POPULARITY
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.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
In this episode of Dean's Chat, Drs. Jeffrey Jensen and Johanna Richey welcome Dr. James Whelan, attending faculty with the OSF St. Catherine Residency Program, Chair of the APMA Education Committee, Wisconsin Podiatry Examining Board Chair, and an emerging leader in the podiatric profession. The conversation explores Dr. Whelan's journey into podiatry, his passion for resident education, and the leadership lessons he has gained through clinical practice, organized medicine, and family life.Dr. Whelan shares how a chance opportunity to shadow multiple surgical specialties as an undergraduate student led him to podiatry. While the procedures themselves were fascinating, it was the podiatrist's professionalism, kindness, and interactions with patients and staff that ultimately inspired his career path. From there, the discussion shifts to residency education, where Dr. Whelan reflects on the profound responsibility of training future physicians. Drawing from both positive and challenging experiences during his own residency, he discusses the importance of creating psychologically safe learning environments, fostering confidence, and using coaching principles to help residents overcome obstacles and achieve their potential.The conversation highlights the evolving culture of medical education and the balance between maintaining high expectations while supporting learners through constructive feedback. Dr. Whelan shares practical examples of how individualized coaching and mentorship can transform struggling residents into confident future colleagues. He also discusses the unique privilege of working with residents and how teaching continually sharpens his own clinical skills and perspectives.Beyond residency training, Dr. Whelan offers insights from his service on the Wisconsin Podiatry Examining Board, where he reviews licensure and disciplinary matters. He emphasizes that many complaints stem not from poor clinical care but from breakdowns in communication, documentation, and professionalism—valuable lessons for practitioners at every stage of their careers.In recognition of Father's Day, the discussion concludes with a meaningful conversation about balancing leadership, clinical practice, and family. Dr. Whelan reflects on how becoming a husband and father reshaped his definition of success, emphasizing that professional achievements are important, but relationships and presence with loved ones matter most. His thoughtful perspective on mentorship, leadership, and service offers valuable lessons for students, residents, and experienced practitioners alike.This episode is a powerful reminder that excellence in medicine extends far beyond clinical skill—it is built through kindness, coaching, advocacy, lifelong learning, and a commitment to helping others succeed.
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, MRZSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
In the final hour, Dr, James Whelan with the Gambling clinic joined the show and shared his thoughts on the Brenden Sorsby gambling addiction and the rehab process. Listen to hear more. Later in the hour, Chase & Big Joe discussed the latest in major league baseball. To wrap up the show, the guys played Celebrity Birthdays
In the first hour of the Chase & Big Joe Show, the guys shared their question of the day. What is your advice for Carnell Tate moving to Nashville? Later in the hour, Diego Pavia made news about signing with the Baltimore Ravens. Listen to hear more. In the second hour, ESPN NFL Analyst Tim Hasselbeck joined the show and shared his thoughts on the recent news about Brandon Sorsby and Diego Pavia signing a 3-year deal. What does the future hold for Pavia with the Ravens? Listen to hear more. In the final hour, Dr, James Whelan with the Gambling clinic joined the show and shared his thoughts on the Brenden Sorsby gambling addiction and the rehab process. Listen to hear more. Later in the hour, Chase & Big Joe discussed the latest in major league baseball. To wrap up the show, the guys played Celebrity Birthdays!
Wild Youth front Man David James Whelan and West End Star Molly Lynch join Oliver with some exciting casting news.
