On the Couch
147 episodes - English - Latest episode: about 2 months ago -Marcus Padley and Henry Jennings talk to fund managers, CEOs, investors and other finance professionals about the big issues, and how to navigate choppy investment markets. Great guests, great conversations, and a focus on money-making ideas, straight from the experts.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
On the Couch with Jake Henson COO of ASX Listed Betmakers (BET)
May 06, 2021 07:00 - 24 minutes - 17 MBThis week's On the Couch is with Betmakers (BET) COO Jake Henson. Given that we own BET in the MT Growth Portfolio, we thought it would be a good idea to catch up with all the trackside action and hear the story from the horses' mouth. We talk about the opportunities ahead, BET's recent Sportech acquisition and the importance of having industry legend Matthew Tripp backing the company. Jake has been a key member of BET for more than 4 years and holds 10 years’ experience in the sports and w...
On the Couch with Doug Morris CEO Sharesight
April 23, 2021 02:00 - 32 minutes - 22.2 MBWelcome to another special episode of ‘On the Couch’ with myself Henry Jennings from Marcus Today. This week I am talking to Doug Morris, the CEO of Sharesight. Some members will be familiar with this portfolio tracking platform and Doug runs through some of its features. We talk, Bitcoin, NFTs and the rise of fintechs and some of the trends that he sees with his unique view on a wide range of client portfolios. Doug is a leading voice in the Australasian FinTech and SaaS industries. He b...
On the Couch with John Forwood CIO Lowell Resource Fund (LRT) 17th April
April 15, 2021 07:00 - 27 minutes - 19 MBWelcome to another special episode of ‘On the Couch’ with myself Henry Jennings from Marcus Today. This week I am joined on the couch by John Forwood, the CIO from Lowell Resource Funds Management (LRT). John is a qualified lawyer and geologist experienced in the resources sector. He has 17 years of resources financing experience with RMB Resources, including 13 years as a manager of the Telluride Fund. John also has 5 years' experience in exploration and development geology in Australia, ...
On the Couch with John Caulfield from Van Eck ETFs with a look at VLUE and CLNE
March 31, 2021 04:00 - 32 minutes - 22.3 MBCLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST. Join us On the Couch with John Caulfield from Van Eck talking all things ETF with a special focus on the newly listed CLNE and VLUE ETFs giving investors exposure to emerging clean energy and value stocks. A great look at what is driving these ETFs and why they offer good long term investment potential.
On the Couch with Jun Bei Liu - Portfolio Manager Tribeca Investment Partners
March 25, 2021 22:00 - 36 minutes - 24.8 MBCLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST. This week we catch up with Portfolio Manager Jun Bei Liu from Tribeca Investment Partners. Jun Bei is a familiar face on financial news media and a truly passionate investor. Jun Bei manages a $1bn long short fund with Tribeca and is a regular participant in prestigious conferences such as Sohn as well as appearances on CNBC, Ausbiz and Bloomberg TV. Jun Bei spent four years as an i...
On the Couch with James Storey from 360 Capital
March 18, 2021 01:00 - 20 minutes - 13.8 MBJoin us this week for a look at the world of commercial and residential property as we talk to REIT Fund Manager James Storey, Head of Real Assets, from 360 Capital who manages the 360 Capital REIT (TOT). James has over 15 years experience in real estate funds management with significant experience investing across debt, equity and corporate transactions. James was previously the fund manager of 360 Capital Office Fund (TOF) and the Industrial Fund (TIX). James has a bachelor of Business ...
On the Couch with Fund Manager Julia Lee from Burman Invest
March 04, 2021 05:00 - 31 minutes - 21.8 MBIt is a great time to catch up with Fund manager Julia Lee from Burman Invest. We take a deep dive into some of the companies Julia was watching over results season and how they reported and look at what's ahead for those companies and the market in 2021. Julia Lee is a familiar face to most who watch business TV - she is a well known expert in her field. Julia is not only a great communicator and a very popular presenter but also now has her own fund, Burman Invest. The fund is index unawa...
