Episodios
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In this episode of On the Couch, Henry Jennings speaks with Dr Andreas Fouras, Managing Director and CEO of 4DMedical (ASX: 4DX).
Many Marcus Today members will know 4DX from when it was a fraction of its current price. Henry has long been a fan of the company, which has developed XV Technology β a proprietary software platform enabling non-invasive, quantitative imaging and analysis of lung function.
They cover the opportunity in replacing CTPA scans, the Pro Medicus relationship, and what the next twelve months could look like for the business.
β
Marcus Today β Daily Market Insights
Marcus Today provides clear, practical commentary for self-directed investors β covering markets, portfolios, education, and decision-making without the noise.
If you'd like to go further:
Start a free 14-day trial of Marcus Today
http://bit.ly/mt-trial-podcastJoin Marcus Today
Use code MTPODCAST for 10% off
http://bit.ly/mt-join-podcast-offerMT20 β Managed ETF Portfolio
A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.
http://bit.ly/mt20-podcastPrinciples β How We Think About Investing
A short video series on timing, behaviour, and decision-making. No stock tips.
http://bit.ly/mt-principles-podcastβ
Disclaimer
This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice. -
In this episode of On the Couch, Henry Jennings speaks with Igor Pejic, author of Tech Money β a new book on the rules of investing in the technology age.
They cover why tech investing requires a different playbook, the AI bubble debate, which industries face the biggest disruption, and what quantum computing could mean for the decade ahead.
β
Marcus Today β Daily Market Insights
Marcus Today provides clear, practical commentary for self-directed investors β covering markets, portfolios, education, and decision-making without the noise.
If you'd like to go further:
Start a free 14-day trial of Marcus Today
http://bit.ly/mt-trial-podcastJoin Marcus Today
Use code MTPODCAST for 10% off
http://bit.ly/mt-join-podcast-offerMT20 β Managed ETF Portfolio
A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.
http://bit.ly/mt20-podcastPrinciples β How We Think About Investing
A short video series on timing, behaviour, and decision-making. No stock tips.
http://bit.ly/mt-principles-podcastβ
Disclaimer
This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice. -
¿Faltan episodios?
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In this episode of On the Couch, Henry Jennings speaks with Jonathon Higgins from Unified Capital Partners.
They cover the state of ASX tech, the AI trade in the US, and the emerging neocloud sector β including the Australian players worth watching and where the real money is flowing inside the data centre boom.
β
Marcus Today β Daily Market Insights
Marcus Today provides clear, practical commentary for self-directed investors β covering markets, portfolios, education, and decision-making without the noise.
If you'd like to go further:
Start a free 14-day trial of Marcus Today
http://bit.ly/mt-trial-podcastJoin Marcus Today
Use code MTPODCAST for 10% off
http://bit.ly/mt-join-podcast-offerMT20 β Managed ETF Portfolio
A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.
http://bit.ly/mt20-podcastPrinciples β How We Think About Investing
A short video series on timing, behaviour, and decision-making. No stock tips.
http://bit.ly/mt-principles-podcastβ
Disclaimer
This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice. -
In this episode of On the Couch, Henry Jennings sits down with Alex Pollak, founder and CIO of Loftus Peak.
They cover the AI investment landscape, where the real opportunities are in the current market, and why Loftus Peak is increasingly looking beyond pure tech β into China, biotech, and energy storage.
β
Marcus Today β Daily Market Insights
Marcus Today provides clear, practical commentary for self-directed investors β covering markets, portfolios, education, and decision-making without the noise.
If you'd like to go further:
Start a free 14-day trial of Marcus Today
http://bit.ly/mt-trial-podcastJoin Marcus Today
Use code MTPODCAST for 10% off
http://bit.ly/mt-join-podcast-offerMT20 β Managed ETF Portfolio
A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.
http://bit.ly/mt20-podcastPrinciples β How We Think About Investing
A short video series on timing, behaviour, and decision-making. No stock tips.
http://bit.ly/mt-principles-podcastβ
Disclaimer
This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice. -
In this episode of On the Couch, Henry Jennings speaks with Dr Liz Dallimore, CEO of Argenica Therapeutics (ASX: AGN).
