The BIP Show: Recent Episodes
Muskets at Dawn Pty Ltd
The BIP Show is a regular look at markets and economics hosted by James Whelan of VFS Group and Paul Colgan with Ken Veksler of Accumen Management, featuring top analysts, leading investors, and key decision-makers. Business, investing, and policy -- that's what we're here to talk about.
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In this episode of "The Theory of Thing Investment Podcast," we explore Heath Moss's expert silver analysis, debate the appropriateness of bringing a parent to a job interview, and examine how Pelosi manages to hit the mark once more. Plus, enjoy a lighthearted segment with Heath's notoriously bad footy tips. Tune in for insightful discussions and some fun moments. #InvestmentPodcast #SilverAnalysis #CareerAdvice #PoliticalInsights #FootyTips #TheTheoryOfThing #HeathMoss #Pelosi #JobInterview #FinanceTalk
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Tune in to "The Theory of Thing Investment Podcast" for an exciting episode featuring an announcement about the Australian Investment Summit with special guest Jai Ayoub. Heath Moss delivers a comprehensive market wrap, and JW hits the mark with copper predictions once again. Jimmy provides a detailed summary of the Critical Minerals Conference, while Heath's footy tips bring some unexpected entertainment. Stay informed and entertained with the latest insights and updates in the investment world. #InvestmentPodcast #MarketWrap #AustralianInvestmentSummit #CopperMarket #CriticalMinerals #FootyTips #FinanceInsights #HeathMoss #JaiAyoub #JWPredictions
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Welcome to "The Theory of Thing Investment Podcast"! Live from Raider Nation, we're joined by Derek Haithcock, Manager of Team Travel & Logistics of the Las Vegas Raiders NFL Team, talking about how to shift 180 people every two weeks. Heath Moss gives the latest market wrap, covering why copper prices are surging and their future trajectory. Jimmy takes a position on natural gas, while Heath's notorious footy tips add a fun twist. Tune in for expert analysis and entertaining segments! #InvestmentPodcast #RaiderNation #MarketWrap #CopperPrices #NaturalGas #FootyTips #FinanceTalk #ExpertInsights #SportsAndFinance #HeathMoss #JimmyViews #NFL #Raiders
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Join us on this week's episode of "The Theory of Thing Investment Podcast" as we explore the latest market trends with Heath Moss in our market wrap. Get insights into the current state of copper analysis and discover what 13F filings reveal about large positions in China. Also a look at the most crowded trades in the BOFA Fund Manager Survey. Plus, don't miss out on our primo footy tips for the upcoming matches. Stay informed and ahead of the curve with expert advice and strategic tips. #InvestmentPodcast #MarketWrap #CopperAnalysis #ChinaInvestments #FootyTips #HeathMoss #FinanceNews #InvestmentStrategy $BABA
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Welcome to "The Theory of Thing Investment Podcast" where we explore the latest in finance and investment strategies. In this episode, Heath Moss provides a comprehensive market wrap-up, analyzing trends and potential opportunities. We also celebrate the winner of our footy tips competition, diving into their winning strategies. From navigating volatile markets to capitalizing on emerging trends, join us as we dissect the intricacies of investment. Tune in for expert insights, actionable advice, and the latest updates in the world of finance. Stay ahead of the game with #InvestmentInsights and #MarketAnalysis.
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In this Special Edition of "The Theory of Thing Investment Podcast," we explore the dynamic world of investment with a focus on Impact Minerals(ASX:IPT). We uncover the eyebrow-raising story of IPT’s Lake Hope with Mike Jones, the head of an ASX listed High Purity Alumina(HPA) explorer.
Tune in for expert analysis, actionable strategies, and a deeper understanding of the HPA investment landscape. #InvestmentPodcast #ImpactMinerals #HighPurityAlumina #ExpertInsights
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Welcome to "The Theory of Thing Investment Podcast"! In this episode, join us as we explore the world of investment strategies with Plato long/short Alpha Fund Manager, David Allen. Discover valuable insights into navigating the markets with David's expert guidance. We'll also provide a comprehensive markets wrap-up, keeping you informed on the latest trends and developments. And for some fun, stay tuned for our footy tips segment, where we share our predictions for the upcoming games. Tune in for an engaging discussion on investment strategies, market updates, and a dash of sports excitement. Don't miss out! #InvestmentInsights #MarketWrap #FootyTips
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Join us on as we explore the world of finance and investing with expert insights and lively discussions. In this episode, we sit down with perennial six-hitter Chris Lynn to discuss his personal coaching company Playbook, along with how he's giving back to the game he loves. Additionally, we provide a comprehensive markets wrap-up, analyzing the latest trends and developments. Plus, we ponder the question: can Jimmy hoof one with precision? Tune in for an engaging discussion filled with actionable advice and thought-provoking insights. #InvestmentPodcast #Finance #MarketAnalysis #InvestingStrategies #ExpertInsights
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Welcome to "The Theory of Thing Investment Podcast"! Join us in this episode as we charge into the world of investment with David Sokulsky, CIO of Carrara Capital, discussing long/short macro strategies and market insights. Alongside, we have special guest and Tigers legend Robbie Farah sharing his take on the season's highlights and players to watch out for. Plus, we reveal the winner of the first round of the BPC tipping comp! Tune in for expert analysis, insider tips, and all things investment, sports, and more. #InvestmentInsights #MarketAnalysis #NRLTalk #BPCtipping #FinancePodcast
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Welcome to "The Theory of Thing Investment Podcast" where we dive deep into the financial world's hottest topics! In this episode, we conduct a comprehensive health market review, exploring the latest trends and insights. Special guest Chris Weston from Pepperstone joins us to dissect central bank policies worldwide, shedding light on their impact on global markets. Plus, we investigate whether the yen still holds its funding status amidst changing economic landscapes. And to top it off, we offer our AFL/NRL round 3 predictions. Tune in for expert analysis, valuable perspectives, and actionable investment strategies. #InvestmentInsights #CentralBanks #MarketTrends #Predictions #FinanceTalk
