Episodes
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The final Ask the Analyst session for 2024 is here! Get your questions answered as we reflect on the past year and explore what's ahead for 2025.
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 access to expert insights and research and become a better investor. -
A new weekly podcast that highlights one stock or idea.
This five-minute episode breaks down a high-conviction idea. The pros and cons—all in about 5 minutes.
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 access to expert insights and research and become a better investor. -
Episodes manquant?
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Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
What worked in 2024.What didn’t work.What 2025 might hold for investors.Three stand-out stocks or sectors to watch in the new year.
In this episode, Henry Jennings chats with an old friend, Ben Clark from TMS Private Wealth.
Ben and Henry both sit on the ausbiz Investment Committee, and Ben features regularly on TV and radio.
With 25 years of experience in financial markets, Ben brings a wealth of expertise, not just in stock selection, but in developing a deep understanding of the companies TMS Private Wealth invests in.
Known for his educational approach, Ben's thorough analysis and keen insights are hallmarks of his investment style.
In this podcast, Henry and Ben discuss:
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 access to expert insights and research and become a better investor. -
In the special episode of 'On the Couch', Henry Jennings sits down with two medical pioneers in the CAR-T field, who are leading the charge in the search for cures for various cancers.
Dr. Deborah Rathjen, CEO and MD of Carina Biotech, represents a small, unlisted Adelaide-based company funded by the Forest Foundation. Carina Biotech focuses on treatments for solid cancers.
Dr. Michael Baker, CEO and MD of Arovella (ASX: ALA), leads a listed Melbourne-based company progressing to Phase One human trials for a new drug to treat blood cancers.
CAR-T therapy is a type of personalised cancer immunotherapy treatment.
CAR-T stands for 'Chimeric Antigen Receptor T-cell', named after the chimera - a fire-breathing monster in Greek mythology made up of different animal parts.This therapy utilises a specific type of immune cell called a 'T cell'. T cells are one type of immune cell found in our bloodstream. Think of them as soldiers, constantly on patrol, surveying for threats such as microbes, bacteria, viruses, and, in some cases, cancer cells.
For CAR-T, T cells are genetically altered in the laboratory, often with the help of a friendly virus. These cells are then "armed" with a specific receptor on their surface, enabling them to recognise, bind to, and destroy specific cancer cells.
Once the CAR-T cells are armed, they are grown into hundreds of millions - or even billions - and reinfused into the patient. This process empowers the patient's own immune system to hunt down and fight their cancer.
Each type of CAR-T cell therapy is designed to recognise and target a specific marker or "antigen" on a cancer cell.
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 access to expert insights and research and become a better investor. -
A new weekly podcast that highlights one stock or idea.
This five-minute episode breaks down a high-conviction idea. The pros and cons—all in about 5 minutes.
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 access to expert insights and research and become a better investor. -
A new weekly podcast that highlights one stock or idea.
This five-minute episode breaks down a high-conviction idea. The pros and cons—all in about 5 minutes.
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 access to expert insights and research and become a better investor. -
Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
In this episode, Henry Jennings welcomes back Jon Pilcher, CEO of Neuren Pharma (NEU).
Jon is an old friend, having joined us around two years ago to discuss the exciting deal with Acadia for their 'Daybue' drug, developed to treat Rett Syndrome. Since then, much has changed, with even more to come.
2025 is shaping up to be another good year for NEU. Cashed up with leverage to its new drug in trials, NNZ-2591. Don't miss this opportunity to hear the NEU success story first-hand.
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 access to expert insights and research and become a better investor. -
Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
In this episode, Henry Jennings is joined by good friend Adam Dawes, Senior Investment Adviser at Shaw and Partners.
As always, a delight to have Adam on the podcast as he talks some very interesting stock picks. No wishy-washy stuff here with high-conviction sectors and specifics. Sit back and enjoy.
NXL is the stock code if you are wondering.
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 access to expert insights and research and become a better investor. -
Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
What a Roman general, the NY Mets, and Cristiano Ronaldo teach us about investing today.Why investing success requires we act rationally and how our emotions and bias often get in the way. The dangers of impulsivity: what not to do when investing (thanks to history!).Learning from legends: how to develop an evidence-based investment philosophy that helps you achieve your financial goals.Three levers to achieve our financial goals: how much we save and invest, how long we save and invest, and what returns we expect.For anyone starting on their investment journey, what would be the most important lesson you could give them?What is the best advice anyone has ever given you?What has been your biggest mistake and what did you learn from it?How about your success, what did that teach you?
In this episode, Henry Jennings is joined by Professor Stephen R. Foerster.
Stephen is an investment historian, award-winning author, and professor of finance. He has just released his latest book: Trailblazers, Heroes, and Crooks: Stories to Make You a Smarter Investor.
