On the Couch

On the Couch

Analyst and market commentator Henry Jennings talks to fund managers, CEOs, investors and other finance professionals about the big issues, and how to navigate choppy investment markets. Great guests, great conversations, and a focus on money making ideas straight from the experts.


March 13, 2023 49 min

In this 'On the Couch' special, Henry Jennings sits down with two small-cap biotechs and one fund manager to discuss what makes a successful biotech, and how to invest successfully in the cutting edge of medical science and drug treatments.

Dr Michelle Miller, Managing Director at Biotron Ltd - Market Cap $23.5m

  • Over 25 years in the biotech industry with extensive experience in commercial drug development...
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Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with fund managers, CEO’s and brokers, aims to give you an insight into the investing world.

In this episode, I am joined by David Tudehope, CEO Macquarie Telecom Group. Absolutely delighted to get the opportunity to chat with him. David quit his banking job some years ago as a fresh faced 25-year old to start MAQ.


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

In this episode I am joined by Paul Rennie, the Founder and Executive Chairman at Paradigm (PAR).

Paul is recognised as a leading authority in drug development and has been involved in a number of pre-clinical and clinical tri...

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Welcome to the first 2023 episode of 'On the Couch'. This occasional podcast series of chats with fund managers, CEO’s and brokers aims to give you an insight into the investing world.

In this episode I am joined by Ben Clark from TMS Capital.

Ben will be a familiar face and voice to some, as he appears on various media channels and is on the Ausbiz 'Investment Committee' with me.


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In this episode of On the Couch, Marcus is joined by Peter Harold, CEO of Poseidon Nickel (POS). POS had just announced a $6m capital raising which has been put away with sophisticated investors, and they are now in the middle of a $3m share purchase plan.

In this podcast, Peter explains the recent delays to their 'Decision to Proceed' with the Black Swan Project and sets out the new timetable, talks about the n...

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In this episode of On the Couch, I catch up with the CEO of Highfield Resources, Ignacio Salazar.

We last spoke to Ignacio in December 2021, and plenty has happened since with the Muga Project in Northern Spain.

Ignacio is currently in Australia updating investors on the progress of permitting, construction and financing for this important project in the European fertiliser market.

Ignacio Salazar is an ...

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Welcome to another episode of 'On the Couch' with myself, Henry Jennings from Marcus Today. In this episode we are talking lithium, and AGY Argosy in particular. I have as my guest Jerko Zuvela, the MD.

  • Jerko is a Chartered Professional Geologist having spent over 20 years in the mining and resources industry. He has held executive management roles for private and public resources companies, with operational and corpor...
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In this episode of On the Couch, I am joined by the CEO of one of the hottest biotech stories around currently, Jon Pilcher from Neuren (NEU).

Jon joined Neuren in 2013 as CFO and was appointed CEO in May 2020. Before joining Neuren he was a member of the leadership team at Acrux throughout a period that included its IPO and listing on the ASX, the development and FDA approval of three novel pharmaceutical products and a t...

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In this episode of 'On the Couch' Henry sits down with chartist, mentor and professional trader Louise Bedford to talk candlesticks, trading psychology and what it takes to be a profitable trader. 

Louise is a fantastic presenter and communicator and has changed many people's lives through her mentoring and trading programs.

Louise is the founder of the Trading Game website and runs her own weekly t...

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Welcome to another episode of On the Couch with Henry Jennings. Today I Henry is talking to Dr Leslie Chong, CEO and MD of Imugene (IMU).

A very interesting look at an early stage biotech, where it is with trials and data, plus some words of advice on how to look at investing in biotechs in general. And a quick chat on Italian art to finish off. A great podcast and well worth a listen.

Leslie has 24 years of oncology experi...

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Disclaimer - Marcus holds POS shares.  Peter holds POS and PAN shares.

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.


Why no...

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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 investors can do to protect themselves in these troubled times.

Julian joined Plat...

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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 something up from the deep recesses of his mind and sound convincing.

In this pod...

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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, no such thing as a dumb question only questi...

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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 WMC Olympic Dam & nickel mines.

Greg talks through the fundamentals of...

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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, equity and debt transactions. Previously, James worked at Macquarie Capital in M...

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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 we discuss what retails investors are doing in the market? Which stocks are...

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 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 exploration in Australia, Europe, Africa, North America and South America.

The compa...

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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 CIO since the launch of the fund in 2018. Dan held various senior finance roles in Lo...

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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 likes and are forever stocks and some that are facing indust...

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