On the Couch

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 c...

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 chats with Peter Harold, CEO of Poseidon Nickel (POS), following a disappointing recent update. Marcus has done a number of podcasts with Peter, and the company has been one of his key r...

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 Macquari...

In this episode of 'On the Couch', Henry Jennings catches up with Adam Dawes from Shaw and Partners, talking on the market moving themes of the last year and what 2023/24 holds in store for investors. He gives 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 m...

Welcome to another episode of 'On the Couch'. In this podcast, Henry Jennings is joined by Dr Francis Wedin, Executive Chairman at Vulcan Energy (VUL). Some time ago, Henry 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, with plenty of volatility in the share price, so he thought it...

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 ad...

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 wi...

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...

Marcus talks to legendary fund manager, John Abernethy, Founder and Chairman at Clime Investment Management.  They chat 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 podcas...

Marcus talks to legendary fund manager, John Abernethy, Founder and Chairman at Clime Investment Management. They chat about Value Investing, the Big Banks, Macquarie, BHP, and the 'Best Stock in the World'. 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 tri...

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 ma...

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 Oleg Vornik , 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 t...

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. Dr Michelle Miller , Managing Director at Biotron Ltd - Market Cap $23.5m Over 25 years in the biotech industry with extensive experience in commerci...

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 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 ol...

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-clinica...

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...

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 tim...

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...

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 compan...

In this episode of On the Couch, I am joined by the CEO of one of the hottest biotech 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 pharm...

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...

Welcome to another episode of On the Couch with Henry Jennings. Today I Henry is 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...

Disclaimer - Marcus holds POS shares.  Peter holds POS and PAN shares. 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! Why not s...

Welcome to another episode of On the Couch from Marcus Today.  And in this episode Henry Jennings is talking with Julian McCormack from Platinum Asset Management. In this podcast, Julian and Henry 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 trouble...

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 soun...