
Theory of Thing Investment Podcast
Hosted by James Whelan and Heath Moss and James and Heath · Muskets at Dawn Pty Ltd
4.4from 16 ratings
- 217
- Episodes
- 15
- Transcribed
- 16
- Ratings
- Bi-weekly
- Cadence
- 2020
- First episode
About Theory of Thing Investment Podcast
Looking for a deeper dive than your average investing podcast? Welcome to Theory of Thing, the financial markets podcast that looks beyond the surface. Hosted by James Whelan of SmallCaps (An InvestHouse AI Company) alongside HLM’s Heath Moss, this investor podcast cuts through the noise of modern finance. We don't just recap the news — we figure out the second and third derivative of major market shifts. Why Listen? Elite Insights: Featuring exclusive conversations with top analysts, leading investors, and key decision-makers. Macro to Micro: A masterclass in global economics, capital markets, and individual stocks. Unfiltered Logic: Famously dubbed "the smartest show no one listens to" by a prominent business channel critic. Whether you are a seasoned institutional player tracking macro trends or looking for one of the best sharemarket podcasts to sharpen your portfolio edge, this is the definitive investors podcast for your weekly rotation. Support this show http://supporter.acast.com/the-bip-show (http://supporter.acast.com/the-bip-show). Hosted on Acast. See acast.com/privacy (https://acast.com/privacy) for more information.
- Publisher
- Muskets at Dawn Pty Ltd
- Category
- business · business · sports
- Language
- en
- Explicit
- No
- First episode
- 30 May 2020
- Latest episode
- 23 Oct 2026
Latest episodes
15 of 217 episodes have a transcript.

23 Oct 2026TRANSCRIPT
Theory of Thing: Bluefin, Flake and Fishing Rights with Anthony Ciconte

9 Oct 2026TRANSCRIPT
Theory of Thing: A Firm No for Firmus

2 Oct 2026TRANSCRIPT
RBA Hikes Again, Yields at 24-Year Highs, and Firmus' $5B IPO
Inside a recent episode

Theory of Thing: Bluefin, Flake and Fishing Rights with Anthony Ciconte
Published 23 Oct 2026 · Transcript excerpt
[…] International commissions were set up under UN rules, engagement rules, and it was agreed that all the member nations that were catching southern bluefin tuna would only catch a certain amount to allow – the species to reproduce and rebuild. 25 years later, 30 years later, this stock has now rebounded to such an extent that it is completely off endangered is completely off conservation dependent it is now a fully managed stock in extremely extremely good health and even recently the quota has actually been increased on a global on a global scale and it's up another 14 to 18 percent just this year and that's that means that you can catch more of the bluefin tuna over the next two years and what you could in the last two years so it's a global success story in in species management. […]
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See plansWho has been a guest on Theory of Thing Investment Podcast
Names identified in recent episode analyses. Showing up to five guests.
- Anthony Ciconte
- Kerry Stevenson
- Murdoch Gatti
- Colin McMillan
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- Apple Podcasts (US)
- 5.0 / 5
- 1 ratings
- Spotify
- 4.4 / 5
- 15 ratings
Podcast Authority Score: 61 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 86
- Social presence
- 0
- YouTube
- 0
- Engagement
- 92
Contact Theory of Thing Investment Podcast
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about Theory of Thing Investment Podcast
Who hosts Theory of Thing Investment Podcast?
James Whelan and Heath Moss and James and Heath host the show. Published by Muskets at Dawn Pty Ltd.
How often do new episodes come out?
The show publishes bi-weekly, based on its RSS feed.
Does Theory of Thing Investment Podcast take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
15 of 217 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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