On the Couch
Marcus Padley and Henry Jennings sit down with fund managers, CEOs, investors, and industry professionals to discuss markets, strategy, risk, and decision-making.Long-form conversations focused on how experienced investors think – through cycles, volatility, and changing conditions.No sales pitch. Just insight.
On the Couch with Andrew Elf CEO Mitchell Services (MSV)
Welcome to the latest episode from Henry Jennings at Marcustoday. In this podcast, my guest is Andrew Elf, CEO of Mitchell Services. A long established mining services company with a good growth profile and strong balance sheet.
Andrew has been CEO since 2014 and in the last four years has paid down the debt and is no debt free and has cash in the bank. Plus it is paying a 6c Fully Franked dividend.
A good look inside a cyclical sector that has been in the doldrums for a while.
Marcus Today – Daily Mark...
On the Couch with Louise Bedford - Talking Trading and Tricky Markets
In this episode, Louise Bedford joins the show, talking about discipline, how to trade volatile and tricky markets, and more words of wisdom on the mindset required to be a successful trader/investor.
Louise is always a popular guest and is a best-selling author of five books on the stockmarket. She is one of Australia’s most compelling speakers on the sharemarket, has been trading the markets since 1990, and trained thousands of people to maximise their own trading potential.
You can read more about Louise here. www.tradinggame.com.au/
Marcus Today – Dail...
On the Couch with Oscar Leslie - Co-Founder and MD Overwatch (OWL) - Maritime Intelligence listing on the ASX
,Welcome to another episode of On the Couch, with myself Henry Jennings from Marcus Today. In this episode I am joined by the founder and MD of new ASX listing, Overwatch (OWL).
Oscar Leslie is my guest today and we talk all things maritime security. Defence and border control being two hot button issues currently.
OWL has just raised $8m for a $27m valuation ahead of its debut on Friday 16th.
Marcus Today – Daily Market Insights
Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and...
On the Couch with Greg Yong (CEO) Coast Entertainment (CEH)
In this episode of On the Couch, we sit down with Greg Yong CEO of Coast Entertainment (CEH), to discuss the recent results and the growth potential of the land rezoning.
Listeners will know CEH from its days as Ardent Leisure and is the owner of Dreamworld on the Gold Coast.
Greg was appointed Chief Executive Officer of the Theme Parks division in April 2021 and Group Chief Executive Officer in 2023. He has over 20 years’ experience in the theme parks industry in Australia and overseas.
An interesting story and not one that many focus on.<...
On the Couch with Jason Segal - 'The Armchair Analyst' - Talking Life Science and Bio Techs
On the Couch with Mike Bullen - Creator and Writer of 'Cold Feet' and 'North Shore'
On the Couch with Dr Chris Burns - CEO and MD Amplia Therapeutics (ATX)
Welcome to the latest On the Couch. In this episode I am catching up with Chris Burns, the CEO and MD of Amplia Therapeutics (ATX).
Chris is an experienced drug discovery leader having worked in various roles in pharma, biotech and academia for 25 years.
He has a Ph.D. from the University of Melbourne and is the inventor on over 30 patents and a co-author on over 60 scientific publications. He was co-recipient of the 2024 Prime Minister’s Prize for Innovation and is a Fellow of the Australian Academy of Health and Medical Sciences, the Royal Society of Che...
Ask the Analyst - August 2026 - Your Questions Answered
Marcus Today – Daily Market Insights
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On the Couch with Dr Andreas Fouras (4DX): Lung Imaging, CTPA and the Billion-Dollar Opportunity
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 – 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.
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On the Couch with Igor Pejic: New Rules for Investing in the Tech Age
In this episode of On the Couch, Henry Jennings speaks with Igor Pejic, author of Tech Money – 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.
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Marcus Today – Daily Market Insights
Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.
If you'd like to...
On the Couch with Jonathon Higgins (UCP): Neoclouds, Electrification and the ASX Opportunity
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 – including the Australian players worth watching and where the real money is flowing inside the data centre boom.
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Marcus Today – Daily Market Insights
Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.
If you'd like to go further:
Sta...
On the Couch with Alex Pollak (Loftus Peak): AI, Disruption and Where the Money Is Going
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 – into China, biotech, and energy storage.
