Project Poseidon Podcasts

In the middle of a risk-off resources sell-down Marcus is on the Couch with Peter Harold, the CEO of Poseidon Nickel (POS). Peter covers the nickel market, the resources sell-down, the state of play at POS and their forthcoming feasibility study. He tops it off with three tips in the small cap resources space. Enjoy! Disclaimer - Marcus holds POS s…

Welcome to another episode of On the Couch from Marcus Today. And in this episode Henry Jennings is talking with Julian McCormack from Platinum Asset Management. In this podcast, Julian and Henry talk about the outlook for global markets as we head towards a recession and a continuing realignment of asset prices. How bad will it get and what invest…

As a final end of year treat, I sit down with my old friend Adam Dawes from Shaw and Partners. Many will be familiar with Adam from his numerous TV appearances and his insightful knowledge of the Bank of Japan. I once saw Adam asked on CNBC a true question without notice on moves from the BoJ, and as a true professional he managed to conjure someth…

In this episode of 'On the Couch', Henry catches up with Marcus and asks all those burning questions that members have sent us. They cover a huge range, from how broker research works, whether you should add leverage and gearing to build wealth, to the infamous 'Collins Class Submarine' rule (now an AUKUS Sub Rule?) They have had so many questions,…

In this episode, Henry is speaking with Greg Hall the CEO of Alligator Energy (AGE). AGE is an Australian, ASX-listed, exploration company focused on uranium and energy related minerals, principally cobalt-nickel. Greg has 30+ years experience in uranium and other mine management, uranium / nuclear fuel marketing and CEO roles. Management roles at …

Welcome to another episode of On the Couch. This week I am talking to James Hawkins from L1 Capital. James runs the L1 Catalyst Fund. James has 20 years experience advising boards and management. Prior to joining L1 Capital in 2021, James spent nearly ten years at Flagstaff Partners, where he was a Managing Director and originated and executed M&A,…

This week I have turned the tables on Gemma Dale from Nabtrade and I get to ask the questions and Gemma gets to do the talking. For those of you who are not familiar with Gemma, she is the director of SMSF and investor behaviour at Nabtrade. Gemma is also a popular contributor to Ausbiz and host of a very popular series of podcasts. In this episode…

In this episode of On the Couch, Henry catches up with Bernard Rowe from Ioneer (INR) Bernard Rowe has been the managing director since August 2007. He has more than 25 years’ international experience in mineral exploration and mine development. His diverse mineral industry experience includes gold, copper, zinc, diamond, lithium and boron explorat…

In this episode of On the Couch, Henry is talking to Daniel Pickering the CIO of Listed Reserve. This is a fund that specialises in bitcoin and bitcoin derivatives. The fund aims to aim to provide investors with high quality investment funds to access digital currency through trusted, transparent and liquid investment vehicles. Daniel has been the …

In this episode of 'On the Couch', I sit down on the virtual sofa to chat with the boss and put some of your questions to him, and of course as its reporting season, some thoughts on the winners and losers so far. Plenty here for listeners to take away from Marcus' wise words. A look at some wide ranging questions from ESG investing, stocks that he…

In our first episode of On the Couch in 2022, we catch up with Nick Griffin (CIO) of Munro Partners and James Tsinidis (Portfolio Manager) and we talk decarbonisation, and how to get set for this huge change that is coming. Plus, as markets melt down across the globe, we ask Nick and James what do they think is happening and why and more importantl…

In our last 'On the Couch' session for 2021 this week, we head to Spain and we sit down with Ignacio Salazar from Highfield Resources (HFR). We are talking potash. A commodity that has had a stellar year but no one seems to have noticed. BHP is driving ahead with its potash investment in Canada and clearly see potential for the commodity. Ignacio S…

In what could be the last On the Couch episode for 2022, I catch up with the Vulcan Energy's (VUL) CEO, Dr Francis Wedin ,as we bookend the year and look back at a very successful year for the European lithium brine/geothermal energy company. It has been an action packed year for VUL with two recent deals adding to the story and $320m raised in 202…

From feeling physically sick after being wiped out by the tech wreck to becoming one of the most well-known and respected traders in Australia, best-selling author Stuart McPhee sits down with Chris Conway to talk about his incredible stock trading journey. From Stuart’s time in the military and how that impacted his stock trading, to understanding…

This week On the Couch I have Andrew 'The Whisperer' Wielandt (DP Wealth) on again. Time to face the music and get some expert feedback on the NEAT ETF Portfolio. Many members will know of Andrew's work and contribution, I do a show with him every fortnight on Ausbiz and he is one of the few independent experts in the space. I asked him some time a…

Welcome to another episode of On the Couch with myself Henry Jennings from Marcus Today. In this episode, I am joined by Andrew Wielandt a regular sparring partner on Ausbiz with Kochie on The Call. In this episode we talk three ETFs that he is recommending and holding PA and two stocks that he likes for the long term. Andrew Wielandt is from DP We…

