Share
Theory of Thing Investment Podcast
David Sokulsky: Carrara Capital CIO/CEO on all things markets
Season 6, Ep. 1
•
David joins us for a freestyle run through of all things markets. China reopening a moot point? The USD controls all things, EM value and Europe untouchable? (Or is it?) Clayton Daniel, XY Adviser also joins us for a walk through of a very interesting app for financial markets people.
More episodes
View all episodes
14. TOT s10 ep 14 on Rodrigo and silver and roadshows
22:07||Season 10, Ep. 14In this week’s episode of *The Theory of Thing Investment Podcast*, we explore the unique connection between Olivia Rodrigo's music and Australian rebelliousness, blending pop culture with market insights. Jimmy and Heath go head-to-head in their fantasy football clash, while yields are on the rise—what could a Trump victory mean for the markets? Heath also shares his market wrap, including top silver picks, and we dive into the latest NFL tips. Tune in for an exciting mix of investing, culture, and sports!#Investing #NFL #FantasyFootball #MarketWrap #Silver #Yields #OliviaRodrigo #Trump #PopCultureInvesting13. e13 s10: on hot commodities and bad beats in fantasy
25:19||Season 10, Ep. 13In this episode of *The Theory of Thing Investment Podcast*, Jimmy ducks jury duty while Heath battles back-to-school fever. Get the latest Fantasy Football update and find out which small cap stock Jimmy has been active in. Heath’s market wrap covers four must-know commodity picks to watch closely in the market. Plus, don’t miss the NFL tips as the season heats up! Tune in for market insights, stock action, and some NFL fun.#InvestmentPodcast #SmallCapStocks #CommodityPicks #NFLTips #FantasyFootball #MarketWrap #BackToSchool #StockMarket12. Theory Of Thing s10 e12 Oil, China, Heath gets a classier name, Lithium trades
30:23||Season 10, Ep. 12In this episode of *The Theory of Thing Investment Podcast*, we're covering a range of engaging topics. Hear why running your own podcast could be the best move if our content isn’t hitting the mark! Heath explores his new, classier identity and dives into the latest on China’s stimulus efforts—is it enough? Plus, Lithium bidsand oil as the trade that paid. Maybe now is the time for guys called Milton to take what's owed...Plus, we’ve got Heath’s market wrap featuring an exciting small cap pick, along with this week’s NFL tips. Join us for sharp insights and a bit of fun! #InvestmentPodcast #MarketWrap #ChinaStimulus #SmallCapStocks #NFLtips #lithium11. On getting yelled at by actual professionals and has the China trade run its course?
27:50||Season 10, Ep. 11In this episode of *The Theory of Thing Investment Podcast*, we wrap up the thrilling finale of the #BackJimmy challenge and share the highs and lows of getting yelled at by a legend in the game. We also bring you an exclusive NRL Grand Final tip straight from the one and only Mr. Robbie Farah. Heath rounds it out with a comprehensive market wrap, covering key moves and trends that matter to your portfolio. It's a lively mix of sport and finance you won’t want to miss! #InvestmentTalk #NRL #MarketUpdate #BackJimmy #FinanceandFooty10. GRAND FINAL SPECIAL!! David Scutt (StoneX) On China Stimmy, picking bottoms, swans and more
30:29||Season 10, Ep. 10In this episode of *The Theory of Thing Investment Podcast*, David Scutt from StoneX joins to discuss China’s stimulus measures, rising service fees, and the Sydney Swans. With Grand Final specials just around the corner, we highlight the big match-ups and get into Heath’s expert market wrap. Copper is making noise again, and we touch on its impact, while Barons keep adding to the stress. Plus, don’t miss Jimmy’s top Tweets of the Week for a unique take on market trends. Also congrats Eunicorn on her awards. #Investing #ChinaStimulus #AFLGrandFinal #MarketWrap #CopperBoom #FootyTips #Barons #FinanceNews #JimmyTweets9. Theory Of Thing s10 e9 with H2X talking hydrogen, cycling, steaks and more!
36:01||Season 10, Ep. 9In this episode of *The Theory of Thing Investment Podcast*, Anthony Tolfts from H2X joins us to share insights on the exciting future of hydrogen. We celebrate proud parenting moments, spotlight South Australia's finest steak joints, and explore the recent turnaround in the copper market. Tune in for expert NFL and cycling tips, plus Heath's comprehensive market wrap to keep you informed on the latest trends. It's an episode packed with energy, sports, and investment updates you don't want to miss!#HydrogenFuture #CopperMarket #ParentingPride #SteakLovers #NFLTips #CyclingTips #MarketWrap #InvestmentPodcast #H2X8. Theory Of Thing s10 e8 w/ Dr Mike Jones of Impact Minerals and more
29:45||Season 10, Ep. 8In this episode of *The Theory of Thing Investment Podcast*, Dr. Mike Jones from Impact Minerals provides an important update on the latest developments. We cover the highlights of the week in markets, spotlight the unknown commodity of the week, and discuss gold soaring to new highs! Jimmy James shares some entertaining stories from the roadshow, while Heath wraps up the markets with his insightful analysis. Finally, Heath and Jimmy offer their top tips for the NRL and NFL, and Mike gives his EPL predictions. #InvestmentInsights #GoldSurge #CommodityWatch #FootyTips #MarketWrap #RoadshowStories #TheTheoryOfThing7. Theory Of Thing s10 e7 On Evanescence, NFL Openers, Spoon Bowls and market Insights
30:30||Season 10, Ep. 7In this week's episode of *The Theory of Thing Investment Podcast*, we cover Spoon Bowl Day and the NFL season opener, dive into Sandringham's unique Father's Day celebrations, and celebrate massive suburban footy goals. We also talk about the surprising comeback of Evanescence's hits. Heath gives his insightful market wrap and confidently picks this week's AFL winners, while James reflects on last week's NRL picks—goose moments included! Tune in for sports, music, and market tips! Also "You Gotta Buy the Dip" is a smash hit!!#InvestmentPodcast #AFL #NFLSeasonOpener #SpoonBowlDay #FathersDay #FootyGoals #Evanescence #HeathsMarketWrap #NRL #PodcastFun6. TOT s10 e6 on David Scutt's return and Jimmy's battling rugby trials
22:56||Season 10, Ep. 6In this episode of *The Theory of Thing Investment Podcast,* we kick off with the exciting launch of #BackJimmy, the Rugby challenge with so much to lose and everything to gain. Special guest David Scutt of StoneX joins us to share his insights on the markets and what investors should watch out for. GDP, USD, JPY, BOJ, NVDA, RBA and more. It's an action-packed episode filled with expert analysis and winning strategies! #InvestmentPodcast #MarketInsights #FootyTips #DavidScutt #Finance #AFL #Investing #BackJimmy