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/

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 childhood and are characterised by impaired connections and signalling between brain cells.

Its lead product, trofinetide (NNZ-2566), is licensed to Acadia Pharmaceuticals for North America, with Neuren retaining all rights outside North America and full access to all data generated by Acadia.

Talking Points

• Neuren has evolved from a pre-revenue, option-value story to a profitable company with royalties now flowing. What does the market still misunderstand most about the business today?
• DAYBUE is the first and only approved treatment for Rett syndrome, with strong real-world persistence. What does the 'second phase' of growth look like as Acadia pushes further into community neurologists and global markets?
• How is Neuren thinking about capital allocation now – offensive, defensive, or focused on strategic optionality?
• The share price peaked around A$25 but now sits closer to A$18 – despite more data, more cash, and less risk. What's behind that disconnect?
• NNZ-2591 is emerging as a true platform drug with multiple late-stage opportunities. If PMS, Pitt Hopkins, and Angelman syndrome all succeed, how large could this franchise realistically become?
• Pitt Hopkins now has Fast Track designation, new patents, and an FDA meeting on the horizon. Could it become Neuren's second registrational program – and what would that mean for the company's scale?
• One of the things investors admire about Neuren is its ability to fund development entirely from internal cash flow. Under what circumstances would equity funding ever be back on the table?
• With DAYBUE expanding globally and NNZ-2591 moving into multiple late-stage programs, what does Neuren look like in 3–5 years? A royalty engine, a commercial business – or something much bigger?

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/

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/

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:

• What is algo trading?
• How big an influence is it in markets today?
• Is today's market volatility being driven by algos?
• Why is algo trading so successful?
• Do you need special skills to do it well?
• Where does Trade View fit in?
• How does it help traders improve?
• Is this a way to compete with large institutions?
• How is AI changing the trading landscape?
• Is there still a place for traditional retail investors?
• What advice would Robert give to traders looking to take things to the next level?

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/

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. 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/

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 pretty happy.

Talking Points

• How should investors feel about the market right now?
• Is the hype in AI and tech starting to look overvalued – and is that a concern?
• Which sectors are worth watching for outperformance?
• What are your top three stocks to buy now – and why?
• ZIP has had a great run – can it keep going?
• EOL has been an absolute screamer from Jonathon – is there more to come?
• What risks or Black Swan events are on the radar right now?
• Where should investors be taking profits?

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/

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 community engagement. He led Sirius from pre-discovery all the way through to construction, before overseeing its merger with IGO.

He is currently Executive Chairman of S2 Resources (ASX: S2R) and a Non-Executive Director at Todd River Resources (ASX: TRT).

Talking Points

• A bit of background on Falcon Metals
• What attracted Mark to FAL?
• Why the strong share price performance in recent months – what's driving it?
• How is FAL doing things differently?
• Was Blue Moon the original focus?
• Blue Moon is shaping up nicely – some more colour on the current drilling campaign
• What kind of results are coming through?
• How much drilling is underway?
• What should investors watch for in the back half of 2025?

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/

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 role.

Talking Points

• First up, what does AVH do?
• Why is it the best treatment for burns?
• There was some disappointment with the recent results — why was that?
• Is sales growth stalling in the US? Is this a Trump-related issue?
• What's happening on the ground under the new administration?
• How is the new Medicare Administrative Contractor affecting revenue — and is there a solution?
• What are some positive catalysts shareholders can look forward to?
• What does the rest of the year hold?

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/

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

• Why is the crypto space attractive?
• What can you actually do with it?
• How much Bitcoin is used for transactions versus speculation?
• When pundits make bold Bitcoin price predictions, where do those numbers come from?
• How far could Bitcoin rally – and why?
• What are stablecoins?
• Why are they different?
• Could they be a game changer for the industry?
• What's the best way to play the crypto market?
• How do the mechanics work?
• With constant headlines about fraud and hacking, how can investors protect themselves?
• What does the future hold for digital currencies?
• Where does Elbaite fit into all of this?
• And the big question...Am I too late to this?

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/

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 podcast with Marcus Padley will give you a fresh perspective on where to invest your money in a changing landscape.

🎥 Watch the live workshop recording here: youtube.com/watch?v=3p0oshtehng

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/

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

• The Grady Wulff story
• What attracted her to the world of broking?
• What advice would she give to anyone looking to break into finance?
• Her top stock picks at the moment – and why
• The big themes she sees for the new financial year
• Her advice for young investors just starting out
• The best piece of advice she's ever received
• Lessons learned from mistakes – because we all stuff up

Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.

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.

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.

Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Welcome to the latest episode of On the Couch.

In this episode, Henry Jennings is catching up with Jonathon Higgins, Head of Research at Unified Capital Partners.

