On the Couch
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.
On the Couch with Richard Morrow: Gold, Miners and Market Moves
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 chats with long-time friend and trusted gold expert, Richard Morrow. Known for his deep knowledge of the precious metal, especially Victorian gold, Richard is not only a broker but also a director of the Lowell Resource Fund (ASX: LRT) and a former Chair of the Melbourne Mining Club. He's also a Fellow of the AusIMM and an honorary...
On the Couch with Scott Kirkland (EMVision): Progress, Partnerships and What's Ahead
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 an old friend, Scott Kirkland, co-founder of EMVision Medical Devices Ltd (ASX: EMV).
Scott brings a strong background in sales and emerging technology, having held senior roles including Head of Client Sales at Quantcast, a US-based tech firm, before founding Kirkland Capital, which focused on investing in emerging technologies. At EMVision, Scott oversees...
On the Couch with Marc Jocum from Global X ETFs: Talking Pricing and ETF Flows
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 Marc Jocum, Senior Product and Investment Strategist at Global X ETFs.
Marc brings his expertise to help unpack some of the more technical aspects of ETF investing - particularly around pricing, structure, and market mechanics that can often confuse investors.
Talking Points:
On the Couch with Carolyn Breeze (Scalare Partners): Talking Tech, Start-Ups and AI
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 Carolyn Breeze, CEO of Scalare Partners, an ASX-listed company (ASX: SCP).
With over 20 years of experience in the technology sector, Carolyn is known for driving innovation and commercial growth while championing diversity and supporting the early-stage startup ecosystem in Australia. Prior to joining Scalare, she was Chief Commercial Officer at Zepto, and has...
On the Couch with Jonathan Nurick (DivGro): The Power of Dividend Growth
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 Jonathan Nurick, CIO and Founder of DivGro.
In 2019, Jonathan co-founded DivGro, an investment fund built on the same philosophy his family office has applied for decades. His father, Matthew Nurick, was a director at the prominent London-based fund of hedge funds pioneer, Momentum Group.
The fund's approach is rooted in academic research—le...
Ask the Analyst - Friday May 16th
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.
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On the Couch with Nick Griffin (Munro Partners): Talking AI, Tech and Trump
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 process. He has over two decades of experience managing...
On the Couch with Marnie Reid (Computershare): Scams, Security, and Estate Planning
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 client of the business for 30 years through her roles at AMP Limited and NRMA...
On the Couch 'Quickie' with Andrew Wielandt: The Rise of Defence ETFs
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 Ukraine. With defence spending on the rise, Henry...
On the Couch with Guy Keller (Tribeca): The Uranium Sector
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 investment team, Guy provides valuable insight and supply-and-demand modelling...
On the Couch with Dr Nina Webster (DXB): Biotech Breakthroughs and DXB's Year Ahead
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 Glomerulosclerosis (FSGS), a rare kidney disease, and is also developing DMX-700 for respiratory disease.
Nina...
The Five-Minute Pitch: SGH | 14 February
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 decisions.
If you’re lo...
On the Couch with Adam Dawes: Reporting Season Winners and Losers
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 losers, and what investors should be watching in...
On the Couch with Louise Bedford: Trading, Mindset, and the Year Ahead
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 hosts the Talking Trading podcast and is one of Australia's most compelling voices in...
On the Couch with Matthew Fist: Insights from Firetrail Investments
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 performance for clients.
Matt manages the Small Companies Fund, with a particular focus on the resources sector...
On the Couch with Coby Hanoch: What's Ahead for Weebit Nano in 2025
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.
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Coby brings a wealth of experience, with 15 years in engineering and engineering management, along with 26 years in sales management and ex...
On the Couch with Jonathon Higgins: ZIP, BNPL, and the Year Ahead
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 Securities.
During that period, Jonathon has covered a range...
Ask the Analyst with Henry Jennings: Christmas Special
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.
The Five-Minute Pitch: NEM | 12 December
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.
On the Couch with Ben Clark: Lessons from 2024 and What's Next
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 developing a deep understanding of the companies...
On the Couch with Dr. Deborah Rathjen and Dr. Michael Baker: Fighting Cancer with CAR-T
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.
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The Five-Minute Pitch: WEB | 29 November
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.
The Five-Minute Pitch: CSL | 22 November
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.
On the Couch with Jon Pilcher: What's Next for Neuren Pharma
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...
On the Couch with Adam Dawes: Talking Stocks, Sectors, and Ideas
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.
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On the Couch with Professor Stephen R. Foerster: Stories to Make You a Smarter 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 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...
On the Couch with Jonathon Higgins: ZIP's Comeback and Reporting Season Standouts
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 Securities.
During that period, Jonathon has covered a range...
On the Couch with Scott Kirkland: Why EMVision is One to Watch
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 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:
Ask the Analyst: Friday 9 August
Henry Jennings answers your questions in real-time, making for a fast, furious and fun session.
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.
On the Couch with John Caulfield: Building Wealth with ETFs
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 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...
On the Couch with Luke Cummings: Talking Mergers and Acquisitions
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 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:
Ask the Analyst: Friday 24 May
Henry Jennings answers your questions in real-time, making for a fast, furious and fun session.
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.
On the Couch with Colin Moorhead: Xanadu Mines (XAM) - Copper Explorer in Mongolia
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 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...
On the Couch with Dr Francis Wedin: Vulcan Energy - A Progress Report
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...
On the Couch with George Hadjia: Talking Hedge Funds, New York and International Stocks
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...
Ask the Analyst: Friday 5 April
Henry Jennings answers your questions in real-time, making for a fast, furious and fun session.
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.
On the Couch with Greg Hall: Talking Uranium and AGE Projects
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...
Self Super with Marcus Padley | Live Workshop
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...
On the Couch with Tom Waterhouse: WaterhouseVC Strategy, Doctor Who, and More!
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 be...
On the Couch Special with Louise Bedford: Trading Rules, Technical Analysis, and Even Spiders!
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...
