On the Couch

In this episode of On the Couch , Henry Jennings sits down with Richard Morrow , Director of Lowell Resources Funds Management , at the International Mining and Resources Conference (IMARC) 2026. Recorded live in the OnAir podcast zone at ICC Sydney. Richard shares the big themes from this year's event, from critical minerals to copper demand from AI and electrification. He also explains how...

In this episode of On the Couch , Henry Jennings sits down with Jim McKerlie , Chairman of Impact Minerals (ASX: IPT), at the International Mining and Resources Conference (IMARC) 2026. Recorded live in the OnAir podcast zone at ICC Sydney. Jim explains how the 20-year-old explorer has reshaped itself as an advanced materials business focused on high-purity alumina (HPA) from its Lake Hope project...

In this episode of On the Couch , Henry Jennings speaks with David Newling , Chairman of Austral Resources (ASX: AR1), at the International Mining and Resources Conference (IMARC) 2026. Recorded live in the OnAir podcast zone at ICC Sydney. David explains Austral's infrastructure-led approach as a Queensland copper producer, including its claim to be the only company in the country able to pr...

In this episode of On the Couch , Henry Jennings catches up with Coby Hanoch , CEO of Weebit Nano (ASX: WBT). Coby explains why he sees ReRAM as the next standard after flash memory, how Weebit's licence and royalty model works, and where its manufacturing partnerships sit on the path to mass production, with one customer publicly targeting 2027. He also addresses the company's cash posi...

In this episode of On the Couch , Henry Jennings sits down with Sean Russo , Managing Director of Noah's Rule, at the International Mining and Resources Conference (IMARC) 2026. Recorded live in the OnAir podcast zone at ICC Sydney. Sean spent 20 years at Rothschild before starting Noah's Rule, which helps mining companies manage price, currency and fuel risk. They discuss his view that...

In this episode, we sit down with Cris Moreno CEO Vulcan Energy (VUL).  Cris Moreno has over 23 years’ global experience in successfully delivering and operating major capital projects, including in the lithium chemicals, cathode, upstream exploration and production, and liquified natural gas (LNG) sectors. In the LNG sector, he has held senior leadership roles with Shell, Woodside, and Santos. Pr...

Welcome to the latest episode from Henry Jennings at Marcustoday. In this podcast, my guest is Andrew Elf, CEO of Mitchell Services. A long established mining services company with a good growth profile and strong balance sheet. Andrew has been CEO since 2014 and in the last four years has paid down the debt and is no debt free and has cash in the bank. Plus it is paying a 6c Fully Franked dividen...

,Welcome to another episode of On the Couch, with myself Henry Jennings from Marcus Today. In this episode I am joined by the founder and MD of new ASX listing, Overwatch (OWL). Oscar Leslie is my guest today and we talk all things maritime security. Defence and border control being two hot button issues currently. OWL has just raised $8m for a $27m valuation ahead of its debut on Friday 16th. Mar...

In this episode of On the Couch,  we sit down with Greg Yong CEO of Coast Entertainment (CEH), to discuss the recent results and the growth potential of the land rezoning. Listeners will know CEH from its days as Ardent Leisure and is the owner of Dreamworld on the Gold Coast. Greg was appointed Chief Executive Officer of the Theme Parks division in April 2021 and Group Chief Executive Officer in...

Welcome to the latest On the Couch. In this episode I am catching up with Chris Burns,  the CEO and MD of Amplia Therapeutics (ATX). Chris is an experienced drug discovery leader having worked in various roles in pharma, biotech and academia for 25 years.     He has a Ph. D. from the University of Melbourne and is the inventor on over 30 patents and a co-author on over 60 scientific publications....

In this episode of On the Couch , Henry Jennings speaks with Dr Andreas Fouras , Managing Director and CEO of 4DMedical (ASX: 4DX). Many Marcus Today members will know 4DX from when it was a fraction of its current price. Henry has long been a fan of the company, which has developed XV Technology – a proprietary software platform enabling non-invasive, quantitative imaging and analysis of lung fun...