Fresh from presenting phase two trial data at a major international stroke conference, Liz walks through what the results showed, why neuroprotection is such a difficult space, and what the path forward looks like for the company.
β
Marcus Today β Daily Market Insights
Marcus Today provides clear, practical commentary for self-directed investors β covering markets, portfolios, education, and decision-making without the noise.
If you'd like to go further:
Start a free 14-day trial of Marcus Today
http://bit.ly/mt-trial-podcastJoin Marcus Today
Use code MTPODCAST for 10% off
http://bit.ly/mt-join-podcast-offerMT20 β Managed ETF Portfolio
A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.
http://bit.ly/mt20-podcastPrinciples β How We Think About Investing
A short video series on timing, behaviour, and decision-making. No stock tips.
http://bit.ly/mt-principles-podcastβ
Disclaimer
This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice. -
In this episode of On the Couch, Henry Jennings speaks with Jon Pilcher, CEO of Neuren Pharmaceuticals (ASX: NEU), on his fourth appearance on the podcast.
They cover the European regulatory setback, strong US sales momentum, and what the phase three trial for Neuren's second drug candidate means for the company's outlook.
β
Marcus Today β Daily Market Insights
Marcus Today provides clear, practical commentary for self-directed investors β covering markets, portfolios, education, and decision-making without the noise.
If you'd like to go further:
Start a free 14-day trial of Marcus Today
http://bit.ly/mt-trial-podcastJoin Marcus Today
Use code MTPODCAST for 10% off
http://bit.ly/mt-join-podcast-offerMT20 β Managed ETF Portfolio
A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.
http://bit.ly/mt20-podcastPrinciples β How We Think About Investing
A short video series on timing, behaviour, and decision-making. No stock tips.
http://bit.ly/mt-principles-podcastβ
Disclaimer
This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice. -
Welcome to the latest episode of On the Couch with Marcus Today's Henry Jennings.
This episode, Henry sits down with Nick Griffin β founding partner and CIO of Munro Partners. Nick has been on the couch before, and it's a timely catch-up in what has been an 'interesting' market. Full disclosure: Henry is a shareholder of MAET.
Nick brings over 25 years of financial services experience, including 15 years in funds management at K2 and Munro. US AI and global tech themes are on the agenda β and it's a very interesting conversation.
β
Marcus Today β Daily Market Insights
Marcus Today provides clear, practical commentary for self-directed investors β covering markets, portfolios, education, and decision-making without the noise.
If you'd like to go further:
Start a free 14-day trial of Marcus Today
http://bit.ly/mt-trial-podcastJoin Marcus Today
Use code MTPODCAST for 10% off
http://bit.ly/mt-join-podcast-offerMT20 β Managed ETF Portfolio
A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.
http://bit.ly/mt20-podcastPrinciples β How We Think About Investing
A short video series on timing, behaviour, and decision-making. No stock tips.
http://bit.ly/mt-principles-podcastβ
Disclaimer
This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.β
IMPORTANT DISCLAIMER β MUNRO PARTNERS
Performance data mentioned in this podcast is as of 16 April 2026. The figures provided are as at 16 April 2026 and reflect more recent market movements. These differ from the 31 March 2026 quarter-end figures previously reported due to timing and valuation updates. For the most current position, please rely on the 16 April figures. This podcast is for general information purposes only, as it is not investment advice of any nature. The information contained in this podcast reflects, as of the date of publication, the views of Munro Partners and sources believed by Munro Partners to be reliable. There can be no guarantee that any projection, forecast or opinion in these materials will be realised. The views expressed in this podcast may change at any time after the date of issue. This information has been prepared without taking into account the objectives, financial situation or needs of individuals. Before making an investment decision in relation to the Funds, investors should obtain independent advice from a licensed professional adviser. Information about the Munro Funds issued in Australia, including the product disclosure statements (PDS), and target market determination (TMD) for the Munro Funds, is available at www.gsfm.com.au, www.munropartners.com or by calling 1300 133 451. Past performance information in this podcast is given for illustrative purposes only and should not be relied upon as an indication of future performance. None of GSFM Responsible Entity Services, Munro Partners, its related bodies or associates, nor any other person guarantees the repayment of capital or the performance of the Funds or any particular returns from the Funds. No representation or warranty is made concerning the accuracy of any data contained in this podcast. You should consider the PDS and Additional Information to the PDS in its entirety before making a decision to acquire or continue to hold an interest in the Funds. This podcast was recorded on 16 April 2026.
