『On the Couch』のカバーアート

On the Couch

On the Couch

著者： Marcus Today
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今ならプレミアムプランが3カ月 月額99円

2026年5月12日まで。4か月目以降は月額1,500円で自動更新します。

概要

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.

© 2026 Marcus Today 個人ファイナンス 経済学
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  • Why the Next Six Months Could Get Tough for Small Caps: On The Couch with Chris Stott

    Why the Next Six Months Could Get Tough for Small Caps: On The Couch with Chris Stott
    2026/04/09

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

    Chris Stott (1851 Capital) joins Callum 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 starting to emerge – particularly in beaten-down sectors and less crowded parts of the market.

    Topics covered:

    • Why interest rates are still the key driver for markets
    • Where opportunities are appearing after recent sell-offs
    • How to manage risk and position portfolios in volatile conditions
    • The reality of small cap investing, and why 6/10 decisions is enough
    • AI, data centres and where structural growth is actually happening
    • Why IPOs are drying up and capital is becoming more concentrated

    Chris also shares how he thinks about portfolio construction, cash levels, and identifying companies that can genuinely outperform.

    About Chris Stott:

    Chris is Co-Founder and Chief Investment Officer at 1851 Capital, with over 20 years’ experience in Australian funds management. He was previously CIO at Wilson Asset Management and was named one of the AFR’s top young fund managers.

    Learn more: https://1851capital.com.au/

    If you want more market insights like this every day, start a free trial at Marcus Today. https://marcustoday.com.au/trial-sign-up/

    Marcus Today – Daily Market Insights

    Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.

    If you'd like to go further:

    Start a free 14-day trial of Marcus Today

    http://bit.ly/mt-trial-podcast

    Join Marcus Today

    Use code MTPODCAST for 10% off

    http://bit.ly/mt-join-podcast-offer

    MT20 – Managed ETF Portfolio

    A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.

    http://bit.ly/mt20-podcast

    Principles – How We Think About Investing

    A short video series on timing, behaviour, and decision-making. No stock tips.

    http://bit.ly/mt-principles-podcast

    —

    Disclaimer

    This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
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    37 分
  • On the Couch with Coby Hanoch (Weebit Nano): The Memory Boom Behind AI

    On the Couch with Coby Hanoch (Weebit Nano): The Memory Boom Behind AI
    2026/03/23

    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 clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.

    If you'd like to go further:

    Start a free 14-day trial of Marcus Today
    http://bit.ly/mt-trial-podcast

    Join Marcus Today
    Use code MTPODCAST for 10% off
    http://bit.ly/mt-join-podcast-offer

    MT20 – Managed ETF Portfolio
    A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.
    http://bit.ly/mt20-podcast

    Principles – How We Think About Investing
    A short video series on timing, behaviour, and decision-making. No stock tips.
    http://bit.ly/mt-principles-podcast

    —

    Disclaimer
    This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
    続きを読む 一部表示
    37 分
  • On the Couch With Richard Morrow (Lowell Resources): Talking Gold and Gold Stocks

    On the Couch With Richard Morrow (Lowell Resources): Talking Gold and Gold Stocks
    2026/03/13

    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 – Daily Market Insights

    Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.

    If you'd like to go further:

    Start a free 14-day trial of Marcus Today
    http://bit.ly/mt-trial-podcast

    Join Marcus Today
    Use code MTPODCAST for 10% off
    http://bit.ly/mt-join-podcast-offer

    MT20 – Managed ETF Portfolio
    A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.
    http://bit.ly/mt20-podcast

    Principles – How We Think About Investing
    A short video series on timing, behaviour, and decision-making. No stock tips.
    http://bit.ly/mt-principles-podcast

    —

    Disclaimer
    This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
    続きを読む 一部表示
    39 分
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