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Marcus Today – Daily Market Insights
Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.
If you'd like to go further:
Start a...
On the Couch with Dr Liz Dallimore (Argenica): Phase Two, FDA and What's Ahead
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.
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Marcus Today – Daily Market Insights
Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.
If you'd like to go...
On the Couch with Jon Pilcher (Neuren): DAYBUE, Europe and What Comes Next
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.
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Marcus Today – Daily Market Insights
Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.
If you'd like to go further:
Star...
On the Couch with Nick Griffin (Munro Partners): Markets, AI and Global Tech Themes
Welcome to the latest episode of On the Couch with Marcus Today's Henry Jennings.
This episode, Henry sits down with Nick Griffin – 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 – and it's a very interesting conversation.
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<...
Ask the Analyst | 17 April
Marcus Today – Daily Market Insights
Marcus Today provides clear, practical commentary for self-directed investors – 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-podcast
Join Marcus Today
Use code MTPODCAST for 10% off
http://bit.ly/mt-join-podcast-offer
MT20 – 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...
Why the Next Six Months Could Get Tough for Small Caps: On the Couch with Chris Stott
VIDEO AVAILABLE: https://vimeo.com/1181449274
Chris Stott (1851 Capital) joins Callum Newman to break down the current small-cap landscape – 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 – particularly in beaten-down sectors and less crowded parts of the market.
Topics covered:
On the Couch with Coby Hanoch (Weebit Nano): The Memory Boom Behind AI
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 – and what comes next.
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Marcus Today – Daily Market Insights
Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision...
On the Couch With Richard Morrow (Lowell Resources): Talking Gold and Gold Stocks
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 – 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.
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Marcus Today – Daily Market Insights
Marc...
On the Couch with Gary Norden: Inside a 35-Year Trading Career
Prefer to watch? Check out the full interview on video here: VIDEO – 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 – 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 – and why muc...
On the Couch with Andrew Wielandt (DP Wealth): The ETF Whisperer's 2026 Playbook
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 – also known as The ETF Whisperer.
Andrew shares his ETF picks for the year ahead… and not a QUAL in sight.
Chapter Markers
On the Couch with Scott Kirkland (ASX: EMV): The Future of Stroke Diagnosis Starts Here
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 – including non-dilutive financing and grant opportunities. He is a member of the Au...
On the Couch with Nathan Smith (Neuroscientific): Inside the StemSmart Strategy for Crohn's
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.
Topics covered in this episode:
On the Couch with Louise Bedford: Trading Discipline in a Noisy Market
Welcome to the latest episode of On the Couch.
In this episode, Henry Jennings sits down with trading mentor and author Louise Bedford – 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 – 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 A...
On the Couch with Jonathon Higgins (Unified Capital Partners): Stock Picks, Sector Shifts and What's Ahead
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.
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Marcus Today – Daily Market Insights
Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.
If you'd like to go further:
S...
On the Couch with Armina Rosenberg (Minotaur Capital): How AI Is Rewriting the Rules of Investing
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 – 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...
Ask the Analyst – Christmas Special | 17 December
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 – but we manage it for you, using Australian-listed ETFs and a long-term growth approach. Fi...
On the Couch with Adam Dawes (Shaw and Partners): Top Stocks and Themes for 2026
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 – 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:...
On the Couch with Dr Francis Wedin (ASX: VUL): Inside the Lionheart Funding Deal
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 lithium–geothermal project, Lionheart. Backed by some of Europe's largest banks and institutions, the company now has th...
On the Couch with Jon Pilcher (Neuren): The Real Growth Story Is Just Starting
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 – 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 ch...
Ask the Analyst | 21 November
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 – but we manage it for you, using Australian-listed ETFs and a long-term growth approach. Fi...
On the Couch with Robert Bubalovski (Trade View): Beating the Market with Algos and AI
Welcome to the latest episode of On the Couch.
In this episode, Henry Jennings sits down with Trade View Founder, Robert Bubalovski, to talk all things algo and AI in trading.
Robert founded Trade View 14 years ago with the goal of helping traders build their own models and systems – giving them the tools to harness algorithms, develop strategies, and take emotion out of the equation.
He's also affectionately known (at least by Henry) as The Trading Stig.
