Theory of Thing Investment Podcast

podcasts.apple.com/au/podcas… French elections, tooth fairy indexation, burritos with FRUIT and footy tips.

podcasts.apple.com/au/podcas… fresh TOT. All the news of the week as played by @heathmoss83 and @SmallCapsASX headlines as read by @jameswhelan42

Who owns the right to catch the fish on your plate? 🐟 This week on Theory of Thing, @SmallCapsASX’s @jameswhelan42 @heathmoss83 talk fishing quota as an asset class with Anthony Ciconte of Atlantis Fisheries. Plus the SmallCaps wrap & markets. youtube.com/watch?v=G_LvSPJW…

Firmus wanted A$7.1bn at a A$43.7bn valuation. The market gave it a firm no. 🚫 @SmallCapsASX’s @jameswhelan42 & @heathmoss83 on why the float was pulled. Then: bond yields, gold, oil and this week’s ASX small cap headlines. shows.acast.com/5ed1b0e57693… $RNU $LKE $ILT $CYC #ASX #IPO

Micron just posted a stellar beat-and-raise, guiding to memory supply staying tight until at least the end of 2028. Trading at ~4x fwd earn v historical 8–12x range. @heathmoss83 and @jameswhelan42 on why that looks cheap. #semiconductors #AI #memorychips shows.acast.com/5ed1b0e57693…

shows.acast.com/5ed1b0e57693… Meta's AI play just spooked Google, Oracle's data centre headache is spreading, and gold's digesting its roughest week in a year @jameswhelan42 and @heathmoss83 go deep on the macro and set up tomorrow's AFL Grand Final.

The Fed just hiked rates. Gold barely blinked. @KerryAGC (Gold Events / Australian Gold Conference) joins @jameswhelan42 & @HeathMossHLM to explain why — central bank buying, currency debasement, and a bearish case that's basically gone. podcasts.apple.com/au/podcas…

recap of RRS last week. Powered by @SmallCapsASX youtu.be/_6OWTqhl9Ds?si=nRww…

podcasts.apple.com/au/podcas… On the ground at RRS. What we’re seeing in commodities right now.

New ep of Theory of Thing 🎙️ Nvidia posted a $96B quarter, beat the Street on every line — data centre revenue up 117% YoY — and the stock still wobbled after hours. Does beat-and-raise even matter anymore for the world’s biggest stock? We break it down podcasts.apple.com/au/podcas…

Copper's next big home isn't Australia? it's South America. Brazil, Chile, Argentina are moving fast while we sit on 20-year approval timelines. @heathmoss83 and @GattiMurdoch explain why capital is voting with its feet #Copper #Commodities #ASX #SmallCaps shows.acast.com/5ed1b0e57693…

"Nothing good happens after midnight" New ep covers the Sydney Swans' 5-player suspension and the AFL finals chaos. @jameswhelan42 lays down some proper rules for late night behaviour Plus real market analysis if that's more your thing. podcasts.apple.com/au/podcas…

New ep 30-year yields hit the highest since 2007. Hyperscalers have issued ~$200B in bonds this year vs $108B for ALL of 2025. Something's gotta give. We break down why, plus Nvidia's GPU-backed loan book (2008 vibes, anyone?) #ASX #Bonds #Yields #Markets podcasts.apple.com/au/podcas…

podcasts.apple.com/au/podcas… $GGR latest update, @heathmoss83 wrap and @jameswhelan42 talking about the coverage of the week in @SmallCapsASX

podcasts.apple.com/au/podcas… Noosa MIning Wrap Up!! Copper Explorers Webinar!! In this episode, @jameswhelan42 and @heathmoss83 discuss recent market trends, mining conferences, and the impact of AI and tech stocks on the economy.

This week’s podcast. Starring @jameswhelan42 & @heathmoss83 with $jns, $rml and more podcasts.apple.com/au/podcas…

We got $ggr, $bhm, $adr, $lky, $wtm, $mp1, tungsten, footy and so much more. Get after it, one of the best. With @jameswhelan42 and @heathmoss83 podcasts.apple.com/au/podcas…

We ask the big questions: are you a nasal spray guy or a tongue strip guy? Also $cmg, $ilt, $mrz, $lms, $ltr podcasts.apple.com/au/podcas…

Theory of thing, on tungsten ($sky & $vka) and international roast, copper, Sulfur and so much more. youtu.be/8AaQP3TOhoY?si=vMiv…

Fresh podcast for the weekend. podcasts.apple.com/au/podcas… With a recap of RIU and more