Share

cover art for Navigating Markets: Oil, Defense, India, and Footy Finals

Theory of Thing Investment Podcast

Navigating Markets: Oil, Defense, India, and Footy Finals

Season 8, Ep. 21

In this episode we delve into crucial global trends shaping the investment landscape. First up, we dissect the surge in oil prices and its ramifications on various sectors. Next, we examine the unexpected F35s downgrade and its potential impact on defense stocks. Shifting our focus to the Indian market, we explore emerging opportunities amidst geopolitical shifts. To wrap it up, we provide insightful footy finals tips, offering a unique perspective for both sports enthusiasts and investors alike. Join us for an engaging discussion on the dynamic forces influencing your investment decisions.

Sponsored by amfex.com

More episodes

View all episodes

  • 1. Theory of Thing s10 ep1: Behind the Scenes on Ausbiz, dud plenums and Olympic tips

    26:40
    In this episode of The Theory of Thing Investment Podcast, we explore the latest market correction, take you behind the scenes at Ausbiz, and examine the benefits of dual listing. Discover the importance of support lines under the Nasdaq, and Jimmy's strategic Olympic betting. Plus, Heath shares his brilliant footy tips. Each topic reveals insights and trends as anticipated. Tune in for expert analysis and predictions that hit the mark. #InvestmentPodcast #MarketCorrection #Ausbiz #DualListing #NasdaqSupport #SmallCapRally #OlympicBetting #FootyTips #FinancialInsights
  • 21. TOT on Timezone, Plenums, Trump, Jimmy talks his book and more

    30:51
    Join us for The Theory of Thing Investment Podcast! Nothing from the Plenum, celebrate our footy tips winner, and enjoy a session of Jimmy's book talking. We'll discuss Timezone lock-ins, analyze a 5 sigma small cap rally, and share expert advice on how to buy the Mag 7 right. Don't miss Heath's brilliant footy tips and market wrap for the latest market insights. #InvestmentPodcast #FootyTips #BookTalking #SmallCapRally #Mag7 #MarketWrap #InvestmentInsights
  • 20. Theory of Thing on Brisbane Hotel Dressing Gowns and Markets

    17:19
    Join us on "The Theory of Thing Investment Podcast" as we explore the latest in investments and trends. This episode covers the surprising surge in Brisbane dressing gowns, the rise of family-friendly offices, and the latest update on Biden's 70% chance in the political arena. Don't miss Heath's brilliant footy tips and a comprehensive market wrap. Stay informed and entertained with insights that matter.#Investments #BrisbaneFashion #FamilyFriendlyWorkplaces #PoliticalUpdate #FootyTips #MarketWrap #InvestmentPodcast
  • 19. Theory of Thing on Copper Noises, Beachballs, Footy and how to explain the US 10 year to someone

    24:15
    In this episode of "The Theory of Thing Investment Podcast," we explore the latest financial buzz. Discover why Fairmont is fully booked and what this means for rate hikes. Gain insights on explaining the US 10-year treasury to your friends. Learn about the significance of copper and the market sounds it brings. Plus, don't miss Heath's brilliant footy tips and his comprehensive market wrap. Tune in for an engaging mix of investment insights and expert commentary.#Investing #Finance #MarketTrends #Copper #US10Year #InterestRates #FootyTips #Fairmont
  • 18. Theory of Thing with Tigers Great Chris Lawrence Talking Footy and More

    28:28
    In this episode of "The Theory of Thing Investment Podcast," we welcome Tigers legend Chris Lawrence for an exclusive NRL update and announce the winner of the BPC Tipping Comp. We also tackle the burning question: "Is Reece Walsh ok?" Plus, Jimmy advises us to "RELAX" on data centres, while Heath shares his brilliant footy tips and market wrap. Join us for insights, tips, and a touch of sports excitement!#InvestmentPodcast #NRLUpdate #ChrisLawrence #ReeceWalsh #DataCentres #FootyTips #MarketWrap #BPCTippingComp
  • 17. TOT talking French elections, teeth, burritos & footy

    28:28
    Join us on "The Theory of Thing Investment Podcast" for an intriguing episode where we explore the whimsical yet insightful Tooth Fairy Index, uncover the unexpected FRUIT in Jimmy's burrito, and analyze Jimmy's unique French Election thesis. Don't miss Heath's notorious footy tips, guaranteed to amuse and possibly frustrate. This episode is packed with investment insights and a touch of humor. Tune in for an entertaining and educational ride! #InvestmentPodcast #ToothFairyIndex #FrenchElection #FootyTips #InvestmentHumor #FinanceTalk #MarketTrends #InvestmentInsights #BurritoSurprises #PodcastFun
  • 16. TOT s9 e16: on job interviews, silver, Covid flashbacks & Pelosi

    26:41
    In this episode of "The Theory of Thing Investment Podcast," we explore Heath Moss's expert silver analysis, debate the appropriateness of bringing a parent to a job interview, and examine how Pelosi manages to hit the mark once more. Plus, enjoy a lighthearted segment with Heath's notoriously bad footy tips. Tune in for insightful discussions and some fun moments. #InvestmentPodcast #SilverAnalysis #CareerAdvice #PoliticalInsights #FootyTips #TheTheoryOfThing #HeathMoss #Pelosi #JobInterview #FinanceTalk
  • 15. Theory Of Thing s9 e15 on Wind Turbines, Critical Minerals, the AIS and more

    20:33
    Tune in to "The Theory of Thing Investment Podcast" for an exciting episode featuring an announcement about the Australian Investment Summit with special guest Jai Ayoub. Heath Moss delivers a comprehensive market wrap, and JW hits the mark with copper predictions once again. Jimmy provides a detailed summary of the Critical Minerals Conference, while Heath's footy tips bring some unexpected entertainment. Stay informed and entertained with the latest insights and updates in the investment world. #InvestmentPodcast #MarketWrap #AustralianInvestmentSummit #CopperMarket #CriticalMinerals #FootyTips #FinanceInsights #HeathMoss #JaiAyoub #JWPredictions
  • 14. Theory Of Thing s9 e14 w/ Las Vegas Raiders insider and more!

    33:45
    Welcome to "The Theory of Thing Investment Podcast"! Live from Raider Nation, we're joined by Derek Haithcock, Manager of Team Travel & Logistics of the Las Vegas Raiders NFL Team, talking about how to shift 180 people every two weeks. Heath Moss gives the latest market wrap, covering why copper prices are surging and their future trajectory. Jimmy takes a position on natural gas, while Heath's notorious footy tips add a fun twist. Tune in for expert analysis and entertaining segments! #InvestmentPodcast #RaiderNation #MarketWrap #CopperPrices #NaturalGas #FootyTips #FinanceTalk #ExpertInsights #SportsAndFinance #HeathMoss #JimmyViews #NFL #Raiders