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Welcome to "The Theory of Thing Investment Podcast" where we dissect market trends and unveil investment strategies. In this episode, we dive into a health market review, analyzing its impact on investment opportunities. Celebrate our astute call on copper prices! We also discuss the temporary pause in yield declines and its implications for investors. Plus, we scrutinize Boeing's recent fall and its potential repercussions. Stay tuned for our AFL/NRL round 2 predictions. Tune in for expert insights and actionable investment advice. Don't miss out! #InvestmentInsights #MarketAnalysis #CopperPrices #YieldDeclines #Boeing #SportsPredictions #TheTheoryOfThing
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Welcome to "The Theory of Thing Investment Podcast"! Join hosts James and Heath as they catch up post-Vegas, sharing insights and laughs. In this episode, explore the intriguing question: "Will the Japanese buy all our companies?" Delve into a comprehensive earnings review, uncovering trends and potential opportunities. Stay tuned for copper picks, where the hosts analyze the market's metallic heartbeat. Plus, gear up for AFL/NRL round 1 predictions that might just shape your investment game. Don't miss this dynamic episode blending personal anecdotes with essential market updates. Tune in for a rollercoaster of financial wisdom and predictions! #InvestmentTalk #EarningsReview #CopperPicks #MarketInsights #PodcastPredictions
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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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Welcome to "The Theory of Thing Investment Podcast" where we unravel global finance trends! In this episode, host David Scutt navigates us through diverse market landscapes, exploring why the Japanese market ≠ Japanese economy. Delve into a comprehensive breakdown of US inflation and unravel CBA's diverse rate expectations. Plus, gain insights into the AFL/NRL season predictions impacting investment strategies. From Tokyo to Wall Street, we decode the intricate dance of economics and investments. Tune in for a whirlwind tour of global markets and strategic forecasts. Follow for illuminating insights! #InvestmentPodcast #GlobalFinance #MarketTrends #EconomicAnalysis #InvestmentStrategy
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Welcome to "The Theory of Thing Investment Podcast"! In this episode, Heath delivers his Market Wrap, dissecting the latest trends and developments shaping the investment landscape. Jimmy explores the potential of hydrogen as a game-changer in the energy sector, discussing its implications for investors. Later, Jimmy dives into market seasonality, unpacking its patterns and how investors can leverage them for strategic decision-making. Tune in for expert insights, actionable tips, and lively discussions on navigating the complexities of the financial markets. #InvestmentInsights #MarketTrends #HydrogenRevolution #SeasonalInvesting #FinancialStrategy
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Tune in to "The Theory of Thing Investment Podcast" for a dynamic dive into the financial world. In this episode, Heath delivers his insightful Aussie Economic Wrap, decoding market trends and economic indicators down under. Next up, DankTrader unveils his Super Bowl Multi, offering strategic insights into leveraging sports events for investment opportunities. Jimmy joins the conversation, shedding light on BOM mistakes and their impact on food prices, revealing hidden investment angles. From macroeconomic analysis to sports betting strategies and agricultural market insights, this episode promises a diverse exploration of investment avenues. #InvestmentInsights #EconomicAnalysis #SuperBowlInvesting #MarketTrends #FinancialStrategy
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Welcome to episode 35 of "The Theory of Thing Investment Podcast"! 🎙️ In this week's market wrap, we dissect the latest trends, opportunities, and challenges shaping the investment landscape. Join us as DankTrader shares his amazing NFL tips, blending the worlds of sports and finance for strategic insights. Plus, we delve into the Federal Reserve's recent pivot, exploring its impact on markets and economic forecasts. Whether you're a seasoned investor or just starting out, this episode promises valuable perspectives to elevate your financial game. Tune in for expert analysis and engaging discussions. #InvestmentInsights #MarketWrap #DankTraderTips #FedPivot #FinancePodcast 📈💡
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Dive into the financial arena with Episode 34 of "The Theory of Thing Investment Podcast"! 📈 We review the Last Days of Rome at Ryan's Bar. Join the discussion with financial expert DAVID SCUTT as he shares insights on navigating BOJ Blank-ups. Discover the November rally as predicted by industry pros, and explore the enduring dominance of the 60/40 portfolio strategy. Plus, don't miss out on some incredible NFL tips to amplify your investment game! Tune in for a dynamic blend of history, strategy, and actionable insights. #InvestmentPodcast #FinancialStrategy #MarketTrends #NFLTips
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Welcome to Episode 33 of "The Theory of Thing Investment Podcast"! 🎙️ This week, we uncover the hottest "Deal of the Week" in the investment landscape, providing insights for savvy investors. Dive into our comprehensive "Market Wrap" segment, analyzing key trends and surprises. Discover how the Gold rally aligns with our predictions, and explore the unique "Xmas Light Strategy" for the holiday season. We break down the latest "SPX Price Moves" and share expert tips for navigating the market. Plus, we're still serving up unbeatable NFL tips. Join us for a dynamic blend of analysis, strategy, and entertainment. Tune in and stay ahead in the world of investments! 📈💡 #InvestmentPodcast #MarketAnalysis #GoldRally #HolidayStrategy #SPX #NFLTips
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Welcome to Episode 32 of "The Theory of Thing Investment Podcast"! 🎙️ Dive into the world of strategic investing with insights on "COPPER MOVES" influencing markets. Get a comprehensive "market wrap" with a focus on SPX price moves and delve into the latest NVDA results. In a surprising twist, discover a unique "turkey cooking strategy" that parallels successful investment approaches. Stay tuned for some amazingly better NFL tips that draw unexpected parallels to financial plays. Join us as we dissect the latest trends, analyze market dynamics, and uncover unconventional strategies for a well-rounded investment experience. Don't miss this enriching episode! #InvestmentInsights #MarketAnalysis #InvestmentStrategy #NFLTips
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Welcome to Episode 31 of "The Theory of Thing Investment Podcast"! 🎙️ Join us as we dive into a diverse mix of topics this week. From engaging NRL trivia to a comprehensive market wrap, we've got your investment insights covered. Discover the latest on the oil market, analyze Walmart's outlook, and explore why Burry taps out. Plus, stay tuned for marginally better NFL tips to boost your sports investment game. Whether you're a seasoned investor or just getting started, this episode has something for everyone. Don't miss out on the financial fun! #InvestmentPodcast #MarketWrap #NRLTrivia #OilMarket #WalmartOutlook #Burry #NFLTips