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VIDEO AVAILABLE: https://vimeo.com/1181449274
Chris Stott (1851 Capital) joins Callum Newman to break down the current small-cap landscape β and why the next six months may be more difficult than many expect.
In this discussion, Chris outlines how rising interest rates, geopolitical volatility and shifting investor sentiment are shaping opportunities in Australian equities.
Despite near-term caution, he highlights where value is starting to emerge β particularly in beaten-down sectors and less crowded parts of the market.
Why interest rates are still the key driver for marketsWhere opportunities are appearing after recent sell-offsHow to manage risk and position portfolios in volatile conditionsThe reality of small-cap investing, and why 6/10 decisions are enoughAI, data centres and where structural growth is actually happeningWhy IPOs are drying up and capital is becoming more concentrated
Topics covered:
Chris also shares how he thinks about portfolio construction, cash levels, and identifying companies that can genuinely outperform.
About Chris Stott:Chris is Co-Founder and Chief Investment Officer at 1851 Capital, with over 20 years' experience in Australian funds management. He was previously CIO at Wilson Asset Management and was named one of the AFR's top young fund managers.
Learn more: https://1851capital.com.au/
β
Marcus Today β Daily Market Insights
Marcus Today provides clear, practical commentary for self-directed investors β covering markets, portfolios, education, and decision-making without the noise.
If you'd like to go further:
Start a free 14-day trial of Marcus Today
http://bit.ly/mt-trial-podcastJoin Marcus Today
Use code MTPODCAST for 10% off
http://bit.ly/mt-join-podcast-offerMT20 β Managed ETF Portfolio
A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.
http://bit.ly/mt20-podcastPrinciples β How We Think About Investing
A short video series on timing, behaviour, and decision-making. No stock tips.
http://bit.ly/mt-principles-podcastβ
Disclaimer
This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice. -
In this episode of On the Couch, Henry Jennings speaks with Coby Hanoch, CEO of Weebit Nano (ASX: WBT), about the surge in memory demand driven by AI.
They discuss the difference between embedded and discrete memory, recent commercial progress, and where ReRAM fits in the next phase of semiconductor growth.
A clear look at what is driving the sector β and what comes next.
β
Marcus Today β Daily Market Insights
Marcus Today provides clear, practical commentary for self-directed investors β covering markets, portfolios, education, and decision-making without the noise.
If you'd like to go further:
Start a free 14-day trial of Marcus Today
http://bit.ly/mt-trial-podcastJoin Marcus Today
Use code MTPODCAST for 10% off
http://bit.ly/mt-join-podcast-offerMT20 β Managed ETF Portfolio
A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.
http://bit.ly/mt20-podcastPrinciples β How We Think About Investing
A short video series on timing, behaviour, and decision-making. No stock tips.
http://bit.ly/mt-principles-podcastβ
Disclaimer
This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice. -
Welcome to the latest episode of On the Couch with Henry Jennings from Marcus Today.
In this episode, Henry is joined by his old friend Richard Morrow from Lowell Resources Trust (ASX: LRT). They discuss all things gold β why he still likes the sector and which stocks he recommends.
Richard is the former Chair of the Melbourne Mining Club and a director of LRT.
A great look at the gold sector from a guru in the space.
β
Marcus Today β Daily Market Insights
Marcus Today provides clear, practical commentary for self-directed investors β covering markets, portfolios, education, and decision-making without the noise.
If you'd like to go further:
Start a free 14-day trial of Marcus Today
http://bit.ly/mt-trial-podcastJoin Marcus Today
Use code MTPODCAST for 10% off
http://bit.ly/mt-join-podcast-offerMT20 β Managed ETF Portfolio
A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.
http://bit.ly/mt20-podcastPrinciples β How We Think About Investing
A short video series on timing, behaviour, and decision-making. No stock tips.
http://bit.ly/mt-principles-podcastβ
Disclaimer
This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice. -
Prefer to watch? Check out the full interview on video here: VIDEO β On the Couch with Gary Norden: Inside a 35-Year Trading Career
A bit of a different approach at Marcus Today; Callum Newman sits down with Gary Norden, a 35+ year pro trader (LIFFE floor, bank derivatives desks, hedge funds) and the author of An End to the Bull β to talk how the pros actually trade when it's their own money on the line.
