Hosts James Whelan and Heath Moss engage in a lively discussion about their personal lives, recent experiences, and insights into the investment landscape for 2026. They share anecdotes about their families, the importance of taking breaks, and the power of naps, emphasizing the need for balance in a demanding work environment. The conversation then shifts to investment strategies, with Heath providing an optimistic outlook on the American economy, predicting significant GDP growth driven by a healthy consumer base and tax cuts. He highlights key investment opportunities, particularly in the tech sector and commodities, while also addressing potential risks in the market, especially concerning AI stocks.

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In this episode of the Theory of Thing Investment podcast, James Whelan and Heath Moss discuss various investment opportunities and market insights as they approach the end of the year. They delve into the performance of cobalt, silver, and copper markets, while also reflecting on the Australian economy and the RBA's stance. The conversation wraps up with a light-hearted discussion about their fantasy football league and festive greetings.

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In this episode of the Theory of Thinking Investment podcast, James Whelan and Heath Moss discuss the excitement surrounding Ashes Day, market insights, and the current economic landscape. They delve into the implications of market volatility, the impact of AI on investment strategies, and the significance of Oracle's credit default swaps. The conversation wraps up with a look at the ongoing appetite for funding in the AI sector.

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

Hosted on Acast. See acast.com/privacy for more information.