Best VFS Podcasts (2024)

1
Dr David Allen, Plato's Global Alpha Fund on quants and red flags 35:54

3d ago35:54

35:54

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 lat…

1
Lynnsanity!!!! Chris Lynn joins the lads for a talk about Playbook and markets 26:21

7d ago26:21

26:21

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 la…

1
David Sokulsky (Carrara Capital) & Robbie Farah (Wests Tigers): what more could you want in a podcast? 38:07

14d ago38:07

38:07

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 wat…

1
It's Chris Weston!!! (And Heath Moss and James Whelan) but mostly Chris Weston!!! 31:41

1M ago31:41

31:41

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 …

1
TOT s9 ep 6: copper, retail, PPI, yields, USD, Boeing, footy 25:34

1M ago25:34

25:34

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 invest…

1
James and Heath get back in the saddle post-Vegas 30:01

2M ago30:01

30:01

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,…

1
Hydrogen special 16:01

2M ago16:01

16:01

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 Wh…

1
David Scutt!!! talking Japan, US Inflation, CBA on RBA and AFL/NRL 23:18

2M ago23:18

23:18

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…

1
s9e2: On new RBA formats, Hydrogen, GQG and Superbowl Mondays 26:13

3M ago26:13

26:13

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, …

1
TOT s9 ep 1: Heath and James start the year right w/ bullish chatter 25:09

3M ago25:09

25:09

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 op…

1
e35: The Theory of Thing Investment Podcast 23:20

4M ago23:20

23:20

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…

1
Episode 34 of "The Theory of Thing Investment Podcast 24:44

5M ago24:44

24:44

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 60/4…

1
94 - Stock Market Opportunities 58:52

5M ago58:52

58:52

We talk about the blatantly obvious stock opportunities that we missed when we first started….and those opportunities are still available today!By Chris Hanson

1
Episode 33 of "The Theory of Thing Investment Podcast"! 21:31

5M ago21:31

21:31

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 th…

1
The Theory of Thing Investment Podcast 25:50

5M ago25:50

25:50

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 parall…

1
Episode 31 of The Theory of Thing Investment Podcast 20:57

5M ago20:57

20:57

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 m…

1
E30: our amazing kids, oil declines, bank earnings 23:36

6M ago23:36

23:36

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…

1
Episode 29: The Theory of Thing Investment Podcast 22:59

6M ago22:59

22:59

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 t…

1
TOT ep 28: oil & renewables, China and renewables, RBA expectations, NFL tips 23:22

6M ago23:22

23:22

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 y…

1
e24: The Theory of Thing Investment Podcast 21:33

6M ago21:33

21:33

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…

1
e26: The Theory of Thing Investment Podcast 26:21

7M ago26:21

26:21

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 ha…

1
e25: The Theory of Thing Investment Podcast 14:54

7M ago14:54

14:54

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 showdow…

1
e24: The Theory of Thing Investment Podcast 21:07

7M ago21:07

21:07

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 …

1
e23: The Theory of Thing Investment Podcast 32:51

7M ago32:51

32:51

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 Res…

1
Episode 42 - Unpacking Tesla Upgrades, GlobalX Thematic Notes, Indian Market Insights, and Footy Finals Tips 21:51

7M ago21:51

21:51

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 foc…

1
Navigating Markets: Oil, Defense, India, and Footy Finals 29:12

8M ago29:12

29:12

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 geop…

1
Theory of Thing Episode 20: JOLTS, savings, spendings, consumer discretionary, fasting and jump rope 24:10

8M ago24:10

24:10

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. Sponsored by Australian Mutual Funds Exchange. Have a look today. Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See…

1
VinFast Auto VFS 49:19

8M ago49:19

49:19

VFS VinFast is a new entrant to the EV space - the stock is a roller coaster ride. We talk about the greed that shows up when stocks are incredibly volatile

1
Earnings review, China no show, India gets the moon right (Russia not so much) 28:19

8M ago28:19

28:19

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. Sponsored by Australian Mutual Funds Exchange. Have a look today. Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See…

1
China's Country Garden, Good news is bad news, Michael Burry calm down 24:44

8M ago24:44

24:44

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? sponsored by Australian Mutual Funds Excha…

1
Aussie data weak, China data weak, US gets Fitch-slapped and MARKETS IN TURMOIL!!! 16:01

9M ago16:01

16:01

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. Sponsored by Australian Mutual Funds Exchange hit the link to find out more about investing in over 3000 mutual funds. Support this show http://supporter.acast.com/the-bip-show…

