Episodes
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How Jimmy builds a brand, GGR, Coolabah, Steve Woodham, Locksley, Broken Hill Mines, Adherium, Waratah, Sky metals, Mithril, Megaport, Tungsten eggs benedicts, footy tips and more.
Some absolute crackers in these.
Market overview and recent market movements
Mining exploration updates and company highlights
Investment opportunities in gold, copper, tungsten, and healthcare tech
US economic indicators and market forecasts
Impact of geopolitical events on oil and resource markets
General advice only, if at all. Please seek your own advice or drop us a line for more information.
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In this episode of the Theory of Thing investment podcast, James Whelan and Heath Moss talk through the latest macro moves and what they could mean for ASX small caps.
The chat starts with the big headline noise, then gets into the stuff that matters for investors. That includes the Fed’s hawkish tone, what it could mean for yields, the US dollar and inflation expectations, and why those factors matter for markets over the next few months.
They also take a look at the bigger structural case for resources. Copper, lithium, aluminium, tin and rare earths all get a mention, along with the ongoing supply shortages and why that theme still looks strong. Gold is another major focus, with discussion around central bank buying, inflation expectations easing, and why the second half of the year could be a better stretch for the metal.
The episode also touches on a few small-cap names and updates, including Barton Gold and other trading and corporate activity across the sector. If you are watching for ideas in ASX resources and gold, this one is worth a look.
Timestamps:
00:00 Intro and market chatter
04:36 Resources outlook and the structural case
05:14 Why gold still looks attractive
06:34 Barton Gold discussion
08:22 Trading halt and placement update
09:05 Market wrap starts
09:24 US markets and the Fed
11:28 Midterm slump and seasonality
11:14 Yields and oil moves
Like the video, leave a comment with the ASX small cap you are watching, and subscribe for more weekly market chat and stock ideas from Host and the team.
⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed.
General advice only, if at all. Please seek your own advice or drop us a line for more information.
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Missing episodes?
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In this episode, James Whelan and Heath Moss discuss market updates, small cap investing strategies, recent travel experiences, and insights into commodities like oil and gold, along with sports and World Cup predictions.
Also, would you prefer the nasal spray or the tongue strip for ED?
Mentions of LTP, LMS, ILT, MRZ
General advice only, if at all. Please seek your own advice or drop us a line for more information.
Support this show http://supporter.acast.com/the-bip-show.
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00:00
Introduction and Coffee Talk
02:50
Family Health and Sickness
05:37
Property Investment Challenges
08:28
Government Policies and Economic Impact
11:13
Political Landscape and Public Sentiment
13:47
Tungsten Webinar and Market Insights
16:49
Viking Mines: A Promising Investment
19:51
Market Trends and Earnings Reports
22:44
The Impact of Global Conflicts on Oil Prices
25:45
Lithium Production Innovations
28:42
Weekend Sports Predictions
General advice only, if at all. Please seek your own advice or drop us a line for more information.
Support this show http://supporter.acast.com/the-bip-show.
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Join James Whelan and Heath Moss as they discuss recent market trends, small cap sector insights, and specific company updates, including uranium projects and energy markets. Gain expert perspectives on investment strategies, market analysis, and the impact of geopolitical events on commodities.$AGE
General advice only, if at all. Please seek your own advice or drop us a line for more information.
Support this show http://supporter.acast.com/the-bip-show.
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In this episode, James Whelan and Heath Moss discuss macroeconomic trends, geopolitical events, and their impact on markets and commodities. They analyze recent market movements, geopolitical tensions in the Middle East, and the outlook for critical minerals and energy sectors.
markets, geopolitics, commodities, macroeconomics, energy, minerals, stocks, geopolitical tensions, investment strategies
General advice only, if at all. Please seek your own advice or drop us a line for more information.
Support this show http://supporter.acast.com/the-bip-show.
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Discover the latest insights on small cap gold investments from the Resources Rising Stars Conference. Learn about emerging companies and market trends that every investor should know.
In the world of investments, navigating the small cap gold sector can often feel like a daunting task. With constant fluctuations in gold prices and geopolitical events impacting market dynamics, investors need clear guidance to make informed decisions. In this post, we’ll explore insights shared during a recent discussion between investment experts James Whelan and Heath Moss, highlighting significant trends and promising companies in the small cap gold space.
