SQM Research has just placed the private credit sector on watch, and that’s got the market talking. What does it mean? Should investors be worried? And where are the biggest risks hiding?

In this episode of The Theory of Thing Investment Podcast, James Whelan sits down with Louis Christopher, Managing Director of SQM Research, to break down:

✅ Why SQM is increasing its scrutiny on private credit

✅ The red flags emerging in the sector—from transparency issues to high leverage

✅ What investors and advisers need to watch out for

✅ How today’s risks compare to the 2008 mortgage trust crisis

✅ The future of private markets and whether the sector can weather the storm

It’s a must-listen for anyone in wealth management, investing, or just keen to understand what’s happening behind the scenes. Tune in now!

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

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

Theory of Thing: The Big Show is back, powered by Ensombl and bringing the big names to break down the big topics—without putting you to sleep. Hosted by James Whelan (BPC Wealth) and Heath Moss, this episode features:

• Billy Leung of Global X ETFs on global investment themes
• Scott Morgan, Head of Real Estate Finance at Remara, on the real estate credit market
• A deep dive into SQM’s Private Credit "Watch" notice—what it means and why it matters
• Plus, AFL & NRL footy tips, because markets aren’t the only game in town

It's fast, it's sharp, and it's fun—because dry finance talk isn’t our style. Listen now!

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

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

🎙 The Theory of Thing Investment Podcast – Market Moves, Footy Tips & Copper Smelters🏉📈

This week, we cover everything from market trends to footy predictions, with expert insights and a few surprises along the way. Heath Moss of HLM Investments delivers a sharp market wrap, breaking down the latest moves and what’s driving the action. James Whelan of BPC Wealth Management shares the first thing he had to look up this week—expect an interesting take!

We also dive into NRL and AFL tips, giving you the edge for the weekend’s big games. On the economic front, we discuss soaring egg prices and what’s behind China’s copper smelter shutdowns, exploring their potential impact on global markets.

With a mix of investment analysis, sports banter, and real-world insights, this episode has something for everyone. Tune in for a fast-paced, engaging discussion that keeps you informed and entertained.

#InvestmentPodcast #MarketWrap #StockMarket #FootyTips #AFL #NRL #WealthManagement #Commodities #Eggflation #Copper #TheTheoryOfThing

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

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