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Theory of Thing Investment Podcast

Powered by SmallCaps. "If it's talked about enough it's a thing."

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Latest episodes

  1. Theory of Thing: A Firm No for Firmus9 Oct 2026
  2. RBA Hikes Again, Yields at 24-Year Highs, and Firmus' $5B IPO2 Oct 2026
  3. Meta's AI Moment, Oracle's Force Majeure, and Gold's Worst Week — Grand Final Eve25 Sep 2026
  4. The Fed Hiked, Gold Held: Kerry Stevenson on Central Bank Buying and the Gold Conference 202618 Sep 2026
  5. On the Ground at Resources Rising Stars — Gold, Lithium and Why We're "Not Even at Boom Yet"12 Sep 2026
  6. Does Beat-and-Raise Even Matter Anymore? Nvidia, Gold and This Week's Small Caps27 Aug 2026
  7. Bond Vigilantes, GPU-Backed Bonds & the Swans Implosion21 Aug 2026
  8. Golden Globe's Breccia Discovery, Commodity Breakouts & AI S&P Highs7 Aug 2026
  9. Theory of Thing Powered by SmallCaps: Noosa Wrap and more31 Jul 2026
  10. TOT Powered by Small Caps: Janus, Resolution, Wraps and Drought warnings17 Jul 2026