15, 2024
  6. 30:01James and Heath get back in the saddle post-VegasMar 08, 2024
  7. 16:01Hydrogen specialFeb 26, 2024
  8. 23:18David Scutt!!! talking Japan, US Inflation, CBA on RBA and AFL/NRLFeb 16, 2024
  9. 26:13s9e2: On new RBA formats, Hydrogen, GQG and Superbowl MondaysFeb 09, 2024
  10. 25:09TOT s9 ep 1: Heath and James start the year right w/ bullish chatterFeb 02, 2024