Theory of Thing: The Big Show is back, powered by Ensombl and bringing the big names to break down the big topics—without putting you to sleep. Hosted by James Whelan (BPC Wealth) and Heath Moss, this episode features:<ul><li>Billy Leung of Global X ETFs on global investment themes</li><li>Scott Morgan, Head of Real Estate Finance at Remara, on the real estate credit market</li><li>A deep dive into SQM’s Private Credit "Watch" notice—what it means and why it matters</li><li>Plus, AFL &amp; NRL footy tips, because markets aren’t the only game in town</li></ul>It's fast, it's sharp, and it's fun—because dry finance talk isn’t our style. Listen now!General advice only, if at all. Please seek your own advice or drop us a line for more information.Support this show <a target="_blank" rel="payment" href="http://supporter.acast.com/the-bip-show">http://supporter.acast.com/the-bip-show</a>.<hr> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.

Private Credit on Watch – What It Means for Investors

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