In this episode, James Whelan and Heath Moss discuss macroeconomic trends, geopolitical events, and their impact on markets and commodities. They analyze recent market movements, geopolitical tensions in the Middle East, and the outlook for critical minerals and energy sectors.markets, geopolitics, commodities, macroeconomics, energy, minerals, stocks, geopolitical tensions, investment strategiesSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26040923-30460001 0.25 Regulatory Compliance and Consumer Protection 0.25 Client Care & Practice 0.25 Technical Competence As portfolios become increasingly concentrated beneath the surface, host James Whelan is joined by Eric Marais (Orbis Investments) to challenge what genuine diversification really means. They unpack how passive indices and many active funds are heavily exposed to US mega-cap, tech-driven growth themes, creating hidden risks if leadership shifts. Drawing on history and current valuation extremes, the discussion highlights opportunities beyond the obvious—including mid-caps, healthcare, and international markets—while stressing diversification across style, geography, and currency. With a focus on preparation over prediction, this episode helps advisers build portfolios resilient to a wider range of outcomes. Eric Marais LinkedIn: https://www.linkedin.com/in/eric-marais/ Rethinking Genuine Diversification Whitepaper: https://lnkd.in/emQtYVhe Orbis Investments Disclaimer: https://ensombl.com/orbisdisclaimer/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Prepare your clients for a new investing dawn. Discover more: https://ensombl.com/go/20260413-2/ General Disclaimer – https://www.ensombl.com/disclaimer/
Discover the latest insights on small cap gold investments from the Resources Rising Stars Conference. Learn about emerging companies and market trends that every investor should know.In the world of investments, navigating the small cap gold sector can often feel like a daunting task. With constant fluctuations in gold prices and geopolitical events impacting market dynamics, investors need clear guidance to make informed decisions. In this post, we'll explore insights shared during a recent discussion between investment experts James Whelan and Heath Moss, highlighting significant trends and promising companies in the small cap gold space.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
What to tell clients who get cold feet in this environment. And March madness!! In this engaging interview, James Whelan and Heath Moss discuss market strategies, geopolitical tensions, and investment insights amidst current global events. They share practical advice for investors navigating uncertainty, analyze recent market movements, and explore the impact of geopolitical conflicts on energy and commodities.And shorting Private Credit...wow.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 various aspects of the investment landscape, including market trends, the tech sector's performance, private equity challenges, and insights into the copper market. They also touch on the Australian market's resilience and the impact of economic indicators on commodities. The conversation wraps up with personal reflections and upcoming events in the sports world.#Investment #MarketAnalysis #TechSector #PrivateEquity #CopperMarket #AustralianMarket #EconomicIndicators #CommodityTrendsSupport 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 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.
Guest: Exec Chair Pat Walta of BHM.ASXIn 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.
Earn 1.0 CPD here: https://quiz.ensombl.com/ENSO-26012622-26500001 0.25 Client Care & Practice 0.75 Technical Competence As 2025 defied many investor fears, host James Whelan is joined by Vern du Preez (Orbis Investments) and Daniel Kelly (Viola Private Wealth) to reflect on what shaped markets over the year and what to watch heading into 2026. They unpack market resilience, the reality of AI's economic impact, and standout performances across equities, gold, and silver - while challenging assumptions around recession risks, interest rates, and US dominance. With opportunities emerging beyond mega-cap tech, they highlight the case for diversification across regions, sectors, and asset classes, offering advisers practical insights to reassess portfolios and guide clients with discipline and adaptability into the year ahead. Vern du Preez LinkedIn: https://www.linkedin.com/in/wernerdupreez/ Daniel Kelly LinkedIn: https://www.linkedin.com/in/daniel-kelly-cfa-b699b962/ Viola Private Wealth Website: https://www.violaprivatewealth.com.au/ Orbis Investments Disclaimer: https://ensombl.com/orbisdisclaimer/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Prepare your clients for a new investing dawn. Discover more: https://ensombl.com/go/20260128 General Disclaimer – https://www.ensombl.com/disclaimer/
Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-25121203-06290001 0.25 Client Care & Practice 0.50 Technical Competence As retirement needs become more dynamic, James Whelan is joined by Patrick Clarke (Generation Life) and James Kingston (BlackRock) to unpack the rise of investment-linked lifetime income products. They explore how advisers can balance growth and risk, manage longevity concerns, and help clients spend with confidence in retirement. With insights into tools like BlackRock's Aladdin and Generation Life's Retirement Income Optimiser, this episode shows how technology and modern product design are reshaping retirement strategies for better client outcomes. Patrick Clarke LinkedIn: https://www.linkedin.com/in/patrick-clarke-36796119/ James Kingston LinkedIn: https://www.linkedin.com/in/jpk245/ BlackRock Website: https://www.blackrock.com/au To learn more visit https://ensombl.com/go/20251215 General Disclaimer – https://www.ensombl.com/disclaimer/
