Theory of Thing Investment Podcast
Theory of Thing Investment Podcast
Muskets at Dawn Pty Ltd
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Theory of Thing: Market strategies during uncertainty
34 minutes Posted Mar 20, 2026 at 2:02 am.
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Show notes

What to tell clients who get cold feet in this environment. And March madness!! In this engaging interview, James Whelan and Heath Moss discuss market strategies, geopolitical tensions, and investment insights amidst current global events. They share practical advice for investors navigating uncertainty, analyze recent market movements, and explore the impact of geopolitical conflicts on energy and commodities.And shorting Private Credit...wow.

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