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On the Couch

On the Couch

著者: Marcus Today
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Join Marcus Padley and Henry Jennings as they sit down with fund managers, CEOs, investors, and finance professionals to tackle the big issues and explore strategies for navigating choppy investment markets. Great guests, engaging conversations, and plenty of money-making ideas delivered straight from the experts.

© 2025 Marcus Today
個人ファイナンス 経済学
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  • On the Couch with Richard Morrow: Gold, Miners and Market Moves
    2025/06/19

    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.

    続きを読む 一部表示
    42 分
  • On the Couch with Scott Kirkland (EMVision): Progress, Partnerships and What's Ahead
    2025/06/10

    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.

    続きを読む 一部表示
    14 分
  • On the Couch with Marc Jocum from Global X ETFs: Talking Pricing and ETF Flows
    2025/06/06

    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.

    続きを読む 一部表示
    38 分

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