A REAL builder! Graeme Howland of GVH Constructions joins James Whelan, Jessica Amir and Heath Moss

Episode 4 takes us through the actual input costs builders in Australia face, what they'll be doing going forward, what sort of companies will survive and why. Then we break down the facts from the coalface into tradeable ideas, along with lots on Inflation, Fed, WTF from China and lots more. Jessica Amir (Saxo Markets) and Heath Moss (HLM Investments) join host James Whelan (VFS Group) and the ideas keep flowing. Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.

Om Podcasten

Theory of Thing is a regular look at markets and economics hosted by James Whelan of VFS Group with HLM's Heath Moss as regular co-host. Featuring top analysts, leading investors, and key decision-makers, we figure out the second and third derivative if possible. "The smartest show no one listens to" - business channel critic.Support this show http://supporter.acast.com/the-bip-show. Hosted on Acast. See acast.com/privacy for more information.