Theory Of Thing: The BIG SHOW Edition — Markets, Metals & Racetrack Specials!
Description
Welcome to a special BIG SHOW Edition of the Theory Of Thing Investment Podcast — hosted by James Whelan, MD of BPC Wealth, and Heath Moss of HLM Investments. This week they’re joined by Billy Leung of Global X ETFs and David Sokulsky of Carrara Capital for an unmissable market deep-dive.
From the DXY and Copper’s charge to Emerging Markets, tariff fatigue and James’ fresh concept of RE-globalisation, the team breaks down what’s driving portfolios now — and where they’re positioning next.
Plus, special guest Ralphy “Racetrack Ralphy” Horowitz drops his best racing tips, and Mathieu Mozziconacci serves up the ultimate restaurant specials. It’s a market wrap, punting preview and dining guide all in one BIG SHOW.
Tune in, take notes, and get your edge for the week ahead.
#TheoryOfThing #InvestmentPodcast #Markets #Copper #EmergingMarkets #GlobalX #CarraraCapital #Reglobalisation #RacingTips #RestaurantSpecials #BigShow #Acast
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