In this conversation, Gary explains how professional traders really approach markets; building an edge through knowledge, skill and risk management β and why much of the "sell-side research" investors read is often just a sales tool dressed up as insight.
The professional trader's edge β skills, knowledge, and risk managementWhy bank research gets "taken with a pinch of salt"Day trading vs punting β order flow trading as a real craftCan humans still compete with algorithms/HFT?ETFs, concentration risk, and the "all in / all out" marketOptions β why Gary prefers buying options (hedging + asymmetric upside)Gold and silver β why the bull case may not be done yetChina, commodities, and what Gary sees on the ground.
We cover:
03:58 Why traders ignore sell-side research06:12 Day trading as a professional skill (order flow)11:56 AI, ETFs, and the concentration problem19:35 Options as portfolio "insurance"26:47 Gold vs silver, miners, and what to watch48:25 The red jacket story (and what it meant on the floor)
Standout moments (timestamps):
Gary's book: An End to the Bull: Cut Through the Noise to Develop a Sustainable Trading Career (John Wiley & Sons).β
Marcus Today β Daily Market Insights
Marcus Today provides clear, practical commentary for self-directed investors β covering markets, portfolios, education, and decision-making without the noise.
If you'd like to go further:
Start a free 14-day trial of Marcus Today
http://bit.ly/mt-trial-podcastJoin Marcus Today
Use code MTPODCAST for 10% off
http://bit.ly/mt-join-podcast-offerMT20 β Managed ETF Portfolio
A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.
http://bit.ly/mt20-podcastPrinciples β How We Think About Investing
A short video series on timing, behaviour, and decision-making. No stock tips.
http://bit.ly/mt-principles-podcastβ
Disclaimer
This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice. -
Welcome to another episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to bring you valuable insights from the investing world.
In this quickie episode, Henry Jennings is joined by his good friend Andrew Wielandt β also known as The ETF Whisperer.
Andrew shares his ETF picks for the year ahead⦠and not a QUAL in sight.
0:00 β Welcome And General Advice Reminder2:03 β 2026 Outlook: Volatility And Passive Risks5:20 β US Politics, Dollar Views And Silver Shock7:10 β Theme 1: Diversifying Away From US With VEU9:10 β Hedging The Currency And Core Adjustments12:00 β Theme 2: Japan Exposure With IJP15:00 β Theme 3: Long Short LICs And LITs Toolkit22:30 β Why Long Short Now And Portfolio Weights25:00 β Theme 4: Aussie Small Caps With Firetrail28:00 β Theme 5: Resources Via Tribeca TGF Or VanEck MVR
Chapter Markersβ
Marcus Today β Daily Market Insights
Marcus Today provides clear, practical commentary for self-directed investors β covering markets, portfolios, education, and decision-making without the noise.
If you'd like to go further:
Start a free 14-day trial of Marcus Today
http://bit.ly/mt-trial-podcastJoin Marcus Today
Use code MTPODCAST for 10% off
http://bit.ly/mt-join-podcast-offerMT20 β Managed ETF Portfolio
A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.
http://bit.ly/mt20-podcastPrinciples β How We Think About Investing
A short video series on timing, behaviour, and decision-making. No stock tips.
http://bit.ly/mt-principles-podcastβ
Disclaimer
This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice. -
Welcome to another episode of On the Couch.
In this episode, Henry Jennings catches up with Scott Kirkland from EMVision Medical Devices (ASX: EMV).
Scott is the co-founder of EMVision Medical Devices Ltd and has held several senior sales roles, including Head of Client Sales at US-based technology company Quantcast, before founding Kirkland Capital to focus on emerging technologies.
At EMVision, Scott oversees corporate affairs, commercial strategy, and business development, while also managing the company's capital requirements β including non-dilutive financing and grant opportunities. He is a member of the Australian Institute of Company Directors.
Many listeners will be familiar with the EMVision story, but in this episode, Scott brings us up to date on the company's mission and progress β as it continues to develop breakthrough medical devices for stroke diagnosis in both first responder and hospital settings.