Welcome to another episode of 'On the Couch' with myself Henry Jennings from Marcus Today. In this episode, I am joined by Karl Siegling from Cadence Capital (CDM). Karl established Cadence Asset Management in 2003 and listed Cadence Capital Limited (CDM) on the ASX in December 2006. Karl has over 25 years financial services experience having worke…

In this episode of On the Couch, Henry catches up with his good friend Adam Dawes from Shaw and Partners. They talk three sectors Adam is buying currently and which stocks in these sectors. Plus a stock to hold for your kids and where Adam sees the market going by Christmas. As usual, Adam is a great source of investment ideas and always has someth…

This week we catch up with Phil King , the founder and CIO of Regal Funds Management. Regal (RF1) has been a stunning performer over the years since Phil and his brother, Andrew, founded the business in 2004. Regal is one of Australia's leading investment managers servicing a wide range of institutional investors, family offices and high net worth …

On The Couch this week Henry talks to a friend of his, Mike Conway or should I say the Honourable Professor Mike Conway or even musician Mike Conway. Mike as you will hear is a man of many talents but today, we are talking about Mike’s business which focuses on getting the best out of people. Mike is a strategist, leader and consultant at executive…

This week Marcus and Henry are on the Couch together talking a few War Stories. Broking in the 80's, Cuppa Soup, smoking, alcohol and no PCs. Research was only just starting and commissions were 1.65% and went up (!) for larger orders. We talk about the '87 Crash and the best thing to happen to the stock market in the last 40 years and the worst th…

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST. A look at Gold Miner DGO Gold (DGO)- 15.8% shareholder of DEG This week Henry is On the Couch talking to Ed Eshuys and Bruce Parncutt (AO) from DGO Gold. Ed is the Executive Chairman and Director of Dacian Gold Limited and a Director of De Gr…

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST This week Henry is On the Couch with the CEO of Archer Materials (AXE). As many already know we had a One Stock Portfolio challenge and Henry picked AXE which has doubled since recommended. AXE is at the forefront of the brave new world of Qua…

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST. This week I catch up with my good friend Adam Dawes from Shaw and Partners. Adam is a great guy and he shares his four stocks that he is currently recommending to his clients and I put him on the spot for a 'One Stock to Change Your Life' rec…

Welcome to another session 'On the Couch'. This week, Henry catches up with the Co- Founder of EMVision, Scott Kirkland. EMVision is a ASX listed Sydney company bringing portable and accessible devices for stroke patient treatment both in a hospital setting and the next step in ambulances. Fast decisive action in stroke victims is imperative to not…

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST In this weeks' special 'On the Couch', we catch up with Mark Landau, the CIO of Long Short Fund (LSF) and the Co -Founder of L1 Capital. As many of you will know, we have been big supporters of LSF ,and have done extremely well out of this LIC…

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST This week we catch up with one of the smartest fund managers around. Many will be familiar with Nick Griffin from Munro Partners - he is a frequent valued contributor to Livewire and other media. Nick has spent the last 20 years managing long/…

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST I sat down with Geoff Lord and Kurt Hansen from Tesserent (TNT) this week and spent a terrific 30 minutes chatting all things cyber and how the TNT business is going. Geoff Lord needs no introduction, and he was a lovely down-to-earth guy and …

This week's On the Couch is with Betmakers (BET) COO Jake Henson. Given that we own BET in the MT Growth Portfolio, we thought it would be a good idea to catch up with all the trackside action and hear the story from the horses' mouth. We talk about the opportunities ahead, BET's recent Sportech acquisition and the importance of having industry leg…

Welcome to another special episode of ‘On the Couch’ with myself Henry Jennings from Marcus Today. This week I am talking to Doug Morris, the CEO of Sharesight. Some members will be familiar with this portfolio tracking platform and Doug runs through some of its features. We talk, Bitcoin, NFTs and the rise of fintechs and some of the trends that h…

Welcome to another special episode of ‘On the Couch’ with myself Henry Jennings from Marcus Today. This week I am joined on the couch by John Forwood, the CIO from Lowell Resource Funds Management (LRT). John is a qualified lawyer and geologist experienced in the resources sector. He has 17 years of resources financing experience with RMB Resources…

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST. Join us On the Couch with John Caulfield from Van Eck talking all things ETF with a special focus on the newly listed CLNE and VLUE ETFs giving investors exposure to emerging clean energy and value stocks. A great look at what is driving thes…

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST. This week we catch up with Portfolio Manager Jun Bei Liu from Tribeca Investment Partners. Jun Bei is a familiar face on financial news media and a truly passionate investor. Jun Bei manages a $1bn long short fund with Tribeca and is a regula…

Join us this week for a look at the world of commercial and residential property as we talk to REIT Fund Manager James Storey, Head of Real Assets, from 360 Capital who manages the 360 Capital REIT (TOT). James has over 15 years experience in real estate funds management with significant experience investing across debt, equity and corporate transa…

