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.

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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.

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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.

In this episode, something a little different - the roles are reversed as Louise Bedford takes the lead, asking the questions while Henry Jennings joins as the guest. This special edition is part of her Trading Podcasts series.

The conversation covers what 2025 has in store, what it takes to become a consistent long-term trader, and why this year could be different.

Louise Bedford is a behavioural finance expert, bestselling author, and seasoned trader with over 30 years of experience. She hosts the Talking Trading podcast and is one of Australia's most compelling voices in the financial markets today.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

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

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings sits down with Matthew Fist, a Small Cap Portfolio Manager at Firetrail Investments.

Firetrail is a boutique investment management firm specialising in high-conviction investing. The team builds concentrated portfolios of their best ideas, aiming to deliver outstanding long-term performance for clients.

Matt manages the Small Companies Fund, with a particular focus on the resources sector. Before joining Firetrail, he was a Portfolio Manager at Macquarie and began his career in the mining industry with BHP.

Tune in to hear Matt's insights and expertise on small caps and resources investing.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

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

Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this podcast,  Henry Jennings is joined by Coby Hanoch, CEO of Weebit Nano Ltd (ASX: WBT) - a stock Henry has followed closely for years. It's been over a year since their last chat, so he's eager to hear about the progress.
 
Coby brings a wealth of experience, with 15 years in engineering and engineering management, along with 26 years in sales management and executive roles. As Vice President of Worldwide Sales at Verisity, Coby was part of the founding team that grew the company to over $100 million in annual sales, leading to its acquisition by Cadence Design Systems (NASDAQ: CDNS). He later served as Vice President of Worldwide Sales at Jasper, where he doubled sales before its acquisition by Cadence.

Coby holds a Bachelor of Science in Systems Design from the Technion - Israel Institute of Technology.

Topics covered in the podcast include:

• Why was 2024 a little disappointing?
• The game-changing deal with onsemi - what does it mean for Weebit Nano?
• When can investors expect meaningful revenue?
• What's the outlook for 2025?

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

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

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this podcast, Henry Jennings is joined by Jonathon Higgins, Head of Research, MD Unified Capital Partners.

Many of you will be familiar with Jonathon from previous podcasts.

He has worked in equities research for approximately a decade, having held previous roles at Shaw and Partners and Bell Potter Securities.

During that period, Jonathon has covered a range of sectors including telecommunications, healthcare, financials, payments and broader industrials, with a focus on structural growth.

Jonathon has a passion for financial markets and a desire to get out and meet the new wave of entrepreneurial emerging high-quality companies.

Henry and Jono discuss ZIP, BNPL, and their top stock picks for 2025 - including one small cap and one large global company.

• Key investment thematics for 2025.
• Top stock picks and outlook, featuring Energy One Limited, Zip Co, SCEE Electrical, AMD, MONEYME, and more.
• Insights on the Fed, risks, inflation, and Donald Trump.
• What’s changed in markets.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

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

A new weekly podcast that highlights one stock or idea.

This five-minute episode breaks down a high-conviction idea. The pros and cons—all in about 5 minutes.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

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

Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings chats with an old friend, Ben Clark from TMS Private Wealth.

Ben and Henry both sit on the ausbiz Investment Committee, and Ben features regularly on TV and radio.

With 25 years of experience in financial markets, Ben brings a wealth of expertise, not just in stock selection, but in developing a deep understanding of the companies TMS Private Wealth invests in.

Known for his educational approach, Ben's thorough analysis and keen insights are hallmarks of his investment style.

In this podcast, Henry and Ben discuss:

• What worked in 2024.
• What didn’t work.
• What 2025 might hold for investors.
• Three stand-out stocks or sectors to watch in the new year.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

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

In the special episode of 'On the Couch', Henry Jennings sits down with two medical pioneers in the CAR-T field, who are leading the charge in the search for cures for various cancers.

Dr. Deborah Rathjen, CEO and MD of Carina Biotech, represents a small, unlisted Adelaide-based company funded by the Forest Foundation. Carina Biotech focuses on treatments for solid cancers.

Dr. Michael Baker, CEO and MD of Arovella (ASX: ALA), leads a listed Melbourne-based company progressing to Phase One human trials for a new drug to treat blood cancers.

CAR-T therapy is a type of personalised cancer immunotherapy treatment.

CAR-T stands for 'Chimeric Antigen Receptor T-cell', named after the chimera - a fire-breathing monster in Greek mythology made up of different animal parts.

This therapy utilises a specific type of immune cell called a 'T cell'. T cells are one type of immune cell found in our bloodstream. Think of them as soldiers, constantly on patrol, surveying for threats such as microbes, bacteria, viruses, and, in some cases, cancer cells.

For CAR-T, T cells are genetically altered in the laboratory, often with the help of a friendly virus. These cells are then "armed" with a specific receptor on their surface, enabling them to recognise, bind to, and destroy specific cancer cells.

Once the CAR-T cells are armed, they are grown into hundreds of millions - or even billions - and reinfused into the patient. This process empowers the patient's own immune system to hunt down and fight their cancer.

Each type of CAR-T cell therapy is designed to recognise and target a specific marker or "antigen" on a cancer cell.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

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

A new weekly podcast that highlights one stock or idea.

This five-minute episode breaks down a high-conviction idea. The pros and cons—all in about 5 minutes.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

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

A new weekly podcast that highlights one stock or idea.

This five-minute episode breaks down a high-conviction idea. The pros and cons—all in about 5 minutes.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

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

Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings welcomes back Jon Pilcher, CEO of Neuren Pharma (NEU).

Jon is an old friend, having joined us around two years ago to discuss the exciting deal with Acadia for their 'Daybue' drug, developed to treat Rett Syndrome. Since then, much has changed, with even more to come.

2025 is shaping up to be another good year for NEU. Cashed up with leverage to its new drug in trials, NNZ-2591. Don't miss this opportunity to hear the NEU success story first-hand.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

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

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings is joined by good friend Adam Dawes, Senior Investment Adviser at Shaw and Partners.

As always, a delight to have Adam on the podcast as he talks some very interesting stock picks. No wishy-washy stuff here with high-conviction sectors and specifics. Sit back and enjoy.

NXL is the stock code if you are wondering.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

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