Congratulations to Jonathon on some of his calls last year – some absolute belters. He's well-known to regular listeners of this podcast.

In this episode, it's all about stocks and themes.

Talking Points

• What did we learn in the last financial year?
• How do you see 25/26 working out?
• What sectors should we be looking at?
• What are your favourite stocks at the moment?

Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.

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.

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.

Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Welcome to the latest episode of On the Couch.

In this episode, Henry Jennings is joined by Michael Walshe from MTM Critical Metals (ASX: MTM).

Michael is a chemical engineer with an MBA and over 15 years of international experience in engineering, operations, technology commercialisation, and project development across the minerals, chemicals, and energy sectors.

Before joining MTM, he served as CEO of Voltaic Strategic Resources Ltd (ASX: VSR), a battery metals and rare earths exploration company, and has held senior leadership roles throughout his career.

Talking Points

• Congratulations on the recent capital raise at 55c.
• First up – what exactly is a critical metal?
• What was behind the company's name change?
• How does MTM set itself apart in the critical metals space?
• How will the funds from the raise be used?
• Who are the major shareholders backing MTM?
• An overview of MTM's key projects.
• What can investors expect over the next 12 months?

Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.

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.

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.

Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

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 member of the AusIMM Investment Advisory Committee.

More importantly, he's one of the nicest people in the industry.

Talking Points:

• A broad discussion on gold to kick things off
• Where did Richard's passion for gold begin?
• Why gold, where is it going, and is he still bullish?
• How does the gold price impact miners directly?
• Is there more leverage in gold miners compared to the metal itself?
• A shift in focus to what's happening in Victoria
• Victoria has produced 80Moz since 1850, with another 80Moz still in the ground
• Southern Cross at Sunday Creek (SX2) has become a $1.8bn company in five years - is it overvalued now?
• A look at some of the junior players that could be the next SX2 - any exciting drill programs on the radar?

Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.

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.

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.

Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

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 corporate affairs, commercial strategy, and business development, and is also responsible for capital planning, including the pursuit of non-dilutive financing and grants. He is a member of the Australian Institute of Company Directors.

Talking Points:

• It's been a while since their last catch-up - how are things progressing at EMVision?
• EMVision has signed on two additional trial sites - more detail on the clinical trials and their endpoints
• How long are the trials expected to run?
• The impact of AI on clinical trials and how it's transforming the med-tech space
• What are the next steps for the company?
• The timeline ahead and key milestones to watch for in the coming year

Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.

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.

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.

Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

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:

• How are ETFs priced when the underlying assets trade in different time zones?
• How does leverage work in an ETF - and why is it sometimes misunderstood?
• What happens when futures contracts expire - do they cause dislocations in ETF pricing?
• How does currency hedging operate within an ETF structure?
• Why do ETFs sometimes experience odd price moves during local trading hours?
• What about liquidity - how can investors get set in size?
• The role of market makers in price discovery and execution
• Current ETF flow trends - what's hot, and what's surprising investors right now?

A must-listen for anyone wanting to better understand how ETFs really work behind the scenes.

Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.

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.

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.

Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

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 held senior roles at GoCardless, PayPal, Braintree, and eBay.

Talking Points

• What does Scalare do?
• A look at some of the investments currently in the portfolio
• How does Scalare choose which companies to invest in?
• Why the decision to list, and what's next?
• The recent acquisition of Inhouse Ventures—what does it bring to the table?
• Carolyn's career journey and experience in tech
• Her focus on women in tech—is Australia lagging, and what needs to change?
• Key insights on investing in tech and working with early-stage companies
• The role of AI and how the revolution might unfold
• Where retail investors should be looking in the tech space

Prefer to watch on YouTube? Watch HERE.

Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.

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.

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.

Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

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—led by Myron Gordon, father of the Gordon Growth Model—that links long-term dividend growth to share price appreciation.

Talking Points:

• Can you explain the DivGro philosophy?
• What is the Gordon Model?
• How a dividend focus can support investor psychology and help investors stay the course
• Using dividends as a lens to assess investment opportunities
• Key features of a dividend investors should pay attention to—and why
• Examples of how DivGro identifies and profits from rising dividends
• Why dividends offer insight into a company's health and long-term prospects
• Should investors focus on high yields now, or long-term capital growth?
• What advice would you give to retail investors in the current environment?

Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.

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.

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.

Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

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 global long/short equity mandates.

