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Theory of Thing Investment Podcast
If it's talked about enough it's a thing
Latest episode

11. Post cap of RIU RRU Conference
23:56||Season 12, Ep. 11Join James Whelan and Heath Moss as they discuss recent market trends, small cap sector insights, and specific company updates, including uranium projects and energy markets. Gain expert perspectives on investment strategies, market analysis, and the impact of geopolitical events on commodities.$AGE
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10. Theory of Thing: Helium, Middle names, record highs and more...
17:16||Season 12, Ep. 10In 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 strategies
9. on Two mates finally catching up
17:16||Season 12, Ep. 9Discover 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.
8. Theory of Thing: Market strategies during uncertainty
34:58||Season 12, Ep. 8What 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.
7. Job losses, tech vals, copper and the 10 year
19:28||Season 12, Ep. 7In 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 #CommodityTrends
6. The Future of AI and Its Impact on Investments
29:48||Season 12, Ep. 6In 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.
5. TOT s12 e5 Patrick Walta discusses the reopening of Broken Hill Mines and its production plans.
26:55||Season 12, Ep. 5Guest: 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.