The BIP Show

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The BIP Show is a regular look at markets and economics hosted by James Whelan of VFS Group and Paul Colgan with Ken Veksler of Accumen Management, featuring top analysts, leading investors, and key decision-makers. Business, investing, and policy -- that's what we're here to talk about. Support this show http://supporter.acast.com/the-bip-show. See acast.com/privacy for privacy and opt-out information.

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    • Apr 29, 2025 LATEST EPISODE
    • every other week NEW EPISODES
    • 37m AVG DURATION
    • 184 EPISODES


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    Latest episodes from The BIP Show

    Theory of Thing: The Big Show — "Governance, Value & Trade: Where the Market's Cracks and Opportunities Lie"

    Play Episode Listen Later Apr 29, 2025 48:10


    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:

    Private Credit on Watch – What It Means for Investors

    Play Episode Listen Later Apr 4, 2025 24:19


    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 Edition

    Play Episode Listen Later Mar 28, 2025 42:12


    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.

    e10 s21

    Play Episode Listen Later Feb 14, 2025 27:50


    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.

    TOT s10 e20 on Hot States, Fijian Inflation, AI data ownership and gold

    Play Episode Listen Later Jan 31, 2025 32:49


    TOT on GOLD, biceps, car troubles and football

    Play Episode Listen Later Jan 17, 2025 38:12


    This episode has it all! Jim's bicep pain becomes a talking point, while the boys recount their latest car troubles. Gold is the trade on everyone's mind, and we highlight the best gold stocks to keep on your radar. Heath brings his signature style to an amazing market wrap, covering all the key moves, and we add a splash of NFL action to round things out. Whether you're here for insights, laughs, or both, this episode is not to be missed!#InvestmentPodcast #GoldStocks #MarketInsights #NFL #TheTheoryOfThing #MarketWrapSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    TOT s10 e18 On BIG SHOW & xmas specials

    Play Episode Listen Later Dec 20, 2024 37:43


    TOT s10 e17 On how weird South Australia is and some other stuff

    Play Episode Listen Later Dec 6, 2024 30:09


    What's going on with South Australia? From quirky pints to its reputation as the "flyover state," we break it down. Also how expensive pints are in Sydney vs SA. Heath's market wrap covers the latest moves in the markets, while our book segment highlights *BRK* and *LV1*—two reads packed with lessons for investors. Plus, we tackle NFL tips, adding a sporting edge to your weekend lineup. Tune in for insights, laughs, and a touch of investment wisdom that keeps it interesting.

    Theory Of Thing s10 e16: on Gant, Xmas decorations, deals and market data

    Play Episode Listen Later Nov 22, 2024 26:48


    This week on The Theory of Thing Investment Podcast, we unpack the festive debate: when's the right time to put up the Christmas tree? We explore the surge of year-end deals and what they signal for the economy, assess how the market is tearing itself apart, and share highlights from a cutting-edge AI seminar. Stay ahead with expert insights, timely topics, and a touch of holiday spirit! James reveals he's sponsored by Gant while Heath is sticking with Gazman. #Investing #Markets #Deals #AI #ChristmasDebate #FinanceInsightsSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    Speed round on Trump Red Wave and Coldplay running on Solar

    Play Episode Listen Later Nov 8, 2024 16:05


    In this episode of *The Theory of Thing Investment Podcast*, we look into the potential market shifts following Trump's win as Jimmy predicted—what's next on the horizon? Heath provides a comprehensive market wrap, highlighting key movements and trends to watch. Plus, Coldplay's recent enthusiasm for #solarpower sparks a conversation on the growing role of green energy in investment portfolios. Join us for insights on these unique developments shaping the financial landscape. #Investing #MarketInsights #TrumpWin #Coldplay #GreenEnergySupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    TOT s10 ep 14 on Rodrigo and silver and roadshows

    Play Episode Listen Later Oct 25, 2024 22:07


    In this week's episode of *The Theory of Thing Investment Podcast*, we explore the unique connection between Olivia Rodrigo's music and Australian rebelliousness, blending pop culture with market insights. Jimmy and Heath go head-to-head in their fantasy football clash, while yields are on the rise—what could a Trump victory mean for the markets? Heath also shares his market wrap, including top silver picks, and we dive into the latest NFL tips. Tune in for an exciting mix of investing, culture, and sports!#Investing #NFL #FantasyFootball #MarketWrap #Silver #Yields #OliviaRodrigo #Trump #PopCultureInvestingSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    e13 s10: on hot commodities and bad beats in fantasy

