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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Dr Chris Baker of Bridge Street Capital: Resources, rare earths, and how to find great exploration companies
Kyle Rodda, IG Markets: Inflation, supply chains, and the impact on interest rates and assets
Patrick Chovanec - Evergrande, China's economy, and the CCP's shifting posture under Xi
CEO of The Iconic, Erica Berchtold: Tech, digital spending, and managing supply chains in a pandemic
Macrodesiac's David Belle - Demographics, the Fed, African mining, mega cap tech stocks as 'sovereign bond proxies' and more
ANZ senior economist Adelaide Timbrell - Surging Australian house prices
JP Morgan's Kerry Craig -- Global macro tour, with 'The Three Peaks' in growth, earnings, and CB accommodation
S3 Ep 11 - Acclaimed chef Mark Best on the economic devastation in the hospitality sector
S3 Ep 10 - SPECIAL EDITION - Everything you ever needed to know about oil, with David Prentice of Brookside Energy
S3 Ep 9 - Tolga Kumova on picking resources companies, trades versus investments, and the next big thing
S3 Ep 8 - Dr Benn Eifert of QVR Advisors on equity derivatives and their rising role in markets
S3 Ep 7 - Jo Masters of EY on economic recovery and the impact of lockdowns
S3 Ep 6 - Crypto special with Sergei Sergienko - DeFi, Tether risk, criminals, staking, regulators and more
S3 Ep 5 - The bond market beast has been stirring
S3 Ep4 - OMG (Openmarkets Group) CEO Ivan Tchourilov: Bonds, the rise of derivatives, and better tech in financial advice
S3 Ep3 - CBA Agri Strategist Tobin Gorey on global food markets, land prices, climate risk, and choosing a steak
S3 Ep2 -- J.P. Morgan executive director Laura Fitzsimmons on inflation risk, central banks and currencies
S3 Ep1 -- Westpac Head of Market Strategy Rob Rennie: Iron ore, copper, the recovery and inflation risk
S2 Ep6 - The Commodity Complexities, with ANZ Strategist Daniel Hynes
S2 Ep5 - Could the wheels come off the recovery? Plus: The Fed and BNPL's image problem
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