Theory of Thing is a regular look at markets and economics hosted by James Whelan of VFS Group with HLM's Heath Moss as regular co-host. Featuring top analysts, leading investors, and key decision-makers, we figure out the second and third derivative if possible. "The smartest show no one listens to" - business channel critic.
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Theory of Thing is a regular look at markets and economics hosted by James Whelan of VFS Group with HLM's Heath Moss as regular co-host. Featuring top analysts, leading investors, and key decision-makers, we figure out the second and third derivative if possible. "The smartest show no one listens to" - business channel critic.
Support this show http://supporter.acast.com/the-bip-show.
Hosted on Acast. See acast.com/privacy for more information.
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.
takeaways
market trends, investment strategies, US assets, ASX companies, stock market predictions
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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.
Takeaways
Spring 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.
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Summary
In 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.
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Jimmy James has a new job! And what to do on a rainy Friday if you had nothing else to do? Also Heath's market wrap and footy tips
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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 #Acast
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Welcome to the Theory of Thing Investment Podcast, hosted by James Whelan (BPC Wealth) and Heath Moss (HLM Investments), powered by the high-octane brains of Wakey Wakey. Each episode brings a fast-paced mix of markets, mindsets, and mayhem.
We cover everything from mental health days in the market, the weirdness of South Australian weather, to lithium picks and Chinese battery tech. Heath brings his signature Market Wrap, and Jimmy’s got a slender recession call you’ll want to hear.
Plus, we’ve got your AFL and NRL footy tips, banter, and everything else that doesn’t quite make it into the mainstream finance shows — because it probably should.
Subscribe, tune in, and join the Theory.
🎧 #TheoryOfThing #InvestmentPodcast #LithiumStocks #BatteryTech #AFLTips #NRLTips #MarketWrap #MentalHealthDays #RecessionWatch #WakeyWakey #SouthAustraliaWeather #HeathAndWhelan #FinanceWithBanter #MarketsAndFooty
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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 #UFC
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Hosted by James Whelan (BPC Wealth) and Heath Moss (HLM Investments), The Big Show is your new go-to for markets, madness, and more — powered by Wakey Wakey.
The episode features Heath’s sharp market wrap and Jimmy’s no-nonsense bear case, mixed with takes on Qantas flights, why women keep getting a raw deal, and whatever else sets the world alight. Jimmy talks about his time MCing Adelaide weddings and just how popular IS this guy in South Australia?
Plus, don’t miss our weekly AFL and NRL footy tips — sometimes brilliant, always bold.
This is finance, footy, and fearless takes. This is The Big Show.
#TheoryOfThing #TheBigShow #FinancePodcast #AFLtips #NRLtips #MarketWrap #BearCase #WomenInFocus #QantasChat #WakeyWakey #HeathAndJimmy #InvestingUnfiltered #FootyAndFinance
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Hosted by James Whelan (BPC Wealth) and Heath Moss (HLM Investments), powered by Wakey Wakey – this is your unmissable weekly fix for all things markets, minerals, and mayhem. We break down the latest from the Resource Conference circuit and get into the big movers: Uranium, Gold, Oil, and anything else that twitches. Plus, we throw in our not-so-humble AFL and NRL footy tips to round it out. It’s fast, it’s loose, and it’s everything you need to know to stay one step ahead.
#Markets #Resources #Uranium #Gold #Oil #AFL #NRL #FootyTips #Investing #AustralianPodcast #WakeyWakey #TheoryOfThing #BigShow #HeathAndWhelan
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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:
🔹 Dr Suhas Nayak, Portfolio Manager at Allan Gray Australia, lifts the lid on ASX listing rules, corporate governance lapses like James Hardie, and where genuine value is emerging in an uncertain market. Plus, what stocks are surprisingly thriving amid tariffs and trade turmoil?
🔹 Billy Leung from Global X ETFs brings the thematic heat — sharing what global trends are being missed by local investors
We're also joined by Matthew Mozziconacci of Etymon Projects for the best food going this side of Mothers Day
It’s markets, money, governance, and the global chessboard — with the usual mix of insight, wit, and investment edge.