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Welcome to e30: The Theory of Thing Investment Podcast! In this episode, we kick off with a comprehensive market wrap-up, analyzing key trends and potential investment opportunities. Delving into the energy sector, we explore the recent oil declines and their implications for investors. Next, we dissect bank earnings reports, offering insights into the financial industry's performance. Shifting gears, we celebrate our amazing kids, highlighting their entrepreneurial spirit and potential investment lessons. Plus, stay tuned for marginally better NFL tips to diversify your investment playbook. Tune in for expert analysis and actionable strategies to supercharge your portfolio. #InvestmentInsights #MarketWrap #OilDeclines #BankEarnings #AmazingKids #NFLTips
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Tune in to this week's episode for a comprehensive #MarketWrap, dissecting the unexpected moves of BOJ that left investors scratching their heads. We'll also dive into the Fed's surprising inaction and its potential impact. Get the latest #EarningsUpdate and stay ahead of the curve. Plus, don't miss our expert analysis on monsterously better #NFL tips for savvy sports investors. Whether you're a seasoned pro or just starting out, this episode is packed with insights to level up your investment game. Join us for a deep dive into the world of finance and come out wiser! 📈💰 #InvestmentInsights #FinancePodcast
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Welcome to episode 28 of "The Theory of Thing Investment Podcast"! 🎙️ In this week's market wrap, we dissect the latest trends and unveil insights for savvy investors. Discover the intriguing world of 'oil each way bets' and explore how China is making substantial strides in long renewables. Get the lowdown on RBA expectations and their impact on your portfolio. Plus, stay tuned for slightly better NFL tips that might just score you a win. Tune in for an informative, engaging, and action-packed episode! #InvestmentInsights #MarketTrends #RenewableEnergy #RBAExpectations #NFLTips #FinancePodcast 📈🌍🏈
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Welcome to e27: The Theory of Thing Investment Podcast! In this episode, we kick off with a comprehensive market wrap, dissecting the latest trends and noteworthy movements across various sectors. Dive deep into the intriguing world of yields, where we explore why they're still haywire and what it means for investors. Next, we unravel the mysteries behind the surging oil market, examining the driving forces and potential implications. And for a unique twist, we've got some unexpected NFL tips that draw uncanny parallels to investment strategies. Join us for a dynamic discussion that blends market insights with unexpected perspectives, all on e27: The Theory of Thing Investment Podcast!
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In episode 26 of "The Theory of Thing Investment Podcast," we kick off with a comprehensive US market wrap, dissecting the latest trends and shifts. Our special guest, David Scutt of StoneX, joins us to discuss the BOJ's potential move of abandoning YCC, unraveling its potential impact on global markets. Delving deeper, we explore how yields may have found their own solution to a persistent problem. Moving hearts and portfolios, we tackle the sensitive topic of reconciling investment advice through personal tragedy. And for a refreshing twist, we wrap up with NFL tips that add a unique perspective to your investment strategy. Tune in for a dynamic blend of insights and strategies!
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In this episode of "The Theory of Thing Investment Podcast," we dive into the hottest topics shaping the financial landscape. First up, we tackle the controversial statement: "Commercial Real Estate is deader than tank tops." Discover the insights behind this claim and how it impacts your investment strategy.
Next, we dissect the historical showdown between September and October S&P 500 returns, revealing crucial trends that every investor should know. Bond yields take center stage as we unravel their recent performance and its significance in today's market. Brace yourselves for an eye-opening discussion on the wild ride of oil prices, exploring the forces that push and pull them.
To top it off, we switch gears and offer exclusive NFL tips for savvy sports investors. Tune in for a power-packed episode packed with invaluable insights for your investment journey.
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In this episode of "e24: The Theory of Thing Investment Podcast," we dive into the intriguing phenomenon of "old people having kids" and its impact on the economy. We analyze the current financial landscape, exploring why some experts are calling it the "worst market in forever." Join us as we dissect the enigma of VIX, dissecting why its vitality seems drained. Delve into the concept of "higher for longer" and understand what it means for your investment strategies. Plus, stay tuned for our Grand Finale AFL/NFL tips, where we provide valuable insights for sports enthusiasts looking to make strategic investments. Tune in for a power-packed episode!
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In this episode of "The Theory of Thing Investment Podcast," we delve into the seismic shifts in the investment landscape. First up, we examine the ripple effects of the WFH revolution, now making waves on picket lines. We explore how this paradigm shift is reshaping investment strategies.
Next, we dissect the latest developments in the Federal Reserve's policy. What do the Fed dots reveal, and what lies ahead for investors? Our experts break down the implications for your portfolio.
Then, we uncover the explosive movements in the uranium market. From mining to nuclear energy, we analyze the factors driving this massive surge.
Finally, we share valuable AFL/NFL investment tips to help you navigate the sports investment arena. Tune in for indispensable insights into the ever-evolving world of investing.
Also Tim Cook goes full cringe.
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In this episode of "The Theory of Thing Investment Podcast," we broadcast from a room full of moving boxes at the temporary Whelan house and delve into the latest Tesla upgrade and its potential impact on the market. Our experts also dissect Global X Thematic notes, revealing intriguing trends and opportunities for investors. Next, we shift our focus to the dynamic Indian market, uncovering key strategies for navigating its unique landscape. To round it off, don't miss our exclusive footy finals tips for those looking to make strategic investments in the sporting world. Tune in for a comprehensive discussion that promises valuable insights for seasoned investors and newcomers alike.
