Theory of Thing Investment Podcast

Wall Street wobbles as 30-year Treasury yields punch above 5.3%, and hyperscalers flood the bond market with nearly $200bn of debt this year alone. James and Heath break down why the long end of the curve is starting to look shaky, what Scott Bessent's buyback plan actually does, and why Nvidia's $500bn GPU-backed lending scheme has more than a whiff of 2008 about it. Wealth advisor Murdoch Gatti (The Rate of Change) joins to talk fund manager sentiment on energy security, behind-the-meter gas powering data centres, and why South America — not Australia — is set to be the next copper growth engine. Plus: small caps flying under the radar this week (Titan Minerals, EV Resources, Barton Gold, Greenvale Energy and more), oil creeping back toward $88 on Iran tensions, and the boys unpack the Sydney Swans' five-player suspension ahead of finals. #InvestmentPodcast #ASX #Markets #SmallCaps #Bonds

In this episode of the Theory of Thing Investment Podcast: Powered by Small Caps, host James Whelan sits down with Golden Globe Resources (ASX: GGR) CEO Colin McMillan to discuss the company's phase-one progress, high-grade rock chip results (4.2% Cu, 0.5g/t Au) following the rediscovery of the historic Burns Spur Copper Mine, upcoming exploration at the Alma project near Mount Morgan, and promising proof-of-concept drilling at Neela Creek in the Lachlan Fold Belt.Later, Heath Moss from HLM Investments joins the show to break down macro market trends, including the S&P 500 and ASX reaching record highs, Palantir's strong earnings validating AI demand, and major technical breakouts in copper and gold. The episode wraps up with sector commentary on Australian retail earnings, global oil dynamics, and weekly sports picks.

 summaryIn this episode, James Whelan and Heath Moss discuss recent market trends, innovative investments in electric vehicles, critical minerals, and upcoming mining conferences, providing valuable insights for investors and industry enthusiasts. key topicsJanus Electric's US expansion and battery truck conversionsFast-tracking mining permits with Fast 41Lithium project drilling in Brazil by SolusUpcoming Noosa Mining Conference and BHP explorationMarket outlook: gold, copper, and tech stocks

How Jimmy builds a brand, GGR, Coolabah, Steve Woodham, Locksley, Broken Hill Mines, Adherium, Waratah, Sky metals, Mithril, Megaport, Tungsten eggs benedicts, footy tips and more.Some absolute crackers in these.Market overview and recent market movementsMining exploration updates and company highlightsInvestment opportunities in gold, copper, tungsten, and healthcare techUS economic indicators and market forecastsImpact of geopolitical events on oil and resource markets

In this episode of the Theory of Thing investment podcast, James Whelan and Heath Moss talk through the latest macro moves and what they could mean for ASX small caps.The chat starts with the big headline noise, then gets into the stuff that matters for investors. That includes the Fed’s hawkish tone, what it could mean for yields, the US dollar and inflation expectations, and why those factors matter for markets over the next few months.They also take a look at the bigger structural case for resources. Copper, lithium, aluminium, tin and rare earths all get a mention, along with the ongoing supply shortages and why that theme still looks strong. Gold is another major focus, with discussion around central bank buying, inflation expectations easing, and why the second half of the year could be a better stretch for the metal.The episode also touches on a few small-cap names and updates, including Barton Gold and other trading and corporate activity across the sector. If you are watching for ideas in ASX resources and gold, this one is worth a look.Timestamps:00:00 Intro and market chatter04:36 Resources outlook and the structural case05:14 Why gold still looks attractive06:34 Barton Gold discussion08:22 Trading halt and placement update09:05 Market wrap starts09:24 US markets and the Fed11:28 Midterm slump and seasonality11:14 Yields and oil movesLike the video, leave a comment with the ASX small cap you are watching, and subscribe for more weekly market chat and stock ideas from Host and the team.⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed.

In this episode, James Whelan and Heath Moss discuss market updates, small cap investing strategies, recent travel experiences, and insights into commodities like oil and gold, along with sports and World Cup predictions.Also, would you prefer the nasal spray or the tongue strip for ED?Mentions of LTP, LMS, ILT, MRZ

00:00Introduction and Coffee Talk02:50Family Health and Sickness05:37Property Investment Challenges08:28Government Policies and Economic Impact11:13Political Landscape and Public Sentiment13:47Tungsten Webinar and Market Insights16:49Viking Mines: A Promising Investment19:51Market Trends and Earnings Reports22:44The Impact of Global Conflicts on Oil Prices25:45Lithium Production Innovations28:42Weekend Sports Predictions

Join James Whelan and Heath Moss as they discuss recent market trends, small cap sector insights, and specific company updates, including uranium projects and energy markets. Gain expert perspectives on investment strategies, market analysis, and the impact of geopolitical events on commodities.$AGE