    Play Episode Listen Later Oct 18, 2024 25:19


    In this episode of *The Theory of Thing Investment Podcast*, Jimmy ducks jury duty while Heath battles back-to-school fever. Get the latest Fantasy Football update and find out which small cap stock Jimmy has been active in. Heath's market wrap covers four must-know commodity picks to watch closely in the market. Plus, don't miss the NFL tips as the season heats up! Tune in for market insights, stock action, and some NFL fun.#InvestmentPodcast #SmallCapStocks #CommodityPicks #NFLTips #FantasyFootball #MarketWrap #BackToSchool #StockMarketSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    Theory Of Thing s10 e12 Oil, China, Heath gets a classier name, Lithium trades

    Play Episode Listen Later Oct 11, 2024 30:23


    In this episode of *The Theory of Thing Investment Podcast*, we're covering a range of engaging topics. Hear why running your own podcast could be the best move if our content isn't hitting the mark! Heath explores his new, classier identity and dives into the latest on China's stimulus efforts—is it enough? Plus, Lithium bidsand oil as the trade that paid. Plus, we've got Heath's market wrap featuring an exciting small cap pick, along with this week's NFL tips. Join us for sharp insights and a bit of fun! #InvestmentPodcast #MarketWrap #ChinaStimulus #SmallCapStocks #NFLtips #lithiumSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    On getting yelled at by actual professionals and has the China trade run its course?

    Play Episode Listen Later Oct 4, 2024 27:50


    In this episode of *The Theory of Thing Investment Podcast*, we wrap up the thrilling finale of the #BackJimmy challenge and share the highs and lows of getting yelled at by a legend in the game. We also bring you an exclusive NRL Grand Final tip straight from the one and only Mr. Robbie Farah. Heath rounds it out with a comprehensive market wrap, covering key moves and trends that matter to your portfolio. It's a lively mix of sport and finance you won't want to miss! #InvestmentTalk #NRL #MarketUpdate #BackJimmy #FinanceandFootySupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    GRAND FINAL SPECIAL!! David Scutt (StoneX) On China Stimmy, picking bottoms, swans and more

    Play Episode Listen Later Sep 27, 2024 30:29


    In this episode of *The Theory of Thing Investment Podcast*, David Scutt from StoneX joins to discuss China's stimulus measures, rising service fees, and the Sydney Swans. With Grand Final specials just around the corner, we highlight the big match-ups and get into Heath's expert market wrap. Copper is making noise again, and we touch on its impact, while Barons keep adding to the stress. Plus, don't miss Jimmy's top Tweets of the Week for a unique take on market trends. Also congrats Eunicorn on her awards. #Investing #ChinaStimulus #AFLGrandFinal #MarketWrap #CopperBoom #FootyTips #Barons #FinanceNews #JimmyTweetsSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    Theory Of Thing s10 e9 with H2X talking hydrogen, cycling, steaks and more!

    Play Episode Listen Later Sep 20, 2024 36:01


    In this episode of *The Theory of Thing Investment Podcast*, Anthony Tolfts from H2X joins us to share insights on the exciting future of hydrogen. We celebrate proud parenting moments, spotlight South Australia's finest steak joints, and explore the recent turnaround in the copper market. Tune in for expert NFL and cycling tips, plus Heath's comprehensive market wrap to keep you informed on the latest trends. It's an episode packed with energy, sports, and investment updates you don't want to miss!#HydrogenFuture #CopperMarket #ParentingPride #SteakLovers #NFLTips #CyclingTips #MarketWrap #InvestmentPodcast #H2XSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    Theory Of Thing s10 e8 w/ Dr Mike Jones of Impact Minerals and more

