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 investorsWe're also joined by Matthew Mozziconacci of Etymon Projects for the best food going this side of Mothers DayIt’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

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 stormIt’s a must-listen for anyone in wealth management, investing, or just keen to understand what’s happening behind the scenes. Tune in now!

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 themesScott Morgan, Head of Real Estate Finance at Remara, on the real estate credit marketA deep dive into SQM’s Private Credit "Watch" notice—what it means and why it mattersPlus, AFL & NRL footy tips, because markets aren’t the only game in townIt's fast, it's sharp, and it's fun—because dry finance talk isn’t our style. Listen now!

🎙 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

🎙 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.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 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) is doing his best to hold it all together with nothing but duct tape and good will.In partnership with Ensombl, 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

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

🔥 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

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

🎄 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