Những podcast Thing Theory hay nhất (2024)

1
Theory Of Thing s10 e8 w/ Dr Mike Jones of Impact Minerals and more 29:45

3d ago29:45

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, …

1
Theory Of Thing s10 e7 On Evanescence, NFL Openers, Spoon Bowls and market Insights 30:30

11d ago30:30

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 th…

1
TOT s10 e6 on David Scutt's return and Jimmy's battling rugby trials 22:56

18d ago22:56

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 a…

1
Theory Of Thing s5 ep10 on Cannabis and kings 25:19

25d ago25:19

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 c…

1
TOT on advanced civilisations, new hires and fantasy leagues 26:16

1M ago26:16

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…

1
TOT on Dumb Rugby Challenges and crazy vol 15:06

1M ago15:06

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 i…

1
Theory of Thing on Creed, small cap winners and back office expertise 27:06

2M ago27:06

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 …

1
Theory of Thing s10 ep1: Behind the Scenes on Ausbiz, dud plenums and Olympic tips 26:40

2M ago26:40

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…

1
TOT on Timezone, Plenums, Trump, Jimmy talks his book and more 30:51

2M ago30:51

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 m…

1
Theory of Thing on Brisbane Hotel Dressing Gowns and Markets 17:19

2M ago17:19

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.…

1
Theory of Thing on Copper Noises, Beachballs, Footy and how to explain the US 10 year to someone 24:15

2M ago24:15

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 f…

1
Theory of Thing with Tigers Great Chris Lawrence Talking Footy and More 28:28

3M ago28:28

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. Jo…

1
TOT talking French elections, teeth, burritos & footy 28:28

3M ago28:28

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…

1
TOT s9 e16: on job interviews, silver, Covid flashbacks & Pelosi 26:41

3M ago26:41

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 …

1
Theory Of Thing s9 e15 on Wind Turbines, Critical Minerals, the AIS and more 20:33

4M ago20:33

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, wh…

1
Theory Of Thing s9 e14 w/ Las Vegas Raiders insider and more! 33:45

4M ago33:45

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…

1
TOT s9 e13 copper, 13Fs, China, Fund Manager Survey 29:33

4M ago29:33

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…

1
TOT s9 e12, market wrap and tales from the road 26:24

4M ago26:24

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 vol…

1
Theory of Thing Special Edition: Impact Minerals' Dr Mike Jones and James debrief the road show 13:33

5M ago13:33

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 deep…

1
Dr David Allen, Plato's Global Alpha Fund on quants and red flags 35:54

5M ago35:54

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 lat…

1
Lynnsanity!!!! Chris Lynn joins the lads for a talk about Playbook and markets 26:21

5M ago26:21

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 la…

1
David Sokulsky (Carrara Capital) & Robbie Farah (Wests Tigers): what more could you want in a podcast? 38:07

5M ago38:07

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 wat…

1
It's Chris Weston!!! (And Heath Moss and James Whelan) but mostly Chris Weston!!! 31:41

6M ago31:41

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 …

1
TOT s9 ep 6: copper, retail, PPI, yields, USD, Boeing, footy 25:34

6M ago25:34

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 invest…

1
James and Heath get back in the saddle post-Vegas 30:01

6M ago30:01

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,…

1
Hydrogen special 16:01

7M ago16:01

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 Wh…

1
David Scutt!!! talking Japan, US Inflation, CBA on RBA and AFL/NRL 23:18

7M ago23:18

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…

1
s9e2: On new RBA formats, Hydrogen, GQG and Superbowl Mondays 26:13

7M ago26:13

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, …

1
TOT s9 ep 1: Heath and James start the year right w/ bullish chatter 25:09

8M ago25:09

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 op…

1
e35: The Theory of Thing Investment Podcast 23:20

9M ago23:20

23:20

Welcome to episode 35 of "The Theory of Thing Investment Podcast"! 🎙️ In this week's market wrap, we dissect the latest trends, opportunities, and challenges shaping the investment landscape. Join us as DankTrader shares his amazing NFL tips, blending the worlds of sports and finance for strategic insights. Plus, we delve into the Federal Reserve's…