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In this episode we delve into crucial global trends shaping the investment landscape. First up, we dissect the surge in oil prices and its ramifications on various sectors. Next, we examine the unexpected F35s downgrade and its potential impact on defense stocks. Shifting our focus to the Indian market, we explore emerging opportunities amidst geopolitical shifts. To wrap it up, we provide insightful footy finals tips, offering a unique perspective for both sports enthusiasts and investors alike. Join us for an engaging discussion on the dynamic forces influencing your investment decisions.
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James and Heath break down the right time to talk to someone else's kids on the bus, earnings update with some lovely stats via Heath, where is the China stim already??! Plus usual footy tips and whatnot.
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James and Heath break down the right time to talk to someone else's kids on the bus, earnings update with some lovely stats via Heath, where is the China stim already??! Plus usual footy tips and whatnot.
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Heath and James get back into it and go into the causes behind the recent selloff and how to pick the wheat from the chaff. If China is really stuffed then there's some easy alternatives out there (ahem).
Is good news bad news again and can everyone relax every time Michael Burry scratches his nose please?
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Heath and Jimmy James run through the weak data from Oz, the strong data from the US, downgrades in ratings, Lithium, China, RBA, Chairman's Lounge nonsense, footy and more.
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Heath and James go into the data that was and the data that will be. Is the US on recessionary watch or is it time to take the all clear. Emerging market bonds get a look in, as does Copper and energy.
Also an assessment of the Wallabies at the moment and those awful RM Williams footballs.
$WIRE $FUEL $GOOGL $MSFT
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James and Heath take a general look around markets with a few ideas. Also how long can you make a market call before it doesn't matter if you get it right anymore?
ALSO China being deflationary is now back on the chatter. Act accordingly!
NFLX, TSLA, APPL, EQIX, GOOGL
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CPI and PPI both came in unders and we talk about what that means for everything. New RBA Guvnor and BAU is the soup de jour. Happy Bastille Day everyone.
Also it China finally turning the corner?
china #india #investing #google
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On recent news out of the Aussie and US economies and whether good news will continue to be good news.
China also banning exports of certain metals is a bit of a thing. We help you find the best places for investment on the back of that.
Also the usual footy tips. #germanium #gallium
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Why would the RBA want to cancel TayTay? Also mixed messages on Aussie data and US too returns to "good news is good news" mode which is weird for all of us. Heath with all the stats and more winning footy tips.
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James shows us how to size pants without trying them on, along with his pitch that Australia is in a recession vs Heath who disagrees, Powell keeps talking and the market don't care. Raising money is hard too, apparently. Footy tips and more.
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We go into the changes of the QAR and what it means for your advice and your adviser. Also breadth is back!! Also we may be in a bit of a recession. James makes his pitch.
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We go deeper than the rest on the underlying forces in AI and how to capitalise. How big will this be and how much does it favour the incumbents? Blair Hannon of Global X ETFs helps us navigate the path with some great research on the different areas of AI.
Also chat on "has the RBA gone too far or not far enough?" and what is the reason behind the Russell 2000 rally?
FANG.ASX, NVDA, APPL, GOOGL, MSFT, NFLX, IWM and more.
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As we start a new month we recap what's behind us and wat's to come. Has tech moved too far away from the rest of the market?
NDQ.ASX, QUAL.ASX, HNDQ.ASX, QHAL.ASX, NVDA, APPL, NDIA, HJPN, footy tips and more.
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We rope Chris in for one last heist as we crack the safe on the minimal upside in debt ceiling shenanigans. Invaluable information here. Is it actually a lose/lose situation? What does a liquidity drought look like? Do we want to know? Also when is too early to crack a beer? Also lots of chatter around "defensive" portfolios NDQ.ASX, QUAL.ASX, HNDQ.ASX, QHAL.ASX, NVDA, APPL, NDIA, HJPN, Artificial Intelligence, footy tips and more.
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James battles a hangover and Heath battles a cold to bring you all the latest hot takes on US debt ceilings, GOLD.ASX, LIT.ASX, NDIA.ASX, semiconductors, AI and more! CBA.ASX earnings on the horizon too.
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James and Heath talk about weird weather, jump rope state champs, lithium, what to buy and sell in a rate hike end.
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James and Heath talk to Ben on what's happening at the coal face of the mortgage world. Where are the stresses in the cliff and what it means for you? Also a few tips for how to get out of "mortgage jail" with your bank.
US reporting, Trades that Paid and footy tips, as always, at the end. Heath, James and Ben go right over all 3 codes
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James and Heath with a quick catch up on what's ahead and behind.
Footy tips, as always, at the end. Heath still batting 100%
James is back in the winners circle.
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James and Heath with a quick catch up on significant facts and figures from the week that was and the week that will be. What does the bank reporting show us about the US consumer?
Footy tips, as always, at the end. Heath still batting 100%
James has put his guy on a holiday...
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New name, new season!
Emma joins us from the Magellan HQ to talk about their process, company valuations, Australian business debt and building a culture that allows for ideas to generate. We also touch on "life after John" and key person risk alleviation.
An enjoyable conversation with a talented Portfolio Manager.
Footy tips, as always, at the end. Heath batting 100%
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RBA pause...but for how long?
Who should and should not be talking on Twitter?
Who has the market picked right now?
Trade ideas and footy tips.
Also name change and ambience noise sampling.
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All the latest on commercial and residential property here and o/s. It the regional bank thing a "Thing" or just a "thing"? Also WTF is going on at Tottenham?
