On The Couch: Recent Episodes
Marcus Today
Analyst and market commentator Henry Jennings talks to fund managers, CEOs, investors and other finance professionals about the big issues and how to navigate choppy investment markets. Great guests, great conversations and a focus on money making ideas straight from the experts.
In this episode of On the Couch, I am joined by Jon Pilcher, the CEO of Neuren Pharma (NEU). We first chatted some three years ago, and NEU has delivered for investors since then. Good time for a catch-up as 2026 is going to be another big year.
Jon joined Neuren in 2013 as CFO and was appointed CEO in May 2020.
Neuren Pharmaceuticals (NEU) is developing new therapies for highly debilitating neurodevelopmental disorders that emerge in early childhood and are characterised by impaired connections and signalling between brain cells.
Neuren's lead product trofinetide (also known as NNZ-2566) is licensed to Acadia Pharmaceuticals for North America, with Neuren retaining all rights outside North America and full access to all data generated by Acadia.
Some of the points we cover:
Talking Points.
- Neuren has gone from ‘pre-revenue option value’ to a profitable company with royalties pouring in. What do you think the market still misunderstands most about Neuren today?”
- DAYBUE is now the first and only approved treatment for Rett syndrome, with strong real-world persistence. What does the ‘second phase’ of growth look like as Acadia pushes deeper into community neurologists and global markets?
- How do you think about capital allocation now — offensive, defensive, or strategic optionality?” The share price peaked around A$25 but now sits closer to A$18 despite more data, more cash and less risk. What do you think drives that disconnect?
- NNZ-2591 looks like a true platform drug with multiple late-stage paths. If PMS, Pitt Hopkins and Angelman all succeed, how big could this franchise realistically become?
- Pitt Hopkins now has Fast Track, new patents, and an FDA meeting coming up. Could PTHS become your second registrational program — and how would that change Neuren’s scale?
- One of the things investors love about Neuren is that you’ve been able to fund everything from internal cashflow. Under what circumstances would you ever raise equity again?
- With DAYBUE expanding globally and NNZ-2591 entering multiple late-stage programs, what does Neuren look like in 3–5 years? A royalty engine, a commercial business… or something much bigger
Disclaimer: This is general advice only. It doesn't take your personal circumstances into account. Please speak to a licensed adviser before acting on anything in this episode.
Looking for personal financial advice? Our friends at Clime Investment Management offer tailored advice and financial planning services across most states. Learn more: marcustoday.com.au/about-us/financial-planning-with-clime/
Prefer someone to invest for you? The Marcus Today Managed Strategy Portfolio applies the same strategy we write about daily – but we manage it for you, using Australian-listed ETFs and a long-term growth approach. Find out more: marcustoday.com.au/managed-portfolios/
Want to take control of your own investing? Start a free 14-day trial of the Marcus Today newsletter and get daily insights, analysis, and model portfolios designed for self-directed investors. Sign up here: marcustoday.com.au/trial-sign-up/
Disclaimer: This is general advice only. It doesn't take your personal circumstances into account. Please speak to a licensed adviser before acting on anything in this episode.
Looking for personal financial advice? Our friends at Clime Investment Management offer tailored advice and financial planning services across most states. Learn more: marcustoday.com.au/about-us/financial-planning-with-clime/
Prefer someone to invest for you? The Marcus Today Managed Strategy Portfolio applies the same strategy we write about daily – but we manage it for you, using Australian-listed ETFs and a long-term growth approach. Find out more: marcustoday.com.au/managed-portfolios/
Want to take control of your own investing? Start a free 14-day trial of the Marcus Today newsletter and get daily insights, analysis, and model portfolios designed for self-directed investors. Sign up here: marcustoday.com.au/trial-sign-up/
Welcome to the latest episode of On the Couch.
In this episode, Henry Jennings sits down with Trade View Founder, Robert Bubalovski, to talk all things algo and AI in trading.
Robert founded Trade View 14 years ago with the goal of helping traders build their own models and systems – giving them the tools to harness algorithms, develop strategies, and take emotion out of the equation.
He's also affectionately known (at least by Henry) as The Trading Stig.
In this episode, Henry and Robert discuss:
- What is algo trading?
- How big an influence is it in markets today?
- Is today's market volatility being driven by algos?
- Why is algo trading so successful?
- Do you need special skills to do it well?
- Where does Trade View fit in?
- How does it help traders improve?
- Is this a way to compete with large institutions?
- How is AI changing the trading landscape?
- Is there still a place for traditional retail investors?
- What advice would Robert give to traders looking to take things to the next level?
Disclaimer: This is general advice only. It doesn't take your personal circumstances into account. Please speak to a licensed adviser before acting on anything in this episode.
Looking for personal financial advice? Our friends at Clime Investment Management offer tailored advice and financial planning services across most states. Learn more: marcustoday.com.au/about-us/financial-planning-with-clime/
Prefer someone to invest for you? The Marcus Today Managed Strategy Portfolio applies the same strategy we write about daily – but we manage it for you, using Australian-listed ETFs and a long-term growth approach. Find out more: marcustoday.com.au/managed-portfolios/
Want to take control of your own investing? Start a free 14-day trial of the Marcus Today newsletter and get daily insights, analysis, and model portfolios designed for self-directed investors. Sign up here: marcustoday.com.au/trial-sign-up/
Welcome to the latest episode of On the Couch.
In this episode, Henry Jennings sits down with trading mentor and author Louise Bedford – always a popular guest, offering valuable insights into markets and trading mentality.
Louise is a behavioural finance expert, bestselling author, and seasoned trader with over 30 years of experience. She hosts the Talking Trading podcast and is widely regarded as one of Australia's most compelling voices in the financial markets today.
Disclaimer: This is general advice only. It doesn't take your personal circumstances into account. Please speak to a licensed adviser before acting on anything in this episode.
Looking for personal financial advice? Our friends at Clime Investment Management offer tailored advice and financial planning services across most states. Learn more: marcustoday.com.au/about-us/financial-planning-with-clime/
Prefer someone to invest for you? The Marcus Today Managed Strategy Portfolio applies the same strategy we write about daily – but we manage it for you, using Australian-listed ETFs and a long-term growth approach. Find out more: marcustoday.com.au/managed-portfolios/
Want to take control of your own investing? Start a free 14-day trial of the Marcus Today newsletter and get daily insights, analysis, and model portfolios designed for self-directed investors. Sign up here: marcustoday.com.au/trial-sign-up/
Welcome to the latest episode of On the Couch.
In this episode, Henry Jennings is joined by his good friend and long-time market guru Jonathon Higgins from Unified Capital Partners – along with Jonathon's colleague, James Bisinella, Senior Equities Research Analyst at UCP in Melbourne.
Most listeners will already be familiar with Jonathon's valuable contributions over the years, and James brings his own sharp perspective to the table.
First of all, congratulations are in order – with some standout stock picks recently, it's fair to say their clients must be pretty happy.
Talking Points
- How should investors feel about the market right now?
- Is the hype in AI and tech starting to look overvalued – and is that a concern?
- Which sectors are worth watching for outperformance?
- What are your top three stocks to buy now – and why?
- ZIP has had a great run – can it keep going?
- EOL has been an absolute screamer from Jonathon – is there more to come?
- What risks or Black Swan events are on the radar right now?
- Where should investors be taking profits?
Disclaimer: This is general advice only. It doesn't take your personal circumstances into account. Please speak to a licensed adviser before acting on anything in this episode.
Looking for personal financial advice? Our friends at Clime Investment Management offer tailored advice and financial planning services across most states. Learn more: marcustoday.com.au/about-us/financial-planning-with-clime/
Prefer someone to invest for you? The Marcus Today Managed Strategy Portfolio applies the same strategy we write about daily – but we manage it for you, using Australian-listed ETFs and a long-term growth approach. Find out more: marcustoday.com.au/managed-portfolios/
Want to take control of your own investing? Start a free 14-day trial of the Marcus Today newsletter and get daily insights, analysis, and model portfolios designed for self-directed investors. Sign up here: marcustoday.com.au/trial-sign-up/
Welcome to the latest episode of On the Couch.
In this episode, Henry Jennings chats with Dr Mark Bennett, Non-Executive Chair at Falcon Metals (ASX: FAL).
Dr Bennett is a highly experienced geologist and mining executive with over 30 years' experience in gold and base metal exploration. He was the founding Managing Director and CEO of Sirius Resources (ASX: SIR), where he received the AMEC "Prospector of the Year Award" for the world-class Nova-Bollinger nickel-copper discovery in 2013.
Mark brings deep expertise in corporate affairs, equity capital markets, investor relations and community engagement. He led Sirius from pre-discovery all the way through to construction, before overseeing its merger with IGO.
He is currently Executive Chairman of S2 Resources (ASX: S2R) and a Non-Executive Director at Todd River Resources (ASX: TRT).
Talking Points
- A bit of background on Falcon Metals
- What attracted Mark to FAL?
- Why the strong share price performance in recent months – what's driving it?
- How is FAL doing things differently?
- Was Blue Moon the original focus?
- Blue Moon is shaping up nicely – some more colour on the current drilling campaign
- What kind of results are coming through?
- How much drilling is underway?
- What should investors watch for in the back half of 2025?
Disclaimer: This is general advice only. It doesn't take your personal circumstances into account. Please speak to a licensed adviser before acting on anything in this episode.
Looking for personal financial advice? Our friends at Clime Investment Management offer tailored advice and financial planning services across most states. Learn more: marcustoday.com.au/about-us/financial-planning-with-clime/
Prefer someone to invest for you? The Marcus Today Managed Strategy Portfolio applies the same strategy we write about daily – but we manage it for you, using Australian-listed ETFs and a long-term growth approach. Find out more: marcustoday.com.au/managed-portfolios/
Want to take control of your own investing? Start a free 14-day trial of the Marcus Today newsletter and get daily insights, analysis, and model portfolios designed for self-directed investors. Sign up here: marcustoday.com.au/trial-sign-up/
Welcome to the latest episode of On the Couch.
In this episode, Henry Jennings catches up with Jim Corbett from Avita Medical (ASX: AVH).
Jim was appointed CEO of AVITA Medical in September 2022, after serving on the Board since June 2021. He brings nearly 40 years of leadership experience in the medical device field, most recently as CEO of CathWorks Ltd., a software-based medical technology company.
Over the course of his career, Jim has served as CEO of three publicly listed companies and led two privately funded companies in the same role.
Talking Points
- First up, what does AVH do?
- Why is it the best treatment for burns?
- There was some disappointment with the recent results — why was that?
- Is sales growth stalling in the US? Is this a Trump-related issue?
- What's happening on the ground under the new administration?
- How is the new Medicare Administrative Contractor affecting revenue — and is there a solution?
- What are some positive catalysts shareholders can look forward to?
- What does the rest of the year hold?
Disclaimer: This is general advice only. It doesn't take your personal circumstances into account. Please speak to a licensed adviser before acting on anything in this episode.
Looking for personal financial advice? Our friends at Clime Investment Management offer tailored advice and financial planning services across most states. Learn more: marcustoday.com.au/about-us/financial-planning-with-clime/
Prefer someone to invest for you? The Marcus Today Managed Strategy Portfolio applies the same strategy we write about daily – but we manage it for you, using Australian-listed ETFs and a long-term growth approach. Find out more: marcustoday.com.au/managed-portfolios/
Want to take control of your own investing? Start a free 14-day trial of the Marcus Today newsletter and get daily insights, analysis, and model portfolios designed for self-directed investors. Sign up here: marcustoday.com.au/trial-sign-up/
Welcome to the latest episode of On the Couch.
In this episode, Henry Jennings catches up with Morty Tollo, Co-Founder and CEO of Elbaite – Your Crypto, Your Way.
Founded in Melbourne in 2017, Elbaite set out to make cryptocurrency investing safer and more transparent for Australians. Since then, it has grown into a full-service crypto exchange, offering flexible investment options including SMSF portfolios, entity accounts, and professional trading services.
Talking Points
- Why is the crypto space attractive?
- What can you actually do with it?
- How much Bitcoin is used for transactions versus speculation?
- When pundits make bold Bitcoin price predictions, where do those numbers come from?
- How far could Bitcoin rally – and why?
- What are stablecoins?
- Why are they different?
- Could they be a game changer for the industry?
- What's the best way to play the crypto market?
- How do the mechanics work?
- With constant headlines about fraud and hacking, how can investors protect themselves?
- What does the future hold for digital currencies?
- Where does Elbaite fit into all of this?
- And the big question...Am I too late to this?
Disclaimer: This is general advice only. It doesn't take your personal circumstances into account. Please speak to a licensed adviser before acting on anything in this episode.
Looking for personal financial advice? Our friends at Clime Investment Management offer tailored advice and financial planning services across most states. Learn more: marcustoday.com.au/about-us/financial-planning-with-clime/
Prefer someone to invest for you? The Marcus Today Managed Strategy Portfolio applies the same strategy we write about daily – but we manage it for you, using Australian-listed ETFs and a long-term growth approach. Find out more: marcustoday.com.au/managed-portfolios/
Want to take control of your own investing? Start a free 14-day trial of the Marcus Today newsletter and get daily insights, analysis, and model portfolios designed for self-directed investors. Sign up here: marcustoday.com.au/trial-sign-up/
Still think buying property is the best way to build wealth?
For generations, Australians have been told that "property is the smartest investment". But is that still true?
Soaring house prices, tighter lending rules, and stagnant wages have made property harder to afford – and in many cases, harder to justify.
Meanwhile, the share market continues to offer a lower entry point, greater flexibility, and often stronger long-term returns… if you know how to use it properly.
Whether you're renting, already own property, or are thinking about your next move – this podcast with Marcus Padley will give you a fresh perspective on where to invest your money in a changing landscape.
🎥 Watch the live workshop recording here: youtube.com/watch?v=3p0oshtehng
Disclaimer: This is general advice only. It doesn't take your personal circumstances into account. Please speak to a licensed adviser before acting on anything in this episode.
Looking for personal financial advice? Our friends at Clime Investment Management offer tailored advice and financial planning services across most states. Learn more: marcustoday.com.au/about-us/financial-planning-with-clime/
Prefer someone to invest for you? The Marcus Today Managed Strategy Portfolio applies the same strategy we write about daily – but we manage it for you, using Australian-listed ETFs and a long-term growth approach. Find out more: marcustoday.com.au/managed-portfolios/
Want to take control of your own investing? Start a free 14-day trial of the Marcus Today newsletter and get daily insights, analysis, and model portfolios designed for self-directed investors. Sign up here: marcustoday.com.au/trial-sign-up/
Welcome to the latest episode of On the Couch.
In this episode, Henry Jennings chats with a truly inspiring young woman – Grady Wulff.
Grady is a Senior Market Analyst at Bell Direct. Before that, she was a presenter at Grafa Finance and has previously worked with Channel 7, Fox Sports News, GWN7 News, the AFL, and AFLW. She holds a Graduate Diploma in Broadcasting from Edith Cowan University, along with a Bachelor of Commerce majoring in Marketing and Advertising from Curtin University of Technology.
Talking Points
- The Grady Wulff story
- What attracted her to the world of broking?
- What advice would she give to anyone looking to break into finance?
