Theory of Thing: The Big Show — "Governance, Value & Trade: Where the Market’s Cracks and Opportunities Lie"

Theory of Thing Investment Podcast

James Whelan (BPC Wealth) and Heath Moss (HLM Investments) are back with another packed episode of The Big Show, diving deep into the big themes shaping markets right now. Joining them this week:

🔹 Dr Suhas Nayak, Portfolio Manager at Allan Gray Australia, lifts the lid on ASX listing rules, corporate governance lapses like James Hardie, and where genuine value is emerging in an uncertain market. Plus, what stocks are surprisingly thriving amid tariffs and trade turmoil?

🔹 Billy Leung from Global X ETFs brings the thematic heat — sharing what global trends are being missed by local investors

We're also joined by Matthew Mozziconacci of Etymon Projects for the best food going this side of Mothers Day

It’s markets, money, governance, and the global chessboard — with the usual mix of insight, wit, and investment edge.

Hit follow, share the show, and don’t forget: Theory of Thing is never just one thing. #AllanGray #GlobalXETFs #ETFInvesting #ValueInvesting #CorporateGovernance #ASX #JamesHardie #Tariffs #TradeWar #MarketInsights

#AussieInvestors #FinanceTwitter #SmartMoney #LongTermInvesting #ContrarianInvesting #ThematicInvesting #WealthBuilding

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