On the Couch with Kanish Chugh from ETF Securities
February 18, 2021 03:00 - 31 minutes - 21.8 MBIn this week's On the Couch, we chat to Kanish Chugh from ETF Securities. We have talked to ETF Securities in the past, but in this podcast we talk about how the pricing of ETFs work and the best times for liquidity in more esoteric ETFs. ETF Securities have some interesting new products and we try to get Kanish to spill the beans. Kanish Chugh is responsible for distribution covering sales and marketing strategy for institutional, intermediary and retail clients. He joined ETF Securities ...
CEO of Calix (ASX: CXL) Dr Phil Hodgson, On the Couch with Henry Jennings
February 10, 2021 06:00 - 28 minutes - 19.6 MBOn the Couch this week features Dr Phil Hodgson CEO of Calix (CXL). Calix is a company looking to create a new Kiln process that makes cement manufacturers far more environmentally friendly cutting CO2 emissions drastically. And its not just cement but a swathe of other applications, including advanced battery materials. As the company says, "Mars is for quitters". Dr Phil Hodgson joined Calix as CEO in 2013, was appointed a Director in 2014, and is a member of Calix’s Technology Committee...
On the Couch with Henry Jennings and special guest Michael Bacina a Partner at Lawyers Piper Alderman talking Bitcoin and Blockchain
February 04, 2021 06:00 - 33 minutes - 23.3 MBOn the Couch this week features Michael Bacina, a partner at lawyers Piper Alderman talking all things Bitcoin and Blockchain. Michael advises companies dealing with Digital Law: the intersection of cutting edge technology, automation and innovation. He is an expert on digital currencies and digital assets, blockchain projects, smart contract issues as well as FinTech and RegTech projects. Michael regularly publishes on technology and Blockchain and is a sought after speaker on regulator...
On the Couch with Henry Jennings and Andrew Wielandt talking all things ETF
January 28, 2021 22:00 - 29 minutes - 20.5 MBOn the Couch this week features Andrew Wielandt from DP Wealth in Toowoomba. Andrew is a regular guest expert on Ausbiz and has an in depth knowledge of ETFs. He is a former Macquarie Wealth Adviser and has adopted ETF investment to improve his clients returns in his practice in Queensland. CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST
On the Couch Special Presentation with Dr Francis Wedin from Vulcan Energy (ASX: VUL)
January 21, 2021 06:00 - 20 minutes - 14.3 MBIn this very special podcast, I was lucky enough to interview Dr Francis Wedin, the founder and CEO of one of the hottest stocks on the ASX currently. Vulcan Energy (ASX: VUL) has had a meteoric rise in 2020 and has kicked off the new year with a bang as John Hancock has invested and the company has recently announced its PFS for its Zero Carbon Lithium Brine project in Germany. In this interview, hear from the CEO on the progress of the project, the demand from Europe that is set to explode...
On the Couch with Danielle Ecuyer January 22nd
January 21, 2021 06:00 - 37 minutes - 25.6 MBDanielle Ecuyer is a former investment banker and broker with some of the major banks globally, now turned author/investor with her first book in starting out on share investing a huge success. So much so that she is writing a follow up with a new book on how to invest in the US market. In this week’s ‘On the Couch’ I catch up with Danielle and chat all things 'Stars and Stripes' with a particular look at Tesla. . Danielle talks about how to get started, where to find ideas and what stocks ...
On the Couch with Danielle Ecuyer January 22nd
January 21, 2021 06:00 - 38 minutes - 26.3 MBDanielle Ecuyer is a former investment banker and broker with some of the major banks globally, now turned author/investor with her first book in starting out on share investing a huge success. So much so that she is writing a follow up with a new book on how to invest in the US market. In this week’s ‘On the Couch’ I catch up with Danielle and chat all things 'Stars and Stripes' with a particular look at Tesla. . Danielle talks about how to get started, where to find ideas and what stocks ...
On the Couch with Henry Jennings and Chris Hall the CIO of "ELVIS"
November 13, 2020 21:00 - 30 minutes - 20.9 MBThis week a special ‘On the Couch’ with Chris Hall the CIO of Ellerston Low Volatility Income Strategy fund or ELVIS. The ELVIS Fund has been a consistent outperformer and is made up of between 30-40 mid to large cap stocks with a focus on delivering low volatility consistent income returns. For any member looking at ways to maximise income On the Couch this week should be compulsory listening as Chris lets us in on some interesting ideas on where to find income and equity growth. Chris s...
