Collect CPD Here https://quiz.ensombl.com/VOLA-26083101-56510001

Nvidia posted a $96.2 billion quarter — up 106% year-on-year, data centre revenue up 117% — and beat the Street on every line, yet the stock still wobbled in after-hours trade before rallying into the close. James and Heath ask whether beat-and-raise even moves the needle anymore for the world's biggest stock, and dig into the RAM purchasing commitments that could be the real story buried in the report. Plus: Scott Bessent's Treasury flags using the TGA to fund bond buybacks, yields ease, the US dollar weakens and gold rips to nearly $4,700 an ounce on central bank buying — with silver looking primed to follow. A look at this week's small caps worth watching (Rapid Critical Metals, Barton Gold, Redstone Resources and more), a Sydney stockbroker raided by the AFP, and the AFL finals kick off with Bulldogs–Collingwood and Melbourne–Carlton.

General advice only, if at all. Please seek your own advice or drop us a line for more information.

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

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

Wall Street wobbles as 30-year Treasury yields punch above 5.3%, and hyperscalers flood the bond market with nearly $200bn of debt this year alone. James and Heath break down why the long end of the curve is starting to look shaky, what Scott Bessent's buyback plan actually does, and why Nvidia's $500bn GPU-backed lending scheme has more than a whiff of 2008 about it. Wealth advisor Murdoch Gatti (The Rate of Change) joins to talk fund manager sentiment on energy security, behind-the-meter gas powering data centres, and why South America — not Australia — is set to be the next copper growth engine. Plus: small caps flying under the radar this week (Titan Minerals, EV Resources, Barton Gold, Greenvale Energy and more), oil creeping back toward $88 on Iran tensions, and the boys unpack the Sydney Swans' five-player suspension ahead of finals.

Ensombl CPDcheck link to earn CPD: https://provider.cpdcheck.com/assessment/15574?type=individual

#InvestmentPodcast #ASX #Markets #SmallCaps #Bonds

General advice only, if at all. Please seek your own advice or drop us a line for more information.

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

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

In this episode of the Theory of Thing Investment Podcast: Powered by Small Caps, host James Whelan sits down with Golden Globe Resources (ASX: GGR) CEO Colin McMillan to discuss the company's phase-one progress, high-grade rock chip results (4.2% Cu, 0.5g/t Au) following the rediscovery of the historic Burns Spur Copper Mine, upcoming exploration at the Alma project near Mount Morgan, and promising proof-of-concept drilling at Neela Creek in the Lachlan Fold Belt.

Later, Heath Moss from HLM Investments joins the show to break down macro market trends, including the S&P 500 and ASX reaching record highs, Palantir's strong earnings validating AI demand, and major technical breakouts in copper and gold. The episode wraps up with sector commentary on Australian retail earnings, global oil dynamics, and weekly sports picks.

General advice only, if at all. Please seek your own advice or drop us a line for more information.

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

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

Noosa MIning Wrap Up!! Copper Explorers Webinar!! In this episode, James Whelan and Heath Moss discuss recent market trends, mining conferences, and the impact of AI and tech stocks on the economy. They share insights on small caps, resource investments, and the US market outlook, providing valuable tips for investors.

key topics

• Market trends post-mining conference
• Impact of AI on tech stocks
• Small cap investment opportunities
• US market reaction to earnings reports
• Resource sector outlook and mining stocks

guest name

Heath Moss

titles

• Market Trends and Mining Insights with Heath Moss
• AI and Tech Stocks: What Investors Need to Know

Sound Bites

• "People are still finding it tough to go."
• "Market reacts to data, not forecasts."
• "AI is making a real difference in revenue."

Chapters

00:00

Introduction and Market Overview

47:12:15

Heath Moss's Market and Weather Update

211:05:41

Highlights from Noosa Mining Conference

3666:39:09

Sector Sentiment and Exploration Activity

5277:45:58

Key Takeaways from Mining Presentations

6749:59:25

Investment Summit and Fund Performance

9138:52:49

Bond Market and Yield Movements

10749:59:31

Australian Productivity and US Comparisons

12472:12:59

Small Cap Managers and Resource Exposure

13861:06:23

Networking and Industry Events

15416:39:47

Top Holdings and Portfolio Insights

17083:19:56

Copper Webinar and Sector Focus

18722:13:16

US Market Movements and Earnings

20777:46:36

Federal Reserve and Market Confidence

24194:26:36

Microsoft Earnings and AI Impact

25833:19:56

Hyperscalers and Cloud Investment

27694:26:36

US Tech Giants and Market Divergence

29638:53:16

AI Infrastructure and Investment Outlook

31722:13:16

Tech Guidance and Market Concerns

34055:33:16

Cloud Demand and Open Source Models

35333:19:56

Bullish Sector Outlook and Future Trends

37111:06:40

Footy Tips and Market Sentiment

38638:53:20

Closing Remarks and Next Steps

General advice only, if at all. Please seek your own advice or drop us a line for more information.