    Play Episode Listen Later Sep 13, 2024 29:45


    In this episode of *The Theory of Thing Investment Podcast*, Dr. Mike Jones from Impact Minerals provides an important update on the latest developments. We cover the highlights of the week in markets, spotlight the unknown commodity of the week, and discuss gold soaring to new highs! Jimmy James shares some entertaining stories from the roadshow, while Heath wraps up the markets with his insightful analysis. Finally, Heath and Jimmy offer their top tips for the NRL and NFL, and Mike gives his EPL predictions. #InvestmentInsights #GoldSurge #CommodityWatch #FootyTips #MarketWrap #RoadshowStories #TheTheoryOfThingSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    Theory Of Thing s10 e7 On Evanescence, NFL Openers, Spoon Bowls and market Insights

    Play Episode Listen Later Sep 6, 2024 30:30


    In this week's episode of *The Theory of Thing Investment Podcast*, we cover Spoon Bowl Day and the NFL season opener, dive into Sandringham's unique Father's Day celebrations, and celebrate massive suburban footy goals. We also talk about the surprising comeback of Evanescence's hits. Heath gives his insightful market wrap and confidently picks this week's AFL winners, while James reflects on last week's NRL picks—goose moments included! Tune in for sports, music, and market tips! Also "You Gotta Buy the Dip" is a smash hit!!#InvestmentPodcast #AFL #NFLSeasonOpener #SpoonBowlDay #FathersDay #FootyGoals #Evanescence #HeathsMarketWrap #NRL #PodcastFunSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    TOT s5 e6 on David Scutt's return and Jimmy's battling rugby trials

    Play Episode Listen Later Aug 30, 2024 22:56


    In this episode of *The Theory of Thing Investment Podcast,* we kick off with the exciting launch of #BackJimmy, the Rugby challenge with so much to lose and everything to gain. Special guest David Scutt of StoneX joins us to share his insights on the markets and what investors should watch out for. GDP, USD, JPY, BOJ, NVDA, RBA and more. It's an action-packed episode filled with expert analysis and winning strategies! #InvestmentPodcast #MarketInsights #FootyTips #DavidScutt #Finance #AFL #Investing #BackJimmySupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    Theory Of Thing s5 ep10 on Cannabis and kings

    Play Episode Listen Later Aug 23, 2024 25:19


    In this episode of *The Theory of Thing Investment Podcast,* Jimmy shares insights from his recent visit to a cutting-edge cannabis facility, exploring its investment potential. Thelma and Louising from the deep south brings some thrilling stories from the road, while we dive into the competitive world of NFL Fantasy Leagues. Heath is back with a comprehensive market wrap, analyzing the latest trends, and of course, the brilliant footy tips that you can't miss. Tune in for a packed episode blending sports, travel, and investment wisdom.#InvestmentPodcast #CannabisInvesting #NFLFantasy #MarketWrap #FootyTips #TheTheoryOfThingSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    TOT on advanced civilisations, new hires and fantasy leagues

    Play Episode Listen Later Aug 16, 2024 26:16


    In this episode of *The Theory of Thing Investment Podcast*, we explore the latest in the #BackJimmy Rugby challenge, unravel the mystery behind the popular berry flavor, and ponder what truly defines an advanced civilization. Heath provides his insightful market wrap, offering key takeaways for savvy investors. Plus, don't miss the brilliant footy tips that could give you the winning edge. Big announcement at the end too. Tune in for a blend of sports, science, and investment wisdom that keeps you ahead of the game. #InvestSmart #FootyTips #MarketUpdate #BerryTalk #CivilizationInsights $DVP $B4PSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    TOT on Dumb Rugby Challenges and crazy vol

    Play Episode Listen Later Aug 9, 2024 15:06


    In this episode of "The Theory of Thing Investment Podcast," we bring you an exciting mix of sports and investment insights. Join us as we support #BackJimmy on his Rugby challenge and explore the unique trends of magnesium flavour in the market. We tackle the latest "Olympic nonsense," and discuss how it impacts investments. Unfortunately, Heath is under the weather again, but that won't stop him from delivering his brilliant footy tips, just as predicted. Tune in for an engaging blend of sports and market analysis!#InvestmentPodcast #RugbyChallenge #MagnesiumFlavour #OlympicNonsense #HeathsFootyTips #MarketInsightsSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    Theory of Thing on Creed, small cap winners and back office expertise