General advice only, if at all. Please seek your own advice or drop us a line for more information.
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What to tell clients who get cold feet in this environment. And March madness!! In this engaging interview, James Whelan and Heath Moss discuss market strategies, geopolitical tensions, and investment insights amidst current global events. They share practical advice for investors navigating uncertainty, analyze recent market movements, and explore the impact of geopolitical conflicts on energy and commodities.And shorting Private Credit...wow.
General advice only, if at all. Please seek your own advice or drop us a line for more information.
Support this show http://supporter.acast.com/the-bip-show.
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In this episode, James Whelan and Heath Moss discuss various aspects of the investment landscape, including market trends, the tech sector's performance, private equity challenges, and insights into the copper market. They also touch on the Australian market's resilience and the impact of economic indicators on commodities. The conversation wraps up with personal reflections and upcoming events in the sports world.
#Investment #MarketAnalysis #TechSector #PrivateEquity #CopperMarket #AustralianMarket #EconomicIndicators #CommodityTrends
General advice only, if at all. Please seek your own advice or drop us a line for more information.
Support this show http://supporter.acast.com/the-bip-show.
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In this episode of the Theory of Thing Investment podcast, James Whelan and Heath Moss discuss the current state of the markets, the impact of AI on job sectors, and the performance of SaaS companies. They explore investment strategies focusing on commodities and the energy sector, while also sharing insights on small-cap stocks and the importance of networking in investment success.
General advice only, if at all. Please seek your own advice or drop us a line for more information.
Support this show http://supporter.acast.com/the-bip-show.
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Guest: Exec Chair Pat Walta of BHM.ASX
In this episode of the Theory of Thing Investment Podcast, James Whelan and Heath Moss discuss various topics including personal updates, market trends, and insights into the mining sector, particularly focusing on Broken Hill Mines. They explore the current state of silver and zinc markets, investment opportunities, and the impact of economic factors on these commodities. The conversation also touches on major players in the tech industry, such as Microsoft, and their influence on market sentiment. The episode concludes with final thoughts on investment strategies and market dynamics.
General advice only, if at all. Please seek your own advice or drop us a line for more information.
Support this show http://supporter.acast.com/the-bip-show.
Hosted on Acast. See acast.com/privacy for more information.
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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.
General advice only, if at all. Please seek your own advice or drop us a line for more information.
Support this show http://supporter.acast.com/the-bip-show.
Hosted on Acast. See acast.com/privacy for more information.
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In this episode of the Theory of Thing Investment podcast, James Whelan and Heath Moss discuss various investment opportunities and market insights as they approach the end of the year. They delve into the performance of cobalt, silver, and copper markets, while also reflecting on the Australian economy and the RBA's stance. The conversation wraps up with a light-hearted discussion about their fantasy football league and festive greetings.
General advice only, if at all. Please seek your own advice or drop us a line for more information.
Support this show http://supporter.acast.com/the-bip-show.
Hosted on Acast. See acast.com/privacy for more information.
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In this episode of the Theory of Thinking Investment podcast, James Whelan and Heath Moss discuss the excitement surrounding Ashes Day, market insights, and the current economic landscape. They delve into the implications of market volatility, the impact of AI on investment strategies, and the significance of Oracle's credit default swaps. The conversation wraps up with a look at the ongoing appetite for funding in the AI sector.
General advice only, if at all. Please seek your own advice or drop us a line for more information.
Support this show http://supporter.acast.com/the-bip-show.
Hosted on Acast. See acast.com/privacy for more information.
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In this conversation, James Whelan and Heath Moss discuss the current market trends driven by US economic factors and offers investment strategies for Australian investors focusing on US-linked ASX companies. He emphasizes the importance of monitoring specific sectors and suggests a diversified approach to investing in stocks with US assets.
takeaways
The US economy will significantly influence the market in the coming months.Investors should focus on ASX companies with US assets.Diversifying investments across multiple stocks can mitigate risk.Small investments in promising stocks can yield high returns.Monitoring critical areas in the market is essential for investment success.General advice should be taken with caution and tailored to individual circumstances.Market predictions are subject to change based on economic developments.Investing in stocks requires careful analysis and strategy.Understanding market trends can enhance investment decisions.Long-term investment strategies can lead to substantial gains.market trends, investment strategies, US assets, ASX companies, stock market predictions
General advice only, if at all. Please seek your own advice or drop us a line for more information.