1
Episode 34 of "The Theory of Thing Investment Podcast 24:44

9M ago24:44

24:44

Dive into the financial arena with Episode 34 of "The Theory of Thing Investment Podcast"! 📈 We review the Last Days of Rome at Ryan's Bar. Join the discussion with financial expert DAVID SCUTT as he shares insights on navigating BOJ Blank-ups. Discover the November rally as predicted by industry pros, and explore the enduring dominance of the 60/4…

1
Episode 33 of "The Theory of Thing Investment Podcast"! 21:31

10M ago21:31

21:31

Welcome to Episode 33 of "The Theory of Thing Investment Podcast"! 🎙️ This week, we uncover the hottest "Deal of the Week" in the investment landscape, providing insights for savvy investors. Dive into our comprehensive "Market Wrap" segment, analyzing key trends and surprises. Discover how the Gold rally aligns with our predictions, and explore th…

1
The Theory of Thing Investment Podcast 25:50

10M ago25:50

25:50

Welcome to Episode 32 of "The Theory of Thing Investment Podcast"! 🎙️ Dive into the world of strategic investing with insights on "COPPER MOVES" influencing markets. Get a comprehensive "market wrap" with a focus on SPX price moves and delve into the latest NVDA results. In a surprising twist, discover a unique "turkey cooking strategy" that parall…

1
Episode 31 of The Theory of Thing Investment Podcast 20:57

10M ago20:57

20:57

Welcome to Episode 31 of "The Theory of Thing Investment Podcast"! 🎙️ Join us as we dive into a diverse mix of topics this week. From engaging NRL trivia to a comprehensive market wrap, we've got your investment insights covered. Discover the latest on the oil market, analyze Walmart's outlook, and explore why Burry taps out. Plus, stay tuned for m…

1
E30: our amazing kids, oil declines, bank earnings 23:36

10M ago23:36

23:36

Welcome to e30: The Theory of Thing Investment Podcast! In this episode, we kick off with a comprehensive market wrap-up, analyzing key trends and potential investment opportunities. Delving into the energy sector, we explore the recent oil declines and their implications for investors. Next, we dissect bank earnings reports, offering insights into…

1
Episode 29: The Theory of Thing Investment Podcast 22:59

11M ago22:59

22:59

Tune in to this week's episode for a comprehensive #MarketWrap, dissecting the unexpected moves of BOJ that left investors scratching their heads. We'll also dive into the Fed's surprising inaction and its potential impact. Get the latest #EarningsUpdate and stay ahead of the curve. Plus, don't miss our expert analysis on monsterously better #NFL t…

1
TOT ep 28: oil & renewables, China and renewables, RBA expectations, NFL tips 23:22

11M ago23:22

23:22

Welcome to episode 28 of "The Theory of Thing Investment Podcast"! 🎙️ In this week's market wrap, we dissect the latest trends and unveil insights for savvy investors. Discover the intriguing world of 'oil each way bets' and explore how China is making substantial strides in long renewables. Get the lowdown on RBA expectations and their impact on y…

1
e24: The Theory of Thing Investment Podcast 21:33

11M ago21:33

21:33

Welcome to e27: The Theory of Thing Investment Podcast! In this episode, we kick off with a comprehensive market wrap, dissecting the latest trends and noteworthy movements across various sectors. Dive deep into the intriguing world of yields, where we explore why they're still haywire and what it means for investors. Next, we unravel the mysteries…

1
e26: The Theory of Thing Investment Podcast 26:21

11M ago26:21

26:21

In episode 26 of "The Theory of Thing Investment Podcast," we kick off with a comprehensive US market wrap, dissecting the latest trends and shifts. Our special guest, David Scutt of StoneX, joins us to discuss the BOJ's potential move of abandoning YCC, unraveling its potential impact on global markets. Delving deeper, we explore how yields may ha…

1
e25: The Theory of Thing Investment Podcast 14:54

12M ago14:54

14:54

In this episode of "The Theory of Thing Investment Podcast," we dive into the hottest topics shaping the financial landscape. First up, we tackle the controversial statement: "Commercial Real Estate is deader than tank tops." Discover the insights behind this claim and how it impacts your investment strategy. Next, we dissect the historical showdow…