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If you tweet something that could cause serious ramifications and can't back it up you need to be held responsible. We go into some hits and missed for the week. Credit Suisse, regional banks, Fed comms, commercial real estate and footy predictions. Sponsored by Australian Mutual Funds Exchange https://amfex.com/
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James has a huuuuge announcement this week. New show format. New sponsor. We talk about panic and strategies for dealing with it, bond moves, commodity expectations and footy predictions. Sponsored by Australian Mutual Funds Exchange https://amfex.com/
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Daniel offers the ANZ view on oil, natty, iron ore in the light of China adjusting their growth ambitions for 2023. Get the latest and James offers a few trade ideas. Long the widowmaker? when? Sponsored by Global X ETFs - https://www.globalxetfs.com.au/
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Adelaide walks us through recent building approval numbers, confidence disasters, rental outlook, rate expectations and more. Heath helps us with copper insight and James with what's predicted in oil. Sponsored by Global X ETFs - https://www.globalxetfs.com.au/
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Another cracking episode for you. We have Alec Cutler, head of the Orbis Global Balanced Fund talking about where the value is now, how expensive the US is, Russian oil, gold and more. We also talk origins and how ideas are generated leaving ego at the door. Some interesting ideas throughout this chat. Sponsored by Global X ETFs - https://www.globalxetfs.com.au/
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Head of Investment Strategy at Global X ETFs Blair Hannon joins us to talk about the inevitability of clean tech and the commodities attached to it. Rare Earths, Nickel, Zinc and crowd favourite copper all get a look in. Where's the demand and for how much? An interesting talk with lots covered.
Head to whelancapital.com/thebipshow to find the slides accompanying the podcast.
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We finally get David Scutt back online to talk about his time with Ausbiz and wow it's a doozy. We solve all the world's problems from interest rate rise fairness, consumer discretionary expectations, China outlook and so much more.
Bonus content: James FINALLY tells his UBS London Garbage Bag story.
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In a continuation of their fine form of 2022 we look at what Allan Gray are seeing ahead for 2023 and why.
There is a substantial gap between cheap and expensive at the moment and we have a look at how to find it. Did the beatup in tech make them (gasp!) buyable for the best contrarian fund around?
We redefine ESG and talk about where we are in the cycle, what's buyable and what's unbuyable.
We even delve into where the very humble Simon cracked his start in the industry and what drove him to look at markets how he does.
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We charge headlong into the fray once again and it's a little more bullish than last year, with good reason. Kyle Rodda (Ausbiz) joins Heath Moss (HLM Investments) and James Whelan (VFS Group) to discuss the ups and downs of China reopening and how to gain exposure to the first and second derivatives of it. The copper shortage is almost upon us too and we have lots of stats about the year ahead and how much of the recession is priced in? Also who will win the battle between the Fed and the bond market?
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Another year gone so we review and make some wild predictions. Adelaide Timbrell, Senior Economist ANZ, Martin Whetton, Head of FI & FX at CBA, Kit Lowe, CIO of Lowe Capital Management and Heath Moss of HLM Investments join James to talk about canaries in the coal mine, actual coal mines, rate expectations, China reopening, inventories and so much more. Another jam packed Xmas special!!
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Garfield Reynolds, one of the best in the business, joins us to talk about what he, 20 year veteran of Bloomberg, looks at every day. What are the signals to look out for? What is the Fed REALLY looking at? Is this a pivot or a semi-pivot? Is China back? Lots to learn here. Questions answered.
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We take a trip down memory lane to review the 4th show ever and the (at the time) highly controversial Dr Foster who in 2020 said we were going too far on lockdowns. The dust has settled on the pandemic now so we can look back and review who said what and what we can take away from the mistakes made going forward. We run through the salient points of her new book "Do lockdowns and border closures serve the “greater good”? A cost-benefit analysis of Australia’s reaction to COVID-19" and see if there's any hope for human dialogue
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Pete helps us navigate Australian property like no one else can. Host James Whelan gets a full education on what's happening around Australia and where the stress (or relief) is at the moment.
Federal Budget, NSW scrapping stamp duty for first homebuyers, fixed rate mortgage cliff, massive rebound in temporary visas, construction crunch, especially in QLD. Insolvencies rising for developers, record low rental vacancies
It's all there
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David joins us for a freestyle run through of all things markets. China reopening a moot point? The USD controls all things, EM value and Europe untouchable? (Or is it?) Clayton Daniel, XY Adviser also joins us for a walk through of a very interesting app for financial markets people.
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When will people stop spending so much money? Sooner rather than later is the RBA hope. Adelaide runs us through the ANZ view and points out some interesting incongruities in the data.
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Founder & PM of Cadence Capital, Karl Siegling, talking to James Whelan on the future of energy, longs and shorts in the market, how high interest rates can go, silver and much much more. James & Red Leaf Securities' John Athanasiou with a market wrap at the top for all the intel you'll need.
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Senior Economist at REA Group Eleanor Creagh joins James to look at the latest data from REA, talk about how that data is gathered and why it's superior. We go into rental projections and city/regional price moves. Market wrap at the top by Host James Whelan
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We have mining investor and advisor Paola Rojas talking about the future of copper, where the best sites are, geopolitical risks in South America, great silver discoveries and how to pick lithium's future. Host James Whelan
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It's an absolute free for all with Kyle Rodda of Ausbiz running us through some of the best bits from the week that was, Ian Aspinall of OpenMarkets walking us through the potential changes ahead in financial advice services, John de Boer of Our Kloud with what he's seeing in the tech job space & what job seekers should be aware of in tech and Heath Moss of HLM with sectors to watch ahead and some cheeky stock mentions as well. General Advice only. James Whelan host.
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James Whelan talks to Louise Bedford, co founder of https://www.tradinggame.com.au/ on what's moving markets at home and abroad. We assess the current signals showing which sectors are hot and which sectors are cold in Australia and James offers his take on what traditionally happens in markets in September and where the upside is, if any. Louise's "RSC" indicator is a great way to assist on stock selection.
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Head of Australian Economics at the CBA Gareth Aird joins James Whelan (VFS Group) for an assessment of where we are in the cycle, house price predictions, discretionary spending data, RBA forecasts and a quick game of "sell me this pen" to find the upside. Market wrap starts the show with Heath Moss (HLM Investments)
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Double barrel podcast with an overview of China by resident China expert Jack Kouzi and an overview of the oil & gas market by Brookside Energy MD David Prentice. A great dive into both spaces currently vital at the moment. Hosted by James Whelan. General Advice only
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Misha joins us for a talk on all things Private Equity, tech valuations, VC and books. Fascinating insight into the world of private equity. And good books.