0:00 β Welcome, Disclaimers And Personal Stories2:23 β EMVision's Mission And Devices4:15 β First Responder Helmet And ECG Analogy6:03 β The Golden Hour And Treatment Windows8:12 β Trials, Sites And FDA De Novo Plan10:15 β Grants, Regional Impact And Reimbursement12:02 β AI In Stroke Care And Workflow Gains14:05 β Cash Runway, Partners And Milestones16:06 β Go-To-Market Focus And Stroke Belt17:45 β Risks, Focus And Business Model19:00 β Closing Thanks And Next Steps
Chapter Markersβ
Marcus Today β Daily Market Insights
Marcus Today provides clear, practical commentary for self-directed investors β covering markets, portfolios, education, and decision-making without the noise.
If you'd like to go further:
Start a free 14-day trial of Marcus Today
http://bit.ly/mt-trial-podcastJoin Marcus Today
Use code MTPODCAST for 10% off
http://bit.ly/mt-join-podcast-offerMT20 β Managed ETF Portfolio
A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.
http://bit.ly/mt20-podcastPrinciples β How We Think About Investing
A short video series on timing, behaviour, and decision-making. No stock tips.
http://bit.ly/mt-principles-podcastβ
Disclaimer
This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice. -
Welcome to the latest episode of On the Couch.
In this episode, Henry Jennings from Marcus Today sits down with Nathan Smith, CEO of Neuroscientific Biopharmaceuticals, to unpack how a differentiated mesenchymal stem cell therapy is progressing from acquisition to patient impact in refractory Crohn's disease.
With promising real-world data via special access programs, a clear regulatory path, and lean execution, the company is preparing for a focused Phase 2 push in 2026.
What the StemSmart MSC platform is β and why differentiation mattersSpecial access program results in fistulising Crohn'sPrior early-phase data and how it informs trial designMarket size for refractory Crohn's and broader inflammatory targetsRegulatory steps, including pre-IND and TGA interactionsManufacturing tech transfer with QGen and licensure plans2026 milestones across CRO onboarding, trial initiation, and IP expansionCash runway to trial start and approach to raising capitalCompetitive landscape and lessons from Mesoblast's US approvalA CEO's take on what actually drives market value
Topics covered in this episode:β
Marcus Today β Daily Market Insights
Marcus Today provides clear, practical commentary for self-directed investors β covering markets, portfolios, education, and decision-making without the noise.
If you'd like to go further:
Start a free 14-day trial of Marcus Today
http://bit.ly/mt-trial-podcastJoin Marcus Today
Use code MTPODCAST for 10% off
http://bit.ly/mt-join-podcast-offerMT20 β Managed ETF Portfolio
A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.
http://bit.ly/mt20-podcastPrinciples β How We Think About Investing
A short video series on timing, behaviour, and decision-making. No stock tips.
http://bit.ly/mt-principles-podcastβ
Disclaimer
This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice. -
Welcome to the latest episode of On the Couch.
In this episode, Henry Jennings sits down with trading mentor and author Louise Bedford β always a popular guest, known for her valuable insights into markets and trading mentality.
Louise shares her approach to selling, the importance of discipline, and breaks down what sectors are currently hot β and which ones are ice cold.
She is a behavioural finance expert, bestselling author, and seasoned trader with over 30 years of experience. Louise hosts the Talking Trading podcast and is widely regarded as one of Australia's most compelling voices in financial markets, with six books to her name.
0:04 β Welcome And Ground Rules1:49 β Macro Whip-Around: US Vs Australia3:21 β Hot And Cold Sectors Revealed5:01 β Tech's Ice Age And What It Means7:49 β Small Caps, Resources, Materials Opportunities8:53 β Chart Signals: Lithium Standouts10:25 β Managing Big Wins With Thirds13:10 β Stops, ATRs, And Psychology15:22 β Love Affairs With Stocks And Objectivity16:58 β Handling Reporting Season Volatility19:12 β Overtrading, Plans, And The Inner Lunatic21:08 β Using AI As A Trading Mirror23:02 β Agent Mode, Scans, And The Future25:09 β Final Takeaways: Process And Discipline
Chapter Markersβ
Marcus Today β Daily Market Insights
Marcus Today provides clear, practical commentary for self-directed investors β covering markets, portfolios, education, and decision-making without the noise.