In this episode, Henry and Robert discuss:
On the Couch with Louise Bedford: Smart Trading in Tough Conditions
Welcome to the latest episode of On the Couch.
In this episode, Henry Jennings sits down with trading mentor and author Louise Bedford – always a popular guest, offering valuable insights into markets and trading mentality.
Louise is a behavioural finance expert, bestselling author, and seasoned trader with over 30 years of experience. She hosts the Talking Trading podcast and is widely regarded as one of Australia's most compelling voices in the financial markets today.
Disclaimer: This is general advice only. It doesn't take your personal circumstances into account. Pl...
On the Couch with Jonathon Higgins and James Bisinella (UCP): Talking Top Recommendations
Welcome to the latest episode of On the Couch.
In this episode, Henry Jennings is joined by his good friend and long-time market guru Jonathon Higgins from Unified Capital Partners – along with Jonathon's colleague, James Bisinella, Senior Equities Research Analyst at UCP in Melbourne.
Most listeners will already be familiar with Jonathon's valuable contributions over the years, and James brings his own sharp perspective to the table.
First of all, congratulations are in order – with some standout stock picks recently, it's fair to say their clients must be p...
On the Couch with Dr Mark Bennett (ASX: FAL): Why Falcon Is Flying
Welcome to the latest episode of On the Couch.
In this episode, Henry Jennings chats with Dr Mark Bennett, Non-Executive Chair at Falcon Metals (ASX: FAL).
Dr Bennett is a highly experienced geologist and mining executive with over 30 years' experience in gold and base metal exploration. He was the founding Managing Director and CEO of Sirius Resources (ASX: SIR), where he received the AMEC "Prospector of the Year Award" for the world-class Nova-Bollinger nickel-copper discovery in 2013.
Mark brings deep expertise in corporate affairs, equity capital markets, investor relations and...
On the Couch with Jim Corbett (ASX: AVH): What's Next for AVITA Medical
Welcome to the latest episode of On the Couch.
In this episode, Henry Jennings catches up with Jim Corbett from Avita Medical (ASX: AVH).
Jim was appointed CEO of AVITA Medical in September 2022, after serving on the Board since June 2021. He brings nearly 40 years of leadership experience in the medical device field, most recently as CEO of CathWorks Ltd., a software-based medical technology company.
Over the course of his career, Jim has served as CEO of three publicly listed companies and led two privately funded companies in the same...
On the Couch with Morty Tollo (Elbaite): Talking Crypto and What Comes Next
Welcome to the latest episode of On the Couch.
In this episode, Henry Jennings catches up with Morty Tollo, Co-Founder and CEO of Elbaite – Your Crypto, Your Way.
Founded in Melbourne in 2017, Elbaite set out to make cryptocurrency investing safer and more transparent for Australians. Since then, it has grown into a full-service crypto exchange, offering flexible investment options including SMSF portfolios, entity accounts, and professional trading services.
Talking Points
Ask the Analyst with Henry Jennings | Friday, 25 July
Henry answers your questions in real time — fast, furious, and always fun.
Please note: This podcast is time-sensitive, focusing on small caps and current market moves. It will be removed in two weeks.
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/ab...
Property Market vs Share Market | Marcus Padley
Still think buying property is the best way to build wealth?
For generations, Australians have been told that "property is the smartest investment". But is that still true?
Soaring house prices, tighter lending rules, and stagnant wages have made property harder to afford – and in many cases, harder to justify.
Meanwhile, the share market continues to offer a lower entry point, greater flexibility, and often stronger long-term returns… if you know how to use it properly.
Whether you're renting, already own property, or are thinking about your next move – this p...
On the Couch with Grady Wulff (Bell Direct): Lessons for the Next Generation
Welcome to the latest episode of On the Couch.
In this episode, Henry Jennings chats with a truly inspiring young woman – Grady Wulff.
Grady is a Senior Market Analyst at Bell Direct. Before that, she was a presenter at Grafa Finance and has previously worked with Channel 7, Fox Sports News, GWN7 News, the AFL, and AFLW. She holds a Graduate Diploma in Broadcasting from Edith Cowan University, along with a Bachelor of Commerce majoring in Marketing and Advertising from Curtin University of Technology.
Talking Points
