Theory of Thing Investment Podcast

We go deeper than the rest on the underlying forces in AI and how to capitalise. How big will this be and how much does it favour the incumbents? Blair Hannon of Global X ETFs helps us navigate the path with some great research on the different areas of AI.Also chat on "has the RBA gone too far or not far enough?" and what is the reason behind the Russell 2000 rally?  FANG.ASX, NVDA, APPL, GOOGL, MSFT, NFLX, IWM and more.Sponsored by Australian Mutual Funds Exchangehttps://amfex.com/

As we start a new month we recap what's behind us and wat's to come. Has tech moved too far away from the rest of the market?NDQ.ASX, QUAL.ASX, HNDQ.ASX, QHAL.ASX, NVDA, APPL, NDIA, HJPN, footy tips and more.Sponsored by Australian Mutual Funds Exchangehttps://amfex.com/

We rope Chris in for one last heist as we crack the safe on the minimal upside in debt ceiling shenanigans. Invaluable information here. Is it actually a lose/lose situation? What does a liquidity drought look like? Do we want to know? Also when is too early to crack a beer? Also lots of chatter around "defensive" portfolios NDQ.ASX, QUAL.ASX, HNDQ.ASX, QHAL.ASX, NVDA, APPL, NDIA, HJPN, Artificial Intelligence, footy tips and more.Sponsored by Australian Mutual Funds Exchangehttps://amfex.com/

James battles a hangover and Heath battles a cold to bring you all the latest hot takes on US debt ceilings, GOLD.ASX, LIT.ASX, NDIA.ASX, semiconductors, AI and more! CBA.ASX earnings on the horizon too.Sponsored by Australian Mutual Funds Exchangehttps://amfex.com/

James and Heath talk about weird weather, jump rope state champs, lithium, what to buy and sell in a rate hike end.Sponsored by Australian Mutual Funds Exchangehttps://amfex.com/

James and Heath talk to Ben on what's happening at the coal face of the mortgage world. Where are the stresses in the cliff and what it means for you? Also a few tips for how to get out of "mortgage jail" with your bank.US reporting, Trades that Paid and footy tips, as always, at the end. Heath, James and Ben go right over all 3 codesSponsored by Australian Mutual Funds Exchangehttps://amfex.com/For more information about Ben check out https://legendfinance.net.au/

James and Heath with a quick catch up on what's ahead and behind.Footy tips, as always, at the end. Heath still batting 100%James is back in the winners circle.Sponsored by Australian Mutual Funds Exchangehttps://amfex.com/

James and Heath with a quick catch up on significant facts and figures from the week that was and the week that will be. What does the bank reporting show us about the US consumer?Footy tips, as always, at the end. Heath still batting 100%James has put his guy on a holiday...Sponsored by Australian Mutual Funds Exchangehttps://amfex.com/

New name, new season!Emma joins us from the Magellan HQ to talk about their process, company valuations, Australian business debt and building a culture that allows for ideas to generate. We also touch on "life after John" and key person risk alleviation.An enjoyable conversation with a talented Portfolio Manager.Footy tips, as always, at the end. Heath batting 100%Sponsored by Australian Mutual Funds Exchangehttps://amfex.com/