On the Couch with Henry Jennings and Greg McKenna CEO of the Police Bank
October 30, 2020 20:00 - 41 minutes - 28.4 MBCLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST This week 'On the Couch' Henry chats to Greg McKenna the CEO of the multi award winning Police Bank, a bank that serves those in Blue. Greg McKenna is a familiar face to Sky Business viewers with his expert take on the economy and the macro picture. Back in 2018 Greg swapped his economist's hat to work on the board of the Police Bank and was named as the CEO of the Police Bank in Marc...
On the Couch with Henry Jennings and the Pie Funds Emerging Growth Fund Team
October 21, 2020 22:00 - 30 minutes - 20.7 MBOn the Couch this week sees us head over the ditch to talk to two Kiwi fund managers, Mark Devcich and Chris Bainbridge from Pie Funds. Mark and Chris run a $130m Emerging growth fund focusing on companies below a $150m market cap and concentrated mainly on the ASX. The Emerging Fund is now close ended with a 24.64% annualised performance since inception. In the podcast, we talk two stocks that the team are recommending, the ones that got away and how to value small caps and the all-import...
On the Couch with Henry Jennings and Eytan Lenko
October 16, 2020 05:00 - 25 minutes - 17.4 MBIn ‘On the Couch’ this week, Henry talks to serial technology entrepreneur and clean energy advocate, Eytan Lenko from Beyond Zero Emissions. Eytan talks us through his ‘million jobs’ plan for Australia, his thoughts on hydrogen and alternative clean energy sources and what sectors should do well as the global economy de-carbonises. Eytan Lenko is a founder of Outware, one of Australia’s most awarded and fastest growing technology companies. He has extensive technical, commercial and lead...
On the Couch with Henry Jennings and the Ellerston Micro Cap Team
October 07, 2020 03:00 - 19 minutes - 13.7 MBOn the Couch with Henry this week are Ellerston Capital Australian Micro Cap Fund Managers David Keelan and Alexandra Clarke. The Fund has returned 24.10% pa since inception on May 1st 2017 - Click Here for the latest performance report. The Fund is an actively managed portfolio of Australian listed smaller company securities. The fund is made up of a portfolio of between 30 – 60 Micro Cap stocks. The Fund invests across a number of sectors, and offers access to higher growth companies no...
On the Couch with Henry Jennings and Danielle Ecuyer
September 25, 2020 23:00 - 31 minutes - 21.9 MBThis week Henry is on the virtual couch with author and founder of ‘Shareplicity’, Danielle Ecuyer. Danielle has had a long career in broking having worked for some of the big names in investment banks both here in Australia and London. She has recently written a book ‘Shareplicity’ which aims to make share investing as simple as possible. Danielle brings a no-nonsense approach to the business of investing on the stock market and offers some great advice for both beginners and experienced in...
On the Couch with Henry Jennings and Vlado Bosanac CEO of Myfiziq
September 18, 2020 10:00 - 26 minutes - 18.3 MBVlado Bosanac the CEO has been kind enough to spend an hour with Henry chatting about the opportunities of this $100m ASX listed company that is starting to make waves. In fact, Vlado is proof of its impact having ‘dechunked’ during CV19 and losing 14kg with the help of the new technology. An unexpected consequence of using the technology. Vlado speaks to us from Perth. He is the CEO at Myfiziq Limited & Body Composition Technologies - Accurate body measurements from your phone. (ASX: MYQ) -...
On the Couch with Henry Jennings and Vlado Bosanac CEO of Myfiziq
September 18, 2020 10:00 - 27 minutes - 19 MBVlado Bosanac the CEO has been kind enough to spend an hour with Henry chatting about the opportunities of this $100m ASX listed company that is starting to make waves. In fact, Vlado is proof of its impact having ‘dechunked’ during CV19 and losing 14kg with the help of the new technology. An unexpected consequence of using the technology. Vlado speaks to us from Perth. He is the CEO at Myfiziq Limited & Body Composition Technologies - Accurate body measurements from your phone. (ASX: MYQ) -...