In this episode of the Theory of Thing Investment podcast, James Whelan and Heath Moss discuss various investment opportunities and market insights as they approach the end of the year. They delve into the performance of cobalt, silver, and copper markets, while also reflecting on the Australian economy and the RBA's stance. The conversation wraps up with a light-hearted discussion about their fantasy football league and festive greetings.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 Thinking Investment podcast, James Whelan and Heath Moss discuss the excitement surrounding Ashes Day, market insights, and the current economic landscape. They delve into the implications of market volatility, the impact of AI on investment strategies, and the significance of Oracle's credit default swaps. The conversation wraps up with a look at the ongoing appetite for funding in the AI sector.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
In this conversation, James Whelan and Heath Moss discuss the current market trends driven by US economic factors and offers investment strategies for Australian investors focusing on US-linked ASX companies. He emphasizes the importance of monitoring specific sectors and suggests a diversified approach to investing in stocks with US assets.takeawaysThe US economy will significantly influence the market in the coming months.Investors should focus on ASX companies with US assets.Diversifying investments across multiple stocks can mitigate risk.Small investments in promising stocks can yield high returns.Monitoring critical areas in the market is essential for investment success.General advice should be taken with caution and tailored to individual circumstances.Market predictions are subject to change based on economic developments.Investing in stocks requires careful analysis and strategy.Understanding market trends can enhance investment decisions.Long-term investment strategies can lead to substantial gains.market trends, investment strategies, US assets, ASX companies, stock market predictionsSupport this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
Earn 0.75 CPD here: https://quiz.ensombl.com/ENSO-0050-16102025 0.25 Client Care & Practice 0.50 Technical Competence As markets adjust to shifting valuations, easing volatility, and the rapid rise of AI, James Whelan is joined by Vern du Preez (Orbis Investments) and Daniel Kelly (Viola Private Wealth) for the latest Quarterly Market Update. Together, they unpack what's been driving markets - from gold's resurgence and concentration risk to the opportunities emerging in small caps, biotech, and private markets. With a focus on diversification, geographic balance, and managing risk in uncertain times, this episode helps advisers cut through the noise, position portfolios for resilience, and guide clients with confidence through the next phase of the cycle. Vern du Preez LinkedIn: https://www.linkedin.com/in/wernerdupreez/ Daniel Kelly LinkedIn: https://www.linkedin.com/in/daniel-kelly-cfa-b699b962/ Viola Private Wealth Website: https://www.violaprivatewealth.com.au/ Orbis Investments Disclaimer: https://ensombl.com/orbisdisclaimer/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Prepare your clients for a new investing dawn. Discover more: https://ensombl.com/go/20251020 General Disclaimer – https://www.ensombl.com/disclaimer/
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.
U Ethical's Jon Fernie joins host James Whelan to unpack the new age of ethical investing. As client demand for values-aligned portfolios grows, they emphasize the importance of transparency, authenticity, and independent verification to avoid greenwashing. They explore the role of negative screens, positive tilts, and stewardship in building credible strategies, as well as surprising sectors—like mining and data centers—that can support the energy transition. With biodiversity and community impact emerging as key themes, Fernie shows how ethical investing can deliver competitive returns while driving meaningful environmental and social outcomes. Jon Fernie LinkedIn: https://www.linkedin.com/in/jon-fernie-12128118/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Discover U Ethical's adviser solutions at https://ensombl.com/go/20250922 General Disclaimer – https://www.ensombl.com/disclaimer/
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.
Mason Stevens' CIO Jacqui Fernley joins host James Whelan to explore the evolution of managed accounts and managed discretionary accounts for advisers. As market volatility rises and efficiency becomes paramount, managed accounts are increasingly valued for their ability to deliver scalable, tailored investment strategies—particularly for high-net-worth clients. Jacqui highlights emerging opportunities in private credit and thematic investments, while underscoring how managed accounts can simplify portfolio management, reduce client friction, and support consistent performance. Jacqueline Fernley LinkedIn: https://www.linkedin.com/in/jacqueline-fernley-cfa-cew-member-gaicd-2a8845b/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Interested in SMAs, MDAs, or model portfolios? Contact nick.mitchell@masonstevens.com.au or visit https://ensombl.com/go/20250811/ General Disclaimer – https://www.ensombl.com/disclaimer/
When the market noise is deafening, how do you help clients stay calm and focused? In this episode, host James Whelan speaks with Bhanu Singh (DFA Australia) and David Andrew (Capital Partners) about equipping clients to ride out volatility. From using 'fire-drill conversations' to build resilience, to rebalancing discipline, anchoring back to plans, and demystifying sensationalist headlines, this episode is packed with strategies for cutting through noise, managing behaviour, and helping clients stay focused and invested in portfolios that are built to withstand uncertainty. Bhanu Singh LinkedIn: https://www.linkedin.com/in/bhanu-singh-5b09602/ David Andrew LinkedIn: https://www.linkedin.com/in/davidandrewfamilywealthadviser/ Capital Partners Website: https://capital-partners.com.au/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ For more information on Dimensional reach out to our team or visit our website: https://ensombl.com/go/20250728/ General Disclaimer – https://www.ensombl.com/disclaimer/
Diarmuid sent in pictures of sliotars made out of dripping, so good, they're crazy! PJ talks to Noel from James Whelan Butchers in Douglas about how on earth they came up with this Rebel idea! See also here 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.
