Podcast Archive

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 Robinhood shares double in a week - we look at the difference between sentiment and fundamentals and why you need not beat yourself up when you miss the short term pops or get caught by the short term drops. Otherwise, we're treading water, NCK results were good, it's quadrupled and...

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 boring day, which is good, it means nothing is going wrong.  The RBA didn't delay their tapering, they expect a quick post-lockdown rebound. China cracks down on online games which have 'eradicated an entire generation' with their spiritual opium. We wonder if that was the to...

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 Our market takes a pause from yesterday's 100 point rally inspired by corporate deals. RBA today. US Jobs on Friday.  CBA and Telstra next week. We inevitably look at APT, why it happened, what to do with APT, what sort of investment Square is, whether there will be a counterbid and Henr...

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 FOMC keep the bull market settings on maximum plus.  Good for Technology not so great for Banks. The RIO results reaction - but what would brokers know about target prices if they don't know what the iron ore price is going to be. What "Smart Money" is and the advantages of...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST A dull day ahead of the CPI number at 11.30am and the FOMC tonight. China is selling off on State intervention in the private sector.  Shane Oliver's vaccine numbers - quite optimistic - the economy rebounds quickly from lockdowns and we should be 80% fully vaccinated by Mid-March sugges...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST The relentless bull market continues led by resources as the electric battery theme is reinforced by Tesla results comments about global supply chain shortages. Guidance ahead of the results season sees more stocks going up than down. Big week for US results. Big week for Central Bank utterin...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST Another good day. The Dow Jones up over 1000 points since Monday. The S&P 500 has now doubled since the pandemic low. The market will not lie down. We note the rise in COVID cases and in COVID beneficiaries in the stock market. A BHP deal with Tesla highlights nickel and Lithium stocks, a...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST Today we look at the stock market bounce back in the face of the COVID deterioration and ask whether there are mysterious powers at work? We move on from our cautiousness but remain more cautious. Today we make a bunch of changes to the ETF portfolio. A bit of consolidation and a bit of an A$...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST The market has recovered from an 80 point fall to be almost flat as we speak. We've reacted (over-reacted?) to last night's volatility and have sold up a bit. We are getting progressively more cautious. The ingredients for a market top were already in place with the rise in COVID ca...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST Powell's comments see bond yields fall as the market gives inflation the benefit of the doubt for another month.  We look at the One Stock Portfolio League table. Henry has overtaken Marcus and Felix is coming up behind. Some technical signals. Gold up. BNPL down - again. 

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST An OK day as the US CPI number kicks off new interest rate fears. US results are better than expected but the share prices fall. Cathie Wood says China Tech is overbought. BNPL get a double-barrelled volley from competitors. Lithium gets another upgrade from a third broker. 

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST Record highs in the US give us no reason not to be fully invested. We look at why the Resources sector should produce good results. What's the opposite of a Confession? We had five of them today. Bodes well for the results season. Speaking of results, the US investment banks start report...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST Record highs have us questioning how long before we have a correction. Delta variant cases on the rise but not deaths.  Some stock stories. Reasons the market could correct. And an article on Investor Psychology. There are eight types of investor. Only two are successful. Let's see if yo...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST Interest rates dropped quite sharply overnight prompting a revisit of the PEAK EVERYTHING theme today - Peak inflation fears, Peak interest rate fears, Peak stimulus, Peak Aussie Dollar, Peak GDP growth and Peak recovery momentum. We look at what that means for sectors and equities generally....

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST What to do with SYD after the bid. The oil price spike. POS comes out of a trading halt and pops and drops. Nickel stock IGO gets an upgrade from Goldman Sachs. No change to STRATEGY - still fully invested. RBA Meeting today - to taper or not?  Goldman Sachs predict England will win their fir...

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST As we roll into the new financial year we look briefly back at the last financial year and then look forward guessing what the Post-It Notes should be for the financial year ahead. Little messages that could make the next 12 months so simple and profitable. We also present all your one stock...

A brief podcast to introduce you to Marcus Today and say "Thank You" for subscribing.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST A solid end to the financial year as the market gets touched up for the end of quarter reports. We note the market is top of the range with an RSI signal. We talk about stop losses, why Brokers can't sell, and we give you a list of reasons to sell if you're having trouble getting ri...