On the Couch with Henry Jennings and Rock Legend Paul Christie from Mondo Rock
September 18, 2020 10:00 - 49 minutes - 33.8 MBYou cannot keep a good man down and this weekend in a departure from the usual Financial Education we indulge Henry as he indulges you with a chat on the Couch with Rock Legend Paul Christie from Mondo Rock. I could explain why, what its about and disclaim any advice but there is none, I don't know why and I suggest you just sit back and you'll find out what its about - Enjoy!
On the Couch with Henry Jennings and Stockbroker Adam Dawes
September 04, 2020 22:00 - 31 minutes - 21.7 MBAfter last week’s technology SNAFU and the end of the reporting season Henry is on the virtual couch again with stock broker Adam Dawes from Shaw and Partners talking through reporting season, the winners and losers, their top picks in the small-cap space for the next quarter and what just happened in the technology sector.
On the Couch with Henry Jennings and Stockbroker Adam Dawes
September 04, 2020 22:00 - 31 minutes - 21.7 MBAfter last week’s technology SNAFU and the end of the reporting season Henry is on the virtual couch again with stock broker Adam Dawes from Shaw and Partners talking through reporting season, the winners and losers, their top picks in the small-cap space for the next quarter and what just happened in the technology sector.
On the Couch with Henry Jennings and the Equity Mates
August 21, 2020 21:00 - 39 minutes - 27.4 MBThis week On the Couch Henry is joined by not one but two guests with Bryce Leske and Alec Renehan the podcast doyens from EquityMates. Two great young guys starting out on their investment journey and sharing with the world. They have created a series of successful educational podcasts which interview industry experts on investing and all things finance. Marcus and I have both done interviews with them, but today we turn the tables. We had a great chat. Get your kids to listen as well.
Marcus goes "Into the Boardroom" talking Nickel and Poseidon Nickel with CEO Peter Harold
August 14, 2020 05:00 - 32 minutes - 22.5 MBThis week Marcus presents the first of a new series called In the Boardroom which this week takes us into the boardroom of listed company Poseidon Nickel (ASX Code: POS) accompanied by its CEO Peter Harold. POS is sitting on nickel resources that at some point, with a bit of exploration success and a higher nickel price, will become an operating mine, at which point the share price would no longer be 4.5c. Can it be done? Peter knows all about turning a small resource into a full scale nicke...
On the Couch with Henry Jennings and David Bassanese from Betashares
August 07, 2020 21:00 - 28 minutes - 19.9 MBThis week Henry is on the Couch with the Chief Economist of Betashares, David Bassanese. David is a seasoned media veteran and has had an illustrious career at Treasury, the OECD and Macquarie Bank. In a wide ranging podcast, David and Henry talk about the direction of the local economy, the AUD and the US economy, and why he sees the US as still the place to be, despite some asset valuations being a little stretched and reminiscent of the dotcom days. This time it really is different; these...
On the Couch with Henry Jennings and Gold Fund Manager Hedley Widdup
July 31, 2020 21:00 - 28 minutes - 19.4 MBHenry's Guest this week is Hedley Widdup, an executive director at Lion Selection Group (LSX). LSX is a listed specialist investor in small and mid-cap gold miners and explorers. Hedley started life as a geologist on some of the country’s most iconic projects including Olympic Dam, Mt Isa (Black Star open cut), and St Ives Gold Mine. In 2012 Hedley joined the board of Lion and is a regular contributor to Livewire Markets and an expert on gold and gold juniors. In the podcast, Hedley gives hi...
On the Couch with Henry Jennings and Andrew Weilandt - July 25th 2020
July 24, 2020 22:00 - 30 minutes - 21 MBThis week on the couch Henry has an old buddy Andrew Weilandt from DP Wealth Advisory in Toowoomba. Some of you will have seen Andrew on the TV, he is a regular guest on Ausbiz and used to do shows with Henry at Sky Biz and Yourmoney. Andrew is the managing partner at DP and is always great value with an in-depth knowledge of equities, ETFs and portfolio management. DP has over half a billion dollars under advice/management. Enjoy Andrew's easy style as he banters with Henry over stocks and ...