1
On Last Week's data, next week's data, copper, energy and those awful RM Williams sweaters 24:28

9M ago24:28

24:28

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 sponsored by Australian Mutual Fun…

1
Buy Everything Gets Pulled Apart, Earnings Surprises, China Deflationary View and More 27:27

9M ago27:27

27:27

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 Sponsored by amfex.com Go to YouTube link for the charts and bananas. Support thi…

1
CPI & PPI Finally (Properly & regularly) Offish! So it's OFF TO THE RACES!! also China and new RBA Guv 30:15

10M ago30:15

30:15

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 Sponsored by Australian Mutual Funds Exchange www.amfex.com Support this show http://supporter.acast.com/the-bip-show. H…

1
China banning some exports, Fed chat and the RBA 23:39

10M ago23:39

23:39

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 Support this show http://supporter.acast.com/the-bip-show. Hosted…

1
How bullish is the Aussie economy? Mixed messages out of the US too as normality is resumed. Also Lowe is going to cancel TayTay!! 28:31

10M ago28:31

28:31

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. Sponsored by Australian Mutual Funds Exchange https://amfex.com/ Support this show http://supporter.acast.com/the-bip-show. Hosted on Acas…

1
Affordable clothing for +40 men, Aussie recession?, BOE, Powell keeps talking 22:16

10M ago22:16

22:16

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. Sponsored by Australian Mutual Funds Exchange https://amfex.com/ Support this show http://supporter.acast.c…

1
Quality of Advice Review, Recession in Oz, NZ but not the USA!! 35:38

11M ago35:38

35:38

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. Sponsored by Australian Mutual Funds Exchange https://amfex.com/ Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more inform…

1
A deeper dive on Artificial Intelligence with Global X ETFs' Blair Hannon, RBA & Small Caps 52:30

11M ago52:30

52:30

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…

1
The month that was, China slowdown and a June Swoon ahead? 20:16

11M ago20:16

20:16

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. Sponsored by Australian Mutual Funds Exchange https://amfex.com/ Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast.…

1
Chris Weston explains WTF is going on with the lose/lose debt ceiling situation 47:56

11M ago47:56

47:56

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…

1
Debt ceilings, US earnings, general market indecisiveness, dodgy footy tips 32:25

11M ago32:25

32:25

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. Sponsored by Australian Mutual Funds Exchange https://amfex.com/ Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See a…

1
92-Stock Market and Bank Failures 46:52

12M ago46:52

46:52

Do recent bank failures present an opportunity in the stock market? We discuss what to watch for and what to watch out for. Silicon Valley Bank, Signature Bank, First Republic, other regional banks - are there opportunities among the survivors?

1
What happens after the Fed stops? Also Lithium and India and China. 29:41

12M ago29:41

29:41

James and Heath talk about weird weather, jump rope state champs, lithium, what to buy and sell in a rate hike end. Sponsored by Australian Mutual Funds Exchange https://amfex.com/ Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

1
25bps and what it means for your mortgage. Guest Ben Anson of Legend Finance 29:33

12M ago29:33

29:33

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 Sponsored by…

1
On the week ahead, who is right on rates, market sketchiness and more 22:42

12M ago22:42

22:42

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. Sponsored by Australian Mutual Funds Exchange https://amfex.com/ Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.…

1
On commodity shortages, US earnings takeaways, LITHIUM!!!, Jamie Dimon and footy tips 29:26

1y ago29:26

29:26

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... Sponsored by Australian Mutual Funds Exchange https://amfex.com/ Suppor…

1
Emma Fisher, Airlie Funds Management Australian Share Fund on stock selection, culture, valuations and Australia's "boom to muddle through" cycles 52:16

1y ago52:16

52:16

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 en…

1
James & Heath with rate pauses, twitter blocks, which research to follow, name changes and footy tips!! 35:29

1y ago35:29

35:29

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. Sponsored by Australian Mutual Funds Exchange https://amfex.com/ Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/priva…

1
James Whelan (VFS Group) and Heath Moss (HLM Investments) with Pete Wargent (Buyers Buyers) talking residential & commercial real estate, gold, elections, inflations, Spurs and more 34:08

1y ago34:08

34:08

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? Sponsored by Australian Mutual Funds Exchange Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.…

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