In his book, he delves into key stories from history, teaching lessons about sound principles of investing, and controlling emotions and bias when managing your investment portfolio to help you become a stronger, more intelligent investor.
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 access to expert insights and research and become a better investor.
Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.
Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio. -
Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
Reporting season? Any standouts?What are your three favourite stocks currently?Have you been surprised by the rise and turnaround in ZIP?Are there any lessons we can learn from that?How do you handle the volatility of reporting season?Any advice you can give investors on coping with volatility?Is there a sleeper stock out there?
In this podcast, Henry Jennings is joined by Jonathon Higgins, Head of Research, MD Unified Capital Partners.
Many of you will be familiar with Jonathon from previous podcasts.
He has worked in equities research for approximately a decade, having held previous roles at Shaw and Partners and Bell Potter Securities.
During that period, Jonathon has covered a range of sectors including telecommunications, healthcare, financials, payments and broader industrials, with a focus on structural growth.
Jonathon has a passion for financial markets and a desire to get out and meet the new wave of entrepreneurial emerging high-quality companies.
Talking points:
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 access to expert insights and research and become a better investor.
Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.
Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio. -
Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
What is EMV trying to achieve?Why is it important?What progress has EMV made with Emu and First Responder?How long do the trials take?When can we expect the first revenue?How is the cash position?What are the milestones and catalysts for investors in the next 12 months?Why should investors buy EMV?
In this episode, Henry Jennings is joined by Scott Kirkland, CEO and Co-Founder at EMVision Medical Devices (ASX: EMV).
Scott has held several senior sales positions, including Head of Client Sales at Quantcast, a US-based technology company, before establishing EMVision as a leader in innovative neurodiagnostic technology.
In this episode they talk:
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 access to expert insights and research and become a better investor.
Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.
Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio. -
Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
How are ETFs handling this volatility? Given the current volatility, which strategy should ETF investors use?Are there any products that can help with managing volatility?Where do you see the opportunities in the current market?Some see the rise of passive ETFs as a bad thing, thoughts?Do ETFs distort the market and chase the winners to extreme levels?What are the trends in the ETF market?Are ETFs a great way for investing beginners to build wealth over the long term?You put out a magnificent email every week, how do our members access that?
In this episode, Henry Jennings is joined by John Caulfield from VanEck - Director, Institutions and Intermediaries.
John joined VanEck Australia in 2014 and has over 20 years of experience in the finance sector. He is an ETF expert and features regularly on ausbiz and podcasts.
John is responsible for the institutional and intermediary client business in New South Wales, Queensland and New Zealand. He previously worked at FTSE Group (Australia) as the Director of Business Development and at the London Metal Exchange. John has a Bachelor of Business Science (Hons) in Finance from the University of Cape Town.
Some of the things discussed:
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 access to expert insights and research and become a better investor.
Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.
Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio. -
Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
Why M&A?The M&A Checklist.What is so special about Harvest Lane?How do you assess the risk-reward of a bid going through?Do you identify M&A targets beforehand (and take a position) or wait until the deal is announced?Is there an optimal point to take profits?What sort of return do you target for a bid situation?What advice can you give to retail investors playing this game?
In this episode, Henry Jennings is joined by Luke Cummings from Harvest Lane Asset Management.
Luke is the Chief Investment Officer and Managing Director of this pure-play M&A fund, specialising in takeover arbitrage.
He has more than 20 years of financial markets experience.
In this podcast, they discuss:
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 access to expert insights and research and become a better investor.
Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.
Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio. -
Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
Let’s talk copper. Big rally, can it keep going? Where are the big growth projects? (Starts at 1:47)What is the attraction of Mongolia? How do the locals feel about the project? (Starts at 4:22)Brief overview of Xanadu and why it should be on investors' radar. (Starts at 7:09)How does a company with a market cap of around $120m get maximum leverage without being diluted out by its partners? (Starts at 10:26)The Bacchus adviser role. Funding options. (Starts at 13:14)Working relationship with Zijin Mining, what are they like? (Starts at 13:48)When is the PFS due, and what key changes are expected relative to the scoping study? (Starts at 15:40)Let's talk about grades. Is 0.3% going to cut it? Is it going to be an open pit to begin with (like RIO)? (Starts at 18:16)When do you plan to recommence deep drilling? Will fresh funds need to be raised for that? (Starts at 19:33)Other 2 projects (Red Mountain + Sant Tolgoi), what are the ownership and current activities on each? (Starts at 22:54)What are the expected milestones for 2024? (Starts at 23:48)With Zijin at 19% of the company, is there a risk it could bid for the whole company before a serious value uplift? (Starts at 24:50)Will there be more industry consolidation with BHP kicking things off? (Starts at 25:30)As an ASX investor, it’s hard to find copper plays since Oz Minerals was bought by BHP, only really SFR. It’s particularly hard to find quality companies run by good quality management with good quality projects. (Starts at 26:48)Mongolian insights into people, infrastructure, political system and climate. (Starts at 29:40)
In this episode, Henry Jennings is joined by Colin Moorhead, Executive Chairman and MD at Xanadu Mines (ASX: XAM).