On the Couch with Henry Jennings and BNPL Analyst Jonathon Higgins
July 17, 2020 07:00 - 28 minutes - 19.5 MBThis week on the Couch Henry hosts a very topical analyst from Shaw & Partners - Jonathon Higgins who covers the Consumer Discretionary and Information Technology sector which includes the very topical Buy Now Pay Later sector as well as stocks exposed to Cloud Computing. Jonathon joined Shaw and Partners in July 2017 as an Analyst in the Small-Cap team. Jonathon previously worked as an equities research analyst at Bell Potter Securities for 2 years in both a research and research dealing ro...
On the Couch with Henry Jennings and Kerry Stevenson - July 10th 2020
July 10, 2020 06:00 - 22 minutes - 15.8 MBOn the Couch with Henry this week is Kerry Stevenson - Kerry is the founder of the Gold and Alternative Investments Conference as well as her new you tube channel of the same name. Kerry is passionate about helping people understand the gold and precious metals sector as well as looking at other alternative investments. She emphasises that she is not a qualified financial planner rather someone who is always continuing to learn from the best. You can download her ebook on gold here: https...
On the Couch talking ETFs with Henry Jennings is Sara Allen of ETF Securities
July 03, 2020 22:00 - 23 minutes - 15.9 MBThis week On the Couch Henry talks ETFs with the Head of Content at ETF Securities Sara Allen. Sara is responsible for content creation and curation for ETF Securities. She has more than 10 years of experience in content and marketing across investments, superannuation, insurance and financial advice. Prior to joining ETF Securities in December 2019, Sara held content and marketing roles at BT Financial Group, Macquarie Group and DDB Sydney. Sara has a Bachelor of Art – Psychology from Macqu...
On the Couch with Henry Jennings and Stockbroker Adam Dawes Part II
June 19, 2020 22:00 - 28 minutes - 19.5 MBBack on the couch this week Henry is talking to his old buddy and long time stockbroker Adam Dawes from Shaw and Partners. A repeat offender on the couch, but a popular request to come back. This week Adam and Henry talk some stocks he likes, his views on the market at this level and specifically a look at Wisr (WZR), a neo-bank I have followed for some time, so it’s interesting and timely that Adam had lunch with the CEO and management team at Shaw's and shares his thoughts. Adam is a good ...
On the Couch with Henry Jennings and Stockbroker Adam Dawes
June 05, 2020 09:00 - 32 minutes - 22.2 MBThis week Henry has another good friend of his from the old Sky Business days, Adam Dawes one of Shaw and Partners Senior Investment Advisors and long time stockbroker. Adam is a very successful private client broker that many of you will have seen on TV - he is a familiar face. In this podcast Henry spends 30 minutes picking his brain as they talk all things from iron ore and Fortescue Metals to recent buy now pay later high-flyer Zip Co. Great stuff. Enjoy!
On the Couch with Henry Jennings and Regina Meani
May 29, 2020 21:00 - 29 minutes - 20.6 MBThis week Henry's guest is a technical analyst with a serious pedigree. Most members of Marcus Today will know that Henry is not a technical analyst. Being colour blind does not help. But many follow Technical Analysis and it is a significant part of investment timing. Regina Meani is one of Australia’s best-known technical analysts and had a career working for some of the biggest brokers and investment banks in Australia. She has written a book on the subject which is available on her web...
On the Couch with Henry Jennings and Martin Crabb CIO of Shaw and Partners
May 22, 2020 08:00 - 32 minutes - 22.5 MBIn this week’s podcast, Henry is On the Couch with Martin Crabb, the CIO of one of Australia’s broking success stories Shaw and Partners. Martin talks about why we have such a disconnect between economic reality and the market rally. He also talks about the sectors and stocks that he believes will continue to do well as we return to normal. Martin is a very experienced strategist and is instrumental in developing the model portfolios at Shaw and Partners. Another great guest and as you will ...
