Theory of Thing Investment Podcast

Publicly listed emails

jameswhelan@iinet.net.au

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Theory of Thing: A Firm No for Firmus

October 09, 2026

Firmus pulled its float. It had been pitched as the biggest Australian IPO since Telstra: A$11 a share, a A$7.1bn raise and a A$43.7bn valuation. James and Heath unpack why the market gave it a firm no:brokers reporting little client interesta thin prospectus with no clear plan for funding A$50–70bn of capexa large slice of the register free to sell on day oneGPU depreciation math that didn’t add upHeath then runs the market report. The S&P 500 slipped after the FT reported OpenAI’s reven...

RBA Hikes Again, Yields at 24-Year Highs, and Firmus' $5B IPO

October 02, 2026

Just James and Heath this week, and plenty to get through. Ten-year Treasury yields hit their highest level since 2002 before easing back, as PMIs and GDP data point to a genuinely strong global economy rather than just an energy-driven inflation scare. Heath walks through why that's a double-edged sword for markets — good for earnings, bad for the rate outlook — with tonight's US non-farm payrolls print shaping up as the next big catalyst.Gold's sitting at a real technical and fu...

Meta's AI Moment, Oracle's Force Majeure, and Gold's Worst Week — Grand Final Eve

September 25, 2026

Grand final eve, ten-year yields at levels not seen since 2007, and gold's just had its worst week in a while — James Whelan and Heath Moss break down a huge week of macro with no guest to slow them down. Heath makes the case for Meta as a buy off the back of Muse, its new agentic AI assistant — arguing it's the first genuine threat to Google Search in years, backed by Meta's 3.6 billion users' worth of purchasing data. On the flip side, Oracle tumbled after issuing a force ma...

Palisades Gold Radio · High booking difficulty · 1,000 - 10,000 listeners

How do I get in touch with Theory of Thing Investment Podcast?

Theory of Thing Investment Podcast is hosted by James Whelan and Heath Moss. Its publicly listed email is jameswhelan@iinet.net.au. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for Theory of Thing Investment Podcast?

The publicly listed email for Theory of Thing Investment Podcast: jameswhelan@iinet.net.au.

How many listeners does Theory of Thing Investment Podcast have?

Podseeker estimates Theory of Thing Investment Podcast reaches 1,000 to 10,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Theory of Thing Investment Podcast?

Theory of Thing Investment Podcast typically books industry leaders. Typical guest background: CEOs of ASX-listed resources companies, wealth advisers, investment professionals, and senior figures with direct expertise in commodities, mining, macroeconomics, or financial markets. Common among recent guests: Leadership of a publicly listed resources or investment company; Professional experience managing, advising on, or analyzing investments; Direct knowledge of commodity markets, mining projects, or capital-market developments. Recent guests include Kerry Stevenson, Murdoch Gatti, and Colin McMillan.

How hard is it to get booked on Theory of Thing Investment Podcast?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does Theory of Thing Investment Podcast cover?

Recent episodes cover Finance, Investing, Capital Markets, Commodities, and Small Cap Stocks. Pitch an idea tied to one of these topics and mention a recent episode.