Podcast Archive

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST The last day of the month and (Hooray!) the last day of the results season. We have a look at WES post results - ex-dividend tomorrow but after that looking a bit over-valued. We also look at FMG post results and learn something about broker research in resources and ask "Where to from h...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST Welcome to the new MT Breakfast Briefing Podcast.  This is for those members that do not want to see a video but would rather have a podcast whilst driving perhaps.  Same content - different format.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST Welcome to the new MT Breakfast Briefing Podcast.  This is for those members that do not want to see a video but would rather have a podcast whilst driving perhaps.  Same content - different format.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST Welcome to the new MT Breakfast Briefing Podcast.  This is for those members that do not want to see a video but would rather have a podcast whilst driving perhaps.  Same content - different format.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST The market swamped by 40 results today. We are recovering from an early sell-off. All eyes on Jackson Hole. A Member gives us another "Sign of the Top". We paraphrase a great article by Shane Oliver on China. We celebrate the defeat of the French at the Battle of Crecy. But the main...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST Welcome to the new MT Breakfast Briefing Podcast.  This is for those members that do not want to see a video but would rather have a podcast whilst driving perhaps.  Same content - different format.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST A standard rally day. Travel flying on Pfizer. a vaccine passport idea and the abandonment of CVOID zero targets at the Federal level. Resources recovering. BHP ex-dividend next week. Chinese stocks bouncing. Results everywhere. WTC up 40% on results. LOV up 22%. Today we look at the Signs of...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST Welcome to the new MT Breakfast Briefing Podcast.  This is for those members that do not want to see a video but would rather have a podcast whilst driving perhaps.  Same content - different format.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST We have recovered 50 points from last week's 150 point loss. Firming up. We look at whether BHP is a gift horse at this price for income investors. TLS ex-dividend tomorrow. A$ and the 10-year bond yield tell a story of economic pessimism. We look at the US market which has blown the top...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST Welcome to the new MT Breakfast Briefing Podcast.  This is for those members that do not want to see a video but would rather have a podcast whilst driving perhaps.  Same content - different format.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST Welcome to the new MT Breakfast Briefing Podcast.  This is for those members that do not want to see a video but would rather have a podcast whilst driving perhaps.  Same content - different format.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST. Welcome to the new MT Breakfast Briefing Podcast.  This is for those members that do not want to see a video but would rather have a podcast whilst driving perhaps.  Same content - different format.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST Another busy busy day as we try and keep up with results. DMP, CSL, BHP, WPL and PME written up today. We talk about the pandemic risk - rather than get over it we may just be about to run into it again. Tapering talk. Iron ore stocks and what to do - is this the big top or a small top. Doesn...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST. Welcome to the new MT Breakfast Briefing Podcast.  This is for those members that do not want to see a video but would rather have a podcast whilst driving perhaps.  Same content - different format.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST Today we look at the big news from BHP - dual listing gone, oil and gas assets gone. Becoming an ESG sympathetic company - taking the Corporate lead. 30 results today. Henry and I pick three results from yesterday to write up. Four tomorrow. Case numbers explode and the equity market doesn&ap...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST. Welcome to the new MT Breakfast Briefing Podcast.  This is for those members that do not want to see a video but would rather have a podcast whilst driving perhaps.  Same content - different format.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST The market is getting a bloody nose today as results don't impress, the CBA is ex-dividend and ex-entitlement to the buyback, lockdowns weigh, Resources dip as China is doubted, Kabul is a disaster, Defensive stocks doing well (not a great sign),  the RBA are predictable and the Big Shor...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST. Welcome to the new MT Breakfast Briefing Podcast.  This is for those members that do not want to see a video but would rather have a podcast whilst driving perhaps.  Same content - different format.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST. Welcome to the new MT Breakfast Briefing Podcast.  This is for those members that do not want to see a video but would rather have a podcast whilst driving perhaps.  Same content - different format.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST. Welcome to the new MT Breakfast Briefing Podcast.  This is for those members that do not want to see a video but would rather have a podcast whilst driving perhaps.  Same content - different format.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST A lot going on today - we cover all the major happenings, pat Henry on the back, give you a warning about how the good times roll and we ask you to provide other Members with your own observations that in hindsight might be"Signs of the Top". 

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST. Welcome to the new MT Breakfast Briefing Podcast.  This is for those members that do not want to see a video but would rather have a podcast whilst driving perhaps.  Same content - different format.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST Record highs all round helped by the CBA's good results and their bigger than expected buyback. Everything you need to know about the buyback is in the STRATEGY piece in the newsletter today.  The CBA is expensive but who's going to sell ahead of the tender process and the massive f...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST. Welcome to the new MT Breakfast Briefing Podcast.  This is for those members that do not want to see a video but would rather have a podcast whilst driving perhaps.  Same content - different format.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST Today we talk about why the pandemic has been fantastic. Why the S&P 500 is up 102%. Why Goldman Sachs is up 209%. Why Morgan Stanley is up 271%, Apple is up 176% and Facebook is up 167%. We look at the bumper dividends accompanying some results. We look at CBA's results tomorrow. We...