    Play Episode Listen Later Aug 2, 2024 27:06


    Join us on this episode of "The Theory of Thing Investment Podcast" as we explore the cool composure of Turkish Olympic shooters, celebrate the exciting news of Creed's upcoming tour, and witness Heath's excitement firsthand. Jimmy and Heath reveal another promising small-cap stock pick and discuss Jimmy's theory on why trust should only be placed in those with booking experience. Plus, don't miss Heath's brilliant footy tips, accurately predicted as always. Tune in for insightful discussions and some fun surprises! #InvestmentPodcast #SmallCapWinners #CreedTour2024 #FootyTips #BookingExperience #TurkishOlympiansSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    Theory of Thing s10 ep1: Behind the Scenes on Ausbiz, dud plenums and Olympic tips

    Play Episode Listen Later Jul 26, 2024 26:40


    In this episode of The Theory of Thing Investment Podcast, we explore the latest market correction, take you behind the scenes at Ausbiz, and examine the benefits of dual listing. Discover the importance of support lines under the Nasdaq, and Jimmy's strategic Olympic betting. Plus, Heath shares his brilliant footy tips. Each topic reveals insights and trends as anticipated. Tune in for expert analysis and predictions that hit the mark. #InvestmentPodcast #MarketCorrection #Ausbiz #DualListing #NasdaqSupport #SmallCapRally #OlympicBetting #FootyTips #FinancialInsightsSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    TOT on Timezone, Plenums, Trump, Jimmy talks his book and more

    Play Episode Listen Later Jul 19, 2024 30:51


    Join us for The Theory of Thing Investment Podcast! Nothing from the Plenum, celebrate our footy tips winner, and enjoy a session of Jimmy's book talking. We'll discuss Timezone lock-ins, analyze a 5 sigma small cap rally, and share expert advice on how to buy the Mag 7 right. Don't miss Heath's brilliant footy tips and market wrap for the latest market insights. #InvestmentPodcast #FootyTips #BookTalking #SmallCapRally #Mag7 #MarketWrap #InvestmentInsightsSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    Theory of Thing on Brisbane Hotel Dressing Gowns and Markets

    Play Episode Listen Later Jul 12, 2024 17:19


    Join us on "The Theory of Thing Investment Podcast" as we explore the latest in investments and trends. This episode covers the surprising surge in Brisbane dressing gowns, the rise of family-friendly offices, and the latest update on Biden's 70% chance in the political arena. Don't miss Heath's brilliant footy tips and a comprehensive market wrap. Stay informed and entertained with insights that matter.#Investments #BrisbaneFashion #FamilyFriendlyWorkplaces #PoliticalUpdate #FootyTips #MarketWrap #InvestmentPodcastSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    Theory of Thing on Copper Noises, Beachballs, Footy and how to explain the US 10 year to someone

    Play Episode Listen Later Jul 5, 2024 24:15


    In this episode of "The Theory of Thing Investment Podcast," we explore the latest financial buzz. Discover why Fairmont is fully booked and what this means for rate hikes. Gain insights on explaining the US 10-year treasury to your friends. Learn about the significance of copper and the market sounds it brings. Plus, don't miss Heath's brilliant footy tips and his comprehensive market wrap. Tune in for an engaging mix of investment insights and expert commentary.#Investing #Finance #MarketTrends #Copper #US10Year #InterestRates #FootyTips #FairmontSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    Theory of Thing with Tigers Great Chris Lawrence Talking Footy and More

    Play Episode Listen Later Jun 28, 2024 28:28


    In this episode of "The Theory of Thing Investment Podcast," we welcome Tigers legend Chris Lawrence for an exclusive NRL update and announce the winner of the BPC Tipping Comp. We also tackle the burning question: "Is Reece Walsh ok?" Plus, Jimmy advises us to "RELAX" on data centres, while Heath shares his brilliant footy tips and market wrap. Join us for insights, tips, and a touch of sports excitement!#InvestmentPodcast #NRLUpdate #ChrisLawrence #ReeceWalsh #DataCentres #FootyTips #MarketWrap #BPCTippingCompSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    TOT talking French elections, teeth, burritos & footy

