# James Whelan

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Investment Podcast #41 - Beyond the AI Hype

Earn 0.75 CPD here: https://quiz.ensombl.com/CPDC-26061903-062600010.25 Client Care & Practice0.50 Technical CompetenceArtificial Intelligence has created enormous wealth for investors—but history suggests that periods of technological disruption can also be fertile ground for misplaced expectation…

NYC Rent Freeze 1 Million Units Hochul Democrats Wipe Out Small Landlords

New York City's Rent Guidelines Board just voted 7-1 to freeze rents on nearly one million rent-stabilized apartments — and the lone dissenter resigned on the spot. Christina Smith walked out after a board stacked with progressive appointees ignored every piece of cost data put in front of them: ri…

Gangster Wednesday: Daniel Kinahan loses appeal, Ian Thomas Dixon and more

This week on Gangster Wednesday, we break down the biggest developments from Ireland and the international underworld. We examine Daniel Kinahan’s latest extradition setback, the discovery of Ian Thomas Dixon living openly in Dubai, the massive seizure of military-grade firearms and drugs in Kildar…

TOT Powered by Small Caps: Janus, Resolution, Wraps and Drought warnings

 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 batt…

Theory of Thing Powered by SmallCaps: Noosa Wrap and more

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 valuabl…

Golden Globe's Breccia Discovery, Commodity Breakouts & AI S&P Highs

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 his…

22 Years in Japan: Why This South African Still Wants to Go Home-Ep 87 with James WhelanEp

James Whelan was born and raised in Johannesburg before moving to London in 1998. Five years later, after meeting his Japanese partner, he moved to Japan for what was supposed to be one year. More than two decades later, he's still there. James is now married, has three children, works in recruitme…

The Fed Hiked, Gold Held: Kerry Stevenson on Central Bank Buying and the Gold Conference 2026

For the first time in about three years, the Fed hiked instead of cut — and gold barely moved. James Whelan and Heath Moss break down why: yields easing off overnight after the Bank of England paused gilt sales, oil sliding even as Iran refuses to reopen the Strait of Hormuz until Trump and Netanya…

Meta's AI Moment, Oracle's Force Majeure, and Gold's Worst Week — Grand Final Eve

Grand final eve, ten-year yields at levels not seen since 2007, and gold's just had its worst week in a while — James Whelan and Heath Moss break down a huge week of macro with no guest to slow them down. Heath makes the case for Meta as a buy off the back of Muse, its new agentic AI assistant — a…

Theory of Thing: A Firm No for Firmus

Firmus pulled its float. It had been pitched as the biggest Australian IPO since Telstra: A$11 a share, a A$7.1bn raise and a A$43.7bn valuation. James and Heath unpack why the market gave it a firm no: brokers reporting little client interest a thin prospectus with no clear plan for funding A$50–…