If you'd like to go further:
Start a free 14-day trial of Marcus Today
http://bit.ly/mt-trial-podcastJoin Marcus Today
Use code MTPODCAST for 10% off
http://bit.ly/mt-join-podcast-offerMT20 β Managed ETF Portfolio
A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.
http://bit.ly/mt20-podcastPrinciples β How We Think About Investing
A short video series on timing, behaviour, and decision-making. No stock tips.
http://bit.ly/mt-principles-podcastβ
Disclaimer
This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice. -
Welcome to the latest episode of On the Couch.
In this episode, Henry Jennings is joined by Jonathon Higgins from Unified Capital Partners. A frequent guest on the podcast, Jonathon needs no introduction. He is Head of Research at boutique broker UCP and, as always, brings some great stock selections to the table.
β
Marcus Today β Daily Market Insights
Marcus Today provides clear, practical commentary for self-directed investors β covering markets, portfolios, education, and decision-making without the noise.
If you'd like to go further:
Start a free 14-day trial of Marcus Today
http://bit.ly/mt-trial-podcastJoin Marcus Today
Use code MTPODCAST for 10% off
http://bit.ly/mt-join-podcast-offerMT20 β Managed ETF Portfolio
A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.
http://bit.ly/mt20-podcastPrinciples β How We Think About Investing
A short video series on timing, behaviour, and decision-making. No stock tips.
http://bit.ly/mt-principles-podcastβ
Disclaimer
This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice. -
Welcome to the latest episode of On the Couch.
In this episode, Henry Jennings sits down with Armina Rosenberg, co-founder of funds management group Minotaur Capital.
Armina represents a new breed of 'rock star' fund manager β one harnessing the power of AI to build a fund unlike any other.
From a childhood in Western Sydney to running global equities for the Atlassian founders, Armina's story fuels a clear mission: broaden who allocates capital, and sharpen how capital is deployed.
Markets are moving faster than most investment processes. In this conversation, Armina discusses Minotaur Capital, how an AI-native workflow can identify structural change earlier, compress research cycles from days to minutes, and keep human judgement where it matters most. A fascinating glimpse into the future of investing.
0:06 β Meet Armina and Minotaur Capital1:52 β From Western Sydney To JP Morgan3:37 β Running Atlassian Founders' Global Equities4:56 β Why Start Minotaur And What's Different7:01 β Building Tauriant: AI For Idea Discovery10:56 β From Snapshots To Full Initiations13:45 β Monitoring, Thesis Checks, And AI Agents15:00 β Humans In The Loop And Portfolio Sizing16:40 β 2026 Outlook: AI, Volatility, Software Risks20:08 β Is There A Tech Bubble Or Just Rotation23:01 β Five Lessons From Launching A Fund30:23 β Closing Thoughts And An Open Invitation
Chapter Markersβ
Marcus Today β Daily Market Insights
Marcus Today provides clear, practical commentary for self-directed investors β covering markets, portfolios, education, and decision-making without the noise.
If you'd like to go further:
Start a free 14-day trial of Marcus Today
http://bit.ly/mt-trial-podcastJoin Marcus Today
Use code MTPODCAST for 10% off
http://bit.ly/mt-join-podcast-offerMT20 β Managed ETF Portfolio
A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.
http://bit.ly/mt20-podcastPrinciples β How We Think About Investing
A short video series on timing, behaviour, and decision-making. No stock tips.
http://bit.ly/mt-principles-podcastβ
Disclaimer
This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice. -
Welcome to this Christmas episode of On the Couch.
In this special edition, Henry Jennings sits down with Adam Dawes from Shaw and Partners to reflect on what investors have learned from 2025 β and, more importantly, what themes and stocks are worth watching in 2026.
Adam is a long-time friend of the podcast and a regular guest across major media outlets, known for his experience, insights, and practical investment wisdom.
This episode is all about stocks and the big-picture themes that could shape the year ahead.
