On the Couch

Marcus Today
  • 0.0 (0)
  • INVESTING

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.

  1. On the Couch with Nick Griffin (Munro Partners): Markets, AI and Global Tech Themes

    20 APR

    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. — 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/mt20-podcast Principles – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast — Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice. — IMPORTANT DISCLAIMER – 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.

    47 min
  2. Ask the Analyst | 17 April

    17 APR

    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/mt20-podcast Principles – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast — Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

    1hr 4min
  3. Why the Next Six Months Could Get Tough for Small Caps: On the Couch with Chris Stott

    9 APR

    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: 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 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/ — 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/mt20-podcast Principles – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast — Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

    37 min
  4. On the Couch with Coby Hanoch (Weebit Nano): The Memory Boom Behind AI

    23 MAR

    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. — 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/mt20-podcast Principles – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast — Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

    37 min
  5. On the Couch With Richard Morrow (Lowell Resources): Talking Gold and Gold Stocks

    13 MAR

    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. — 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/mt20-podcast Principles – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast — Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

    39 min
  6. On the Couch with Gary Norden: Inside a 35-Year Trading Career

    4 MAR

    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 much of the "sell-side research" investors read is often just a sales tool dressed up as insight. We cover: The professional trader's edge – skills, knowledge, and risk managementWhy bank research gets "taken with a pinch of salt"Day trading vs punting – order flow trading as a real craftCan humans still compete with algorithms/HFT?ETFs, concentration risk, and the "all in / all out" marketOptions – why Gary prefers buying options (hedging + asymmetric upside)Gold and silver – why the bull case may not be done yetChina, commodities, and what Gary sees on the ground. Standout moments (timestamps): 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) Gary's book: An End to the Bull: Cut Through the Noise to Develop a Sustainable Trading Career (John Wiley & Sons).  — 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/mt20-podcast Principles – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast — Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

    49 min
  7. On the Couch with Andrew Wielandt (DP Wealth): The ETF Whisperer's 2026 Playbook

    4 FEB

    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 0:00 – Welcome And General Advice Reminder2:03 – 2026 Outlook: Volatility And Passive Risks5:20 – US Politics, Dollar Views And Silver Shock7:10 – Theme 1: Diversifying Away From US With VEU9:10 – Hedging The Currency And Core Adjustments12:00 – Theme 2: Japan Exposure With IJP15:00 – Theme 3: Long Short LICs And LITs Toolkit22:30 – Why Long Short Now And Portfolio Weights25:00 – Theme 4: Aussie Small Caps With Firetrail28:00 – Theme 5: Resources Via Tribeca TGF Or VanEck MVR— 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/mt20-podcast Principles – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast — Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

    31 min
  8. On the Couch with Scott Kirkland (ASX: EMV): The Future of Stroke Diagnosis Starts Here

    2 FEB

    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 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 – as it continues to develop breakthrough medical devices for stroke diagnosis in both first responder and hospital settings. Chapter Markers 0:00 – Welcome, Disclaimers And Personal Stories2:23 – EMVision's Mission And Devices4:15 – First Responder Helmet And ECG Analogy6:03 – The Golden Hour And Treatment Windows8:12 – Trials, Sites And FDA De Novo Plan10:15 – Grants, Regional Impact And Reimbursement12:02 – AI In Stroke Care And Workflow Gains14:05 – Cash Runway, Partners And Milestones16:06 – Go-To-Market Focus And Stroke Belt17:45 – Risks, Focus And Business Model19:00 – Closing Thanks And Next Steps— 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/mt20-podcast Principles – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast — Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

    24 min
See All (165)

About

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.

Information

  • Channel
    Marcus Today
  • Creator
    Marcus Today
  • Years Active
    2021 - 2026
  • Episodes
    165
  • Rating
    Clean
  • Copyright
    © 2026 Marcus Today
  • Show Website
    On the Couch

More From Marcus Today

You Might Also Like