1
e24: The Theory of Thing Investment Podcast 21:07

12M ago21:07

21:07

In this episode of "e24: The Theory of Thing Investment Podcast," we dive into the intriguing phenomenon of "old people having kids" and its impact on the economy. We analyze the current financial landscape, exploring why some experts are calling it the "worst market in forever." Join us as we dissect the enigma of VIX, dissecting why its vitality …

1
e23: The Theory of Thing Investment Podcast 32:51

12M ago32:51

32:51

In this episode of "The Theory of Thing Investment Podcast," we delve into the seismic shifts in the investment landscape. First up, we examine the ripple effects of the WFH revolution, now making waves on picket lines. We explore how this paradigm shift is reshaping investment strategies. Next, we dissect the latest developments in the Federal Res…

1
Episode 42 - Unpacking Tesla Upgrades, GlobalX Thematic Notes, Indian Market Insights, and Footy Finals Tips 21:51

1y ago21:51

21:51

In this episode of "The Theory of Thing Investment Podcast," we broadcast from a room full of moving boxes at the temporary Whelan house and delve into the latest Tesla upgrade and its potential impact on the market. Our experts also dissect Global X Thematic notes, revealing intriguing trends and opportunities for investors. Next, we shift our foc…

1
Navigating Markets: Oil, Defense, India, and Footy Finals 29:12

1y ago29:12

29:12

In this episode we delve into crucial global trends shaping the investment landscape. First up, we dissect the surge in oil prices and its ramifications on various sectors. Next, we examine the unexpected F35s downgrade and its potential impact on defense stocks. Shifting our focus to the Indian market, we explore emerging opportunities amidst geop…

1
Theory of Thing Episode 20: JOLTS, savings, spendings, consumer discretionary, fasting and jump rope 24:10

1y ago24:10

24:10

James and Heath break down the right time to talk to someone else's kids on the bus, earnings update with some lovely stats via Heath, where is the China stim already??! Plus usual footy tips and whatnot. Sponsored by Australian Mutual Funds Exchange. Have a look today. Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See…

1
Earnings review, China no show, India gets the moon right (Russia not so much) 28:19

1y ago28:19

28:19

James and Heath break down the right time to talk to someone else's kids on the bus, earnings update with some lovely stats via Heath, where is the China stim already??! Plus usual footy tips and whatnot. Sponsored by Australian Mutual Funds Exchange. Have a look today. Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See…

1
China's Country Garden, Good news is bad news, Michael Burry calm down 24:44

1y ago24:44

24:44

Heath and James get back into it and go into the causes behind the recent selloff and how to pick the wheat from the chaff. If China is really stuffed then there's some easy alternatives out there (ahem). Is good news bad news again and can everyone relax every time Michael Burry scratches his nose please? sponsored by Australian Mutual Funds Excha…

1
Aussie data weak, China data weak, US gets Fitch-slapped and MARKETS IN TURMOIL!!! 16:01

1y ago16:01

16:01

Heath and Jimmy James run through the weak data from Oz, the strong data from the US, downgrades in ratings, Lithium, China, RBA, Chairman's Lounge nonsense, footy and more. Sponsored by Australian Mutual Funds Exchange hit the link to find out more about investing in over 3000 mutual funds. Support this show http://supporter.acast.com/the-bip-show…

1
On Last Week's data, next week's data, copper, energy and those awful RM Williams sweaters 24:28

1y ago24:28

24:28

Heath and James go into the data that was and the data that will be. Is the US on recessionary watch or is it time to take the all clear. Emerging market bonds get a look in, as does Copper and energy. Also an assessment of the Wallabies at the moment and those awful RM Williams footballs. $WIRE $FUEL $GOOGL $MSFT sponsored by Australian Mutual Fun…

1
Buy Everything Gets Pulled Apart, Earnings Surprises, China Deflationary View and More 27:27

1y ago27:27

27:27

James and Heath take a general look around markets with a few ideas. Also how long can you make a market call before it doesn't matter if you get it right anymore? ALSO China being deflationary is now back on the chatter. Act accordingly! NFLX, TSLA, APPL, EQIX, GOOGL Sponsored by amfex.com Go to YouTube link for the charts and bananas. Support thi…

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