- Her top stock picks at the moment – and why
- The big themes she sees for the new financial year
- Her advice for young investors just starting out
- The best piece of advice she's ever received
- Lessons learned from mistakes – because we all stuff up
Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
Welcome to the latest episode of On the Couch.
In this episode, Henry Jennings is catching up with Jonathon Higgins, Head of Research at Unified Capital Partners.
Congratulations to Jonathon on some of his calls last year – some absolute belters. He's well-known to regular listeners of this podcast.
In this episode, it's all about stocks and themes.
Talking Points
- What did we learn in the last financial year?
- How do you see 25/26 working out?
- What sectors should we be looking at?
- What are your favourite stocks at the moment?
Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
Welcome to the latest episode of On the Couch.
In this episode, Henry Jennings is joined by Michael Walshe from MTM Critical Metals (ASX: MTM).
Michael is a chemical engineer with an MBA and over 15 years of international experience in engineering, operations, technology commercialisation, and project development across the minerals, chemicals, and energy sectors.
Before joining MTM, he served as CEO of Voltaic Strategic Resources Ltd (ASX: VSR), a battery metals and rare earths exploration company, and has held senior leadership roles throughout his career.
Talking Points
- Congratulations on the recent capital raise at 55c.
- First up – what exactly is a critical metal?
- What was behind the company's name change?
- How does MTM set itself apart in the critical metals space?
- How will the funds from the raise be used?
- Who are the major shareholders backing MTM?
- An overview of MTM's key projects.
- What can investors expect over the next 12 months?
Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.
In this episode, Henry Jennings chats with long-time friend and trusted gold expert, Richard Morrow. Known for his deep knowledge of the precious metal, especially Victorian gold, Richard is not only a broker but also a director of the Lowell Resource Fund (ASX: LRT) and a former Chair of the Melbourne Mining Club. He's also a Fellow of the AusIMM and an honorary member of the AusIMM Investment Advisory Committee.
More importantly, he's one of the nicest people in the industry.
Talking Points:
- A broad discussion on gold to kick things off
- Where did Richard's passion for gold begin?
- Why gold, where is it going, and is he still bullish?
- How does the gold price impact miners directly?
- Is there more leverage in gold miners compared to the metal itself?
- A shift in focus to what's happening in Victoria
- Victoria has produced 80Moz since 1850, with another 80Moz still in the ground
- Southern Cross at Sunday Creek (SX2) has become a $1.8bn company in five years - is it overvalued now?
- A look at some of the junior players that could be the next SX2 - any exciting drill programs on the radar?
Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions. If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.
In this episode, Henry Jennings catches up with an old friend, Scott Kirkland, co-founder of EMVision Medical Devices Ltd (ASX: EMV).
Scott brings a strong background in sales and emerging technology, having held senior roles including Head of Client Sales at Quantcast, a US-based tech firm, before founding Kirkland Capital, which focused on investing in emerging technologies. At EMVision, Scott oversees corporate affairs, commercial strategy, and business development, and is also responsible for capital planning, including the pursuit of non-dilutive financing and grants. He is a member of the Australian Institute of Company Directors.
Talking Points:
- It's been a while since their last catch-up - how are things progressing at EMVision?
- EMVision has signed on two additional trial sites - more detail on the clinical trials and their endpoints
- How long are the trials expected to run?
- The impact of AI on clinical trials and how it's transforming the med-tech space
- What are the next steps for the company?
- The timeline ahead and key milestones to watch for in the coming year
Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions. If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.
In this episode, Henry Jennings is joined by Marc Jocum, Senior Product and Investment Strategist at Global X ETFs.
Marc brings his expertise to help unpack some of the more technical aspects of ETF investing - particularly around pricing, structure, and market mechanics that can often confuse investors.
Talking Points:
- How are ETFs priced when the underlying assets trade in different time zones?
- How does leverage work in an ETF - and why is it sometimes misunderstood?
- What happens when futures contracts expire - do they cause dislocations in ETF pricing?
- How does currency hedging operate within an ETF structure?
- Why do ETFs sometimes experience odd price moves during local trading hours?
- What about liquidity - how can investors get set in size?
- The role of market makers in price discovery and execution
- Current ETF flow trends - what's hot, and what's surprising investors right now?
A must-listen for anyone wanting to better understand how ETFs really work behind the scenes.
Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions. If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.
In this episode, Henry Jennings is joined by Carolyn Breeze, CEO of Scalare Partners, an ASX-listed company (ASX: SCP).
With over 20 years of experience in the technology sector, Carolyn is known for driving innovation and commercial growth while championing diversity and supporting the early-stage startup ecosystem in Australia. Prior to joining Scalare, she was Chief Commercial Officer at Zepto, and has held senior roles at GoCardless, PayPal, Braintree, and eBay.
Talking Points
- What does Scalare do?
- A look at some of the investments currently in the portfolio
- How does Scalare choose which companies to invest in?
- Why the decision to list, and what's next?
- The recent acquisition of Inhouse Ventures—what does it bring to the table?
- Carolyn's career journey and experience in tech
- Her focus on women in tech—is Australia lagging, and what needs to change?
- Key insights on investing in tech and working with early-stage companies
- The role of AI and how the revolution might unfold
- Where retail investors should be looking in the tech space
Prefer to watch on YouTube? Watch HERE.
Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions. If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
Welcome to another episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.
In this episode, Henry Jennings is joined by Jonathan Nurick, CIO and Founder of DivGro.
In 2019, Jonathan co-founded DivGro, an investment fund built on the same philosophy his family office has applied for decades. His father, Matthew Nurick, was a director at the prominent London-based fund of hedge funds pioneer, Momentum Group.
The fund's approach is rooted in academic research—led by Myron Gordon, father of the Gordon Growth Model—that links long-term dividend growth to share price appreciation.
Talking Points:
- Can you explain the DivGro philosophy?
- What is the Gordon Model?
- How a dividend focus can support investor psychology and help investors stay the course
- Using dividends as a lens to assess investment opportunities
- Key features of a dividend investors should pay attention to—and why
- Examples of how DivGro identifies and profits from rising dividends
- Why dividends offer insight into a company's health and long-term prospects
- Should investors focus on high yields now, or long-term capital growth?
- What advice would you give to retail investors in the current environment?
Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions. If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.
In this episode, Henry Jennings is joined by Nick Griffin, founding Partner and Chief Investment Officer at Munro Partners. Nick has been a guest on the podcast before, and it's great to have him back.
As CIO, Nick is responsible for managing Munro's key investment funds and leading the firm's proprietary investment process. He has over two decades of experience managing global long/short equity mandates.
Talking Points:
- Last time Henry and Nick caught up was at the SOHN conference in Adelaide - and a lot has changed since then
- Thoughts on the current market environment
- Early takeaways from Trump 2.0
- How Nick manages investments in a volatile market
- Munro's strategy and how it's playing out
- Why Nick is a big believer in the AI revolution and how Munro is positioned
- Stock ideas and standout opportunities
- Market outlook for the US and global equities
- Performance of Munro's funds
- Discussion on Munro's ASX-listed funds, including MAET
- Are they ETFs or something else?
- How an active fund manager navigates the rise of ETFs
- Risks to be cautious of going forward
- Key indicators to watch in the tech space
- Words of wisdom for retail investors
Views expressed are current at the time of recording and are subject to change.
Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions. If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.
In this episode, Henry Jennings is joined by Marnie Reid, CEO of Issuer Services for Australia and New Zealand at Computershare. Marnie is responsible for the leadership, growth, and day-to-day management of the Issuer Services business across both countries.
Before joining Computershare in 2022, Marnie had been a client of the business for 30 years through her roles at AMP Limited and NRMA (now IAG). At AMP, she oversaw governance of the retail register as Head of Shareholder Services, working closely with Investor Relations and Corporate Communications teams.
In 2021, Marnie was made a Fellow of the Australasian Investor Relations Association (AIRA) in recognition of her work advocating for best practice and development programs in retail investor relations.
In this episode, they discuss:
- The rise of scams and how to spot them
- What Computershare is doing to keep investor data and shareholdings safe
- Practical steps investors can take to help prevent fraud
- Important considerations around estate planning
Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions. If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
Welcome to another episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.
In this 'quickie' episode, Henry Jennings is joined by his good friend Andrew Wielandt, also known as The ETF Whisperer.
The focus is on defence investing, with growing pressure on Europe to defend itself and massive gains in European arms makers over the past few years - Rheinmetall is up 600% since the invasion of Ukraine. With defence spending on the rise, Henry and Andrew take a closer look at how investors can gain exposure to the sector.
It may not be very ESG-friendly, but it's becoming a necessity.
They cover the three main Defence ETFs on the ASX:
- DFND
- ARMR
- DTEC
Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions. If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.
In this episode, Henry Jennings is joined by Guy Keller, Portfolio Manager for the Tribeca Nuclear Energy Opportunities Strategy, which invests in the equity and debt of companies involved in the nuclear energy industry, with a key focus on the uranium sector.
As a senior member of the Tribeca Global Natural Resources investment team, Guy provides valuable insight and supply-and-demand modelling across key commodities such as iron ore, base metals, and precious metals. With over two decades of global commodity trading experience, including 15 years as Head of Asia Base Metals Trading at Macquarie Bank, he brings deep expertise in resource markets. Guy holds a Bachelor of Social Science (Economics) from UNSW and a Master of Applied Finance from Macquarie University, Sydney.
Talking Points:
- What happened to the uranium rally?
- Despite strong demand for power from data centres, uranium prices have slumped to $64 - why?
- Every broker remains bullish, yet shorts have driven the sector lower. Is there any optimism among investors to match the analysts?
- The ASX uranium sector has been heavily sold off - what could change that?
- Where does value exist in the sector right now?
- Running a uranium-focused fund when the whole sector is struggling - how do you manage it?
- How does the fund invest? Does it have the ability to short uranium stocks?
- What needs to change in the uranium market to trigger a turnaround?
- How could life under Trump impact the sector? Would it?
- What would signal a turning point for the industry?
- What advice can be given to investors in resource stocks?
Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions. If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
Welcome to another episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.
In this episode, Henry Jennings is joined by Dr Nina Webster, CEO and Managing Director of Dimerix (ASX: DXB), a clinical-stage biopharmaceutical company working on treatments for inflammatory diseases. With a market cap of $270 million, Dimerix is advancing its proprietary Phase 3 candidate DMX-200 to treat Focal Segmental Glomerulosclerosis (FSGS), a rare kidney disease, and is also developing DMX-700 for respiratory disease.
Nina has over 30 years of experience in the pharmaceutical industry, with leadership roles across research, development, and commercialisation. She was formerly Commercial Director at Acrux (ASX: ACR), an Australian pharmaceutical company that successfully developed and commercialised multiple products globally. She is also Non-Executive Chairperson for SYNthesis BioVentures and a Non-Executive Director at Linear Clinical Research Limited. Dr Webster holds a Ph.D in Pharmaceutics from Cardiff University, a Bachelor’s degree in Pharmacology, a Master’s in Intellectual Property Law from Melbourne University, and an Executive MBA from RMIT.
Talking Points:
- Dimerix is focused on developing and commercialising new treatments for inflammatory diseases with poor outcomes. The leading drug candidate is a treatment for a rare kidney disease known as FSGS - what’s the nature of this disease and its current treatment?
- What’s changed, and how did DXB come about?
- DMX-200 is now in a global Phase 3 clinical trial - an update on the trial and when results are expected.
- The upside from here following DXB’s strong run.
- Are all the eggs in one basket if this trial is not successful? What is Plan B?
- Three successful commercial deals - how they came together.
- CEOs shouldn’t speculate on future licensing deals, but the US market is always the big one. What interest has there been from US pharma companies?
- How does what’s happening in the US impact Dimerix? Elon Musk has been vocal about the FDA, and with Kennedy in charge, is there extra risk of regulatory slowdowns?
- NEU as a playbook - Dr Webster previously worked with NEU’s CEO at Acrux. Is Dimerix a bona fide Neuren replica?
- Cash reserves and burn rate - what’s the current financial position?
- Who are Dimerix’s biggest shareholders?
- If the FSGS trial goes well, what happens next? Licensing?
- What will be the major Dimerix milestones for 2025?
A deep dive into Dimerix, the biotech sector, and what’s ahead for the company.
Listen now to hear the full conversation.
Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions. If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
A new weekly podcast highlighting one stock or idea in just five minutes.
This short episode breaks down a high-conviction idea, covering the pros and cons - all in about five minutes.
This week, Henry Jennings looks at SGH. Despite its recent run, there's still more to go as the Boral turnaround gains momentum. Strong management and solid mining services exposure make it one to watch.
Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions. If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
Prefer to watch? Catch the full video interview here: https://www.youtube.com/watch?v=6SDn1u-RThQ
Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.
In this episode, Henry Jennings catches up with his good friend Adam Dawes, a senior adviser at Shaw and Partners and a familiar face on CNBC and ausbiz. Adam shares his thoughts on reporting season, market winners and losers, and what investors should be watching in the months ahead.
Talking points include:
- How is the year shaping up so far?
- The big winners and losers of reporting season
- Key results to watch and how investors should prepare
- Why Adam likes STO and whether SXE and NXL are still on his radar
- His latest stock recommendation
- How to navigate a volatile political landscape as an investor
- AI in investing - how Adam is using it in his business
- The best opportunities in Australia this year - or is it time to embrace the US again?
- The best piece of investment advice he’s ever received
A great discussion packed with insights, market trends, and expert perspectives.
Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions. If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.
In this episode, something a little different - the roles are reversed as Louise Bedford takes the lead, asking the questions while Henry Jennings joins as the guest. This special edition is part of her Trading Podcasts series.
The conversation covers what 2025 has in store, what it takes to become a consistent long-term trader, and why this year could be different.
Louise Bedford is a behavioural finance expert, bestselling author, and seasoned trader with over 30 years of experience. She hosts the Talking Trading podcast and is one of Australia's most compelling voices in the financial markets today.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial**? Get access to expert insights and research and become a better investor.
Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
In this episode, Henry Jennings sits down with Matthew Fist, a Small Cap Portfolio Manager at Firetrail Investments.
Firetrail is a boutique investment management firm specialising in high-conviction investing. The team builds concentrated portfolios of their best ideas, aiming to deliver outstanding long-term performance for clients.
Matt manages the Small Companies Fund, with a particular focus on the resources sector. Before joining Firetrail, he was a Portfolio Manager at Macquarie and began his career in the mining industry with BHP.
Tune in to hear Matt's insights and expertise on small caps and resources investing.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial**? Get access to expert insights and research and become a better investor.
Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
In this podcast, Henry Jennings is joined by Coby Hanoch, CEO of Weebit Nano Ltd (ASX: WBT) - a stock Henry has followed closely for years. It's been over a year since their last chat, so he's eager to hear about the progress.
Coby brings a wealth of experience, with 15 years in engineering and engineering management, along with 26 years in sales management and executive roles. As Vice President of Worldwide Sales at Verisity, Coby was part of the founding team that grew the company to over $100 million in annual sales, leading to its acquisition by Cadence Design Systems (NASDAQ: CDNS). He later served as Vice President of Worldwide Sales at Jasper, where he doubled sales before its acquisition by Cadence.
Coby holds a Bachelor of Science in Systems Design from the Technion - Israel Institute of Technology.