    Play Episode Listen Later Jun 22, 2024 28:28


    Join us on "The Theory of Thing Investment Podcast" for an intriguing episode where we explore the whimsical yet insightful Tooth Fairy Index, uncover the unexpected FRUIT in Jimmy's burrito, and analyze Jimmy's unique French Election thesis. Don't miss Heath's notorious footy tips, guaranteed to amuse and possibly frustrate. This episode is packed with investment insights and a touch of humor. Tune in for an entertaining and educational ride! #InvestmentPodcast #ToothFairyIndex #FrenchElection #FootyTips #InvestmentHumor #FinanceTalk #MarketTrends #InvestmentInsights #BurritoSurprises #PodcastFunSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    TOT s9 e16: on job interviews, silver, Covid flashbacks & Pelosi

    Play Episode Listen Later Jun 7, 2024 26:41


    In this episode of "The Theory of Thing Investment Podcast," we explore Heath Moss's expert silver analysis, debate the appropriateness of bringing a parent to a job interview, and examine how Pelosi manages to hit the mark once more. Plus, enjoy a lighthearted segment with Heath's notoriously bad footy tips. Tune in for insightful discussions and some fun moments. #InvestmentPodcast #SilverAnalysis #CareerAdvice #PoliticalInsights #FootyTips #TheTheoryOfThing #HeathMoss #Pelosi #JobInterview #FinanceTalkSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    Theory Of Thing s9 e15 on Wind Turbines, Critical Minerals, the AIS and more

    Play Episode Listen Later May 31, 2024 20:33


    Tune in to "The Theory of Thing Investment Podcast" for an exciting episode featuring an announcement about the Australian Investment Summit with special guest Jai Ayoub. Heath Moss delivers a comprehensive market wrap, and JW hits the mark with copper predictions once again. Jimmy provides a detailed summary of the Critical Minerals Conference, while Heath's footy tips bring some unexpected entertainment. Stay informed and entertained with the latest insights and updates in the investment world. #InvestmentPodcast #MarketWrap #AustralianInvestmentSummit #CopperMarket #CriticalMinerals #FootyTips #FinanceInsights #HeathMoss #JaiAyoub #JWPredictionsSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    Theory Of Thing s9 e14 w/ Las Vegas Raiders insider and more!

    Play Episode Listen Later May 24, 2024 33:45


    Welcome to "The Theory of Thing Investment Podcast"! Live from Raider Nation, we're joined by Derek Haithcock, Manager of Team Travel & Logistics of the Las Vegas Raiders NFL Team, talking about how to shift 180 people every two weeks. Heath Moss gives the latest market wrap, covering why copper prices are surging and their future trajectory. Jimmy takes a position on natural gas, while Heath's notorious footy tips add a fun twist. Tune in for expert analysis and entertaining segments! #InvestmentPodcast #RaiderNation #MarketWrap #CopperPrices #NaturalGas #FootyTips #FinanceTalk #ExpertInsights #SportsAndFinance #HeathMoss #JimmyViews #NFL #RaidersSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    TOT s9 e13 copper, 13Fs, China, Fund Manager Survey

    Play Episode Listen Later May 17, 2024 29:33


    Join us on this week's episode of "The Theory of Thing Investment Podcast" as we explore the latest market trends with Heath Moss in our market wrap. Get insights into the current state of copper analysis and discover what 13F filings reveal about large positions in China. Also a look at the most crowded trades in the BOFA Fund Manager Survey. Plus, don't miss out on our primo footy tips for the upcoming matches. Stay informed and ahead of the curve with expert advice and strategic tips. #InvestmentPodcast #MarketWrap #CopperAnalysis #ChinaInvestments #FootyTips #HeathMoss #FinanceNews #InvestmentStrategy $BABA Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    TOT s9 e12, market wrap and tales from the road

    Play Episode Listen Later May 10, 2024 26:24


    Welcome to "The Theory of Thing Investment Podcast" where we explore the latest in finance and investment strategies. In this episode, Heath Moss provides a comprehensive market wrap-up, analyzing trends and potential opportunities. We also celebrate the winner of our footy tips competition, diving into their winning strategies. From navigating volatile markets to capitalizing on emerging trends, join us as we dissect the intricacies of investment. Tune in for expert insights, actionable advice, and the latest updates in the world of finance. Stay ahead of the game with #InvestmentInsights and #MarketAnalysis.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    Theory of Thing Special Edition: Impact Minerals' Dr Mike Jones and James debrief the road show