Colin is an experienced industry executive with a demonstrated track record of over three decades building value in mining companies.
A geologist by training, Colin is a Fellow, Chartered Professional and Immediate Past President of AUSIMM, a graduate of AICD and Harvard Business School Advanced Management Program (AMP).
Some of the topics covered:
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 access to expert insights and research and become a better investor.
Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.
Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio. -
Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
In this episode, Henry Jennings is joined by Dr Francis Wedin, Executive Chair at Vulcan Energy (ASX/FSE: VUL).
Henry has chatted with Francis a couple of times in the past, and this time you get to hear about Vulcan's progress on its Lithium Extraction Optimisation Plant (LEOP) in Germany.
Dr Wedin is a battery materials and renewable energy industry executive, focused on developing global-scale decarbonisation opportunities.
He founded Vulcan Energy and its Zero Carbon Lithium™ Business. They are aiming to become the world’s first dual lithium chemicals and renewable energy producer with net zero greenhouse gas emissions.
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 access to expert insights and research and become a better investor.
Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.
Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio. -
Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
In this episode, Henry Jennings is joined by George Hadjia, Chief Investment Officer at Bristlemoon Capital.
George is back from a 5-year stint in New York with Montaka Global Investments, set up by Andrew Macken and Chris Demasi. He is now setting up his own hedge fund.
In this podcast, they talk hedge funds, New York, investing styles, shorting, the good and the bad, and a couple of international stocks on George's radar.
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 access to expert insights and research and become a better investor.
Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.
Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio. -
Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
In this episode, Henry Jennings is joined by Gregory Hall - CEO & MD of Alligator Energy (ASX: AGE).Greg has 30+ years of experience in uranium and other mine management and CEO roles. This includes management roles at WMC Olympic Dam & nickel mines, LKAB Iron Ore (Sweden), ERA Ranger and Jabiluka Uranium. As well as international commodities marketing with Rio Tinto (ERA) Uranium, and Bauxite & Alumina groups.
He was also the founding CEO of Toro Energy Ltd, which achieved approval for Western Australia’s first modern uranium mine project.
In a wide-ranging discussion, they talk about where uranium is now, what is driving it, and why, plus, of course, a look at AGE's Samphire Project and the year ahead for this junior uranium explorer. Plenty to focus on and cashed up from recent placement.
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 access to expert insights and research and become a better investor.
Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.
Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio. -
If you've ever felt overwhelmed or uncertain about the direction of your superannuation, you're not alone. Many Australians struggle to navigate the complexities of managing their superannuation, often feeling disconnected from their financial goals and aspirations.
It's time to take control.
At Marcus Today, our goal is to empower you with the knowledge and confidence needed to master your superannuation strategy.
Whether you're unsure about the best approach to superannuation management or hesitant to dive into self-directed investing, this workshop is for you.
Watch the YouTube video here.
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 access to expert insights and research and become a better investor. -
Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
In this episode, Henry Jennings is joined by Tom Waterhouse - WaterhouseVC.
Many will be familiar with Tom and his legendary horse racing heritage. His family is racing royalty.
Tom's grandfather, Bill Waterhouse, was the biggest bookie in the world in the 60s and 70s. His father, Rob Waterhouse, is a bookmaker and part-owner of one of the world’s largest betting syndicates.
His grandfather, T.J Smith, is the most successful Australian racehorse trainer of all time.
His mother, Gai, has won over 130 Group 1 races, is a Melbourne Cup winner, and has trained horses for the Queen.
Founded in August 2019, WaterhouseVC invests in businesses related to wagering and gaming.
In this short chat, Tom runs through the really interesting strategy that his VC Fund uses to produce extraordinary returns. And they have been extraordinary.
This is the first part of a wide-ranging chat they had about gambling and how Tom's fund invests, with a further episode after Easter.
Henry was certainly surprised about the philosophy behind the fund.
They even touch on his mother's appearance as a 'Time Lord' in a 1978 'Doctor Who' episode.
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 access to expert insights and research and become a better investor.
Make life simple. Invest with Marcus Today. -
Welcome to 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.
In this special episode, Henry Jennings talks with chartist and trading mentor Louise Bedford - The Trading Game. In this broad-ranging chat, Louise runs through several great actionable ideas to give you a trading edge.
Whether you are a long-term investor or a trader, Louise has some words of wisdom and some rules to put into action. They even talk about cats, spiders, and waterlogged rats, and how they relate to being a better trader.
Apparently, RSC is not the Royal Shakespeare Company after all.
Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.
If you've ever felt overwhelmed about your superannuation, you're not alone. It's time to take control. Join us on March 26 for an exclusive live workshop. - Montre plus