Topics covered in the podcast include:
- Why was 2024 a little disappointing?
- The game-changing deal with onsemi - what does it mean for Weebit Nano?
- When can investors expect meaningful revenue?
- What's the outlook for 2025?
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial**? Get access to expert insights and research and become a better investor.
Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
In this podcast, Henry Jennings is joined by Jonathon Higgins, Head of Research, MD Unified Capital Partners.
Many of you will be familiar with Jonathon from previous podcasts.
He has worked in equities research for approximately a decade, having held previous roles at Shaw and Partners and Bell Potter Securities.
During that period, Jonathon has covered a range of sectors including telecommunications, healthcare, financials, payments and broader industrials, with a focus on structural growth.
Jonathon has a passion for financial markets and a desire to get out and meet the new wave of entrepreneurial emerging high-quality companies.
Henry and Jono discuss ZIP, BNPL, and their top stock picks for 2025 - including one small cap and one large global company.
- Key investment thematics for 2025.
- Top stock picks and outlook, featuring Energy One Limited, Zip Co, SCEE Electrical, AMD, MONEYME, and more.
- Insights on the Fed, risks, inflation, and Donald Trump.
- What’s changed in markets.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial**? Get access to expert insights and research and become a better investor.
A new weekly podcast that highlights one stock or idea.
This five-minute episode breaks down a high-conviction idea. The pros and cons—all in about 5 minutes.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial**? Get access to expert insights and research and become a better investor.
Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
In this episode, Henry Jennings chats with an old friend, Ben Clark from TMS Private Wealth.
Ben and Henry both sit on the ausbiz Investment Committee, and Ben features regularly on TV and radio.
With 25 years of experience in financial markets, Ben brings a wealth of expertise, not just in stock selection, but in developing a deep understanding of the companies TMS Private Wealth invests in.
Known for his educational approach, Ben's thorough analysis and keen insights are hallmarks of his investment style.
In this podcast, Henry and Ben discuss:
- What worked in 2024.
- What didn’t work.
- What 2025 might hold for investors.
- Three stand-out stocks or sectors to watch in the new year.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial**? Get access to expert insights and research and become a better investor.
In the special episode of 'On the Couch', Henry Jennings sits down with two medical pioneers in the CAR-T field, who are leading the charge in the search for cures for various cancers.
Dr. Deborah Rathjen, CEO and MD of Carina Biotech, represents a small, unlisted Adelaide-based company funded by the Forest Foundation. Carina Biotech focuses on treatments for solid cancers.
Dr. Michael Baker, CEO and MD of Arovella (ASX: ALA), leads a listed Melbourne-based company progressing to Phase One human trials for a new drug to treat blood cancers.
CAR-T therapy is a type of personalised cancer immunotherapy treatment.
CAR-T stands for 'Chimeric Antigen Receptor T-cell', named after the chimera - a fire-breathing monster in Greek mythology made up of different animal parts.
This therapy utilises a specific type of immune cell called a 'T cell'. T cells are one type of immune cell found in our bloodstream. Think of them as soldiers, constantly on patrol, surveying for threats such as microbes, bacteria, viruses, and, in some cases, cancer cells.
For CAR-T, T cells are genetically altered in the laboratory, often with the help of a friendly virus. These cells are then "armed" with a specific receptor on their surface, enabling them to recognise, bind to, and destroy specific cancer cells.
Once the CAR-T cells are armed, they are grown into hundreds of millions - or even billions - and reinfused into the patient. This process empowers the patient's own immune system to hunt down and fight their cancer.
Each type of CAR-T cell therapy is designed to recognise and target a specific marker or "antigen" on a cancer cell.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial**? Get access to expert insights and research and become a better investor.
A new weekly podcast that highlights one stock or idea.
This five-minute episode breaks down a high-conviction idea. The pros and cons—all in about 5 minutes.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial**? Get access to expert insights and research and become a better investor.
A new weekly podcast that highlights one stock or idea.
This five-minute episode breaks down a high-conviction idea. The pros and cons—all in about 5 minutes.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial**? Get access to expert insights and research and become a better investor.
Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
In this episode, Henry Jennings welcomes back Jon Pilcher, CEO of Neuren Pharma (NEU).
Jon is an old friend, having joined us around two years ago to discuss the exciting deal with Acadia for their 'Daybue' drug, developed to treat Rett Syndrome. Since then, much has changed, with even more to come.
2025 is shaping up to be another good year for NEU. Cashed up with leverage to its new drug in trials, NNZ-2591. Don't miss this opportunity to hear the NEU success story first-hand.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial**? Get access to expert insights and research and become a better investor.
Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
In this episode, Henry Jennings is joined by good friend Adam Dawes, Senior Investment Adviser at Shaw and Partners.
As always, a delight to have Adam on the podcast as he talks some very interesting stock picks. No wishy-washy stuff here with high-conviction sectors and specifics. Sit back and enjoy.
NXL is the stock code if you are wondering.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial**? Get access to expert insights and research and become a better investor.
Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
In this episode, Henry Jennings is joined by Professor Stephen R. Foerster.
Stephen is an investment historian, award-winning author, and professor of finance. He has just released his latest book: Trailblazers, Heroes, and Crooks: Stories to Make You a Smarter Investor.In his book, he delves into key stories from history, teaching lessons about sound principles of investing, and controlling emotions and bias when managing your investment portfolio to help you become a stronger, more intelligent investor.
- What a Roman general, the NY Mets, and Cristiano Ronaldo teach us about investing today.
- Why investing success requires we act rationally and how our emotions and bias often get in the way. The dangers of impulsivity: what not to do when investing (thanks to history!).
- Learning from legends: how to develop an evidence-based investment philosophy that helps you achieve your financial goals.
- Three levers to achieve our financial goals: how much we save and invest, how long we save and invest, and what returns we expect.
- For anyone starting on their investment journey, what would be the most important lesson you could give them?
- What is the best advice anyone has ever given you?
- What has been your biggest mistake and what did you learn from it?
- How about your success, what did that teach you?
Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.
Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.
Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.
Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
In this podcast, I am joined by Jonathon Higgins (Head of Research) from Unified Capital Partners.
Many of you will be familiar with Jonathon from previous podcasts.
He has worked in equities research for approximately a decade. Having held previous roles at Shaw and Partners and Bell Potter Securities.
During that period Jonathon has covered a range of sectors including telecommunications, healthcare, financials, payments and broader industrials with a focus on structural growth.
Jonathon has a passion for financial markets and a desire to get out and meet the new wave of entrepreneurial emerging high-quality companies.
Talking Points
- Reporting season? Any standouts?
- What are your three favourite stocks currently?
- Have you been surprised on the rise and turnaround in ZIP?
- Are there any lessons that we can learn from that?
- How do you handle the volatility of reporting season.?
- Any advice you can give investors on coping with the volatility?
- Is there a sleeper stock out there?
Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.
Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.
Welcome to the latest On the Couch. This occasional podcast series of chats with fund managers, CEO’s and brokers aims to give you an insight into the investing world. In this episode, I am joined by Scott Kirkland CEO and MD EM Vision (EMV).
Scott is the co-founder of EMVision (ASX:EMV). Scott has held several senior sales positions, including Head of Client Sales at Quantcast, a US-based technology company, prior to establishing EMVision as a leader in innovative neurodiagnostic technology.
In this episode we talk
- What EMV is trying to achieve?
- Why is it important?
- What progress have you made with emu and First Responder?
- How long do the trials take?
- When can we expect first revenue?
- How is the cash position?
- What are the milestones and catalysts for investors in the next 12 months?
- Why should investors buy EMV?
Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.
Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.
Henry Jennings answers your questions in real-time, making for a fast, furious and fun session.
Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.
Welcome to the latest On the Couch. This occasional podcast series of chats with fund managers, CEO’s and brokers aims to give you an insight into the investing world. In this episode, I am joined by John Caulfield from VanEck - Director, Intermediaries and Institutions
John joined VanEck Australia in 2014 and has over 20 years of experience in the finance sector. He is an ETF expert and is regularly featured on AusBiz and podcasts like Equity Mates. He is responsible for the institutional and intermediary client business in New South Wales, Queensland and New Zealand. John previously worked at FTSE Group (Australia) as the Director of Business Development, and at the London Metal Exchange. John has a Bachelor of Business Science (Hons) in Finance from the University of Cape Town.
Some of the things we discuss
- How are ETFs handling this volatility?
- Given the current volatility, what strategy should ETF investors use?
- Are there any products that can help with managing volatility?
- Where do you see the opportunities in the current market?
- Some see the rise of Passive ETFs as a bad thing, is it a bad thing?
- Do ETFs distort the market and chase the winners to extreme levels?
- What are the trends in the ETF market?
- Are they a great way for beginners in the investing world to build wealth over the long term?
- You put out a magnificent email every week, how do our members access that?
Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.
Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.
Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.
Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
In this episode, Henry Jennings is joined by Luke Cummings from Harvest Lane Asset Management.
Luke is the Chief Investment Officer and Managing Director of this pure-play M&A fund, specialising in takeover arbitrage. He has more than 20 years of financial markets experience.
In this podcast, they look at:
- Why M&A?
- The M&A Checklist.
- What is so special about Harvest Lane?
- How do you assess the risk-reward of a bid going through?
- Do you identify M&A targets beforehand (and take a position) or wait until the deal is announced?
- Is there an optimal point to take profits?
- What sort of return do you target for a bid situation?
- What advice can you give to retail investors playing this game?
Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.
Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.
Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.
Henry Jennings answers your questions in real-time, making for a fast, furious and fun session.
Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.
Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
In this episode, Henry Jennings is joined by Colin Moorhead, Executive Chairman and MD at Xanadu Mines (XAM).
Some of the topics we will cover:
· Let’s talk copper, to begin with. Big rally, can it keep going? Where are the big growth projects?
· Brief overview of Xanadu and why investors should have it on the radar.
· What is the attraction of Mongolia? How do the locals feel about the project? Rio has had issues in the past.
· Can we talk about grades? Is 0.3% going to cut it? Is it going to be an open pit, to begin with, like Rio?
· When is the PFS due and what do you expect as key changes relative to scoping study?
· When do you plan to recommence deep drilling? Will you need to raise fresh funds for that?
· How does a company with a market cap of around $120m get maximum leverage without being diluted out by its partners?
· Talk about the Bacchus advisor role. Funding options.
· What are the milestones we should expect for 2024?
· With Zijin at 19% of the company, is there a risk it could bid for the whole company before a serious value uplift?
· Will we see more industry consolidation with BHP kicking things off?
Colin is Moorhead is an experienced industry executive with a demonstrated track record of over three decades building value in mining companies.
A geologist by training, Colin is a Fellow, Chartered Professional and Immediate Past President of AUSIMM, a graduate of AICD and Harvard Business School Advanced Management Program (AMP).
Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.
Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.
Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.
Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
In this episode, Henry Jennings is joined by Dr Francis Wedin, Executive Chair at Vulcan Energy (ASX/FSE: VUL).
Henry has chatted with Francis a couple of times in the past, and this time you get to hear about Vulcan's progress on its Lithium Extraction Optimisation Plant (LEOP) in Germany.
Dr Wedin is a battery materials and renewable energy industry executive, focused on developing global-scale decarbonisation opportunities.
He founded Vulcan Energy and its Zero Carbon Lithium™ Business. They are aiming to become the world’s first dual lithium chemicals and renewable energy producer with net zero greenhouse gas emissions.
Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.
Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.
Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.
Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
In this episode, Henry Jennings is joined by George Hadjia, Chief Investment Officer at Bristlemoon Capital.
George is back from a 5-year stint in New York with Montaka Global Investments, set up by Andrew Macken and Chris Demasi. He is now setting up his own hedge fund.
In this podcast, they talk hedge funds, New York, investing styles, shorting, the good and the bad, and a couple of international stocks on George's radar.
Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.
Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.
Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.
Henry Jennings answers your questions in real-time, making for a fast, furious and fun session.
Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.
Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
In this episode, Henry Jennings is joined by Gregory Hall - CEO & MD of Alligator Energy (ASX: AGE).
Greg has 30+ years of experience in uranium and other mine management and CEO roles. This includes management roles at WMC Olympic Dam & nickel mines, LKAB Iron Ore (Sweden), ERA Ranger and Jabiluka Uranium. As well as international commodities marketing with Rio Tinto (ERA) Uranium, and Bauxite & Alumina groups.
He was also the founding CEO of Toro Energy Ltd, which achieved approval for Western Australia’s first modern uranium mine project.
In a wide-ranging discussion, they talk about where uranium is now, what is driving it, and why, plus, of course, a look at AGE's Samphire Project and the year ahead for this junior uranium explorer. Plenty to focus on and cashed up from recent placement.
Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.
Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.
Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.
If you've ever felt overwhelmed or uncertain about the direction of your superannuation, you're not alone. Many Australians struggle to navigate the complexities of managing their superannuation, often feeling disconnected from their financial goals and aspirations.
It's time to take control.
At Marcus Today, our goal is to empower you with the knowledge and confidence needed to master your superannuation strategy.
Whether you're unsure about the best approach to superannuation management or hesitant to dive into self-directed investing, this workshop is for you.
Watch the YouTube video here.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial**? Get access to expert insights and research and become a better investor.
Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
In this episode, Henry Jennings is joined by Tom Waterhouse - WaterhouseVC.
Many will be familiar with Tom and his legendary horse racing heritage. His family is racing royalty.
Tom's grandfather, Bill Waterhouse, was the biggest bookie in the world in the 60s and 70s. His father, Rob Waterhouse, is a bookmaker and part-owner of one of the world’s largest betting syndicates.
His grandfather, T.J Smith, is the most successful Australian racehorse trainer of all time.
His mother, Gai, has won over 130 Group 1 races, is a Melbourne Cup winner, and has trained horses for the Queen.
Founded in August 2019, WaterhouseVC invests in businesses related to wagering and gaming.
In this short chat, Tom runs through the really interesting strategy that his VC Fund uses to produce extraordinary returns. And they have been extraordinary.
This is the first part of a wide-ranging chat they had about gambling and how Tom's fund invests, with a further episode after Easter.
Henry was certainly surprised about the philosophy behind the fund.
They even touch on his mother's appearance as a 'Time Lord' in a 1978 'Doctor Who' episode.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial*? Get access to expert insights and research and become a better investor.*
Make life simple. Invest with Marcus Today.**
Welcome to 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
In this special episode, Henry Jennings talks with chartist and trading mentor Louise Bedford - The Trading Game. In this broad-ranging chat, Louise runs through several great actionable ideas to give you a trading edge.
Whether you are a long-term investor or a trader, Louise has some words of wisdom and some rules to put into action. They even talk about cats, spiders, and waterlogged rats, and how they relate to being a better trader.
Apparently, RSC is not the Royal Shakespeare Company after all.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
If you've ever felt overwhelmed about your superannuation, you're not alone. It's time to take control**. Join us on March 26 for an exclusive live workshop.
Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
In this episode, Marcus Padley once again sits down with John Abernethy of Clime Investment Management (ASX: CIW),economist and value investor.
This month they discuss the Macro Backdrop to the equity market, along with Big Tech, the Resources Sector, the Bank Sector, Exchange Traded Funds (ETFs), and even Bitcoin.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
If you've ever felt overwhelmed about your superannuation, you're not alone. It's time to take control**. Join us on March 26 for an exclusive live workshop.
Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
In this episode, Henry Jennings is once again joined by Jonathon Higgins, Managing Director at Unified Capital Partners (UCP).
Jonathon is no stranger to Marcus Today members and listeners of this podcast. Unified Capital Partners is a new brokerage and wealth management business.
Today they talk tech and small caps on the ASX, featuring ZIP, ABB, and others.
Jonathon has worked in equities research for approximately a decade, having held previous roles at Shaw and Partners and Bell Potter Securities.
During that period, he has covered a range of sectors including telecommunications, healthcare, financials, payments, and broader industrials, with a focus on structural growth.
Jonathon has a passion for financial markets, and a desire to get out and meet the new wave of entrepreneurial emerging high-quality companies.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
If you've ever felt overwhelmed about your superannuation, you're not alone. It's time to take control**. Join us on March 26 for an exclusive live workshop.
Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
In this episode, Henry Jennings is joined by good friend Adam Dawes, Senior Investment Adviser at Shaw and Partners.
As always, a delight to have Adam on the podcast as they talk some very interesting stock picks. No wishy-washy stuff here with high-conviction sectors and specifics. Sit back and enjoy some groomed runs and off-piste banter!
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial*? Get access to expert insights and research and become a better investor.Discover your unique investor type with Marcus Today. We invite you to take part in our FREE educational series.*
Henry answers your questions in real-time, making for a fast, furious and fun session.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial*? Get access to expert insights and research and become a better investor.*
Make life simple. Invest with Marcus Today.**
Welcome to the first episode of 'On the Couch' for 2024. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
In this episode, Henry Jennings is delighted to welcome Emma Davidson, CEO of Staude Capital Limited. She is also Head of Corporate Affairs at The Global Value Fund (GVF).
Emma has spent more than two decades in financial markets, starting her career on trading floors of London investment banks before setting up her own advisory business.
From there, she joined forces with her husband to found and run Staude Capital in London. It is a firm that specialises in finding investments trading at a discount to their intrinsic value, and then identifying and creating catalysts to unlock this value for clients.
Some of the topics discussed:
- The outlook for 2024.
- Lessons learned from decades of investing.
- How does an LIC avoid a discount to NTA?
- How will the US market play out after the huge run?
And plenty more...
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial*? Get access to expert insights and research and become a better investor.Discover your unique investor type with Marcus Today. We invite you to take part in our FREE educational series.*
Welcome to the final episode of 'On the Couch' for 2023. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
In this episode, Henry Jennings is delighted to be joined by Coby Hanoch, CEO at Weebit Nano Ltd (ASX: WBT). A stock he has followed for a long time.
Coby has 15 years’ experience in engineering and engineering management, and 26 years’ experience in sales management and executive roles. He was Vice President Worldwide Sales at Verisity, where he was part of the founding team and grew the company to over $100M in annual sales, which facilitated its acquisition by Cadence Design Systems (NASDAQ: CDNS). He was also Vice President Worldwide Sales at Jasper, doubling sales before it was acquired by Cadence.
Coby holds a Bachelor of Science in Systems Design from Technion – Israel Institute of Technology.
Some of the topics discussed:
- How is WBT going with the new technology? What is ReRAM?
- When will we see meaningful revenues?
- What products will the technology be used in with large volumes?
- What does 2024 hold in store?
- Why is Israel such a tech powerhouse?
- How can Australia copy that lead and become better at tech?
- Let’s talk AI. Where do you see the opportunities?
- Is WBT a part of that AI story, or is this just part of the existing technology suite?
- Where do you think we will be with AI in a years' time?
- Who else is working on ReRAM technology?
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial*? Get access to expert insights and research and become a better investor.Discover your unique investor type with Marcus Today. We invite you to take part in our FREE educational series.*
Henry answers your questions in real-time, making for a fast, furious and fun session.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial*? Get access to expert insights and research and become a better investor.Discover your unique investor type with Marcus Today. We invite you to take part in our FREE educational series.*
Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
In this episode, Henry Jennings is joined by Jonathon Higgins, Managing Director at Unified Capital Partners (UCP).
UCP is an independent boutique provider of financial services that span institutional broking, research, corporate finance advice and high net worth advice. UCP has deep multiyear corporate relationships across a range of sectors.
Jonathon has worked in equities research for approximately a decade, having held previous roles at Shaw and Partners and Bell Potter Securities.
He has covered a range of sectors during that period, including telecommunications, healthcare, financials, payments and broader industrials, with a focus on structural growth.
Jonathon has a passion for financial markets, and a desire to get out and meet the new wave of entrepreneurial emerging high-quality companies.
In this podcast, Henry and Jonathon cover:
- Their highlights of 2023.
- Where investors should be looking in 2024.
- Data centres and AI plays on the ASX.
- Two high-conviction stocks for next year.
- Their best idea for 2024.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial*? Get access to expert insights and research and become a better investor.Discover your unique investor type with Marcus Today. We invite you to take part in our FREE educational series.*
Welcome to this special episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
In this episode, Marcus Padley sits down with John Abernethy of Clime Investment Management (ASX: CIW), economist and value investor.
Discover insights on the future of interest rates, John's view on the 'best income sector in the world', the residential property market, the resources sector, Big Tech, the Australian Dollar, and the U.S. Election.
Finally, uncover why the Australian economic outlook is brighter than that of our global peers.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Don't miss out on John Abernethy's latest 'Letter to Investors' - grab your free copy*.Discover your unique investor type with Marcus Today. We invite you to take part in our FREE educational series.*
Henry answers your questions in real-time, making for a fast, furious and fun session.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial*? Get access to expert insights and research and become a better investor.*
Make life simple. Invest with Marcus Today.**
Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
In this episode, Henry Jennings is joined by Dusko Ljubojevic, Managing Director at Raiden Resources (ASX: RDN).
Dusko is an experienced geoscientist with over 18 years' experience in the resource sector. Previous positions spanning exploration; mining operations, investor relations and executive roles. He has worked in the Americas, Africa, Asia, and Europe, with significant experience in Eastern Europe. Dusko held positions with a number of junior and mid-tier development companies, and served on the advisory board of a number of private companies. He also acted as an advisor and Head of Small Scale Mining within Barrick Gold Corporations’ Asset Development Group.
Raiden Resources (ASX: RDN / DAX: YM4) is a dual listed exploration & development company which is advancing the Mt Sholl Nickel-Copper-Cobalt-Palladium deposit in the Pilbara.
RDN is focused on the Andover South Project in Western Australia, adjacent to Azure Minerals’ (AZS) separately held Andover project, located just to the north.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial*? Get access to expert insights and research and become a better investor.*
Make life simple. Invest with Marcus Today.**
Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
In this episode, Henry Jennings is joined by Dr Megan Baldwin, CEO and Managing Director at Opthea Limited (ASX/NASDAQ: OPT).
OPT is a biopharmaceutical company committed to improving vision in patients suffering from retinal eye diseases. They are developing a novel therapeutic to treat wet age-related macular degeneration (AMD) and diabetic macular edema (DME), which is soon heading for Phase III clinical trials.
Dr Megan Baldwin was appointed CEO and Managing Director at Opthea Limited (formerly Circadian Technologies) in February 2014, and has over 20 years' experience focusing on angiogenesis and therapeutic strategies for cancer and ophthalmic indications. It has just been announced that she is now moving to Chief Innovation Officer and Founder, as the board has appointed a new CEO and CFO with more experience in commercialisation. Looks like a smart move from OPT.
Prior to Opthea, she was employed at Genentech (now Roche), the world leader in the field of angiogenesis-based therapies for cancer and other diseases.
Her experience included several years as a researcher in the group of leading angiogenesis expert Napoleone Ferrara, before moving to Genentech’s commercial division, and having responsibility for corporate competitive intelligence activities. In these roles, Megan developed extensive commercial and scientific knowledge in the field of anti-angiogenic and oncology drug development.
Megan holds a PhD in Medicine from the University of Melbourne.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial*? Get access to expert insights and research and become a better investor.*
Make life simple. Invest with Marcus Today.**
Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with fund managers, CEO’s and brokers aims to give you an insight into the investing world.
In this special podcast, Henry Jennings is joined by a true expert in the field, Nick Freedman, CEO of Retire on Purpose. This learning business was founded in 2019, and works on an individual and organisational level to create change about retirement.
We spend so much time planning for the financial side of retirement, but often overlook the emotional aspect.
Ask yourself, are you ready emotionally to retire? The answer for many is no.
Henry talks to Nick about a more holistic approach, as they address what he calls the 'Elephant in the Room'!
Nick is clear that he’s not a finance guy. Financial advisers help people with the numbers. Nick helps people build a holistic game plan for all other areas of life.
Prior to 2019, Nick had a stellar 20-year career building leadership development programs for some of the biggest brands on the planet.
A great chat and a don't miss podcast.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial*? Get access to expert insights and research and become a better investor.*
Make life simple. Invest with Marcus Today.**
Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with fund managers, CEO’s and brokers aims to give you an insight into the investing world.
In this episode, Marcus Padley is joined by John Abernethy, Founder and Chairman at Clime Investment Management (ASX: CIW).
John is a seasoned economist and long-time value Investor, with forty years of experience in funds management and the stock market. In this podcast, John talks about a host of subjects, including 'higher for longer', getting back to a 10% risk free rate of return, AI, the housing market, lithium, consumer sectors, and resources. Plus, his World Cup prediction, opinion on 'work from home', and a few long term stock tips for good measure.
A great chat, enjoy!
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Overcome investing fears, elevate your game, and sculpt your dream financial future. Take control of your selling plan with Marcus Today!
Simply fill out the form to receive your FREE copy of ‘*The Art of Selling’ eBook, written by the renowned Marcus Padley and Henry Jennings - click here***.
Bonus: Upon form submission, you'll gain immediate access to a complimentary 14-day trial of our newsletter (if eligible).**
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial*? Get access to expert insights and research and become a better investor.*
Make life simple. Invest with Marcus Today.**
Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with fund managers, CEO’s and brokers aims to give you an insight into the investing world.
In this episode, Henry Jennings is joined by Chris Gale, Founder and MD Latin Resources (ASX: LRS). Chris has extensive experience in senior management roles in both public and private sectors, especially in commerce and finance. He has also held various board and executive roles at several mining and technology companies throughout his career.
Chris is a Non-Executive Chairman of Solis Minerals Ltd. (ASX: SLM) and Oar Resources Ltd. (ASX: OAR). He is the former Chairman of the Council on Australian Latin American Relations (COALAR), which was established by the Australian Government Department of Foreign Affairs and Trade (DFAT) in 2001. Chris is a Founding Director of Allegra Capital, a boutique corporate advisory firm based in Perth, and is a member of the Australian Institute of Company Directors (AICD).
The focus is on the Salinas Lithium Project in Brazil.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial*? Get access to expert insights and research and become a better investor.*
Make life simple. Invest with Marcus Today.**
Welcome to the latest 'On the Couch' Podcast. This occasional podcast series of chats with fund managers, CEO’s and brokers aims to give you an insight into the investing world.
In this episode, I chat with Peter Harold CEO from Poseidon Nickel (POS) following a disappointing update recently.
Peter will need no introduction to many members as Marcus has done a number of podcasts with Peter and the company has been a key recommendation from Marcus.
For those of us new to the story, Peter is a process engineer with over 30 years corporate experience in the minerals industry, specialising in financing, marketing, business development and general corporate activities.
He was until recently the Managing Director of Panoramic Resources (PAN), a company he co-founded as a $3m IPO in 2001. Peter steered Panoramic through the financing and development of the Savannah Nickel Project in the East Kimberley and the acquisition and re-start of the Lanfranchi Nickel Project near Kambalda with the company reaching a market capitalisation of $1.2bn in 2007. He was more recently involved in bringing the Savannah Project out of care and maintenance and back into production.
Peter has extensive experience in base metal mining project feasibility studies, financing, developments, operations and marketing.
Black Swann is the company focus and will be the focus of this update following the recent announcement on delays from power issues and metallurgy.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial*? Get access to expert insights and research and become a better investor.*
Make life simple. Invest with Marcus Today.**
Welcome to the latest 'On the Couch'. This occasional podcast series of chats with fund managers, CEO’s and brokers aims to give you an insight into the investing world.
In this episode, Henry Jennings is joined by Dr Kingsley Jones. Kingsley founded Jevons Global after twenty years of experience as a portfolio manager, analyst, and trader.
He has been Portfolio Manager for the Macquarie Global Thematic Fund and Global Head of Quantitative Trading Research at AllianceBernstein, and holds a PhD in Theoretical Physics. Kingsley is a frequent media commentator on global markets. He appears regularly on the CNBC financial network, Channel News Asia (CNA), BFM 89.9 Business News Radio in Malaysia, Sky News Australia, Boardroom Media, and other outlets.
He brings a wealth of experience as we talk lithium, graphite, new EV technology and the Magnificent Seven, together with AI. A terrific discussion on some very topical subjects.
Sit back and enjoy a deep dive into the world of critical minerals.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial*? Get access to expert insights and research and become a better investor.*
Make life simple. Invest with Marcus Today.**
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial*? Get access to expert insights and research and become a better investor.*
Make life simple. Invest with Marcus Today.**
In this episode of On the Couch we catch up with Adam Dawes from Shaw and Partners talking on the market moving themes of the last year. What 23/24 holds in store for investors. His three picks for the new financial year, and answers some member questions on ZIP, MIN, CXL, LOV, and ABB.
Always great insights from Adam and some interesting takes on a few market favourites.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial*? Get access to expert insights and research and become a better investor.*
Make life simple. Invest with Marcus Today.**
Welcome to another episode of On the Couch, and in this podcast I am joined by Dr Francis Wedin from Vulcan Energy (VUL).
Some time ago I chatted with Francis about the Vulcan Energy geothermal and lithium project in Germany. Fair to say a lot of water has flowed under the bridge since then and plenty of volatility in the share price so I thought it was about time we spoke and got an update on the project.
This a great update on where the project is at after the capital raising and the recent announcement on the JV with Stellantis.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial*? Get access to expert insights and research and become a better investor.*
Make life simple. Invest with Marcus Today.**
Ask the Analyst with Henry Jennings is back! Henry answers your questions in real-time, making for a fast, furious and fun session.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial**? Get access to expert insights and research and become a better investor.
Disclaimer: General advice only. Please do your own research and contact your own financial adviser.
Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with fund managers, CEO’s and brokers aims to give you an insight into the investing world.
In this episode, Peter updates us on the Black Swan FID, now expected late June/early July, and gives us a couple of stock tips.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial*? Get access to expert insights and research and become a better investor.*
Make life simple. Invest with Marcus Today.**
Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with fund managers, CEO’s and brokers aims to give you an insight into the investing world.
In this episode, I am chatting to my good friend and sparring partner on ausbiz, Andrew Wielandt from DP Wealth Advisory in Toowoomba.
Not only is he the ETF whisperer, but also a Wealth Manager and Adviser with a very successful business in Queensland, named as one of the Top 50 Most Influential Advisers in Australia for 2021.