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Associate Professor Chris Berg of the RMIT Blockchain Innovation Hub joins us to talk about the survivors of crypto winter and what usages will last and why. We go into coins to hold, the future of investing in crypto and finally James gets an answer he understands about Web3! Note Chris is not a financial adviser please do not take his comments as advice. James is an adviser so any financial products discussed are general advice only.
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Kyle Rodda of Ausbiz talking with James Whelan about earnings, CPI data, the definition of a recession, overcooked rate expectations and how big is the unwinding of the Fed balance sheet really? Spoiler: it's the biggest thing not being talked about.
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Max Swango, Global Head of the Invesco Global Real Estate Fund talking with James Whelan about the best and worst place to invest in property right now, the future of Work From Home and how it's shaping the commercial and residential property market. We talk about the face of retail and how many stores does Chanel actually need anyway?
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We're joined by author of The Pain Report Jonathan Pain to walk us through the energy situation in Germany and the contagion risk to the rest of Europe. How bad could it get? (Spoiler: pretty bad) Host James Whelan (VFS Group) Heath Moss (HLM Investments)
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You wanted real people? You got it. Ben Anson of Legend Finance and Josh Woodhouse of S3F Group talk about what's really happening in the world of commercial and home lending. What the banks are doing? Where retail borrowers are feeling the pinch. How much does 50bps actually change a borrowers capacity and what does that mean for housing? Diana Mousina, Senior Economist at AMP runs us through what's changed in their outlook, RBA messaging and what's ahead. Has the rates market factored in too much? Host James Whelan (VFS Group)
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Episode 15 and it's an old friend of the show David Pain. Contributor to the Pain Report and commentating on all things macro. We delve into energy markets as an indicator for what's ahead, where the value is in tech (gasp!) and what capitulation looks like. Host James Whelan (VFS Group)
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Episode 14 and we have the Portfolio Manager of the Ausbil Global Small Cap fund Simon Wood. We talk about rate movements shifting the investment landscape, where the value is in small caps and which sectors will be best placed to rally once the dust settles. Simon talks us through the Ausbil method and offers up some of their recent and long term ideas. Another fascinating conversation with a very intelligent PM. Host James Whelan (VFS Group)
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Episode 13 and we have the very modest but outperforming fund manager Simon Mawhinney of Allan Gray talking about how they value companies, their investment horizon, good investments and, yes, the not so good. A brilliant insight into the process of managing money for the long term and how to succeed in the contrarian space. Simon also gives us a little insight into how they're positioned for the future...
Host James Whelan (VFS Group)
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Episode 12 and it's all about when capitulation is coming. James, Heath (HLM Investments) & Kyle (Ausbiz) run through the most bearish Fund Manager Survey in history and why it means a buy is on the horizon. Kyle runs us through the sentiment of the market from his viewpoint and Heath on local positioning going forward.
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Episode 11 and it's all about the current and future of tech. What happened in 2020 that put us all in the cloud so quickly? Where is the next move? How do you see all your "stuff" from the one place? We get Karim Nejaim, CEO of ASX listed ActivePort (ATV), to run us through what's shifting and where they fit in. Fascinating conversation from a very smart leader.
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Episode 10 and it's all about what do to in the event of a rate emergency (i.e. right now) The Kouk walks us through the local RBA moves and where the pressure points are going into an election, Westy is all about the "flow show" and what money moves into and out of funds are telling us and Heath talks about where to defend your portfolio in a rising rate environment. All involved have their hot take on stagflation and property too.
Host James Whelan (VFS Group)
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Episode 9 takes us into the Aussie market and what's ahead for the year? Rudi (FN ARENA) walks us through his All Weather Portfolio and how it's set to fare this year. Is the consumer as robust as people are assuming? Also what's the deal with all these Buy Reco's at the moment and what does that tell us? Host James Whelan (VFS Group) with Rudi Filapek-Vandyck of FN Arena
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Episode 8 takes us into ESG investing and where the scams are and are not. What did the early year correction and Ukraine conflict mean for ESG portfolios? We take a deep dive into the trends in ESG and how to build a model portfolio of bonds, domestic and international equities.
Host James Whelan (VFS Group) with Asset and Wealth Management Consultant Chris Robertson
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Episode 7 with Cameron Kusher, EM for Economic Research at REA Group. We take a lap around the country and find out which property markets have peaked and which still have legs. Is the RBA moving too fast or slow and what does a Labor "RED WAVE" mean for property markets. Host James Whelan (VFS Group)
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Episode 6 and it's an Election Budget Special with fan favourite ANZ Bank Senior Economist Adelaide Timbrell. We go through the Budget just handed down, look at who's affected and which stocks are good to buy (or sell) based on the leanings of the Government. Also some strong data points on just how well Australia is doing and whether the RBA is moving too slow. Host James Whelan (VFS Group)
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Episode 5 takes us through the new ASIC information on what is and isn't advice and what investors should look out for. Danielle Ecyer & Scott Phillips walk us through how to arm yourself, red flags to be aware of and also some views on the market ahead. Host James Whelan (VFS Group)
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Episode 4 takes us through the actual input costs builders in Australia face, what they'll be doing going forward, what sort of companies will survive and why. Then we break down the facts from the coalface into tradeable ideas, along with lots on Inflation, Fed, WTF from China and lots more. Jessica Amir (Saxo Markets) and Heath Moss (HLM Investments) join host James Whelan (VFS Group) and the ideas keep flowing.
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Episode 3 and it's a special on hydrogen with Brad Lingo of Pilot Energy and a subject matter expert in the space. How it's made, why it's made, where the Oz government is on it and where the future lies. Chad Hitzeman joins us to talk big picture hydrogen on the world stage and how to gain exposure to the space via an ETF
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Episode 2 takes us on a journey with Carrara Capital CIO on rate volatility, energy policy and its effect on commodity prices, stagflation pricing, Europe's future pre and post the Ukrainian conflict and where he is investing now and what to look for in the second half of 2022.
