Theory of Thing Investment Podcast

If it's talked about enough it's a thing.

Author: Muskets at Dawn Pty Ltd

Theory of Thing is a regular look at markets and economics hosted by James Whelan of VFS Group with HLM's Heath Moss as regular co-host. Featuring top analysts, leading investors, and key decision-makers, we figure out the second and third derivative if possible. "The smartest show no one listens to" - business channel critic.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.
Be a guest on this podcast

Language: en

Genres: Business, Investing

Contact email: Get it

Feed URL: Get it

iTunes ID: Get it

Get all podcast data

Listen Now...

"The power of the nap cannot be underestimated."
Episode 4
Thursday, 15 January, 2026

Hosts James Whelan and Heath Moss engage in a lively discussion about their personal lives, recent experiences, and insights into the investment landscape for 2026. They share anecdotes about their families, the importance of taking breaks, and the power of naps, emphasizing the need for balance in a demanding work environment. The conversation then shifts to investment strategies, with Heath providing an optimistic outlook on the American economy, predicting significant GDP growth driven by a healthy consumer base and tax cuts. He highlights key investment opportunities, particularly in the tech sector and commodities, while also addressing potential risks in the market, especially concerning AI stocks.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.