We talk about preparing for the EOFY, a surprising interest that Andrew has, and why it has been a great investment.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial*? Get access to expert insights and research and become a better investor.*
Make life simple. Invest with Marcus Today.**
Marcus talks to legendary fund manager, John Abernethy, Founder and Chairman at Clime Investment Management. They chat about the proposed changes to Franking and Superannuation - John has strong logical views.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial**? Get access to expert insights and research and become a better investor.
Marcus talks to legendary fund manager, John Abernethy, Founder and Chairman at Clime Investment Management. They talk about the RBA, Inflation, Interest Rates, the Budget and the Big One - will we ever pay the price for printing money?
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial**? Get access to expert insights and research and become a better investor.
Today I am on the couch with legendary fund manager John Abernathy of Clime Investment Management talking Value investing, Banks, Macquarie, BHP and the best stock in the World.
Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with fund managers, CEO’s and brokers aims to give you an insight into the investing world.
In this episode, I am joined by Peter Gray, Co-Founder and COO of Zip Co (ZIP). Peter co-founded Zip Co with Larry Diamond in 2013.
Peter oversees Zip Co's global operations, including credit and risk management. He has over 25 years' experience spanning regulated consumer credit, operations, risk, legal, compliance and publicly listed companies.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial**? Get access to expert insights and research and become a better investor.
This months session of Ask the Analyst as a podcast. Hosted by Henry Jennings from Marcus today.
Disclaimer: This is general advice only please DYOR and talk to your financial adviser.
Welcome to the latest On the Couch podcast. This is an occasional podcast series of chats with fund managers, CEO’s and brokers which aims to give you an insight into the investing world.
In this episode, I am talking to Oleg Vornik, the CEO of DroneShield (DRO).
*Oleg is an experienced senior executive with successful track record of rapid business scale up, including IPO and subsequent growth of the DroneShield teams in Australia and the U.S., and presence in over 100 countries. Through that time, he fostered organic deep technology development, through to mass deployment of the solutions around the world in the homeland security, intelligence community and military segments.
Prior to DroneShield, Oleg’s career spanned across Deutsche Bank, Royal Bank of Canada, Brookfield and ABN AMRO.
Oleg has a Bachelor of Science (Mathematics) from Canterbury University and completed a Columbia University business program.*DroneShield (ASX:DRO) offers Artificial Intelligence-powered hardware and software solutions against unmanned threats from drones used in negative applications by terrorists, State-based warfare, criminals and other nefarious actors. Our solutions are safe and harmless, both for the drones and for humans.
In this 'On the Couch' special, Henry Jennings sits down with two small-cap biotechs and one fund manager to discuss what makes a successful biotech and how to invest successfully in the cutting edge of medical science and drug treatments.
Jeremy Curnock Cook
- Started out in the sector in 1973 founding a biotech company.
- Over his career successfully managed in excess of US$1b in equity investments.
- Founder and Managing Director of BioScience Managers, Non-Executive Director of AVITA Medical.
BioScience Managers
An international healthcare investment firm that invests in innovative science and technology. Bioscience Managers was created in 2001 and established its Australian base in 2003, making it the oldest specialist biotech fund in Australia.
Currently has A$250m funds under management.
Dr Michelle Miller from Biotron Market Cap $23.5m
- Over 25 years in the biotech industry with extensive experience in commercial drug development.
- Since 2002 has been Chief Executive Officer at Biotron
Biotron
- Developing lead compound BIT225 for the treatment of HIV-1 and Hepatitis C. Two fully recruited Phase 2 HIV-1 trials underway in Sydney and Thailand, results expected mid-2023. Added a COVID-19 sub-study to one of its HIV-1 trials, with any participant of the trial being infected with SARS-CoV-2 being included. Results also expected mid-2023.
Gary Phillips PXS Market Cap $38m
- Joined Pharmaxis in 2003 & was Commercial Director & Chief Operating Officer before being appointed Chief Executive Officer in 2013.
Pharmaxis
- Developing drugs for inflammatory & fibrotic diseases with a focus on bone marrow cancer myelofibrosis. 5 trials underway with multiple near-term value opportunities. PXS-5505 for myelofibrosis is in Phase 2 with a data readout expected mid-23. Also developing PXS-6302 as a topical skin scarring treatment, led by renowned burns specialist Professor Fiona Wood.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial**? Get access to expert insights and research and become a better investor.
Welcome to the latest On the Couch. This occasional podcast series of chats with fund managers, CEO’s and brokers, aims to give you an insight into the investing world.
In this episode, I am joined by David Tudehope, CEO Macquarie Telecom Group. Absolutely delighted to get the opportunity to chat with him. David quit his banking job some years ago as a fresh faced 25-year old to start MAQ.
David co-founded the company with his brother Aidan. He is responsible for overseeing the general management and strategic direction of the Company, and is actively involved in the Company’s participation in regulatory issues. He was previously a director of the Service Providers’ Industry Association. He is a member of the Australian School of Business Advisory Council and the Australian Government’s B20 Leadership Group.
In this podcast we look at what MAQ does, why it is worth a look for investors in the tech space, the USP that MAQ has in a competitive IT field, and some lessons that David has learnt along the way to building a $1.3bn company.
Great podcast and worth listening to, especially if you are keen on local tech exposure.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial**? Get access to expert insights and research and become a better investor.
Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with fund managers, CEO’s and brokers aims to give you an insight into the investing world.
In this episode I am joined by Paul Rennie the founder and Executive Chairman at Paradigm (PAR).
Paul is recognised as a leading authority in drug development and has been involved in a number of pre-clinical and clinical trial programs over his accomplished career. He was the inaugural COO of Mesoblast and most recently as Executive VP, New Product Development at Mesoblast Ltd. Paul has extensive experience in commercialising Intellectual Property.
- Paradigm Biopharmaceuticals is a late-stage drug development company working with some of the world’s leaders in pharmaceutical product development and approaching science from a completely different angle.
- The immediate commercial focus is the development of injectable pentosan polysulfate sodium (iPPS/PPS, brand name Zilosul®) for the treatment of osteoarthritis (OA). This is a global unmet need and Paradigm has advanced to phase 3 trials in the space. Addressing all aspects of the disease: inflammation, pain and regeneration, PPS has genuine disease modifying potential.
- Pentosan polysulfate sodium (PPS) is a semi-synthetic drug manufactured from the wood chips of European beech trees. Extracted glucurono-xylans are sulfated to produce a negatively charged product that mimics glycosaminoglycans (GAGs).
If you enjoyed this podcast, why not sign up for a free trial**? Get access to expert insights and research and become a better investor.
There are also plenty of free podcasts from Marcus Today and the team covering daily updates, chats with fund managers and CEOs of companies that interest us.**
Welcome to the first 2023 episode of 'On the Couch'. This occasional podcast series of chats with fund managers, CEO’s and brokers aims to give you an insight into the investing world.
In this episode I am joined by Ben Clark from TMS Capital.
Ben will be a familiar face and voice to some, as he appears on various media channels and is on the Ausbiz 'Investment Committee' with me.
With over 20 years’ experience, he is principally responsible for analysing, selecting and monitoring the businesses that TMS Capital invests in, and also provides advice on overall portfolio construction. Whether visiting companies or performing deep dive analysis of outlooks, Ben is a highly skilled and hands-on investor, sharing his insights with the TMS team and clients alike. An excellent communicator, Ben regularly features in the media. Ben completed a Bachelor of Commerce at the University of Sydney, majoring in Finance and Economics.
Some of the topics we cover:
· How was 2022 for you?
· Any lessons learnt that you can pass on to our listeners?
· What did you get right and what did you get wrong?
· New year, so in general terms, how do you go about building a portfolio?
· What criteria do you use to select stocks?
· Are there any red flags?
· If you started from scratch, what five stocks would you put in the portfolio?
· If you had to pick three stocks for 2023, what would they be?
· Is there any stock that you feel is completely the wrong price?
· What will be the big theme for 2023?
· Where do you see the index going this year?
Note: Ben talks about a Royalty Stock in this episode: it is Deterra (DRR) - He talks at one stage about gold royalties, he was talking about how most other royalty stream companies are based on gold royalties. DTR is different. Iron ore royalties. It may not have been clear in the excitement of the moment. It is an iron ore royalty from BHP's South Flank operations.
**Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
Why not sign up for a free trial**? Get access to expert insights and research and become a better investor.
In this episode of On the Couch, Marcus is joined by Peter Harold, CEO of Poseidon Nickel (POS). POS had just announced a $6m capital raising which has been put away with sophisticated investors, and they are now in the middle of a $3m share purchase plan.
In this podcast, Peter explains the recent delays to their 'Decision to Proceed' with the Black Swan Project and sets out the new timetable, talks about the nickel market, and also gives us a couple of hot stock tips.
Note - Both Peter Harold and Marcus Padley hold shares in POS.
If you enjoyed this podcast, why not sign up for a free trial**? Get access to expert insights and research and become a better investor.
There are also plenty of free podcasts from Marcus Today and the team covering daily updates, chats with fund managers and CEOs of companies that interest us.**
In this episode of On the Couch, I catch up with the CEO of Highfield Resources Ignacio Salazar.
We last spoke to Ignacio in December 2021, and plenty has happened since with the Muga Project in Northern Spain.
Ignacio is currently in Australia updating investors on the progress of permitting, construction and financing for this important project in the European fertiliser market.
Ignacio Salazar is an international executive with more than 30 years of experience in the natural resources industry. He has lived and worked in various countries in Europe and South America. Ignacio assumed the position of CEO of Highfield in July 2020, after coming from Orosur Mining, a Canadian gold mining company with operations in Colombia, Uruguay and Chile, which is listed in the London and Toronto stock markets, and in which he worked as CEO and CFO for 12 years.
Ignacio has extensive experience in the exploration, development, construction and operation of open pit and underground mines.
Grab a glass of Rioja and sit back and enjoy the conversation with Ignacio.
If you enjoyed this podcast, why not sign up for a free trial**? Get access to expert insights and research and become a better investor.
There are also plenty of free podcasts from Marcus Today and the team covering daily updates, chats with fund managers and CEOs of companies that interest us.**
Welcome to another episode of 'On the Couch' with myself Henry Jennings from Marcus Today. In this episode we are talking lithium, and AGY Argosy in particular. I have as my guest Jerko Zuvela, the MD.
- Jerko is a Chartered Professional Geologist having spent over 20 years in the mining and resources industry. He has held executive management roles for private and public resources companies, with operational and corporate experience in various commodities covering exploration, project development, business development, finance, commercial and corporate activities involved with projects in Australia, Asia, Africa and South America.
- Jerko has considerable experience in building junior resources companies and understands the requirements working within this sector, including fundamental parameters, strategic drivers and market requirements within the junior resources industry.
Background on Rincon.
- The Rincon Lithium Project currently comprises up to ~2,794 hectares of Mining Titles and mining easement landholdings at the Salar del Rincon in Salta Province, Argentina.
- Argosy currently has a 77.5% interest in the JV entity that owns Rincon Lithium Project - Puna Mining S.A., with the right to move to 90% ownership in consideration for funding Stage 3 development.
In this episode of On the Couch, I am joined by the CEO of one of the hottest Bio tech stories around currently, Jon Pilcher from Neuren (NEU).
Jon joined Neuren in 2013 as CFO and was appointed CEO in May 2020. Before joining Neuren he was a member of the leadership team at Acrux throughout a period that included its IPO and listing on the ASX, the development and FDA approval of three novel pharmaceutical products and a transforming licensing deal with Eli Lilly in 2010.
He formerly spent seven years in a series of senior financial positions in the R&D and corporate functions of international pharmaceutical groups Medeva and Celltech, which are now part of UCB. Jon is a Chartered Accountant and holds a degree in Biotechnology from the University of Reading in the UK. He is a non-executive director of BTC Health.
Neuren Pharmaceuticals (NEU) is developing new therapies for highly debilitating neurodevelopmental disorders that emerge in early childhood and are characterised by impaired connections and signalling between brain cells.
Neuren's lead product trofinetide (also known as NNZ-2566) is licensed to Acadia Pharmaceuticals for North America, with Neuren retaining all rights outside North America and full access to all data generated by Acadia.
If you enjoyed this podcast, why not sign up for a free trial**? Get access to expert insights and research and become a better investor.
There are also plenty of free podcasts from Marcus Today and the team covering daily updates, chats with fund managers and CEOs of companies that interest us.**
In this episode of 'On the Couch' Henry sits down with chartist, mentor and professional trader Louise Bedford to talk candlesticks, trading psychology and what it takes to be a profitable trader.
Louise is a fantastic presenter and communicator and has changed many people's lives through her mentoring and trading programs.
Louise is the founder of the Trading Game website and runs her own weekly trading podcast called Talking Trading. She is also a best-selling author of five books on the stockmarket and a behavioural finance expert with degrees in Psychology and Business. She holds an Australian Financial Services Licence.
Her best selling books include, Trading Secrets, Charting Secrets, Let the Trade Wins Flow, The Secret of Candlestick Charting and The Secret of Writing Options.
You can catch up with Louise on www.tradinggame.com.au for her own weekly podcast and trader education.
This is one of the most interesting and informative podcasts we have done on trading, and what it takes to be successful. Highly recommended.
Welcome to another episode of On the Couch with myself Henry Jennings. Today I am talking to Dr Leslie Chong, CEO and MD of Imugene (IMU).
A very interesting look at an early stage biotech, where it is with trials and data, plus some words of advice on how to look at investing in biotechs in general. And a quick chat on Italian art to finish off. A great podcast and well worth a listen.
Leslie has 24 years of oncology experience in Phase I – III of clinical program development, including leadership role involvement in two marketed oncology products. She was previously Senior Clinical Program Lead at Genentech, Inc., in San Francisco. Genentech is widely regarded as one of the world’s most successful biotech companies with a strong oncology franchise including the best-selling breast cancer drug Herceptin.
Why not sign up for a free trial**? Get access to expert insights and research and become a better investor.
Marcus Today Disclaimer**IMPORTANT
The content included on our website, podcasts and in our emails has been prepared to provide general information only and, as such, the specific needs, investment objectives or financial situation of any particular user accessing the Marcus Today website or associated emails have not been taken into consideration. Each individual user should obtain advice from their financial planner or advisor before acting on any information provided on the Marcus Today website or associated emails so that such individual users can obtain advice applicable to their personal circumstance from their own financial advisor. Please note that stocks can go down as well as up. Past results are not indicative of future performance and returns can be negative.
In the middle of a risk-off resources sell-down Marcus is on the Couch with Peter Harold, the CEO of Poseidon Nickel (POS).
Peter covers the nickel market, the resources sell-down, the state of play at POS and their forthcoming feasibility study. He tops it off with three tips in the small cap resources space.
Enjoy!
Disclaimer - Marcus holds POS shares. Peter holds POS and PAN shares.
Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor.
Welcome to another episode of On the Couch from Marcus Today. And in this episode I am talking with Julian McCormack from Platinum Asset Management.
In this podcast, Julian and I talk about the outlook for global markets as we head towards a recession and a continuing realignment of asset prices. How bad will it get and what investors can do to protect themselves in these troubled times.
Julian joined Platinum in 2001 as an investment analyst, but then left in 2002 to travel the world. Upon returning he spent eight years working in metals and mining equity research and investment banking at Credit Suisse before founding a company in minerals exploration.