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Newest season of the BIP Show starts here! Recorded afternoon of 24/2/2022 Guest today is Pepperstone's Chris Weston and we're keeping it relevant on Ukraine, gas, oil, gold, agriculture but is all this masking a bigger elephant in the room? The Fed stopped being front page news but it's still very much holding a bag full of problems they need to resolve. HLM Investments' Heath Moss drops in to discuss some of the metals plays and what he sees as the best ways to get involved. Don't forget to rate & subscribe to the show!
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There's festive cello music to kick us off on our review of the year and our look ahead to 2022 Support this show http://supporter.acast.com/the-bip-show.
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BuyersBuyers.com.au founder Pete Wargent joins Paul, James and Ken to talk about the outlook for Australian property as we get closer to a rise in official interest ratesSupport this show http://supporter.acast.com/the-bip-show.
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In this special episode presented by Akamai Technologies, Recon Tech MD Dan Housden outlines the current cyber threat environment and how investors and business operators can think about riskSupport this show http://supporter.acast.com/the-bip-show.
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Commonwealth Bank Head of Fixed Income and FX Strategy Martin Whetton joins Paul, Ken, and James to talk about the huge week in the Australian bond market Support this show http://supporter.acast.com/the-bip-show.
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In a special episode of The BIP Show, Dr Chris Baker from our commercial partner Bridge Street Capital talks about how he runs the ruler over mining companies coming to market.Support this show http://supporter.acast.com/the-bip-show.
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IG Markets Australia market analyst Kyle Rodda joins Paul, Ken, and James to talk about the big global picture and what the impacts might be on markets. Support this show http://supporter.acast.com/the-bip-show.
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Patrick Chovanec, adjunct professor at Columbia University and economic adviser at Silvercrest Asset Management, joins Paul, James and Ken to talk about Evergrande and the evolving picture on China.Support this show http://supporter.acast.com/the-bip-show.
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Erica Berchtold is chief executive of online fashion juggernaut The Iconic. She joins James and Paul to talk about steering the business through the COVID-19 pandemicSupport this show http://supporter.acast.com/the-bip-show.
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James and Paul chat with Trading View UK Growth Director and Macrodesiac founder David Belle about the major themes in global economicsSupport this show http://supporter.acast.com/the-bip-show.
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ANZ's economics team is calling for 20%+ growth in house prices in 2021. Senior economist Adelaide Timbrell joins Paul and James to talk through the rationale.Support this show http://supporter.acast.com/the-bip-show.
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JP Morgan executive director and global markets strategist Kerry Craig joins Ken Veksler and Paul Colgan to talk about the evolving picture in the global economy as Delta takes hold and growth rates face new questions.Support this show http://supporter.acast.com/the-bip-show.
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Mark Best is one of the leading lights of Australian cuisine. He joins Paul and James to discuss how COVID-19 has devastated the hospitality industry, supply chain pressures - and, yes, cooking the perfect steak. Support this show http://supporter.acast.com/the-bip-show.
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James Whelan meets David Prentice, CEO of Brookside Energy Support this show http://supporter.acast.com/the-bip-show.
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Kitara Investments CIO Tolga Kumova is one of Australia's best-known and most successful small-cap investors. He joins James and Paul to talk about his story, his process and what he thinks is coming next Support this show http://supporter.acast.com/the-bip-show.
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Volatility skews and options can play an important role in global markets. Dr Benn Eifert's QVR Advisors offers quantitative strategies on options products. He joins Ken, Paul, and James to talk about the rising use of options by retail traders.Support this show http://supporter.acast.com/the-bip-show.
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Jo Masters, chief economist at EY Oceania, joins The BIP Show to talk about Australia's recovery and the impact of the current lockdownsSupport this show http://supporter.acast.com/the-bip-show.
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Sergei Sergienko oversees two crypto funds put together with Mark Carnegie for sophisticated investors. He joins Paul, James and Ken to talk through almost everything that's happening in the space. Support this show http://supporter.acast.com/the-bip-show.
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James, Ken, and Paul talk about the change in tune from the Federal Reserve, Sydney's lockdown, and those guys who were startled by a deer Support this show http://supporter.acast.com/the-bip-show.
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Openmarkets Group CEO Ivan Tchourilov talks about the rise of technology in trading, financial advice, and the arrival of new tradersSupport this show http://supporter.acast.com/the-bip-show.
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Tobin Gorey is Director, Agri Strategy, at the Commonwealth Bank. He joins us to talk about the moves in global food prices, climate risk in agriculture assets, and the land price boomSupport this show http://supporter.acast.com/the-bip-show.
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Westpac's Rob Rennie explains the dynamics of commodity markets and we look at inflation risk in the global recovery.Support this show http://supporter.acast.com/the-bip-show.
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ANZ Senior Commodities Strategist Daniel Hynes joins James and Ken to dive into what's happening with commodities in the post-COVID recoverySupport this show http://supporter.acast.com/the-bip-show.
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James, Ken and Paul discuss the trajectory of the recovery, getting back to the office, and BNPL's image problemsSupport this show http://supporter.acast.com/the-bip-show.
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Opposite sides of the world. Similar interests. Similar careers. Exactly the same name. Support this show http://supporter.acast.com/the-bip-show.
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A huge sell-off in US and Australian bonds is the backdrop for our conversation with CBA credit analyst Belinda Cheung Support this show http://supporter.acast.com/the-bip-show.
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Kit Juckes, Macro Strategist at Societe Generale, takes us through his views on the bond market, inflation risk, and the FX outlookSupport this show http://supporter.acast.com/the-bip-show.
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Ken, James, and Paul discuss the chaos of Wall Street Bets and the risks of taking on the pros Support this show http://supporter.acast.com/the-bip-show.
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David Scutt of ausbiz, JP Morgan's Laura Fitzsimmons, EY's Joanne Masters and cellist Chris Pidcock join the show to review 2020 Support this show http://supporter.acast.com/the-bip-show.