Hit follow, share the show, and don’t forget: Theory of Thing is never just one thing. #AllanGray #GlobalXETFs #ETFInvesting #ValueInvesting #CorporateGovernance #ASX #JamesHardie #Tariffs #TradeWar #MarketInsights
#AussieInvestors #FinanceTwitter #SmartMoney #LongTermInvesting #ContrarianInvesting #ThematicInvesting #WealthBuilding
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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 storm
It’s a must-listen for anyone in wealth management, investing, or just keen to understand what’s happening behind the scenes. Tune in now!
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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:
It's fast, it's sharp, and it's fun—because dry finance talk isn’t our style. Listen now!
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🎙 The Theory of Thing Investment Podcast – Market Moves, Footy Tips & Copper Smelters🏉📈
This week, we cover everything from market trends to footy predictions, with expert insights and a few surprises along the way. Heath Moss of HLM Investments delivers a sharp market wrap, breaking down the latest moves and what’s driving the action. James Whelan of BPC Wealth Management shares the first thing he had to look up this week—expect an interesting take!
We also dive into NRL and AFL tips, giving you the edge for the weekend’s big games. On the economic front, we discuss soaring egg prices and what’s behind China’s copper smelter shutdowns, exploring their potential impact on global markets.
With a mix of investment analysis, sports banter, and real-world insights, this episode has something for everyone. Tune in for a fast-paced, engaging discussion that keeps you informed and entertained.
#InvestmentPodcast #MarketWrap #StockMarket #FootyTips #AFL #NRL #WealthManagement #Commodities #Eggflation #Copper #TheTheoryOfThing
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🎙 The Theory of Thing: The Big Show – Expert Insights & A Few Laughs 🎙
This week, we bring you a massive episode packed with top-tier insights, expert guests, and a touch of chaos. Heath Moss of HLM Investments kicks things off with his signature Market Wrap, breaking down the latest trends. Marc Jocum from Global X joins us to discuss ETF flows and what’s shaping the 2025 investment strategy. PJ Patterson of Intrepid Wealth shares his take on property funds and alternative investments.
Food meets finance as Mathieu Mozziconacci of Etymon Projects serves up the Dish of the Week, while Chris Lawrence from One Training gives us a preview of the 2025 NRL season. And, as always, James Whelan is doing his best to hold it all together with nothing but duct tape and good will.
It’s an episode filled with markets, property, ETFs, footy, and food—what more could you want? Tune in for the insights, stay for the banter!
#InvestmentPodcast #TheBigShow #MarketWrap #ETFStrategy #PropertyFunds #NRL2025 #DishOfTheWeek #WealthManagement #Finance #TheTheoryOfThing
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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 #TheTheoryOfThing
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🔥 The Theory of Thing Investment Podcast – Scorching Takes & Market Moves 🔥
South Australia is sweltering, and Jim returns from Fiji with stories of runaway inflation! Meanwhile, DeepSeek takes over OpenAI—but who really controls the data? We break it all down. Heath delivers another outstanding market wrap, covering the key moves you need to know. Plus, with the NFL Super Bowl just around the corner, we preview the big game and what’s at stake. Don’t miss this jam-packed episode full of insights, surprises, and plenty of heat!
#InvestmentPodcast #MarketWrap #OpenAI #DeepSeek #Inflation #SuperBowl #TheTheoryOfThing
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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 #MarketWrap
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🎄 Get ready for The Theory of Thing Investment Podcast Christmas Special! 🎄
"Jim Sessions" is back, and we’re calling it early – NSW is taking it 3-0 this year! We’re also sharing top strategies for managing your team over the festive break, plus Heath’s big move into super advice. Don’t miss Heath’s Market Wrap, where the year’s biggest moves are on full display. To top it off, we’ve got a HUGE show announcement for 2025 that you’ll want to hear first. Tune in for insight, predictions, and festive cheer!
#InvestmentPodcast #ChristmasSpecial #JimSessions #MarketWrap #SuperAdvice #BigNews2025 #TeamTips
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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.
🎙️ *The Theory of Thing Investment Podcast*
#InvestmentPodcast #Markets #SouthAustralia #BookTalk #NFLTips #WealthManagement #FlyoverStateFun
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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 #FinanceInsights
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