Julian re-joined Platinum in 2014 as an investment specialist and works to help clients stay informed, as well as working with the basic industries analytical team.
The commentary provided by Platinum Investment Management Limited ABN 25 063 565 006, AFSL 221935, trading as Platinum Asset Management (“Platinum”) is general in nature and does not take into account your specific needs or circumstances. You should consider your own financial position, objectives and requirements and seek professional financial advice before making any financial decisions. The commentary reflects Platinum’s views and beliefs at the time of preparation, which are subject to change without notice.Marcus Today DisclaimerIMPORTANT
The content included on our website and in our emails has been prepared to provide general information only and, as such, the specific needs, investment objectives or financial situation of any particular user accessing the Marcus Today website or associated emails have not been taken into consideration. Each individual user should obtain advice from their financial planner or advisor before acting on any information provided on the Marcus Today website or associated emails so that such individual users can obtain advice applicable to their personal circumstance from their own financial advisor. Please note that stocks can go down as well as up. Past results are not indicative of future performance and returns can be negative.
As a final end of year treat, I sit down with my old friend Adam Dawes from Shaw and Partners. Many will be familiar with Adam from his numerous TV appearances and his insightful knowledge of the Bank of Japan. I once saw Adam asked on CNBC a true question without notice on moves from the BoJ, and as a true professional he managed to conjure something up from the deep recesses of his mind and sound convincing.
In this podcast Adam is on safer ground and we discuss the outlook for the Australian market, what to expect in reporting season and some of the stocks that he likes currently. Plus we invent the banana index. Great fun chat to one of the best in the business.
Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor.
In this episode of 'On the Couch', Henry catches up with Marcus and asks all those burning questions that members have sent us.
They cover a huge range, from how broker research works, whether you should add leverage and gearing to build wealth, to the infamous 'Collins Class Submarine' rule (now an AUKUS Sub Rule?)
They have had so many questions, no such thing as a dumb question only questions that are not asked. This could lead to more regular sessions of these Q&A sessions, so keep the questions coming.
This is all part of our mission to make our members better investors and fully informed. Giving you the tools and knowledge to do that is a core part of the MT mantra.
Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor.
In this episode, Henry is speaking with Greg Hall the CEO of Alligator Energy (AGE). AGE is an Australian, ASX-listed, exploration company focused on uranium and energy related minerals, principally cobalt-nickel. Greg has 30+ years experience in uranium and other mine management, uranium / nuclear fuel marketing and CEO roles. Management roles at WMC Olympic Dam & nickel mines.
Greg talks through the fundamentals of the uranium market, where prices are heading and why Alligator Energy (AGE) has an exciting future. It Samphire project in SA is the focal point in the short term with some good catalysts in the near future.
For investors interested in this commodity and the 'greenification' of the planet, together with the new nuclear power technology, this podcast will give you some great insights.
Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor.
Welcome to another episode of On the Couch. This week I am talking to James Hawkins from L1 Capital. James runs the L1 Catalyst Fund. James has 20 years experience advising boards and management. Prior to joining L1 Capital in 2021, James spent nearly ten years at Flagstaff Partners, where he was a Managing Director and originated and executed M&A, equity and debt transactions. Previously, James worked at Macquarie Capital in Melbourne and New York where he was involved in a wide range of principal investments and investment banking transactions.
In this podcast, we discover what L1 Catalyst fund does to have some great results, how James picks stocks with his three criteria and what stocks he is looking at currently. A great insight from a very successful fund manager. Well worth a listen.
Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor.
This week I have turned the tables on Gemma Dale from Nabtrade and I get to ask the questions and Gemma gets to do the talking. For those of you who are not familiar with Gemma, she is the director of SMSF and investor behaviour at Nabtrade. Gemma is also a popular contributor to Ausbiz and host of a very popular series of podcasts.
In this episode we discuss what retails investors are doing in the market? Which stocks are in vogue? How the Buy the Dip mentality is alive and well and why volumes are fading a little as the market heads higher.
We finish with the best advice Gemma was ever given. By her Dad and it holds true. Smart man.
Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor.
In this episode of On the Couch, Henry catches up with Bernard Rowe from Ioneer (INR)
Bernard Rowe has been the managing director since August 2007. He has more than 25 years’ international experience in mineral exploration and mine development. His diverse mineral industry experience includes gold, copper, zinc, diamond, lithium and boron exploration in Australia, Europe, Africa, North America and South America.
The company listed in 2007 with a focus on gold and copper exploration in Nevada and Peru.
In early 2016, he visited a little-known lithium-boron deposit in southern Nevada – later to be renamed Rhyolite Ridge.
Many members have been interested in the Rhyolite Ridge project (Lithium/Boron) with much focus on the Tiem's Buckwheat environmental issue. This is something we discuss at great length.
We also talk the whole lithium process and the different types of lithium and their attractions.
It is a wide ranging discussion and very interesting for anyone who is looking at the lithium market.
Well worth listening to with INR as a lithium stock we have added in the Small Cap Portfolio recently.
Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor.
In this episode of On the Couch, Henry is talking to Daniel Pickering the CIO of Listed Reserve. This is a fund that specialises in bitcoin and bitcoin derivatives. The fund aims to aim to provide investors with high quality investment funds to access digital currency through trusted, transparent and liquid investment vehicles.
Daniel has been the CIO since the launch of the fund in 2018. Dan held various senior finance roles in London before moving to Australia as the Chief Financial Officer of William Hill Australia.
It is a fascinating look at Crypto, why it is important as an asset class and some of the ins and outs of investing in this alternative asset.
Henry certainly learned a lot and I suspect you will too from the very insightful podcast.
Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor.
In this episode of 'On the Couch', I sit down on the virtual sofa to chat with the boss and put some of your questions to him, and of course as its reporting season, some thoughts on the winners and losers so far.
Plenty here for listeners to take away from Marcus' wise words. A look at some wide ranging questions from ESG investing, stocks that he likes and are forever stocks and some that are facing industry headwinds unexpectedly.
It's not often I get the chance to put members question to the boss, so sit back, settle in and spend 40 minutes on the couch with Marcus.
Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor.
In our first episode of On the Couch in 2022, we catch up with Nick Griffin (CIO) of Munro Partners and James Tsinidis (Portfolio Manager) and we talk decarbonisation, and how to get set for this huge change that is coming. Plus, as markets melt down across the globe, we ask Nick and James what do they think is happening and why and more importantly when will we see the bottom of the current bear market?
Nick is no stranger to MT subscribers after a very popular podcast we hosted in 2021, and its great to catch up with him and his colleague James Tsinidis.
James Tsinidis joined Munro Partners in November 2016 and is responsible for championing stock ideas and managing these positions within the portfolio. James has previously worked as Portfolio Manager where he was based in both Melbourne and Edinburgh and was entirely focused on the US, European and Asian stock markets.
Nick is a founding Partner and the Chief Investment Officer of Munro Partners.
Nick is responsible for the investment management of Munro’s key investment funds and the formulation and implementation of the proprietary investment process. Nick has been managing global long / short equity mandates for over 15 years.
Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor.
In our last 'On the Couch' session for 2021 this week, we head to Spain and we sit down with Ignacio Salazar from Highfield Resources (HFR). We are talking potash. A commodity that has had a stellar year but no one seems to have noticed. BHP is driving ahead with its potash investment in Canada and clearly see potential for the commodity.
Ignacio Salazar is the CEO of Highfield and importantly born in the Basque region of Spain and brings local knowledge to the project as 2022 looks to be an interesting year after permitting issues have now been resolved.
Plenty of potential as Ignacio brings this project on stream and with a simple mining process, long mine life, promising cost structure, plus strong interest in the funding, HFR is set for an interesting 2022.
Ignacio Salazar is an international executive with more than 30 years of experience in the natural resources industry. He has lived and worked in various countries in Europe and South America. Ignacio assumed the position of CEO of Highfield in July 2020, after coming from Orosur Mining, a Canadian gold mining company with operations in Colombia, Uruguay and Chile, which is listed in the London and Toronto stock markets, and in which he worked as CEO and CFO for 12 years.
Ignacio has extensive experience in the exploration, development, construction and operation of open pit and underground mines.
Grab a glass of Rioja and sit back and enjoy the conversation with Ignacio.
MT Christmas Advent Sale! This works like an advent calendar – we’ll be revealing a new sale offer for you every other day until Christmas and you have two days to redeem each offer. Once it’s gone, it’s gone forever!
Find out what is on offer today.
In what could be the last On the Couch episode for 2022, I catch up with the Vulcan Energy's (VUL) CEO, Dr Francis Wedin ,as we bookend the year and look back at a very successful year for the European lithium brine/geothermal energy company.
It has been an action packed year for VUL with two recent deals adding to the story and $320m raised in 2021, and of course a short seller attack from JCap, just to make things interesting.
Members will be familiar with VUL from plenty of commentary in the newsletter over the year and we hold it in the Small Cap Portfolio.
2022 is going to be another interesting year as Dr Wedin heads to the UK to oversee the companies ambition to become a significant zero carbon lithium and geothermal energy provider.
Dr Wedin has a PhD in Exploration Geology and more importantly an MBA in Renewable Energy. Great insights and MT is delighted to bring you this exclusive podcast.
From feeling physically sick after being wiped out by the tech wreck to becoming one of the most well-known and respected traders in Australia, best-selling author Stuart McPhee sits down with Chris Conway to talk about his incredible stock trading journey.
From Stuart’s time in the military and how that impacted his stock trading, to understanding the importance of discipline and overcoming adversity, this hour-long interview is not to be missed for anyone who is serious about understanding what it takes to be successful in the market.
For those who are unfamiliar with Stuart McPhee, he is a well-known trader and author of the book, Trading in a Nutshell, now on its fourth edition. For the last 20 years, Stuart has regularly been invited to speak to traders all around the world. From Mumbai to New York, Tokyo to London, Melbourne to Beijing, Stuart has presented to tens of thousands of budding traders.
Following the success of Stuart’s previous course, Technical Analysis for Investors, we have invited him back to construct an even more in-depth course covering all things stock trading. The course is not just charts and technical analysis (although there is plenty of that), it also covers the mindset required to be a successful trader, how to manage risk, setting stop losses, the importance of a plan, performance monitoring, and so much more.
The course will be launched with eight completed modules, followed by two new modules each week (on average), for the next 30 weeks – well over 60 modules in total and a summation of the 30 years of experience Stuart has accumulated in markets.
If you are serious about stock trading and markets in general, then this could be considered required learning. Stuart’s new course launches here on Friday 3 December 2021.
This week On the Couch I have Andrew 'The Whisperer' Wielandt (DP Wealth) on again. Time to face the music and get some expert feedback on the NEAT ETF Portfolio.
Many members will know of Andrew's work and contribution, I do a show with him every fortnight on Ausbiz and he is one of the few independent experts in the space.
I asked him some time ago if he would provide some input into the new portfolio, he agreed and now he gives his advice and opinion on how I have gone building the portfolio.
Fair to say its a work in progress and his input is valuable and I will be taking on board his advice.
It's a fun episode as always with Andrew and his knowledge never ceases to amaze me. If you have an interest in the brave new world of ETFs, its a highly recommended.
Welcome to another episode of On the Couch with myself Henry Jennings from Marcus Today.
In this episode, I am joined by Andrew Wielandt a regular sparring partner on Ausbiz with Kochie on The Call. In this episode we talk three ETFs that he is recommending and holding PA and two stocks that he likes for the long term.
Andrew Wielandt is from DP Wealth in Toowoomba. He is a regular guest expert on Ausbiz and has an in depth knowledge of ETFs. He is a former Macquarie Wealth Adviser and has adopted ETF investments to improve his clients returns in his practice in Queensland.
Welcome to another episode of 'On the Couch' with myself Henry Jennings from Marcus Today. In this episode, I am joined by Karl Siegling from Cadence Capital (CDM).
Karl established Cadence Asset Management in 2003 and listed Cadence Capital Limited (CDM) on the ASX in December 2006.
Karl has over 25 years financial services experience having worked for firms such as Deutsche Morgan Grenfell (now Deutsche Bank) and Goldman Sachs, along with eFinancial Capital Limited (Challenger Funds Management) and Wilson Asset Management in Australia.
Currently a Portfolio Manager and Chairman of Cadence Capital Limited.
CDM currently manage $450m and our listed investment company (LIC) is ranked among the top performing LIC's in Australia.
In this episode of On the Couch, Henry catches up with his good friend Adam Dawes from Shaw and Partners. They talk three sectors Adam is buying currently and which stocks in these sectors. Plus a stock to hold for your kids and where Adam sees the market going by Christmas.
As usual, Adam is a great source of investment ideas and always has something interesting to say.
Adam is a regular guest on Ausbiz, CNBC, other media outlets and is a senior broker at Shaw and Partners, one of the best small brokers in the market with a terrific research team.
This week we catch up with Phil King , the founder and CIO of Regal Funds Management. Regal (RF1) has been a stunning performer over the years since Phil and his brother, Andrew, founded the business in 2004. Regal is one of Australia's leading investment managers servicing a wide range of institutional investors, family offices and high net worth individuals. The fund manager currently has over A$2.4bn funds under management as at 31 March, 2021. In this podcast Phil talks about his view on the current uranium boom together with the one stock that is his highest conviction pick. And one stock that he has shorted in the past. Phil gives us an insight into the way Regal analyses stocks using their four-step approach.
RF1 is the ASX listed LIC. We have recommended it in the past and is part of one of our popular Corona Baskets. The Fund's Investment Objective is to provide investors with exposure to a selection of alternative investment strategies managed by Regal, with the aim of producing attractive risk adjusted absolute returns over a period of more than five years with limited correlation to equity markets.
Philip worked for De Putron Fund Management (DPFM) in London as a hedge fund manager specialising in relative value and special situations. Prior to joining DPFM in 2000, Philip was an equities analyst at Macquarie Bank for over five years. Philip also worked at KPMG from 1987 to 1994 as a chartered accountant. Philip holds a Bachelor of Commerce (Honours) from the University of New South Wales and was inducted into the Funds Management Hall of Fame in 2019.
Win up to $3000 by picking the best performing stock on the ASX. Submit your entry for the One Stock Portfolio Competition today.
On The Couch this week Henry talks to a friend of his, Mike Conway or should I say the Honourable Professor Mike Conway or even musician Mike Conway.
Mike as you will hear is a man of many talents but today, we are talking about Mike’s business which focuses on getting the best out of people. Mike is a strategist, leader and consultant at executive level and has worked with Deloittes, EY and even The Wiggles.
He is known for his unconventional approach to a winning mental strategy. Whether you are an experienced investor, trader or new to the world of share investing, it is important to have the right mental attitude. Mike can help you with that.
Recently Mike has been working with our national soccer team and Sydney FC as well as some of our successful Olympians. His company XVenture has produced a number of successful TV series and works with businesses to provide fast and lasting learning outcomes.
Win up to $3000 by picking the best performing stock on the ASX. Submit your entry for the One Stock Portfolio Competition today.
This week Marcus and Henry are on the Couch together talking a few War Stories. Broking in the 80's, Cuppa Soup, smoking, alcohol and no PCs. Research was only just starting and commissions were 1.65% and went up (!) for larger orders. We talk about the '87 Crash and the best thing to happen to the stock market in the last 40 years and the worst thing. In the end we jump in the DeLorean, fire up the Flux Capacitor and ask what the world is likely to look like in 5 years time. Nothing too serious, an inconsequential filler for those who have got too much time on their hands in lockdown.
