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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Magellan's Chris Wheldon - A deep dive on stock investing strategy in a turbulent world
Episode 12 - Matt Barrie - Tech companies today, the future of Australia
Episode 11 - ANZ's Cherelle Murphy - Australia's second wave and a deteriorating outlook
Episode 10 - Jordan Eliseo - Record gold prices in the global markets picture
Episode 9 - Stephen Kirchner - The budget blowout, central banks and MMT, and a chilling US election scenario
Episode 8 - Westpac's Justin Smirk - Australia's labour market, commodities, and ideas for inflation
Episode 7 - Kerry Craig - Market distortions and the policy put. Plus: Does macro even matter any more?
Episode 6 - Chris Weston - Surging stocks, retail trading and the mistakes rookies make
Episode 5 - Pete Wargent - Commercial property, housing, and IMF downgrades
Episode 4 - Prof Gigi Foster - Did COVID-19 lockdowns go too far?
Episode 3 - Martin Whetton of CBA - Bond market developments
Episode 2 -- Jo Masters (Recovery outlook, Australian GDP, America, and lessons from lockdown)
Episode 1 -- Markets after the COVID-19 meltdown, and the Lobotomy Paradigm
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