    Play Episode Listen Later May 3, 2024 13:33


    In this Special Edition of "The Theory of Thing Investment Podcast," we explore the dynamic world of investment with a focus on Impact Minerals(ASX:IPT). We uncover the eyebrow-raising story of IPT's Lake Hope with Mike Jones, the head of an ASX listed High Purity Alumina(HPA) explorer.Tune in for expert analysis, actionable strategies, and a deeper understanding of the HPA investment landscape. #InvestmentPodcast #ImpactMinerals #HighPurityAlumina #ExpertInsightsSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    Dr David Allen, Plato's Global Alpha Fund on quants and red flags

    Play Episode Listen Later Apr 24, 2024 35:54


    Welcome to "The Theory of Thing Investment Podcast"! In this episode, join us as we explore the world of investment strategies with Plato long/short Alpha Fund Manager, David Allen. Discover valuable insights into navigating the markets with David's expert guidance. We'll also provide a comprehensive markets wrap-up, keeping you informed on the latest trends and developments. And for some fun, stay tuned for our footy tips segment, where we share our predictions for the upcoming games. Tune in for an engaging discussion on investment strategies, market updates, and a dash of sports excitement. Don't miss out! #InvestmentInsights #MarketWrap #FootyTipsSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    Lynnsanity!!!! Chris Lynn joins the lads for a talk about Playbook and markets

    Play Episode Listen Later Apr 19, 2024 26:21


    Join us on as we explore the world of finance and investing with expert insights and lively discussions. In this episode, we sit down with perennial six-hitter Chris Lynn to discuss his personal coaching company Playbook, along with how he's giving back to the game he loves. Additionally, we provide a comprehensive markets wrap-up, analyzing the latest trends and developments. Plus, we ponder the question: can Jimmy hoof one with precision? Tune in for an engaging discussion filled with actionable advice and thought-provoking insights. #InvestmentPodcast #Finance #MarketAnalysis #InvestingStrategies #ExpertInsightsSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    David Sokulsky (Carrara Capital) & Robbie Farah (Wests Tigers): what more could you want in a podcast?

    Play Episode Listen Later Apr 12, 2024 38:07


    Welcome to "The Theory of Thing Investment Podcast"! Join us in this episode as we charge into the world of investment with David Sokulsky, CIO of Carrara Capital, discussing long/short macro strategies and market insights. Alongside, we have special guest and Tigers legend Robbie Farah sharing his take on the season's highlights and players to watch out for. Plus, we reveal the winner of the first round of the BPC tipping comp! Tune in for expert analysis, insider tips, and all things investment, sports, and more. #InvestmentInsights #MarketAnalysis #NRLTalk #BPCtipping #FinancePodcastSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    It's Chris Weston!!! (And Heath Moss and James Whelan) but mostly Chris Weston!!!

    Play Episode Listen Later Mar 22, 2024 31:41


    Welcome to "The Theory of Thing Investment Podcast" where we dive deep into the financial world's hottest topics! In this episode, we conduct a comprehensive health market review, exploring the latest trends and insights. Special guest Chris Weston from Pepperstone joins us to dissect central bank policies worldwide, shedding light on their impact on global markets. Plus, we investigate whether the yen still holds its funding status amidst changing economic landscapes. And to top it off, we offer our AFL/NRL round 3 predictions. Tune in for expert analysis, valuable perspectives, and actionable investment strategies. #InvestmentInsights #CentralBanks #MarketTrends #Predictions #FinanceTalkSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    TOT s9 ep 6: copper, retail, PPI, yields, USD, Boeing, footy

    Play Episode Listen Later Mar 15, 2024 25:34


    Welcome to "The Theory of Thing Investment Podcast" where we dissect market trends and unveil investment strategies. In this episode, we dive into a health market review, analyzing its impact on investment opportunities. Celebrate our astute call on copper prices! We also discuss the temporary pause in yield declines and its implications for investors. Plus, we scrutinize Boeing's recent fall and its potential repercussions. Stay tuned for our AFL/NRL round 2 predictions. Tune in for expert insights and actionable investment advice. Don't miss out! #InvestmentInsights #MarketAnalysis #CopperPrices #YieldDeclines #Boeing #SportsPredictions #TheTheoryOfThingSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    James and Heath get back in the saddle post-Vegas

