Share

The BIP Show

Business. Investing. Policy.

The BIP Show is a regular look at markets and economics hosted by James Whelan of VFS Group and featuring top analysts, leading investors, and key decision-makers. Business, investing, and policy -- that's what we're her
Latest Episode3/17/2023

James Whelan (VFS Group) and Heath Moss (HLM Investments) shoot the breeze on bailouts, rate rises, commodities and footy

Season 7, Ep. 8
James has a huuuuge announcement this week. New show format. New sponsor. We talk about panic and strategies for dealing with it, bond moves, commodity expectations and footy predictions. Sponsored by Australian Mutual Funds Exchange https://amfex.com/
3/17/2023

James Whelan (VFS Group) and Heath Moss (HLM Investments) shoot the breeze on bailouts, rate rises, commodities and footy

Season 7, Ep. 8
James has a huuuuge announcement this week. New show format. New sponsor. We talk about panic and strategies for dealing with it, bond moves, commodity expectations and footy predictions. Sponsored by Australian Mutual Funds Exchange https://amfex.com/
3/10/2023

Daniel Hynes Senior Commodity Strategist with the ANZ talking oil, nat gas, iron Ore and Chinese growth outlook

Season 7, Ep. 7
Daniel offers the ANZ view on oil, natty, iron ore in the light of China adjusting their growth ambitions for 2023. Get the latest and James offers a few trade ideas. Long the widowmaker? when? Sponsored by Global X ETFs - https://www.globalxetfs.com.au/
3/3/2023

Adelaide Timbrell, ANZ Senior Economist & Heath Moss, HLM Investments

Season 7, Ep. 6
Adelaide walks us through recent building approval numbers, confidence disasters, rental outlook, rate expectations and more. Heath helps us with copper insight and James with what's predicted in oil. Sponsored by Global X ETFs - https://www.globalxetfs.com.au/
2/25/2023

Alec Cutler, Orbis Global Balanced Fund on 60/40, Contrarian global investing, value gaps and more

Season 7, Ep. 5
Another cracking episode for you. We have Alec Cutler, head of the Orbis Global Balanced Fund talking about where the value is now, how expensive the US is, Russian oil, gold and more. We also talk origins and how ideas are generated leaving ego at the door. Some interesting ideas throughout this chat. Sponsored by Global X ETFs - https://www.globalxetfs.com.au/
2/16/2023

Blair Hannon, Global X ETFs on Clean Tech and Commodity Investing

Season 7, Ep. 4
Head of Investment Strategy at Global X ETFs Blair Hannon joins us to talk about the inevitability of clean tech and the commodities attached to it. Rare Earths, Nickel, Zinc and crowd favourite copper all get a look in. Where's the demand and for how much? An interesting talk with lots covered. Head to whelancapital.com/thebipshow to find the slides accompanying the podcast.Sponsored by Global X ETFs - https://www.globalxetfs.com.au/
2/10/2023

David Scutt!!! We get the great man in for a chat about...everything

Season 7, Ep. 3
We finally get David Scutt back online to talk about his time with Ausbiz and wow it's a doozy. We solve all the world's problems from interest rate rise fairness, consumer discretionary expectations, China outlook and so much more. Bonus content: James FINALLY tells his UBS London Garbage Bag story.Sponsored by Global X ETFs - https://www.globalxetfs.com.au/
1/31/2023

Allan Gray's CIO Simon Mawhinney with an update on what the best long term investors are seeing now

Season 7, Ep. 2
In a continuation of their fine form of 2022 we look at what Allan Gray are seeing ahead for 2023 and why.There is a substantial gap between cheap and expensive at the moment and we have a look at how to find it. Did the beatup in tech make them (gasp!) buyable for the best contrarian fund around? We redefine ESG and talk about where we are in the cycle, what's buyable and what's unbuyable.We even delve into where the very humble Simon cracked his start in the industry and what drove him to look at markets how he does.Sponsored by Global X ETFs - https://www.globalxetfs.com.au/