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

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

 summary

In this episode, James Whelan and Heath Moss discuss recent market trends, innovative investments in electric vehicles, critical minerals, and upcoming mining conferences, providing valuable insights for investors and industry enthusiasts.

 key topics

Janus Electric's US expansion and battery truck conversions

Fast-tracking mining permits with Fast 41

Lithium project drilling in Brazil by Solus

Upcoming Noosa Mining Conference and BHP exploration

Market outlook: gold, copper, and tech stocks

General advice only, if at all. Please seek your own advice or drop us a line for more information.

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

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

How Jimmy builds a brand, GGR, Coolabah, Steve Woodham, Locksley, Broken Hill Mines, Adherium, Waratah, Sky metals, Mithril, Megaport, Tungsten eggs benedicts, footy tips and more.

Some absolute crackers in these.

Market overview and recent market movements

Mining exploration updates and company highlights

Investment opportunities in gold, copper, tungsten, and healthcare tech

US economic indicators and market forecasts

Impact of geopolitical events on oil and resource markets

General advice only, if at all. Please seek your own advice or drop us a line for more information.

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

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

In this episode of the Theory of Thing investment podcast, James Whelan and Heath Moss talk through the latest macro moves and what they could mean for ASX small caps.

The chat starts with the big headline noise, then gets into the stuff that matters for investors. That includes the Fed’s hawkish tone, what it could mean for yields, the US dollar and inflation expectations, and why those factors matter for markets over the next few months.

They also take a look at the bigger structural case for resources. Copper, lithium, aluminium, tin and rare earths all get a mention, along with the ongoing supply shortages and why that theme still looks strong. Gold is another major focus, with discussion around central bank buying, inflation expectations easing, and why the second half of the year could be a better stretch for the metal.

The episode also touches on a few small-cap names and updates, including Barton Gold and other trading and corporate activity across the sector. If you are watching for ideas in ASX resources and gold, this one is worth a look.

Timestamps:

00:00 Intro and market chatter

04:36 Resources outlook and the structural case

05:14 Why gold still looks attractive

06:34 Barton Gold discussion

08:22 Trading halt and placement update

09:05 Market wrap starts

09:24 US markets and the Fed

11:28 Midterm slump and seasonality

11:14 Yields and oil moves

Like the video, leave a comment with the ASX small cap you are watching, and subscribe for more weekly market chat and stock ideas from Host and the team.

⚠️ IMPORTANT DISCLAIMER: This content is for educational and entertainment purposes only and should not be considered financial advice. All investments carry risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research and consider seeking advice from a qualified financial advisor before making investment decisions. The creator may hold positions in securities discussed.

General advice only, if at all. Please seek your own advice or drop us a line for more information.

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

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

In this episode, James Whelan and Heath Moss discuss market updates, small cap investing strategies, recent travel experiences, and insights into commodities like oil and gold, along with sports and World Cup predictions.

Also, would you prefer the nasal spray or the tongue strip for ED?

Mentions of LTP, LMS, ILT, MRZ

General advice only, if at all. Please seek your own advice or drop us a line for more information.

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

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

00:00

Introduction and Coffee Talk

02:50

Family Health and Sickness

05:37

Property Investment Challenges

08:28

Government Policies and Economic Impact

11:13

Political Landscape and Public Sentiment

13:47

Tungsten Webinar and Market Insights

16:49

Viking Mines: A Promising Investment

19:51

Market Trends and Earnings Reports

22:44

The Impact of Global Conflicts on Oil Prices

25:45

Lithium Production Innovations

28:42

Weekend Sports Predictions

General advice only, if at all. Please seek your own advice or drop us a line for more information.

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

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

Join James Whelan and Heath Moss as they discuss recent market trends, small cap sector insights, and specific company updates, including uranium projects and energy markets. Gain expert perspectives on investment strategies, market analysis, and the impact of geopolitical events on commodities.$AGE

General advice only, if at all. Please seek your own advice or drop us a line for more information.

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

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