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Veteran investor Jonathan Pain joins us to discuss the outlook for Australia, Japan, China, Europe, South America and moreSupport this show http://supporter.acast.com/the-bip-show.
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This is one of the best conversations you'll hear on how Australia has dealt with COVID-19 and the rebound. Support this show http://supporter.acast.com/the-bip-show.
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Geospatial economist Terry Rawnsley discusses the impact of COVID-19 on demands for space in cities and suburbsSupport this show http://supporter.acast.com/the-bip-show.
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Westpac Global Head of Financial Market Strategy Robert Rennie joins us to explain the details of the vast RCEP trade deal, and what it means in an age of shifting priorities on global tradeSupport this show http://supporter.acast.com/the-bip-show.
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CBA Institutional Banking Head of Fixed Income and FX Strategy Martin Whetton joins us to talk about the major developments in policy, bonds, and stocks over recent weeks Support this show http://supporter.acast.com/the-bip-show.
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This episode was recorded on Friday 6 November, 2020 when the election result was unclear. However, Democratic candidate Joe Biden looked favoured to win. Larry Grossman talks through his analysis of the vote, and also what post-Trump politics might look like, and what a Biden administration is likely to prioritise.
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AMP Capital senior economist Diana Mousina joins us to talk through the picture on Australian growth, inflation, and the global wobble in stocksSupport this show http://supporter.acast.com/the-bip-show.
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We're joined by three Twitter stars, led by the wildly popular Ramp Capital, to talk about digital finance cultureSupport this show http://supporter.acast.com/the-bip-show.
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Warren Hogan, UTS industry professor and former chief economist at ANZ Bank, joins us to talk about the future shape of Australian industry and the Morrison Government's budget Support this show http://supporter.acast.com/the-bip-show.
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Paul McNamara is a veteran emerging markets currency and debt strategist. He joins us to talk about the EM outlook Support this show http://supporter.acast.com/the-bip-show.
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RBC Capital chief economist Su-Lin Ong talks about the RBA's way forward and how it all ties togetherSupport this show http://supporter.acast.com/the-bip-show.
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Dr Ashley Frawley from Swansea University's School of Public Health, Policy and Social Sciences shares her insights on some of the social tensions seen in western countries today Support this show http://supporter.acast.com/the-bip-show.
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Statewide Super Chief Investment Officer Con Michalakis joins us to talk about managing a large and diverse asset base through a global downturn Support this show http://supporter.acast.com/the-bip-show.
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A look back, and a look forward -- this is the summary episode you're looking for Support this show http://supporter.acast.com/the-bip-show.
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Veteran White House press corps journalist Paul Brandus joins the show to talk about how the 2020 US election is set up amid a surging stock market, tightening polls and social unrestSupport this show http://supporter.acast.com/the-bip-show.
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Magellan portfolio manager Chris Wheldon, who works on the Global Equity and High Conviction funds, talks about the selection process for backing global companiesSupport this show http://supporter.acast.com/the-bip-show.
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Matt Barrie, CEO of ASX-listed Freelancer Ltd, joins the show to talk tech and the future of the Australian economySupport this show http://supporter.acast.com/the-bip-show.
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ANZ Senior Economist Cherelle Murphy joins the show to discuss the further deterioration in Australia's economic outlook Support this show http://supporter.acast.com/the-bip-show.
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Gold has hit all-time highs in US dollar terms over the past week. Jordan Eliseo, Manager Listed Products and Investment Research, joins the show to talk about how the gold rally fits into the bigger moves in global markets.
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Stephen Kirchner of the US Studies Centre joins the show to talk central banking and the scale of the COVID-19 downturnSupport this show http://supporter.acast.com/the-bip-show.
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Westpac Senior Economist Justin Smirk is an authority on the Australian labour force. He shares a detailed overview of the latest employment data from the ABS, which saw unemployment tick up to 7.4%. We also discuss ways Australia might finally see wages growth, and talk about the skills of the future.
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With so much market data in disarray because of the Covid19 pandemic, some of the usual measures of value have found strange extremes. That's where we start this week's show with our JP Morgan Global Markets Strategist Kerry Craig, discussing very high P/E valuations in equities. We also talk about the global inflation picture, the "policy put", and then chat about whether having a macro view on the world can really give you any kind of edge any more.
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We're through what was certainly one of the weirder six months in markets in our lifetimes. What will the next six months bring? We look at end-of-quarter rebalancing, and then talk about the astonishing rise in the amount of retail trading that's been happening in markets since the COVID-19-induced meltdown in March. We also discuss how trading can go horribly wrong, and some of the strategies to avoid it.
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Pete Wargent is one of Australia's foremost property commentators. A Chartered Accountant by training, Pete is one of the keenest and most even-handed commentators on residential and commercial property in the country. He joins Ken Veksler, James Whelan, and Paul Colgan to talk about the outlook for property -- how commercial property is being affected by the lockdowns, how new ways of working might affect how cities work, and the outlook for house prices.
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Various lockdown policies by governments around the world have been effective in controlling the spread of COVID-19. But they also inflicted enormous economic damage by shutting down entire industries. The effectiveness and severity of the lockdown measures has been one of the critical policy questions of our lifetimes. UNSW Professor of Economics Gigi Foster joins Paul Colgan, James Whelan, and Ken Veksler to discuss problems with the policy advice to governments and how the process might be improved in future.
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The RBA's decision to start quantitative easing via Yield Curve Control is where we start this look at the universe of fixed income and bonds, the biggest of all the asset classes but rarely covered in the media. Here Martin Whetton of CBA talks through some of the realities of fixed income markets, and explains why there are "different types of money" when it comes to bank funding.
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Chief Economist at EY Oceania Joanne Masters joins us to talk about the expected shape of the global recovery, Australia's GDP, the equity rally and more Support this show http://supporter.acast.com/the-bip-show.
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Ken Veksler explains his theory of the 'Lobotomy Paradigm' currently at work in markets as risk appetite makes a comebackSupport this show http://supporter.acast.com/the-bip-show.
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