On the Couch

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...

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 G...

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...

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...

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...

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...

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...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST This 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 l...

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 fir...

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 rec...

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 2...

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 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 an...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST I 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 Ge...

This week's On the Couch is with Betmakers (BET) COO J ake 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 com...

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 cl...

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 Tellurid...

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 investme...

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...

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...

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 communicato...

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...

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...

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. Micha...

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

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...