On the Couch with Henry Jennings and Alex Pollak
May 15, 2020 22:00 - 29 minutes - 20.1 MBThis week in ‘On the Couch’, Henry is chatting to Alex Pollak the CIO and founder of a global technology fund, Loftus Peak. Alex has over 25-years experience in investing in disruptive business models and was instrumental in bringing both SEK and CAR to the market. He joins Henry On the Couch to talk disruptive technology and where he sees the opportunities and why his fund has returned around 15% per annum since its inception 7 years ago.
On the Couch with Henry Jennings - Arbitrage, Hedging and 3 Stocks
May 08, 2020 12:00 - 29 minutes - 20.1 MBThis weekend Henry is on the Couch with himself - what you may not know about Henry is that he used to run a multi-million dollar book at a major investment bank involved in index arbitrage and hedging. For those of you looking for an insight into what arbitrage and hedging mean, this is for you.
On the Couch with Henry Jennings - Arbitrage, Hedging and 3 Stocks
May 08, 2020 12:00 - 30 minutes - 20.7 MBThis weekend Henry is on the Couch with himself - what you may not know about Henry is that he used to run a multi-million dollar book at a major investment bank involved in index arbitrage and hedging. For those of you looking for an insight into what arbitrage and hedging mean, this is for you.
On the Couch with Henry Jennings and Julia Lee
April 30, 2020 08:00 - 29 minutes - 20 MBThis week Henry is on the Couch with great friend Julia Lee. Julia Lee is the Chief Investment Officer at Burman Invest. She has 20 years of experience in financial markets. Her passion in markets is in combining fundamental and technical analysis to analyse companies. Julia is one of Australia’s best-known financial experts and a frequent speaker at industry conferences. Julia is on the board of directors for the Australian Stockbrokers Foundation. She has her Master of Business in Finance ...
On the Couch with Henry Jennings and Julia Lee
April 30, 2020 08:00 - 29 minutes - 20 MBThis week Henry is on the Couch with great friend Julia Lee. Julia Lee is the Chief Investment Officer at Burman Invest. She has 20 years of experience in financial markets. Her passion in markets is in combining fundamental and technical analysis to analyse companies. Julia is one of Australia’s best-known financial experts and a frequent speaker at industry conferences. Julia is on the board of directors for the Australian Stockbrokers Foundation. She has her Master of Business in Finance ...
On the Couch with Henry Jennings and Ben O'Leary our Back-Room Boffin
April 24, 2020 22:00 - 20 minutes - 14.1 MBMeet Ben O'Leary the Marcus Today Back-Room Boffin and Assistant Portfolio Manager on the SMAs which have outperformed over 20% in the last two months. Find out how he did it, some lessons he's learned, what he thinks about the outlook and three stock tips at the same time.
On the Couch with Henry and Richard Morrow
April 17, 2020 06:00 - 30 minutes - 20.6 MBIn this week's Episode of On the Couch, Henry talks to one of his oldest mates, Chairman of the Melbourne Mining Club and iconic Baillieu's stockbroker Richard Morrow to discuss everything Mining with a particular emphasis on Gold miners and he gives us three stocks to watch.
On the Couch - Crash Course in Crashes
April 09, 2020 11:00 - 37 minutes - 25.9 MBThis week we take a Crash Course in Crashes - the lessons we have learned from 1987 to today. Grab a coffee, settle in and enjoy!
On the Couch - Member questions
April 03, 2020 21:00 - 35 minutes - 24.3 MBHenry Jennings hosts Marcus Padley on the Couch answering Member questions. This podcast contains information that is only general in nature. It does not take into account your personal financial situation, needs or objectives. Nor does it take into account the financial needs of any specific person. You should consider your own personal financial situation and needs or seek financial advice before making any decisions based on this information.
On the Couch - Member questions
April 03, 2020 21:00 - 36 minutes - 24.9 MBHenry Jennings hosts Marcus Padley on the Couch answering Member questions. This podcast contains information that is only general in nature. It does not take into account your personal financial situation, needs or objectives. Nor does it take into account the financial needs of any specific person. You should consider your own personal financial situation and needs or seek financial advice before making any decisions based on this information.