Theory of Thing Investment Podcast
Business
Welcome to "The Theory of Thing Investment Podcast"! In this episode, Heath delivers his Market Wrap, dissecting the latest trends and developments shaping the investment landscape. Jimmy explores the potential of hydrogen as a game-changer in the energy sector, discussing its implications for investors. Later, Jimmy dives into market seasonality, unpacking its patterns and how investors can leverage them for strategic decision-making. Tune in for expert insights, actionable tips, and lively discussions on navigating the complexities of the financial markets. #InvestmentInsights #MarketTrends #HydrogenRevolution #SeasonalInvesting #FinancialStrategy
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Allan Gray's CIO Simon Mawhinney with an update on what the best long term investors are seeing now
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Professor Gigi Foster, UNSW "Did Covid Lockdowns go too far? Part 2"
Pete Wargent, co-founder of BuyersBuyers talking Budget, Visas, Stamp Duty, Construction, Rate Cliffs & More!!
David Sokulsky: Carrara Capital CIO/CEO on all things markets
Adelaide Timbrell, Senior Economist ANZ on consumer spending, rate expectations, budget predictions and more!
Karl Siegling, Cadence Capital on longs and shorts right now, behavioural finance, energy plays and more
Eleanor Creagh, REA Group Senior Economist on house price data, rental moves, rate forecasts and more
Paola Rojas, Corporate advisor, investor & CEO of Synergy Resource Capital talking copper, lithium, uranium and silver
Kyle Rodda (Ausbiz), John de Boer (Our Kloud), Ian Aspinall (OpenMarkets), Heath Moss (HLM)
Louise Bedford of The Trading Game on hot & cold sectors, bullish patterns and what's ahead
Gareth Aird, Head of Australian Economics, CBA on home prices, consumer spending, RBA forecasts and the upsides
Jack Kouzi, VFS Group and David Prentice of Brookside Energy talking China and Oil & Gas
Misha Saul, Investment Manager at Private Equity firm Potentia Capital
Chris Berg, Assoc Prof RMIT talking crypto winter, what uses will survive and Web3
Kyle Rodda of Ausbiz with James Whelan talking CPI, GDP, rates, QE, earnings and more
Max Swango, Global Head, Invesco Global Real Estate Fund with James Whelan
Jonathan Pain of The Pain Report talking European Energy "Catastrophe"
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