In this episode of On the Couch , Henry Jennings speaks with Igor Pejic , author of Tech Money – a new book on the rules of investing in the technology age. They cover why tech investing requires a different playbook, the AI bubble debate, which industries face the biggest disruption, and what quantum computing could mean for the decade ahead. — Marcus Today – Daily Market Insights Marcus Today pr...

In this episode of On the Couch , Henry Jennings speaks with Jonathon Higgins from Unified Capital Partners. They cover the state of ASX tech, the AI trade in the US, and the emerging neocloud sector – including the Australian players worth watching and where the real money is flowing inside the data centre boom. — Marcus Today – Daily Market Insights Marcus Today provides clear, practical comment...

In this episode of On the Couch , Henry Jennings sits down with Alex Pollak , founder and CIO of Loftus Peak. They cover the AI investment landscape, where the real opportunities are in the current market, and why Loftus Peak is increasingly looking beyond pure tech – into China, biotech, and energy storage. — Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary f...

In this episode of On the Couch , Henry Jennings speaks with Dr Liz Dallimore , CEO of Argenica Therapeutics (ASX: AGN). Fresh from presenting phase two trial data at a major international stroke conference, Liz walks through what the results showed, why neuroprotection is such a difficult space, and what the path forward looks like for the company. — Marcus Today – Daily Market Insights Marcus To...

In this episode of On the Couch , Henry Jennings speaks with Jon Pilcher , CEO of Neuren Pharmaceuticals (ASX: NEU), on his fourth appearance on the podcast. They cover the European regulatory setback, strong US sales momentum, and what the phase three trial for Neuren's second drug candidate means for the company's outlook. — Marcus Today – Daily Market Insights Marcus Today provides cl...

Welcome to the latest episode of On the Couch with Marcus Today's Henry Jennings. This episode, Henry sits down with Nick Griffin – founding partner and CIO of Munro Partners. Nick has been on the couch before, and it's a timely catch-up in what has been an 'interesting' market. Full disclosure: Henry is a shareholder of MAET. Nick brings over 25 years of financial services exp...

VIDEO AVAILABLE: https://vimeo.com/1181449274 Chris Stott (1851 Capital) joins Callum Newman to break down the current small-cap landscape – and why the next six months may be more difficult than many expect. In this discussion, Chris outlines how rising interest rates, geopolitical volatility and shifting investor sentiment are shaping opportunities in Australian equities. Despite near-term cauti...

In this episode of On the Couch , Henry Jennings speaks with Coby Hanoch , CEO of Weebit Nano (ASX: WBT), about the surge in memory demand driven by AI. They discuss the difference between embedded and discrete memory, recent commercial progress, and where ReRAM fits in the next phase of semiconductor growth. A clear look at what is driving the sector – and what comes next. — Marcus Today – Daily...

Welcome to the latest episode of On the Couch with Henry Jennings from Marcus Today. In this episode, Henry is joined by his old friend Richard Morrow from Lowell Resources Trust (ASX: LRT). They discuss all things gold – why he still likes the sector and which stocks he recommends. Richard is the former Chair of the Melbourne Mining Club and a director of LRT. A great look at the gold sector from...

Prefer to watch? Check out the full interview on video here: VIDEO – On the Couch with Gary Norden: Inside a 35-Year Trading Career A bit of a different approach at Marcus Today; Callum Newman sits down with Gary Norden, a 35+ year pro trader (LIFFE floor, bank derivatives desks, hedge funds) and the author of An End to the Bull – to talk how the pros actually trade when it's their own money...

Welcome to another episode of On the Couch , the podcast series where we chat with brokers, CEOs, and fund managers to bring you valuable insights from the investing world. In this quickie episode, Henry Jennings is joined by his good friend Andrew Wielandt – also known as The ETF Whisperer . Andrew shares his ETF picks for the year ahead… and not a QUAL in sight. Chapter Markers 0:00 – Welcome An...