Lyt til Theory of Thing Investment Podcast

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 Support this show http://supporter.acast.com/the-bip-show [http://supporter.acast.com/the-bip-show]. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

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! Support this show http://supporter.acast.com/the-bip-show [http://supporter.acast.com/the-bip-show]. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

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 themes * Scott Morgan, Head of Real Estate Finance at Remara, on the real estate credit market * A deep dive into SQM’s Private Credit "Watch" notice—what it means and why it matters * Plus, AFL & NRL footy tips, because markets aren’t the only game in town It'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 [http://supporter.acast.com/the-bip-show]. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

🎙 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 Support this show http://supporter.acast.com/the-bip-show [http://supporter.acast.com/the-bip-show]. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

🎙 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 [https://www.hlminvestments.com.au/] kicks things off with his signature Market Wrap, breaking down the latest trends. Marc Jocum from Global X [https://www.globalxetfs.com.au/funds/fang/]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. We discuss the changing rules on wholesale clients and tips for advising people who fall into the "grey area" of wealth. Food meets finance as Mathieu Mozziconacci of Etymon Projects serves up the Dish of the Week, while Chris Lawrence from One Training [https://onetraining.edu.au/] gives us a preview of the 2025 NRL season and the difficulties young players face in financial services. And, as always, James Whelan (BPC Wealth Management [https://wealthmanagement.barclaypearce.com.au/]) is doing his best to hold it all together with nothing but duct tape and good will. In partnership with Ensombl [https://ensombl.com/], 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 #Europe #FANGs Support this show http://supporter.acast.com/the-bip-show [http://supporter.acast.com/the-bip-show]. ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.