On the Couch

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 ques...

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 th...

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, Jam...

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 th...

 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 a...

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 hel...

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 s...

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...

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 impor...

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 J...

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 adver...

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 i...

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...