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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Aussie Mortgages!! On the Coalface with Actual Mortgage Lenders and AMP's Diana Mousina
Macro Strategist David Pain with a trip around the grounds
Ausbil Global Small Cap PM Simon Wood on the current investing landscape, where the green shoots are and what's ahead in small cap quality value
The best placed manager right now? Allan Gray CIO Simon Mawhinney talking contrarian, value, what's ahead, what's behind
Market Update, the BOFA Fund Manager Survey, Rebalancing Moves and Election w/ Kyle Rodda & Heath Moss
What's next in tech? The cloud and who's connected to it. With Karim Nejaim, CEO of ActivePort
Rate rises: when, where, how much, when's the low? With Stephen Koukoulas, Heath Moss & Chris Weston
Aussie Equities: when is too many buy reco's TOO many? w/ Rudi Filapek-Vandyck of FN Arena
ESG Investing: Legit or furphy? All you need to know with Asset and Wealth Management Consultant Chris Robertson & James Whelan
The absolute state of the States with Cameron Kusher - REA Group & James Whelan
Election Budget with ANZ Senior Economist Adelaide Timbrell & James Whelan
The rise of the Finfluencer??!! Shareplicity's Danielle Ecyer & Motley Fool's Scott Phillips w/ James Whelan on social media advice and what to watch out for
A REAL builder! Graeme Howland of GVH Constructions joins James Whelan, Jessica Amir and Heath Moss
Brad Lingo: Pilot Energy & Chad Hitzeman of ETF Securities
David Sokulsky: Carrara Capital CIO/CEO on markets as they should have been and as they are now and what to look for in a volatile market
Newest season of the BIP Show starts here! Pepperstone's Chris Weston & HLM's Heath Moss: we're keeping it relevant on Ukraine, gas, oil, gold, agriculture but is all this masking a bigger elephant in
Christmas Special 2021 - Jo Masters, David Scutt, Laura Fitzsimmons, Adelaide Timbrell
Pete Wargent: The rates outlook and the looming downturn for Australian property
Dan Housden, Recon Tech: Investment and operations risk in a technology-led business world
CBA's Martin Whetton: What happened with Australian bonds and the RBA abandoning yield curve control
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