Theory of Thing Investment Podcast
Business
With Heath at TayTay we thought we'd spend a little time on something we've had huge client callout for: hydrogen.
Capture, sorate, creation, usage. Is there a future in passenger vehicles using hydrogen and how would that happen?
Have the new hydrogen discovereies changed the value proposition for green and blue hydrogen?
Find out here as James Whelan is joined by BPC's London head Jack Colreavy.
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Affordable clothing for +40 men, Aussie recession?, BOE, Powell keeps talking
Quality of Advice Review, Recession in Oz, NZ but not the USA!!
A deeper dive on Artificial Intelligence with Global X ETFs' Blair Hannon, RBA & Small Caps
The month that was, China slowdown and a June Swoon ahead?
Chris Weston explains WTF is going on with the lose/lose debt ceiling situation
Debt ceilings, US earnings, general market indecisiveness, dodgy footy tips
What happens after the Fed stops? Also Lithium and India and China.
25bps and what it means for your mortgage. Guest Ben Anson of Legend Finance
On the week ahead, who is right on rates, market sketchiness and more
On commodity shortages, US earnings takeaways, LITHIUM!!!, Jamie Dimon and footy tips
Emma Fisher, Airlie Funds Management Australian Share Fund on stock selection, culture, valuations and Australia's "boom to muddle through" cycles
James & Heath with rate pauses, twitter blocks, which research to follow, name changes and footy tips!!
James Whelan (VFS Group) and Heath Moss (HLM Investments) with Pete Wargent (Buyers Buyers) talking residential & commercial real estate, gold, elections, inflations, Spurs and more
James Whelan (VFS Group) and Heath Moss (HLM Investments) shoot the breeze on responsibility in financial social media, commercial real estate, market outlook and footy.
James Whelan (VFS Group) and Heath Moss (HLM Investments) shoot the breeze on bailouts, rate rises, commodities and footy
Daniel Hynes Senior Commodity Strategist with the ANZ talking oil, nat gas, iron Ore and Chinese growth outlook
Adelaide Timbrell, ANZ Senior Economist & Heath Moss, HLM Investments
Alec Cutler, Orbis Global Balanced Fund on 60/40, Contrarian global investing, value gaps and more
Blair Hannon, Global X ETFs on Clean Tech and Commodity Investing
David Scutt!!! We get the great man in for a chat about...everything
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