Support this show http://supporter.acast.com/the-bip-show.
Hosted on Acast. See acast.com/privacy for more information.
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In this episode of the Theory of Thing Investment Podcast, James Whelan and Heath Moss discuss a variety of topics ranging from personal updates to market analysis. They delve into the current state of the economy, the impact of tariffs, and the performance of commodities like gold and copper. The conversation also touches on sports, particularly the upcoming AFL Grand Final, and concludes with predictions and reflections on personal life.
Takeaways
Spring is a time of renewal and excitement.
The S&P 500 had a relatively stable week despite fluctuations.
US GDP growth exceeded expectations, indicating consumer strength.
Tariffs are a significant factor in the current economic landscape.
Gold and silver are experiencing substantial price increases.
Copper is becoming increasingly important in the market.
The oil market is stabilizing around current price levels.
The upcoming AFL Grand Final is generating excitement.
Personal updates reflect the busy lives of the hosts.
The podcast blends investment insights with personal anecdotes.
General advice only, if at all. Please seek your own advice or drop us a line for more information.
Support this show http://supporter.acast.com/the-bip-show.
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Summary
In this episode, James Whelan and Heath Moss discuss various topics related to investment and the current economic landscape. They share personal updates, delve into market trends, and analyze the impact of AI on productivity. The conversation also touches on recent financial fraud cases and concludes with investment picks and strategies.
General advice only, if at all. Please seek your own advice or drop us a line for more information.
Support this show http://supporter.acast.com/the-bip-show.
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Jimmy James has a new job! And what to do on a rainy Friday if you had nothing else to do? Also Heath's market wrap and footy tips
General advice only, if at all. Please seek your own advice or drop us a line for more information.
Support this show http://supporter.acast.com/the-bip-show.
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Welcome to a special BIG SHOW Edition of the Theory Of Thing Investment Podcast — hosted by James Whelan, MD of BPC Wealth, and Heath Moss of HLM Investments. This week they’re joined by Billy Leung of Global X ETFs and David Sokulsky of Carrara Capital for an unmissable market deep-dive.
From the DXY and Copper’s charge to Emerging Markets, tariff fatigue and James’ fresh concept of RE-globalisation, the team breaks down what’s driving portfolios now — and where they’re positioning next.
Plus, special guest Ralphy “Racetrack Ralphy” Horowitz drops his best racing tips, and Mathieu Mozziconacci serves up the ultimate restaurant specials. It’s a market wrap, punting preview and dining guide all in one BIG SHOW.
Tune in, take notes, and get your edge for the week ahead.
#TheoryOfThing #InvestmentPodcast #Markets #Copper #EmergingMarkets #GlobalX #CarraraCapital #Reglobalisation #RacingTips #RestaurantSpecials #BigShow #Acast
General advice only, if at all. Please seek your own advice or drop us a line for more information.
Support this show http://supporter.acast.com/the-bip-show.
Hosted on Acast. See acast.com/privacy for more information.
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Welcome to the Theory of Thing Investment Podcast, hosted by James Whelan (BPC Wealth) and Heath Moss (HLM Investments), powered by the high-octane brains of Wakey Wakey. Each episode brings a fast-paced mix of markets, mindsets, and mayhem.
We cover everything from mental health days in the market, the weirdness of South Australian weather, to lithium picks and Chinese battery tech. Heath brings his signature Market Wrap, and Jimmy’s got a slender recession call you’ll want to hear.
Plus, we’ve got your AFL and NRL footy tips, banter, and everything else that doesn’t quite make it into the mainstream finance shows — because it probably should.
Subscribe, tune in, and join the Theory.
🎧 #TheoryOfThing #InvestmentPodcast #LithiumStocks #BatteryTech #AFLTips #NRLTips #MarketWrap #MentalHealthDays #RecessionWatch #WakeyWakey #SouthAustraliaWeather #HeathAndWhelan #FinanceWithBanter #MarketsAndFooty
General advice only, if at all. Please seek your own advice or drop us a line for more information.
Support this show http://supporter.acast.com/the-bip-show.
Hosted on Acast. See acast.com/privacy for more information.
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