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On the Couch
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On the Couch

Author: Marcus Today

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Join Marcus Padley and Henry Jennings as they sit down with fund managers, CEOs, investors, and finance professionals to tackle the big issues and explore strategies for navigating choppy investment markets. Great guests, engaging conversations, and plenty of money-making ideas delivered straight from the experts.

136 Episodes
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General Advice Only - Please do your own research and talk to your financial adviser. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you’re looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Why not sign up for a fr...
Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world. In this episode, Henry Jennings is joined by Nick Griffin, founding Partner and Chief Investment Officer at Munro Partners. Nick has been a guest on the podcast before, and it's great to have him back. As CIO, Nick is responsible for managing Munro's key investment funds and leading the firm's proprietary investment pro...
Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world. In this episode, Henry Jennings is joined by Marnie Reid, CEO of Issuer Services for Australia and New Zealand at Computershare. Marnie is responsible for the leadership, growth, and day-to-day management of the Issuer Services business across both countries. Before joining Computershare in 2022, Marnie had been a clien...
Welcome to another episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world. In this 'quickie' episode, Henry Jennings is joined by his good friend Andrew Wielandt, also known as The ETF Whisperer. The focus is on defence investing, with growing pressure on Europe to defend itself and massive gains in European arms makers over the past few years - Rheinmetall is up 600% since the invasion of Ukrain...
Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world. In this episode, Henry Jennings is joined by Guy Keller, Portfolio Manager for the Tribeca Nuclear Energy Opportunities Strategy, which invests in the equity and debt of companies involved in the nuclear energy industry, with a key focus on the uranium sector. As a senior member of the Tribeca Global Natural Resources i...
Welcome to another episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world. In this episode, Henry Jennings is joined by Dr Nina Webster, CEO and Managing Director of Dimerix (ASX: DXB), a clinical-stage biopharmaceutical company working on treatments for inflammatory diseases. With a market cap of $270 million, Dimerix is advancing its proprietary Phase 3 candidate DMX-200 to treat Focal Segmental...
A new weekly podcast highlighting one stock or idea in just five minutes. This short episode breaks down a high-conviction idea, covering the pros and cons - all in about five minutes. This week, Henry Jennings looks at SGH. Despite its recent run, there's still more to go as the Boral turnaround gains momentum. Strong management and solid mining services exposure make it one to watch. Disclaimer: This is general advice only. Please consult your financial adviser before making any investment...
Prefer to watch? Catch the full video interview here: https://www.youtube.com/watch?v=6SDn1u-RThQ Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world. In this episode, Henry Jennings catches up with his good friend Adam Dawes, a senior adviser at Shaw and Partners and a familiar face on CNBC and ausbiz. Adam shares his thoughts on reporting season, market winners and loser...
In this episode, something a little different - the roles are reversed as Louise Bedford takes the lead, asking the questions while Henry Jennings joins as the guest. This special edition is part of her Trading Podcasts series. The conversation covers what 2025 has in store, what it takes to become a consistent long-term trader, and why this year could be different. Louise Bedford is a behavioural finance expert, bestselling author, and seasoned trader with over 30 years of experience. She ...
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 sits down with Matthew Fist, a Small Cap Portfolio Manager at Firetrail Investments. Firetrail is a boutique investment management firm specialising in high-conviction investing. The team builds concentrated portfolios of their best ideas, aiming to deliver outstanding long-term pe...
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 podcast, Henry Jennings is joined by Coby Hanoch, CEO of Weebit Nano Ltd (ASX: WBT) - a stock Henry has followed closely for years. It's been over a year since their last chat, so he's eager to hear about the progress. Coby brings a wealth of experience, with 15 years in engineering and engineeri...
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 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 Securitie...
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 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 ...
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...
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 shapi...
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...
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 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 f...
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