What if everything you thought about risk was wrong? In this episode of the Ensombl lnvestment podcast, host James Whelan is joined by Dan Miles from Innova Asset Management to challenge the old obsession with volatility and offer a sharper, goals-based view of risk as it relates to a client's lifestyle. Together, they flip the script on risk, diving into longevity, sequencing risk, flawed profiling tools, and where AI fits (and where it doesn't). Whether it's constructing smarter portfolios or having better client conversations, this episode arms advisers with fresh - more client centric - ways to understand and assess risk. Dan Miles LinkedIn: https://www.linkedin.com/in/dan-miles-b264358a/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Explore Innova's behavioural investing approach at https://ensombl.com/go/20250707/ General Disclaimer – https://www.ensombl.com/disclaimer/
Just as markets rebound, flaring geopolitical tensions once again set investors on edge, and in this Quarterly Market Update, host James Whelan is joined by Vern Du Preez (Orbis Investments) and Viola Private Wealth CIO Daniel Kelly to what's been driving markets, and how portfolios are positioned to weather increased uncertainty. Through the lens of separating short-term noise from long-term conviction, our team shares insights on managing downside risk, where they see selective opportunities, and how advisers should frame client conversations. Whether you're calming clients through market drawdowns or reinforcing the merits of your strategy, this episode helps advisers lead with clarity, confidence, and the discipline clients are looking for in unpredictable times. Vern du Preez LinkedIn: https://www.linkedin.com/in/wernerdupreez/ Daniel Kelly LinkedIn: https://www.linkedin.com/in/daniel-kelly-cfa-b699b962/ Viola Private Wealth Website: https://www.violaprivatewealth.com.au/ Orbis Investments Disclaimer: https://ensombl.com/orbisdisclaimer/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Prepare your clients for a new investing dawn. Discover more: https://ensombl.com/go/20250623/ Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/
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.
SBS Finance Editor Ricardo Gonçalves speaks with James Whelan from Barclay Pearce about how the lower interest rate environment is impacting markets while CBA shares continues to trade at record highs, and Rhayna Bosch takes a look at the gender wage gap between public and private companies with WGEA Chief Executive Mary Wooldridge.
SBS Finance Editor Ricardo Gonçalves speaks with James Whelan from Barclay Pearce about how the lower interest rate environment is impacting markets while CBA shares continues to trade at record highs, and Rhayna Bosch takes a look at the gender wage gap between public and private companies with WGEA Chief Executive Mary Wooldridge.
Advising multi-generational farming families has shaped adviser Angus Stevenson's distinctive approach to private equity. In this episode, he explains to host James Whelan how illiquidity can be a feature — not a flaw — in the right portfolios, and outlines how his clients use PE to build intergenerational wealth. Expect insights into deal structures, exit planning, diversification within private equity, and a standout case study on a manufacturing business where clients became both investors and end-users. Angus Stevenson LinkedIn: https://www.linkedin.com/in/angus-stevenson/ Terrabella Wealth Website: https://terrabellawealth.com.au/ Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/
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.
