On the Couch

Marcus Today
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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 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
  2. 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
  3. On the Couch with Nathan Smith (Neuroscientific): Inside the StemSmart Strategy for Crohn's

    29 JAN

    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: What the StemSmart MSC platform is – and why differentiation mattersSpecial access program results in fistulising Crohn'sPrior early-phase data and how it informs trial designMarket size for refractory Crohn's and broader inflammatory targetsRegulatory steps, including pre-IND and TGA interactionsManufacturing tech transfer with QGen and licensure plans2026 milestones across CRO onboarding, trial initiation, and IP expansionCash runway to trial start and approach to raising capitalCompetitive landscape and lessons from Mesoblast's US approvalA CEO's take on what actually drives market value— 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.

    36 min
  4. On the Couch with Louise Bedford: Trading Discipline in a Noisy Market

    27 JAN

    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 Australia's most compelling voices in financial markets, with six books to her name. Chapter Markers 0:04 – Welcome And Ground Rules1:49 – Macro Whip-Around: US Vs Australia3:21 – Hot And Cold Sectors Revealed5:01 – Tech's Ice Age And What It Means7:49 – Small Caps, Resources, Materials Opportunities8:53 – Chart Signals: Lithium Standouts10:25 – Managing Big Wins With Thirds13:10 – Stops, ATRs, And Psychology15:22 – Love Affairs With Stocks And Objectivity16:58 – Handling Reporting Season Volatility19:12 – Overtrading, Plans, And The Inner Lunatic21:08 – Using AI As A Trading Mirror23:02 – Agent Mode, Scans, And The Future25:09 – Final Takeaways: Process And Discipline— 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 Jonathon Higgins (Unified Capital Partners): Stock Picks, Sector Shifts and What's Ahead

    23 JAN

    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. — 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.

    38 min
  6. On the Couch with Armina Rosenberg (Minotaur Capital): How AI Is Rewriting the Rules of Investing

    21 JAN

    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 this conversation, Armina discusses Minotaur Capital, how an AI-native workflow can identify structural change earlier, compress research cycles from days to minutes, and keep human judgement where it matters most. A fascinating glimpse into the future of investing. Chapter Markers 0:06 – Meet Armina and Minotaur Capital1:52 – From Western Sydney To JP Morgan3:37 – Running Atlassian Founders' Global Equities4:56 – Why Start Minotaur And What's Different7:01 – Building Tauriant: AI For Idea Discovery10:56 – From Snapshots To Full Initiations13:45 – Monitoring, Thesis Checks, And AI Agents15:00 – Humans In The Loop And Portfolio Sizing16:40 – 2026 Outlook: AI, Volatility, Software Risks20:08 – Is There A Tech Bubble Or Just Rotation23:01 – Five Lessons From Launching A Fund30:23 – Closing Thoughts And An Open Invitation— 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.

    33 min
  7. On the Couch with Adam Dawes (Shaw and Partners): Top Stocks and Themes for 2026

    15/12/2025

    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: 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. Find out more: marcustoday.com.au/managed-portfolios/ Want to take control of your own investing? Start a free 14-day trial of the Marcus Today newsletter and get daily insights, analysis, and model portfolios designed for self-directed investors. Sign up here: marcustoday.com.au/trial-sign-up/

    37 min
  8. On the Couch with Dr Francis Wedin (ASX: VUL): Inside the Lionheart Funding Deal

    04/12/2025

    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 the capital to begin construction on Phase 1 of this ambitious project. Talking Points What exactly does Vulcan do?Where is the Lionheart project located?How easy was it to secure the funding?The funding package is complex – what are its key features in simple terms?Is the team in place to construct a project of this scale?What sets Vulcan apart from the rest?Vulcan has a loyal shareholder base, including Hancock Prospecting – how important is that support?What happens next? 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. Find out more: marcustoday.com.au/managed-portfolios/ Want to take control of your own investing? Start a free 14-day trial of the Marcus Today newsletter and get daily insights, analysis, and model portfolios designed for self-directed investors. Sign up here: marcustoday.com.au/trial-sign-up/

    28 min
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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
    159
  • Rating
    Clean
  • Copyright
    © 2026 Marcus Today
  • Show Website
    On the Couch

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