    Play Episode Listen Later Mar 8, 2024 30:01


    Welcome to "The Theory of Thing Investment Podcast"! Join hosts James and Heath as they catch up post-Vegas, sharing insights and laughs. In this episode, explore the intriguing question: "Will the Japanese buy all our companies?" Delve into a comprehensive earnings review, uncovering trends and potential opportunities. Stay tuned for copper picks, where the hosts analyze the market's metallic heartbeat. Plus, gear up for AFL/NRL round 1 predictions that might just shape your investment game. Don't miss this dynamic episode blending personal anecdotes with essential market updates. Tune in for a rollercoaster of financial wisdom and predictions! #InvestmentTalk #EarningsReview #CopperPicks #MarketInsights #PodcastPredictionsSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    Hydrogen special

    Play Episode Listen Later Feb 26, 2024 16:01


    With Heath at TayTay we thought we'd spend a little time on something we've had huge client callout for: hydrogen.Capture, sorate, creation, usage. Is there a future in passenger vehicles using hydrogen and how would that happen?Have the new hydrogen discovereies changed the value proposition for green and blue hydrogen?Find out here as James Whelan is joined by BPC's London head Jack Colreavy.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    David Scutt!!! talking Japan, US Inflation, CBA on RBA and AFL/NRL

    Play Episode Listen Later Feb 16, 2024 23:18


    Welcome to "The Theory of Thing Investment Podcast" where we unravel global finance trends! In this episode, host David Scutt navigates us through diverse market landscapes, exploring why the Japanese market ≠ Japanese economy. Delve into a comprehensive breakdown of US inflation and unravel CBA's diverse rate expectations. Plus, gain insights into the AFL/NRL season predictions impacting investment strategies. From Tokyo to Wall Street, we decode the intricate dance of economics and investments. Tune in for a whirlwind tour of global markets and strategic forecasts. Follow for illuminating insights! #InvestmentPodcast #GlobalFinance #MarketTrends #EconomicAnalysis #InvestmentStrategySupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    s9e2: On new RBA formats, Hydrogen, GQG and Superbowl Mondays

    Play Episode Listen Later Feb 9, 2024 26:13


    Welcome to "The Theory of Thing Investment Podcast"! In this episode, Heath delivers his Market Wrap, dissecting the latest trends and developments shaping the investment landscape. Jimmy explores the potential of hydrogen as a game-changer in the energy sector, discussing its implications for investors. Later, Jimmy dives into market seasonality, unpacking its patterns and how investors can leverage them for strategic decision-making. Tune in for expert insights, actionable tips, and lively discussions on navigating the complexities of the financial markets. #InvestmentInsights #MarketTrends #HydrogenRevolution #SeasonalInvesting #FinancialStrategySupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    TOT s9 ep 1: Heath and James start the year right w/ bullish chatter

    Play Episode Listen Later Feb 2, 2024 25:09


    Tune in to "The Theory of Thing Investment Podcast" for a dynamic dive into the financial world. In this episode, Heath delivers his insightful Aussie Economic Wrap, decoding market trends and economic indicators down under. Next up, DankTrader unveils his Super Bowl Multi, offering strategic insights into leveraging sports events for investment opportunities. Jimmy joins the conversation, shedding light on BOM mistakes and their impact on food prices, revealing hidden investment angles. From macroeconomic analysis to sports betting strategies and agricultural market insights, this episode promises a diverse exploration of investment avenues. #InvestmentInsights #EconomicAnalysis #SuperBowlInvesting #MarketTrends #FinancialStrategySupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

    e35: The Theory of Thing Investment Podcast

    Play Episode Listen Later Dec 15, 2023 23:20


    Welcome to episode 35 of "The Theory of Thing Investment Podcast"!

    Episode 34 of "The Theory of Thing Investment Podcast

    Play Episode Listen Later Dec 8, 2023 24:44


    Dive into the financial arena with Episode 34 of "The Theory of Thing Investment Podcast"!

    Episode 33 of "The Theory of Thing Investment Podcast"!

    Play Episode Listen Later Dec 1, 2023 21:31


    Welcome to Episode 33 of "The Theory of Thing Investment Podcast"!

    The Theory of Thing Investment Podcast

    Play Episode Listen Later Nov 24, 2023 25:50


    Welcome to Episode 32 of "The Theory of Thing Investment Podcast"!

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