In this quarterly market update, host James Whelan is joined by Eric Marais (Orbis Investments) and Daniel Kelly (Viola Private Wealth) to explore how advisers can navigate growing market uncertainty. From the return of tariffs to a Federal election, from stretched valuations to geopolitical tensions, the episode breaks down what matters—and what doesn't. Hear how diversification, contrarian thinking, and a focus on fundamentals can help clients stay the course. Whether it's emerging markets, infrastructure, or currency plays, this episode is packed with strategies to help advisers lead with confidence, and have stronger client conversations in unpredictable times. Eric Marais LinkedIn: https://www.linkedin.com/in/eric-marais/ Daniel Kelly LinkedIn: https://www.linkedin.com/in/daniel-kelly-cfa-b699b962/ Viola Private Wealth Website: https://www.violaprivatewealth.com.au/ Orbis Investments Disclaimer: https://ensombl.com/orbisdisclaimer/ James Whelan LinkedIn: https://www.linkedin.com/in/james-whelan-68146036/ Prepare your clients for a new investing dawn. Discover more: https://ensombl.com/go/20250331/ Recognise real-world learning as CPD: https://ensombl.com/cpd/ General Disclaimer – https://www.ensombl.com/disclaimer/
SBS Finance Editor Ricardo Gonçalves discusses the implications for investments and Australia, plus why the RBA says it can't committ to further interest rate cuts with Alex Joiner from IFM Investors and James Whelan from Barclay Pearce.
SBS Finance Editor Ricardo Gonçalves discusses the implications for investments and Australia, plus why the RBA says it can't committ to further interest rate cuts with Alex Joiner from IFM Investors and James Whelan from Barclay Pearce.
Australia's unemployment rate has remained steady in October at 4.1% although there are signs of a slowdown in jobs growth. SBS Finance Editor Ricardo Gonçalves speaks with Harry Murphy Cruise from Moody's Analytics to find out what it says about the economy and for interest rates; CEDA Economist Melissa Wilson discusses why Australia's global digital competitiveness ranking has improved and what businesses need to do to become more agile; plus James Whelan from BPC Wealth Management on the day on the markets.
James Whelan, guitarist of the indigenous Pow Wow Punk rock band 1876 and father of 3 kids + 1 bonus (4 kids total) stops by the show to chat about being a resource for his kids, being a good listener and if you do things out of love and not in fear everything will be ok.
On this week's Where in Clare, Colum went aboard the Spirit of Killaloe to find out all about Killaloe River Cruises from James Whelan!
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.
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.
Chronicles is a new podcast that I'm excited to be bringing as exclusive member content for 2024. This is a short excerpt from the longer episode. To listen to the whole thing and future episodes become a member of The Pelo. For this series, I've got together with my good friend and former team (and room) mate Svein Tuft. As a few of you will know, ‘Sveino' is a fascinating guy, with a unique perspective on pretty much any subject out there. Both Svein and I love to dive into new topics – take them apart and discuss ideas, theories, and trends from every possible angle. Back in our racing days, we would spend hours - in the saddle or hotel rooms, chewing over ideas, challenging each other, and looking at ways to learn and develop our understanding of the sport. This is what we wanted to recreate with Chronicles. It's a chance for us to get together and get stuck into the topics that interest us in and around pro cycling. We'll be listening to people's stories, asking questions, doing the research, and gathering the information that allows us and you to get to grips with these key parts of the sport and the wider culture of pro cycling. First up, this month we started with a question that we have both been looking for the answer to: how do you turn professional? This was something that jumped out at us when we thought: why us? How did we make it, and not others? What did we do so differently or well? Or was it just luck? To unpack this subject, we wanted to get as many angles of the conversation as possible, and we have a whole host of people with a range of opinions and expertise. We kick things off with a man who wrote the book, ‘How to Become a Pro Cyclist', Jack Burke and asked the question, if turning pro really is something that you can engineer, or if it's too random even for people who ‘get' how the system works? Svein spoke to a key figure in the US racing scene Jonas Carney, the former manager of Human Powered Health, to discuss what a team looks for when selecting riders, whilst I spoke to my old boss Matt White of Jayco Alula about how teams work with agents to find new talent. Sticking inside the teams, we also caught up with Sebastian Langeveld from EF Education Easypost who oversees scouting riders for EF and asked him if it was all numbers and data these days or if there is such a thing as the X factor. We also spoke to two current riders, James Whelan of Q36.5 and Riley Sheehan of Israel Premier Tech, who gave us opposing stories of what happens when you get to the World Tour too easily and how hard it can be to have to battle through the ranks. Just as we hoped there was so much great stuff that we could get stuck into here, turning pro and how you do it is a massive topic that certainly doesn't have a simple answer. And as always with Svein, the fun part was exploring the subject! Have a listen as we do our best to understand all about it. Cheers! Mitch
The second hour of the Chase and Big Joe Show kicks off with Dr. James Whelan of the University of Memphis about responsible sports gambling. The guys talk about Seinfeld and Joe DiMaggio, look at the text line, and horrible first dates. The show ends with What Day Is It? & Celebrity Birthdays.