Talking Points:

• Last time Henry and Nick caught up was at the SOHN conference in Adelaide - and a lot has changed since then
• Thoughts on the current market environment
• Early takeaways from Trump 2.0
• How Nick manages investments in a volatile market
• Munro's strategy and how it's playing out
• Why Nick is a big believer in the AI revolution and how Munro is positioned
• Stock ideas and standout opportunities
• Market outlook for the US and global equities
• Performance of Munro's funds
• Discussion on Munro's ASX-listed funds, including MAET
• Are they ETFs or something else?
• How an active fund manager navigates the rise of ETFs
• Risks to be cautious of going forward
• Key indicators to watch in the tech space
• Words of wisdom for retail investors 

Views expressed are current at the time of recording and are subject to change.

Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.

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.

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.

Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

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 (now IAG). At AMP, she oversaw governance of the retail register as Head of Shareholder Services, working closely with Investor Relations and Corporate Communications teams.

In 2021, Marnie was made a Fellow of the Australasian Investor Relations Association (AIRA) in recognition of her work advocating for best practice and development programs in retail investor relations.

In this episode, they discuss:

• The rise of scams and how to spot them
• What Computershare is doing to keep investor data and shareholdings safe
• Practical steps investors can take to help prevent fraud
• Important considerations around estate planning

Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.

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.

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.

Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

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 and Andrew take a closer look at how investors can gain exposure to the sector.

It may not be very ESG-friendly, but it's becoming a necessity.

They cover the three main Defence ETFs on the ASX:

• DFND
• ARMR
• DTEC

Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.

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.

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.

Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

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 across key commodities such as iron ore, base metals, and precious metals. With over two decades of global commodity trading experience, including 15 years as Head of Asia Base Metals Trading at Macquarie Bank, he brings deep expertise in resource markets. Guy holds a Bachelor of Social Science (Economics) from UNSW and a Master of Applied Finance from Macquarie University, Sydney.

Talking Points:

• What happened to the uranium rally?
• Despite strong demand for power from data centres, uranium prices have slumped to $64 - why?
• Every broker remains bullish, yet shorts have driven the sector lower. Is there any optimism among investors to match the analysts?
• The ASX uranium sector has been heavily sold off - what could change that?
• Where does value exist in the sector right now?
• Running a uranium-focused fund when the whole sector is struggling - how do you manage it?
• How does the fund invest? Does it have the ability to short uranium stocks?
• What needs to change in the uranium market to trigger a turnaround?
• How could life under Trump impact the sector? Would it?
• What would signal a turning point for the industry?
• What advice can be given to investors in resource stocks?

Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.

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.

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.

Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

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 has over 30 years of experience in the pharmaceutical industry, with leadership roles across research, development, and commercialisation. She was formerly Commercial Director at Acrux (ASX: ACR), an Australian pharmaceutical company that successfully developed and commercialised multiple products globally. She is also Non-Executive Chairperson for SYNthesis BioVentures and a Non-Executive Director at Linear Clinical Research Limited. Dr Webster holds a Ph.D in Pharmaceutics from Cardiff University, a Bachelor’s degree in Pharmacology, a Master’s in Intellectual Property Law from Melbourne University, and an Executive MBA from RMIT.

Talking Points:

• Dimerix is focused on developing and commercialising new treatments for inflammatory diseases with poor outcomes. The leading drug candidate is a treatment for a rare kidney disease known as FSGS - what’s the nature of this disease and its current treatment?
• What’s changed, and how did DXB come about?
• DMX-200 is now in a global Phase 3 clinical trial - an update on the trial and when results are expected.
• The upside from here following DXB’s strong run.
• Are all the eggs in one basket if this trial is not successful? What is Plan B?
• Three successful commercial deals - how they came together.
• CEOs shouldn’t speculate on future licensing deals, but the US market is always the big one. What interest has there been from US pharma companies?
• How does what’s happening in the US impact Dimerix? Elon Musk has been vocal about the FDA, and with Kennedy in charge, is there extra risk of regulatory slowdowns?
• NEU as a playbook - Dr Webster previously worked with NEU’s CEO at Acrux. Is Dimerix a bona fide Neuren replica?
• Cash reserves and burn rate - what’s the current financial position?
• Who are Dimerix’s biggest shareholders?
• If the FSGS trial goes well, what happens next? Licensing?
• What will be the major Dimerix milestones for 2025?

A deep dive into Dimerix, the biotech sector, and what’s ahead for the company.

Listen now to hear the full conversation.

Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.

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.

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.

Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

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 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.

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.

Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

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 the months ahead.

Talking points include:

• How is the year shaping up so far?
• The big winners and losers of reporting season
• Key results to watch and how investors should prepare
• Why Adam likes STO and whether SXE and NXL are still on his radar
• His latest stock recommendation
• How to navigate a volatile political landscape as an investor
• AI in investing - how Adam is using it in his business
• The best opportunities in Australia this year - or is it time to embrace the US again?
• The best piece of investment advice he’s ever received

 A great discussion packed with insights, market trends, and expert perspectives. 

Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.

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.

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.

Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.