On The Couch

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 2021, and of course a short seller attack from JCap, just to make things interesting.

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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 the importance of discipline and overcoming adversity, this hour-long interview is no...

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 ago if he would provide some input into the new portfolio, he agreed and now...

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 Wealth in Toowoomba. He is a regular guest expert on Ausbiz and has an in depth knowledge...

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 worked for firms such as Deutsche Morgan Grenfell (now Deutsche Bank) and Goldman ...

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 something interesting to say.

Adam is a regular guest on Ausbiz, CNBC, other media outlets an...

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 individuals. The fund manager currently has over A$2.4bn funds under management...

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 level and has worked with Deloittes, EY and even The Wiggles. 

He is known for his un...

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 thing. In the end we jump in the DeLorean, fire up the Flux Capacitor and ask ...

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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 Grey Mining Limited. In the early 1990s he led the teams that discovered the Plutonic, Br...

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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 Quantum computing and Mohammad is super smart and a lovely guy to boot. He is a passionat...

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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' recommendation. This whole theme caught fire with Kochie on 'The Call' on...

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 only save lives but also to ensure recovery from the stroke.

Scott is the co-...

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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 which we first started buying in 2020 at a 30% discount to its NTA. Since ...

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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/short funds and most recently he is the founder and CIO at Munro Partners which has two...

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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 very generous with his time. Some may remember Geoff from UXC which he founded, built,...

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 legend Matthew Tripp backing the company.

Jake has been a key member of BET f...

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 he sees with his unique view on a wide range of client portfolios.

Doug is a leading vo...

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, including 13 years as a manager of the Telluride Fund. John also has 5 years' e...