We sit down with James Whelan to discuss house flipping and what you need to know! For more check out RE/MAX Ace Realty at https://AceRealtyPA.com RE/MAX ACE REALTY 4333 W Lincoln Hwy, Downingtown, PA 19335 (484)712-0009 SUBSCRIBE TO THE PODCAST AT www.ChesterCountyPodcast.com Youtube: https://chestercountypodcast.com/ccre-youtube iTunes (Apple Podcasts): https://chestercountypodcast.com/ccre-apple Spotify: https://chestercountypodcast.com/ccre-spotify Google Podcasts: https://chestercountypodcast.com/ccre-google Facebook: https://chestercountypodcast.com/ace-facebook Instagram: https://chestercountypodcast.com/ace-ig Produced by RE/MAX Ace Realty and https://IgniterCreative.com Check out the full episode on our YouTube channel: https://chestercountypodcast.com/ccre-youtube
James Whelan of RE/MAX Ace Realty talks about what sellers must do to get their home ready to sell. We also hit some great tangents like the pro's and con's of working with a team vs an individual agent. For more check out RE/MAX Ace Realty at https://AceRealtyPA.com RE/MAX ACE REALTY 4333 W Lincoln Hwy, Downingtown, PA 19335 SUBSCRIBE TO THE PODCAST AT www.ChesterCountyPodcast.com Youtube: http://livn.cc/ccre-youtube iTunes (Apple Podcasts): http://livn.cc/ccre Spotify: http://livn.cc/ccre-spotify Google Podcasts: http://livn.cc/ccre-google Facebook: https://www.facebook.com/RMXAce Instagram: http://livn.cc/ccre-ig Produced by RE/MAX Ace Realty and Chester County Podcast Network
James P. Whelan, PhD discusses the nuances of gambling addition and shares information about a Memphis-based clinic that supports those with gambling addictions. Dr. Whelan (Memphis State University, 1989) is faculty member in the Department of Psychology, Director of the Psychological Services Center, and Co-director of The Institute for Gambling Education and Research at The University of Memphis. For information about the clinic or to fill out their free screening tool or to schedule an appointment, visit: thegamblingclinic.memphis.edu or call 901-678-STOP. ---------- This episode is produced in part by Keep It 100 Productions, a podcast and video production company that specializes in sharing stories of everyday people. Whether you're looking to start your show, or need assistance with the upkeep and editing, Keep It 100 Productions will provide a solution that is custom built for your needs. To learn more, visit https://keepit100prod.com --- Support this podcast: https://anchor.fm/woympodcast/support
The ATO has made some changes to the way you can claim work from home tax deductions, and you may not even need a home office to benefit. Rhayna Bosch speaks with Commissioner Tim Loh for more, plus SBS Finance Editor Ricardo Gonçalves speaks with James Whelan from VFS Group on the day on the markets
Australia's housing market continues to cool, with prices in our two biggest cities falling on a quarterly basis, for the first time since the prolonged lockdowns of 2020. So, as the RBA prepares to raise interest rates, what's likely to happen to the housing market? Laurie Lawira speaks with CoreLogic Australia's Tim Lawless for more, while SBS Finance Editor Ricardo Gonçalves talks with James Whelan from VFS Group for the sharemarket implications.
The murder of drug dealer James Whelan in Dublin marks the start of what gardai fear will be a long-running and murderous feud between two factions of what was once one gang. The intricacies of the fallout between the mob boss known as 'Mr Flashy' and his former lieutenant are all too familiar to many who have watched other gangland wars play out in the past. Irish Independent crime correspondent Ken Foy joins Nicola Tallant to talk about the criminal mentor who groomed the young guns who now in turn run their own violent gangs, the significance of the murder of such a key player like Whelan and the fears of the reprisals to come.