On the Couch

On the Couch

Marcus Padley and Henry Jennings sit down with fund managers, CEOs, investors, and industry professionals to discuss markets, strategy, risk, and decision-making. Long-form conversations focused on how experienced investors think – through cycles, volatility, and changing conditions. No sales pitch. Just insight.

Episodes

April 20, 2026 47 mins

Welcome to the latest episode of On the Couch with Marcus Today's Henry Jennings.

This episode, Henry sits down with Nick Griffin – founding partner and CIO of Munro Partners. Nick has been on the couch before, and it's a timely catch-up in what has been an 'interesting' market. Full disclosure: Henry is a shareholder of MAET.

Nick brings over 25 years of financial services experience, including 15 years in funds ...

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VIDEO AVAILABLE: https://vimeo.com/1181449274

Chris Stott (1851 Capital) joins Callum Newman to break down the current small-cap landscape – and why the next six months may be more difficult than many expect.

In this discussion, Chris outlines how rising interest rates, geopolitical volatility and shifting investor sentiment are shaping opportunities in Australian equities.

Despite near-term caution, he highlights where value is start...

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In this episode of On the Couch, Henry Jennings speaks with Coby Hanoch, CEO of Weebit Nano (ASX: WBT), about the surge in memory demand driven by AI.

They discuss the difference between embedded and discrete memory, recent commercial progress, and where ReRAM fits in the next phase of semiconductor growth.

A clear look at what is driving the sector – and what comes next.

Marcus Today – Daily Market Insights

Marcus Today provides clea...

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Welcome to the latest episode of On the Couch with Henry Jennings from Marcus Today.

In this episode, Henry is joined by his old friend Richard Morrow from Lowell Resources Trust (ASX: LRT). They discuss all things gold – why he still likes the sector and which stocks he recommends.

Richard is the former Chair of the Melbourne Mining Club and a director of LRT.

A great look at the gold sector from a guru in the space.

Marcus Today – D...

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Prefer to watch? Check out the full interview on video here: VIDEO – On the Couch with Gary Norden: Inside a 35-Year Trading Career

A bit of a different approach at Marcus Today; Callum Newman sits down with Gary Norden, a 35+ year pro trader (LIFFE floor, bank derivatives desks, hedge funds) and the author of An End to the Bull – to talk how the pros actually trade when it's their own money on the line. 

In this conversation, G...

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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 bring you valuable insights from the investing world.

In this quickie episode, Henry Jennings is joined by his good friend Andrew Wielandt – also known as The ETF Whisperer.

Andrew shares his ETF picks for the year ahead… and not a QUAL in sight.


Chapter Markers

  • 0:00 – Welcome And General Advice Reminder
  • 2:03 – ...
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Welcome to another episode of On the Couch.

In this episode, Henry Jennings catches up with Scott Kirkland from EMVision Medical Devices (ASX: EMV).

Scott is the co-founder of EMVision Medical Devices Ltd and has held several senior sales roles, including Head of Client Sales at US-based technology company Quantcast, before founding Kirkland Capital to focus on emerging technologies.

At EMVision, Scott oversees corporate affairs, comm...

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Welcome to the latest episode of On the Couch.

In this episode, Henry Jennings from Marcus Today sits down with Nathan Smith, CEO of Neuroscientific Biopharmaceuticals, to unpack how a differentiated mesenchymal stem cell therapy is progressing from acquisition to patient impact in refractory Crohn's disease.

With promising real-world data via special access programs, a clear regulatory path, and lean execution, the company is p...

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Welcome to the latest episode of On the Couch.

In this episode, Henry Jennings sits down with trading mentor and author Louise Bedford – always a popular guest, known for her valuable insights into markets and trading mentality.

Louise shares her approach to selling, the importance of discipline, and breaks down what sectors are currently hot – and which ones are ice cold.

She is a behavioural finance expert, bestselling author, and s...

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Welcome to the latest episode of On the Couch.

In this episode, Henry Jennings is joined by Jonathon Higgins from Unified Capital Partners. A frequent guest on the podcast, Jonathon needs no introduction. He is Head of Research at boutique broker UCP and, as always, brings some great stock selections to the table.

Marcus Today – Daily Market Insights

Marcus Today provides clear, practical commentary for self-directed investors – cove...

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Welcome to the latest episode of On the Couch.

In this episode, Henry Jennings sits down with Armina Rosenberg, co-founder of funds management group Minotaur Capital.

Armina represents a new breed of 'rock star' fund manager – one harnessing the power of AI to build a fund unlike any other.

From a childhood in Western Sydney to running global equities for the Atlassian founders, Armina's story fuels a clear mission: bro...

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Welcome to this Christmas episode of On the Couch.

In this special edition, Henry Jennings sits down with Adam Dawes from Shaw and Partners to reflect on what investors have learned from 2025 – and, more importantly, what themes and stocks are worth watching in 2026.

Adam is a long-time friend of the podcast and a regular guest across major media outlets, known for his experience, insights, and practical investment wisdom.

This episod...

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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 ...

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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...

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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 H...

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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 compel...

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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...

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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&quo...

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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, Ji...

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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 prof...

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