Disclaimer: This is general advice only. It doesn't take your personal circumstances into account. Please speak to a licensed adviser before acting on anything in this episode.Looking for personal financial advice? Our friends at Clime Investment Management offer tailored advice and financial planning services across most states. Learn more: marcustoday.com.au/about-us/financial-planning-with-clime/
Prefer someone to invest for you? The Marcus Today Managed Strategy Portfolio applies the same strategy we write about daily β but we manage it for you, using Australian-listed ETFs and a long-term growth approach. Find out more: marcustoday.com.au/managed-portfolios/
Want to take control of your own investing? Start a free 14-day trial of the Marcus Today newsletter and get daily insights, analysis, and model portfolios designed for self-directed investors. Sign up here: marcustoday.com.au/trial-sign-up/
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Welcome to the latest episode of On the Couch.
In this episode, Henry Jennings is joined by Dr Francis Wedin, Chair of Vulcan Energy (ASX: VUL). A long-time friend of the podcast, Francis founded Vulcan around seven years ago. He was previously Executive Director of ASX-listed Exore Resources, where he successfully developed two new lithium resources across two continents.
Vulcan Energy has recently announced a comprehensive funding package for its flagship Upper Rhine Valley lithiumβgeothermal project, Lionheart. Backed by some of Europe's largest banks and institutions, the company now has the capital to begin construction on Phase 1 of this ambitious project.
What exactly does Vulcan do?Where is the Lionheart project located?How easy was it to secure the funding?The funding package is complex β what are its key features in simple terms?Is the team in place to construct a project of this scale?What sets Vulcan apart from the rest?Vulcan has a loyal shareholder base, including Hancock Prospecting β how important is that support?What happens next?
Talking Points
Disclaimer: This is general advice only. It doesn't take your personal circumstances into account. Please speak to a licensed adviser before acting on anything in this episode.Looking for personal financial advice? Our friends at Clime Investment Management offer tailored advice and financial planning services across most states. Learn more: marcustoday.com.au/about-us/financial-planning-with-clime/
Prefer someone to invest for you? The Marcus Today Managed Strategy Portfolio applies the same strategy we write about daily β but we manage it for you, using Australian-listed ETFs and a long-term growth approach. Find out more: marcustoday.com.au/managed-portfolios/
Want to take control of your own investing? Start a free 14-day trial of the Marcus Today newsletter and get daily insights, analysis, and model portfolios designed for self-directed investors. Sign up here: marcustoday.com.au/trial-sign-up/
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Welcome to the latest episode of On the Couch.
In this episode, Henry Jennings is joined by Jon Pilcher, CEO of Neuren Pharmaceuticals (ASX: NEU). The pair first spoke around three years ago, and with Neuren delivering impressive results for investors since then, it felt like the perfect time for a catch-up β especially with 2026 shaping up to be another pivotal year.
Jon joined Neuren in 2013 as CFO and was appointed CEO in May 2020.
Neuren is focused on developing new therapies for highly debilitating neurodevelopmental disorders that emerge in early childhood and are characterised by impaired connections and signalling between brain cells.
Its lead product, trofinetide (NNZ-2566), is licensed to Acadia Pharmaceuticals for North America, with Neuren retaining all rights outside North America and full access to all data generated by Acadia.
Neuren has evolved from a pre-revenue, option-value story to a profitable company with royalties now flowing. What does the market still misunderstand most about the business today?DAYBUE is the first and only approved treatment for Rett syndrome, with strong real-world persistence. What does the 'second phase' of growth look like as Acadia pushes further into community neurologists and global markets?How is Neuren thinking about capital allocation now β offensive, defensive, or focused on strategic optionality?The share price peaked around A$25 but now sits closer to A$18 β despite more data, more cash, and less risk. What's behind that disconnect?NNZ-2591 is emerging as a true platform drug with multiple late-stage opportunities. If PMS, Pitt Hopkins, and Angelman syndrome all succeed, how large could this franchise realistically become?Pitt Hopkins now has Fast Track designation, new patents, and an FDA meeting on the horizon. Could it become Neuren's second registrational program β and what would that mean for the company's scale?One of the things investors admire about Neuren is its ability to fund development entirely from internal cash flow. Under what circumstances would equity funding ever be back on the table?With DAYBUE expanding globally and NNZ-2591 moving into multiple late-stage programs, what does Neuren look like in 3β5 years? A royalty engine, a commercial business β or something much bigger?
Talking Points
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