It is a great time to catch up with Fund manager Julia Lee from Burman Invest. We take a deep dive into some of the companies Julia was watching over results season and how they reported and look at what's ahead for those companies and the market in 2021. Julia Lee is a familiar face to most who watch business TV - she is a well known expert in her…

In this week's On the Couch, we chat to Kanish Chugh from ETF Securities. We have talked to ETF Securities in the past, but in this podcast we talk about how the pricing of ETFs work and the best times for liquidity in more esoteric ETFs. ETF Securities have some interesting new products and we try to get Kanish to spill the beans. Kanish Chugh is …

On the Couch this week features Dr Phil Hodgson CEO of Calix (CXL). Calix is a company looking to create a new Kiln process that makes cement manufacturers far more environmentally friendly cutting CO2 emissions drastically. And its not just cement but a swathe of other applications, including advanced battery materials. As the company says, "Mars …

On the Couch this week features Michael Bacina, a partner at lawyers Piper Alderman talking all things Bitcoin and Blockchain. Michael advises companies dealing with Digital Law: the intersection of cutting edge technology, automation and innovation. He is an expert on digital currencies and digital assets, blockchain projects, smart contract issue…

On the Couch this week features Andrew Wielandt from DP Wealth in Toowoomba. Andrew is a regular guest expert on Ausbiz and has an in depth knowledge of ETFs. He is a former Macquarie Wealth Adviser and has adopted ETF investment to improve his clients returns in his practice in Queensland. CLICK HERE to sign up for a free trial of the Marcus Today…

Danielle Ecuyer is a former investment banker and broker with some of the major banks globally, now turned author/investor with her first book in starting out on share investing a huge success. So much so that she is writing a follow up with a new book on how to invest in the US market. In this week’s ‘On the Couch’ I catch up with Danielle and cha…

In this very special podcast, I was lucky enough to interview Dr Francis Wedin, the founder and CEO of one of the hottest stocks on the ASX currently. Vulcan Energy (ASX: VUL) has had a meteoric rise in 2020 and has kicked off the new year with a bang as John Hancock has invested and the company has recently announced its PFS for its Zero Carbon Li…

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST This week, we finish the year off with a sit down with an old favourite, Adam Dawes from Shaw and Partners. Adam and Henry chat about 2020, some of the lessons learned, his top three picks for 2021 and what the ‘Black Swan’ event could be to u…

This week a special ‘On the Couch’ with Chris Hall the CIO of Ellerston Low Volatility Income Strategy fund or ELVIS. The ELVIS Fund has been a consistent outperformer and is made up of between 30-40 mid to large cap stocks with a focus on delivering low volatility consistent income returns. For any member looking at ways to maximise income On the …

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST This week 'On the Couch' Henry chats to Greg McKenna the CEO of the multi award winning Police Bank, a bank that serves those in Blue. Greg McKenna is a familiar face to Sky Business viewers with his expert take on the economy and the macro pi…

On the Couch this week sees us head over the ditch to talk to two Kiwi fund managers, Mark Devcich and Chris Bainbridge from Pie Funds. Mark and Chris run a $130m Emerging growth fund focusing on companies below a $150m market cap and concentrated mainly on the ASX. The Emerging Fund is now close ended with a 24.64% annualised performance since inc…

In ‘On the Couch’ this week, Henry talks to serial technology entrepreneur and clean energy advocate, Eytan Lenko from Beyond Zero Emissions. Eytan talks us through his ‘million jobs’ plan for Australia, his thoughts on hydrogen and alternative clean energy sources and what sectors should do well as the global economy de-carbonises. Eytan Lenko is …

On the Couch with Henry this week are Ellerston Capital Australian Micro Cap Fund Managers David Keelan and Alexandra Clarke. The Fund has returned 24.10% pa since inception on May 1st 2017 - Click Here for the latest performance report. The Fund is an actively managed portfolio of Australian listed smaller company securities. The fund is made up o…

This week Henry is on the virtual couch with author and founder of ‘Shareplicity’, Danielle Ecuyer. Danielle has had a long career in broking having worked for some of the big names in investment banks both here in Australia and London. She has recently written a book ‘Shareplicity’ which aims to make share investing as simple as possible. Danielle…

Vlado Bosanac the CEO has been kind enough to spend an hour with Henry chatting about the opportunities of this $100m ASX listed company that is starting to make waves. In fact, Vlado is proof of its impact having ‘dechunked’ during CV19 and losing 14kg with the help of the new technology. An unexpected consequence of using the technology. Vlado sp…

You cannot keep a good man down and this weekend in a departure from the usual Financial Education we indulge Henry as he indulges you with a chat on the Couch with Rock Legend Paul Christie from Mondo Rock. I could explain why, what its about and disclaim any advice but there is none, I don't know why and I suggest you just sit back and you'll fin…