CLICK HERE **to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST.
A look at Gold Miner DGO Gold (DGO)- 15.8% shareholder of DEG**
This week Henry is On the Couch talking to Ed Eshuys and Bruce Parncutt (AO) from DGO Gold. Ed is the Executive Chairman and Director of Dacian Gold Limited and a Director of De Grey Mining Limited. In the early 1990s he led the teams that discovered the Plutonic, Bronzewing and Jundee gold deposits, as well as the Cawse Nickel Deposit. He was the Managing Director and CEO of St Barbara Limited from July 2004 to March 2009.
Bruce is an executive director of DGO and Chairman of investment banking group Lion Capital. Previously managing director of McIntosh Securities, Senior Vice President of Merrill Lynch, Director of Australian Stock Exchange Ltd. Bruce is also a Director of a number of listed public companies, including Acrux Ltd, Praemium Ltd and Stuart Petroleum Ltd.
Both are gold experts and DGO presents an interesting way to play the De Grey ‘Hemi’ story at a discount and you get a number of green and brownfield projects thrown in for good measure.
CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCASTThis week Henry is On the Couch with the CEO of Archer Materials (AXE). As many already know we had a One Stock Portfolio challenge and Henry picked AXE which has doubled since recommended. AXE is at the forefront of the brave new world of Quantum computing and Mohammad is super smart and a lovely guy to boot. He is a passionate advocate for material science and AXE.
He was appointed Chief Executive Officer on 1st December 2017 and has a strong technical background in nanotechnology, and has spent the last decade implementing governance, control and key compliance requirements for the creation and commercial development of innovative technologies with global impact. He is a Fellow of both The Royal Society of New South Wales and The Royal Australian Chemical Institute.
CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST.
This week I catch up with my good friend Adam Dawes from Shaw and Partners. Adam is a great guy and he shares his four stocks that he is currently recommending to his clients and I put him on the spot for a 'One Stock to Change Your Life' recommendation. This whole theme caught fire with Kochie on 'The Call' on Ausbiz running with it for the last two weeks.
Adam is well known as a broker and commentator and general media guy and it’s a joy to chat. Sit back and enjoy some banter and some great recommendations.
Welcome to another session 'On the Couch'. This week, Henry catches up with the Co- Founder of EMVision, Scott Kirkland.
EMVision is a ASX listed Sydney company bringing portable and accessible devices for stroke patient treatment both in a hospital setting and the next step in ambulances. Fast decisive action in stroke victims is imperative to not only save lives but also to ensure recovery from the stroke.
Scott is the co-founder of EMvision Medical Devices Ltd. Scott has held several senior sales positions, including Head of Client Sales at Quantcast, a US-based technology company, prior to founding Kirkland Capital, targeting emerging technologies.
Scott oversees EMvision's corporate affairs, commercial strategy and business development efforts. Scott is responsible for optimising the company’s capital requirements, including further non-dilutive financing and grants.
Enjoy.
CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST
In this weeks' special 'On the Couch', we catch up with Mark Landau, the CIO of Long Short Fund (LSF) and the Co -Founder of L1 Capital.
As many of you will know, we have been big supporters of LSF ,and have done extremely well out of this LIC which we first started buying in 2020 at a 30% discount to its NTA. Since then the stock has risen from 100c to 280c. Although the discount has closed, we remain very keen on the fund and their way of doing things. Having chatted to Mark, it is clear LSF should be on every investors radar. Plenty of great ideas and brilliant advice on the investment process.
About Mark Landau
Mark is a Joint Managing Director & Chief Investment Officer of L1 Capital. Since co-founding L1 Capital in 2007, Mark has jointly managed the L1 Capital Australian Equities strategy and the L1 Capital Long Short strategy. The Australian Equities strategy has been one of the top decile performing large cap Australian Equities funds since launch in 2007 according to Zenith (Annual Survey, June 2020).
Building on this success, L1 Capital launched the Long Short strategy in 2014, which has delivered net returns of greater than 25% in 5 out of the 6 calendar years it has been running. Prior to founding L1 Capital, Mark worked at Invesco Australia as an Investment Analyst in the large cap Australian Equities Fund and an Investment Manager in the Invesco Smaller Companies Fund.
Mark holds a double degree in Commerce and Economics from Monash University, is an active CFA charterholder and is a Fellow of FINSIA.
CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCASTThis week we catch up with one of the smartest fund managers around. Many will be familiar with Nick Griffin from Munro Partners - he is a frequent valued contributor to Livewire and other media.
Nick has spent the last 20 years managing long/short funds and most recently he is the founder and CIO at Munro Partners which has two funds , the ASX listed Global Growth Fund and the unlisted Concentrated Global Growth Fund both of which have offered investors great performance over a long period.
Nick is responsible for the investment management of Munro’s key investment funds and the formulation and implementation of the proprietary investment process.
Nick holds a Bachelor of Commerce (Hons) degree from the University of Melbourne, a Graduate Diploma in Applied Finance and Investment.
Munro Partners is a global investment manager with a core focus on growth equities. Established in 2016 by an award winning investment team with a 15 year proven track record of strong returns, the business has over $5 billion in AUM.
CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCASTI sat down with Geoff Lord and Kurt Hansen from Tesserent (TNT) this week and spent a terrific 30 minutes chatting all things cyber and how the TNT business is going.
Geoff Lord needs no introduction, and he was a lovely down-to-earth guy and very generous with his time. Some may remember Geoff from UXC which he founded, built, and sold in 2016. Geoff is also the Founder and CEO of the Belgravia Group, a privately held investment group which since being established in 1990 has grown to employ more than 10,000 people in businesses spanning sports, fitness, leisure, clothing and more. Geoff is a bit of a sports fan of course having served as Chairman of Hawthorn Football Club and Melbourne Victory.
Joining Geoff 'On the Couch' is Kurt Hansen, the joint CEO and MD of TNT. Kurt has over 20 years of IT industry experience driving sales and delivery transformation and business growth across many IT and security organisations in Australia and New Zealand. Before commencing his corporate career, Kurt worked as a general service officer in the Royal Australian Signal Corps.
Was really good to have access to Kurt as well. It is a great podcast and well worth downloading. Geoff does not give his time easily, he is a busy man, so we are very lucky. Enjoy.
Apologies for the quality of my voice asking the questions in the podcast in the second half. A few tech issues my end. Answers are the important thing anyway!
This week's On the Couch is with Betmakers (BET) COO Jake Henson. Given that we own BET in the MT Growth Portfolio, we thought it would be a good idea to catch up with all the trackside action and hear the story from the horses' mouth. We talk about the opportunities ahead, BET's recent Sportech acquisition and the importance of having industry legend Matthew Tripp backing the company.
Jake has been a key member of BET for more than 4 years and holds 10 years’ experience in the sports and wagering industries. Most recently he has overseen the integration of the Company’s acquisitions, DynamicOdds and Global Betting Services within the BET business as well as introducing these end-to-end product offerings to BET clients.
CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST.
Welcome to another special episode of ‘On the Couch’ with myself Henry Jennings from Marcus Today. This week I am talking to Doug Morris, the CEO of Sharesight.
Some members will be familiar with this portfolio tracking platform and Doug runs through some of its features. We talk, Bitcoin, NFTs and the rise of fintechs and some of the trends that he sees with his unique view on a wide range of client portfolios.
Doug is a leading voice in the Australasian FinTech and SaaS industries. He began his career with Morningstar, Inc. in Chicago, IL, where he served in a project management role within the investment management business. He served as Product Manager for Morningstar Adviser Research Center, a platform serving financial advisers and then Global Product & Marketing Manager, Equity & Credit Research, overseeing international research distribution. Doug joined Sharesight as General Manager in 2013, before becoming CEO in 2015.
Welcome to another special episode of ‘On the Couch’ with myself Henry Jennings from Marcus Today. This week I am joined on the couch by John Forwood, the CIO from Lowell Resource Funds Management (LRT).
John is a qualified lawyer and geologist experienced in the resources sector. He has 17 years of resources financing experience with RMB Resources, including 13 years as a manager of the Telluride Fund. John also has 5 years' experience in exploration and development geology in Australia, Tanzania and Indonesia.
John and Henry talk about how the fund has delivered a 200% gain in the last year against a backdrop of falling bullion prices and John names three great stocks to benefit from the commodity supercycle with a focus on small gold explorers and uranium stocks.
CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST.Join us On the Couch with John Caulfield from Van Eck talking all things ETF with a special focus on the newly listed CLNE and VLUE ETFs giving investors exposure to emerging clean energy and value stocks.
A great look at what is driving these ETFs and why they offer good long term investment potential.
CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST.This week we catch up with Portfolio Manager Jun Bei Liu from Tribeca Investment Partners. Jun Bei is a familiar face on financial news media and a truly passionate investor. Jun Bei manages a $1bn long short fund with Tribeca and is a regular participant in prestigious conferences such as Sohn as well as appearances on CNBC, Ausbiz and Bloomberg TV.
Jun Bei spent four years as an investment analyst covering the Australian consumer sectors at Morningstar and Foster Stockbroking. Jun Bei is a native Chinese speaker and regularly travels to China and visits other Asian markets as part of her Investment Research.
Jun Bei is also a CFA charter holder and a member of the Australian Institute of Company Directors.
Join us this week for a look at the world of commercial and residential property as we talk to REIT Fund Manager James Storey, Head of Real Assets, from 360 Capital who manages the 360 Capital REIT (TOT).
James has over 15 years experience in real estate funds management with significant experience investing across debt, equity and corporate transactions.
James was previously the fund manager of 360 Capital Office Fund (TOF) and the Industrial Fund (TIX).
James has a bachelor of Business (Property Economics) from University of Western Sydney.
He is also a non-executive director of Velocity Property Group (VP7).
Not an area we usually look at so a great chance to delve a little deeper into the world of REITs.
It is a great time to catch up with Fund manager Julia Lee from Burman Invest. We take a deep dive into some of the companies Julia was watching over results season and how they reported and look at what's ahead for those companies and the market in 2021.
Julia Lee is a familiar face to most who watch business TV - she is a well known expert in her field. Julia is not only a great communicator and a very popular presenter but also now has her own fund, Burman Invest. The fund is index unaware and aims to:
- Deliver strong performance in a rising price and earnings growth environment
- Focus on capital protection in a falling price and declining earnings environment
Julia Lee is on the board of directors for the Australian Stockbrokers Foundation. She has a Master of Business in Finance (MBus) degree, is an accredited Derivatives Adviser 2 (ADA2(ASX)) and is RG 146 compliant.
In this week's On the Couch, we chat to Kanish Chugh from ETF Securities. We have talked to ETF Securities in the past, but in this podcast we talk about how the pricing of ETFs work and the best times for liquidity in more esoteric ETFs. ETF Securities have some interesting new products and we try to get Kanish to spill the beans.
Kanish Chugh is responsible for distribution covering sales and marketing strategy for institutional, intermediary and retail clients. He joined ETF Securities in 2015 and has previous experience with Fidelity International, BlackRock and Australian Financial Review. Kanish holds a Bachelor of Commerce majoring in Finance and International Business.
Great communicator and a really interesting chat.
On the Couch this week features Dr Phil Hodgson CEO of Calix (CXL).
Calix is a company looking to create a new Kiln process that makes cement manufacturers far more environmentally friendly cutting CO2 emissions drastically. And its not just cement but a swathe of other applications, including advanced battery materials. As the company says, "Mars is for quitters".
Dr Phil Hodgson joined Calix as CEO in 2013, was appointed a Director in 2014, and is a member of Calix’s Technology Committee.
Phil has a technical and commercial background from a successful career with Shell, where for over 14 years he developed significant depth of experience across all key sectors of the downstream oil industry including refining and supply, marketing and sales, pricing strategy, risk management, corporate strategy and mergers and acquisitions.
Phil holds a Bachelor of Chemical Engineering with Honours (University of Sydney) and a PhD in Chemical Engineering (University of NSW)
Disclaimer: This is General Advice only. Please do your own research and talk to your financial adviser.
CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST
On the Couch this week features Michael Bacina, a partner at lawyers Piper Alderman talking all things Bitcoin and Blockchain.
Michael advises companies dealing with Digital Law: the intersection of cutting edge technology, automation and innovation. He is an expert on digital currencies and digital assets, blockchain projects, smart contract issues as well as FinTech and RegTech projects.
Michael regularly publishes on technology and Blockchain and is a sought after speaker on regulatory issues facing smart contract, Blockchain and technology adoption, appearing both internationally (New York, San Francisco and Singapore) and in Australia (Sydney, Melbourne, Adelaide and Brisbane) and recently appearing before the Australian Senate Inquiry into FinTech and RegTech. He serves on the Board of Blockchain Australia and the Board of the Canadian Australian Chamber of Commerce.
Disclaimer: This is General Advice only. Please do your own research and talk to your financial adviser.
CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST
On the Couch this week features Andrew Wielandt from DP Wealth in Toowoomba. Andrew is a regular guest expert on Ausbiz and has an in depth knowledge of ETFs. He is a former Macquarie Wealth Adviser and has adopted ETF investment to improve his clients returns in his practice in Queensland.
CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST
In this very special podcast, I was lucky enough to interview Dr Francis Wedin, the founder and CEO of one of the hottest stocks on the ASX currently. Vulcan Energy (ASX: VUL) has had a meteoric rise in 2020 and has kicked off the new year with a bang as John Hancock has invested and the company has recently announced its PFS for its Zero Carbon Lithium Brine project in Germany. In this interview, hear from the CEO on the progress of the project, the demand from Europe that is set to explode, and the timeline to bring this exciting project into production. A fascinating podcast and one not to miss. Dr Wedin has a PhD in Exploration Geology and more importantly an MBA in Renewable Energy. Great insights and MT is delighted to bring you this exclusive podcast.
CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST
Danielle Ecuyer is a former investment banker and broker with some of the major banks globally, now turned author/investor with her first book in starting out on share investing a huge success. So much so that she is writing a follow up with a new book on how to invest in the US market.
In this week’s ‘On the Couch’ I catch up with Danielle and chat all things 'Stars and Stripes' with a particular look at Tesla. . Danielle talks about how to get started, where to find ideas and what stocks she is currently looking at. A fascinating podcast for anyone contemplating diversifying into US markets
CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST
CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST
This week, we finish the year off with a sit down with an old favourite, Adam Dawes from Shaw and Partners. Adam and Henry chat about 2020, some of the lessons learned, his top three picks for 2021 and what the ‘Black Swan’ event could be to upset the Australian economy and the market in 2021.
Adam is a familiar face to many of you appearing regularly on Ausbiz, SBS, the ABC and CNBC where the Bank of Japan is his specialised subject. Adam has been very generous with his time since we launched the podcast earlier this year, and this is his fourth episode of ‘On the Couch’ this year and hopefully we can get him back in 2021.
This week a special ‘On the Couch’ with Chris Hall the CIO of Ellerston Low Volatility Income Strategy fund or ELVIS. The ELVIS Fund has been a consistent outperformer and is made up of between 30-40 mid to large cap stocks with a focus on delivering low volatility consistent income returns. For any member looking at ways to maximise income On the Couch this week should be compulsory listening as Chris lets us in on some interesting ideas on where to find income and equity growth.
Chris spent over ten years as Senior Investment Officer at Argo Investments Limited, managing the Australian equities team and its A$5 billion in assets. Before Argo, he was Managing Director and Senior Portfolio Manager at Blackrock Asset Management in Hong Kong, as well as being a member of the Management Committee overseeing the Asian Fundamental Equities Team with $35bn in assets.
This VIDEO might interest some of you as Chris talks about rewriting the rules on income.
CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST
This week 'On the Couch' Henry chats to Greg McKenna the CEO of the multi award winning Police Bank, a bank that serves those in Blue. Greg McKenna is a familiar face to Sky Business viewers with his expert take on the economy and the macro picture. Back in 2018 Greg swapped his economist's hat to work on the board of the Police Bank and was named as the CEO of the Police Bank in March this year.
Greg had been working in Banking and finance since 1986 and had played a long role in the Bank and the Police Community, having served on the Board of Police Bank as a Director between July 2012 and July 2018 and then as Chair where he was key to refreshing the Bank’s strategy.
As a CEO of a financial institution, Greg has a unique insight on what is happening in the ‘real’ world and how customers are coping with the pandemic. As always, Greg brings his wealth of experience and knowledge and talks Neobanks, Fintech and how he sees Modern Monetary Theory playing out in the money printing world of central banks.
Enjoy!
On the Couch this week sees us head over the ditch to talk to two Kiwi fund managers, Mark Devcich and Chris Bainbridge from Pie Funds. Mark and Chris run a $130m Emerging growth fund focusing on companies below a $150m market cap and concentrated mainly on the ASX. The Emerging Fund is now close ended with a 24.64% annualised performance since inception.
In the podcast, we talk two stocks that the team are recommending, the ones that got away and how to value small caps and the all-important four Ps.
Mark is the CIO and Portfolio Manager with over 10 years at Pie having worked previously for PWC and is a shareholder of Pie Funds. Chris is responsible for Australian Equities and a Portfolio Manager. Chris is a CFA and a shareholder of Pie Funds.
In ‘On the Couch’ this week, Henry talks to serial technology entrepreneur and clean energy advocate, Eytan Lenko from Beyond Zero Emissions. Eytan talks us through his ‘million jobs’ plan for Australia, his thoughts on hydrogen and alternative clean energy sources and what sectors should do well as the global economy de-carbonises.
Eytan Lenko is a founder of Outware, one of Australia’s most awarded and fastest growing technology companies. He has extensive technical, commercial and leadership expertise having grown Outware from 3 co-founders to a team of over 250 based in Melbourne, Sydney and Brisbane. Outware was successfully acquired by Melbourne IT in 2017.
Eytan has an engineering background and has deep knowledge around the current state of our energy transition. He is passionate about the exceptional opportunities that we have to transform our economy in response to climate change. Eytan's Twitter feed here
On the Couch with Henry this week are Ellerston Capital Australian Micro Cap Fund Managers David Keelan and Alexandra Clarke. The Fund has returned 24.10% pa since inception on May 1st 2017 - Click Here for the latest performance report.
The Fund is an actively managed portfolio of Australian listed smaller company securities. The fund is made up of a portfolio of between 30 – 60 Micro Cap stocks. The Fund invests across a number of sectors, and offers access to higher growth companies not widely known. The investment team employ a fundamental, bottom up approach to stock selection and combine that with a focus on risk management when constructing the portfolio aiming to outperform the S&P/ASX Small Ordinaries Accumulation Index over a rolling three year investment horizon.
David Keelan has been with Ellerston since 2008 - David has 13 years experience as an Investment Analyst and prior to joining Ellerston, David worked for UISL/Old Mutual in the UK for a period of 4 years in a Senior Dealing role. David graduated from Liverpool John Moore’s University with a BSc. Hons. in Technology Management in 2004.
Alexandra Clarke joined Ellerston Capital as a Senior Analyst in 2017 and has 11 years of financial market experience. Prior to joining Ellerston, Alexandra worked as a lead analyst at Morgans. Alexandra graduated from Queensland University of Technology with a Bachelor of Laws and a Bachelor of Business majoring in Banking & Finance in 2007. She also holds a Graduate Diploma in Applied Finance from Finsia.
Marcus Today
Stock Market Newsletter
This week Henry is on the virtual couch with author and founder of ‘Shareplicity’, Danielle Ecuyer. Danielle has had a long career in broking having worked for some of the big names in investment banks both here in Australia and London. She has recently written a book ‘Shareplicity’ which aims to make share investing as simple as possible. Danielle brings a no-nonsense approach to the business of investing on the stock market and offers some great advice for both beginners and experienced investors alike. We are all learning and all on a journey. It never ends. Investing truly is a work in progress. Click here to go to Danielle's website and buy her book. Meanwhile - Enjoy!
Vlado Bosanac the CEO has been kind enough to spend an hour with Henry chatting about the opportunities of this $100m ASX listed company that is starting to make waves. In fact, Vlado is proof of its impact having ‘dechunked’ during CV19 and losing 14kg with the help of the new technology. An unexpected consequence of using the technology. Vlado speaks to us from Perth. He is the CEO at Myfiziq Limited & Body Composition Technologies - Accurate body measurements from your phone. (ASX: MYQ) - Enjoy!
You cannot keep a good man down and this weekend in a departure from the usual Financial Education we indulge Henry as he indulges you with a chat on the Couch with Rock Legend Paul Christie from Mondo Rock. I could explain why, what its about and disclaim any advice but there is none, I don't know why and I suggest you just sit back and you'll find out what its about - Enjoy!
After last week’s technology SNAFU and the end of the reporting season Henry is on the virtual couch again with stock broker Adam Dawes from Shaw and Partners talking through reporting season, the winners and losers, their top picks in the small-cap space for the next quarter and what just happened in the technology sector.
This week On the Couch Henry isjoined by not one but two guests with Bryce Leske and Alec Renehan the podcast doyens from EquityMates. Two great young guys starting out on their investment journey and sharing with the world. They have created a series of successful educational podcasts which interview industry experts on investing and all things finance. Marcus and I have both done interviews with them, but today we turn the tables. We had a great chat. Get your kids to listen as well.
This week Marcus presents the first of a new series called In the Boardroom which this week takes us into the boardroom of listed company Poseidon Nickel (ASX Code: POS) accompanied by its CEO Peter Harold. POS is sitting on nickel resources that at some point, with a bit of exploration success and a higher nickel price, will become an operating mine, at which point the share price would no longer be 4.5c. Can it be done? Peter knows all about turning a small resource into a full scale nickel operation having done just that with a company called Panoramic Resources that listed as a $3m IPO called Sally Malay in 2001. On the day of listing it hit 11c. Peter and his team turned it into a 600c nickel behemoth at the peak of the resources boom. Can Peter and the Poseidon Nickel team turn POS into another 60 bagger? Hear for yourself as Marcus takes Peter, "Into the Boardroom".
This week Henry is on the Couch with the Chief Economist of Betashares, David Bassanese. David is a seasoned media veteran and has had an illustrious career at Treasury, the OECD and Macquarie Bank. In a wide ranging podcast, David and Henry talk about the direction of the local economy, the AUD and the US economy, and why he sees the US as still the place to be, despite some asset valuations being a little stretched and reminiscent of the dotcom days. This time it really is different; these behemoths make money. Join me On the Virtual Couch to hear his thoughts.
Henry's Guest this week is Hedley Widdup, an executive director at Lion Selection Group (LSX). LSX is a listed specialist investor in small and mid-cap gold miners and explorers. Hedley started life as a geologist on some of the country’s most iconic projects including Olympic Dam, Mt Isa (Black Star open cut), and St Ives Gold Mine. In 2012 Hedley joined the board of Lion and is a regular contributor to Livewire Markets and an expert on gold and gold juniors. In the podcast, Hedley gives his view on gold, some miners to watch for plus what to look for in those all-important drill results. Enjoy!
This week on the couch Henry has an old buddy Andrew Weilandt from DP Wealth Advisory in Toowoomba. Some of you will have seen Andrew on the TV, he is a regular guest on Ausbiz and used to do shows with Henry at Sky Biz and Yourmoney. Andrew is the managing partner at DP and is always great value with an in-depth knowledge of equities, ETFs and portfolio management. DP has over half a billion dollars under advice/management. Enjoy Andrew's easy style as he banters with Henry over stocks and the market.
This week on the Couch Henry hosts a very topical analyst from Shaw & Partners - Jonathon Higgins who covers the Consumer Discretionary and Information Technology sector which includes the very topical Buy Now Pay Later sector as well as stocks exposed to Cloud Computing. Jonathon joined Shaw and Partners in July 2017 as an Analyst in the Small-Cap team. Jonathon previously worked as an equities research analyst at Bell Potter Securities for 2 years in both a research and research dealing role, covering industrial and technology focused companies. Jonathon holds a Bachelor of Science (Civil Systems) from the University of Melbourne and a Master of Commerce (Finance) from RMIT University.
Enjoy!
On the Couch with Henry this week is Kerry Stevenson - Kerry is the founder of the Gold and Alternative Investments Conference as well as her new you tube channel of the same name. Kerry is passionate about helping people understand the gold and precious metals sector as well as looking at other alternative investments. She emphasises that she is not a qualified financial planner rather someone who is always continuing to learn from the best.
You can download her ebook on gold here: https://www.goldevent.com.au/
You can subscribe to her youtube channel here: https://www.youtube.com/c/GoldandAlternativeInvestments
This week On the Couch Henry talks ETFs with the Head of Content at ETF Securities Sara Allen. Sara is responsible for content creation and curation for ETF Securities. She has more than 10 years of experience in content and marketing across investments, superannuation, insurance and financial advice. Prior to joining ETF Securities in December 2019, Sara held content and marketing roles at BT Financial Group, Macquarie Group and DDB Sydney. Sara has a Bachelor of Art – Psychology from Macquarie University.
This week we have another returnee to the couch, consummate professional and great friend of Henry - Julia Lee. Julia Lee is the Chief Investment Officer at Burman Invest. She has 20 years of experience in financial markets. Her passion in markets is in combining fundamental and technical analysis to analyse companies. Julia is one of Australia’s best-known financial experts and a frequent speaker at industry conferences. Julia is on the board of directors for the Australian Stockbrokers Foundation. She has her Master of Business in Finance (MBus), is an accredited Derivatives Adviser 2 (ADA2(ASX)) and is RG 146 compliant. Enjoy!
Back on the couch this week Henry is talking to his old buddy and long time stockbroker Adam Dawes from Shaw and Partners. A repeat offender on the couch, but a popular request to come back. This week Adam and Henry talk some stocks he likes, his views on the market at this level and specifically a look at Wisr (WZR), a neo-bank I have followed for some time, so it’s interesting and timely that Adam had lunch with the CEO and management team at Shaw's and shares his thoughts. Adam is a good friend of Henry from the old Sky Business days and one of Shaw and Partners Senior Investment Advisors and long time stockbroker. Adam is a very successful private client broker that many of you will have seen on TV - he is a familiar face. Great stuff. Enjoy!
This week Henry has another good friend of his from the old Sky Business days, Adam Dawes one of Shaw and Partners Senior Investment Advisors and long time stockbroker. Adam is a very successful private client broker that many of you will have seen on TV - he is a familiar face. In this podcast Henry spends 30 minutes picking his brain as they talk all things from iron ore and Fortescue Metals to recent buy now pay later high-flyer Zip Co. Great stuff. Enjoy!
This week Henry's guest is a technical analyst with a serious pedigree. Most members of Marcus Today will know that Henry is not a technical analyst. Being colour blind does not help. But many follow Technical Analysis and it is a significant part of investment timing.
Regina Meani is one of Australia’s best-known technical analysts and had a career working for some of the biggest brokers and investment banks in Australia. She has written a book on the subject which is available on her web site called "Charting". When Henry first met Regina she had emigrated to Sydney and was working for Bain and Co (as it was, now Deutsche Bank). At that time technical analysis was called "charting" and was a very hands on business that required a pencil and graph paper. Henry and Regina talk charting as well as her current technical market view and the levels she is looking at. Regina is now an independent technical analyst and consults extensively to brokers and private professional traders.
In this week’s podcast, Henry is On the Couch with Martin Crabb, the CIO of one of Australia’s broking success stories Shaw and Partners. Martin talks about why we have such a disconnect between economic reality and the market rally. He also talks about the sectors and stocks that he believes will continue to do well as we return to normal. Martin is a very experienced strategist and is instrumental in developing the model portfolios at Shaw and Partners. Another great guest and as you will hear, he used to for a billion dollar soccer team with...Henry. Enjoy!
Martin joined Shaw and Partners in April 2011. Prior to joining Shaw and Partners, Martin was an Executive Director at Macquarie Group where he worked for over 20 years in roles spanning Institutional Stockbroking, Wealth Management, Research and Portfolio Management. Martin holds a Bachelor of Arts in Economics and Mathematics from the University of Melbourne, with postgraduate studies in Applied Finance
This week in ‘On the Couch’, Henry is chatting to Alex Pollak the CIO and founder of a global technology fund, Loftus Peak. Alex has over 25-years experience in investing in disruptive business models and was instrumental in bringing both SEK and CAR to the market. He joins Henry On the Couch to talk disruptive technology and where he sees the opportunities and why his fund has returned around 15% per annum since its inception 7 years ago.
This weekend Henry is on the Couch with himself - what you may not know about Henry is that he used to run a multi-million dollar book at a major investment bank involved in index arbitrage and hedging. For those of you looking for an insight into what arbitrage and hedging mean, this is for you.
This week Henry is on the Couch with great friend Julia Lee. Julia Lee is the Chief Investment Officer at Burman Invest. She has 20 years of experience in financial markets. Her passion in markets is in combining fundamental and technical analysis to analyse companies. Julia is one of Australia’s best-known financial experts and a frequent speaker at industry conferences. Julia is on the board of directors for the Australian Stockbrokers Foundation. She has her Master of Business in Finance (MBus), is an accredited Derivatives Adviser 2 (ADA2(ASX)) and is RG 146 compliant. She is also a great friend of Henry. Enjoy!
Meet Ben O'Leary the Marcus Today Back-Room Boffin and Assistant Portfolio Manager on the SMAs which have outperformed over 20% in the last two months. Find out how he did it, some lessons he's learned, what he thinks about the outlook and three stock tips at the same time.
In this week's Episode of On the Couch, Henry talks to one of his oldest mates, Chairman of the Melbourne Mining Club and iconic Baillieu's stockbroker Richard Morrow to discuss everything Mining with a particular emphasis on Gold miners and he gives us three stocks to watch.
This week we take a Crash Course in Crashes - the lessons we have learned from 1987 to today. Grab a coffee, settle in and enjoy!
Henry Jennings hosts Marcus Padley on the Couch answering Member questions.
This podcast contains information that is only general in nature. It does not take into account your personal financial situation, needs or objectives. Nor does it take into account the financial needs of any specific person. You should consider your own personal financial situation and needs or seek financial advice before making any decisions based on this information.