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 – 2026 Outlook: Volatility And Passive Risks
• 5:20 – US Politics, Dollar Views And Silver Shock
• 7:10 – Theme 1: Diversifying Away From US With VEU
• 9:10 – Hedging The Currency And Core Adjustments
• 12:00 – Theme 2: Japan Exposure With IJP
• 15:00 – Theme 3: Long Short LICs And LITs Toolkit
• 22:30 – Why Long Short Now And Portfolio Weights
• 25:00 – Theme 4: Aussie Small Caps With Firetrail
• 28:00 – Theme 5: Resources Via Tribeca TGF Or VanEck MVR

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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

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Disclaimer
This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

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, commercial strategy, and business development, while also managing the company's capital requirements – including non-dilutive financing and grant opportunities. He is a member of the Australian Institute of Company Directors.

Many listeners will be familiar with the EMVision story, but in this episode, Scott brings us up to date on the company's mission and progress – as it continues to develop breakthrough medical devices for stroke diagnosis in both first responder and hospital settings.

Chapter Markers

• 0:00 – Welcome, Disclaimers And Personal Stories
• 2:23 – EMVision's Mission And Devices
• 4:15 – First Responder Helmet And ECG Analogy
• 6:03 – The Golden Hour And Treatment Windows
• 8:12 – Trials, Sites And FDA De Novo Plan
• 10:15 – Grants, Regional Impact And Reimbursement
• 12:02 – AI In Stroke Care And Workflow Gains
• 14:05 – Cash Runway, Partners And Milestones
• 16:06 – Go-To-Market Focus And Stroke Belt
• 17:45 – Risks, Focus And Business Model
• 19:00 – Closing Thanks And Next Steps

—

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.

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 preparing for a focused Phase 2 push in 2026.

Topics covered in this episode:

• What the StemSmart MSC platform is – and why differentiation matters
• Special access program results in fistulising Crohn's
• Prior early-phase data and how it informs trial design
• Market size for refractory Crohn's and broader inflammatory targets
• Regulatory steps, including pre-IND and TGA interactions
• Manufacturing tech transfer with QGen and licensure plans
• 2026 milestones across CRO onboarding, trial initiation, and IP expansion
• Cash runway to trial start and approach to raising capital
• Competitive landscape and lessons from Mesoblast's US approval
• A CEO's take on what actually drives market value

Disclaimer: This is general advice only. It doesn't take your personal circumstances into account. Please speak to a licensed adviser before acting on anything in this episode.

Looking for personal financial advice? Our friends at Clime Investment Management offer tailored advice and financial planning services across most states. Learn more: marcustoday.com.au/about-us/financial-planning-with-clime/

Prefer someone to invest for you? The Marcus Today Managed Strategy Portfolio applies the same strategy we write about daily – but we manage it for you, using Australian-listed ETFs and a long-term growth approach. Find out more: marcustoday.com.au/managed-portfolios/

Want to take control of your own investing? Start a free 14-day trial of the Marcus Today newsletter and get daily insights, analysis, and model portfolios designed for self-directed investors. Sign up here: marcustoday.com.au/trial-sign-up/

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 seasoned trader with over 30 years of experience. Louise hosts the Talking Trading podcast and is widely regarded as one of Australia's most compelling voices in financial markets, with six books to her name.

Chapter Markers

• 0:04 – Welcome And Ground Rules
• 1:49 – Macro Whip-Around: US Vs Australia
• 3:21 – Hot And Cold Sectors Revealed
• 5:01 – Tech's Ice Age And What It Means
• 7:49 – Small Caps, Resources, Materials Opportunities
• 8:53 – Chart Signals: Lithium Standouts
• 10:25 – Managing Big Wins With Thirds
• 13:10 – Stops, ATRs, And Psychology
• 15:22 – Love Affairs With Stocks And Objectivity
• 16:58 – Handling Reporting Season Volatility
• 19:12 – Overtrading, Plans, And The Inner Lunatic
• 21:08 – Using AI As A Trading Mirror
• 23:02 – Agent Mode, Scans, And The Future
• 25:09 – Final Takeaways: Process And Discipline

—

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.

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 – 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.

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: broaden who allocates capital, and sharpen how capital is deployed.

Markets are moving faster than most investment processes. In this conversation, Armina discusses Minotaur Capital, how an AI-native workflow can identify structural change earlier, compress research cycles from days to minutes, and keep human judgement where it matters most. A fascinating glimpse into the future of investing.

Chapter Markers

• 0:06 – Meet Armina and Minotaur Capital
• 1:52 – From Western Sydney To JP Morgan
• 3:37 – Running Atlassian Founders' Global Equities
• 4:56 – Why Start Minotaur And What's Different
• 7:01 – Building Tauriant: AI For Idea Discovery
• 10:56 – From Snapshots To Full Initiations
• 13:45 – Monitoring, Thesis Checks, And AI Agents
• 15:00 – Humans In The Loop And Portfolio Sizing
• 16:40 – 2026 Outlook: AI, Volatility, Software Risks
• 20:08 – Is There A Tech Bubble Or Just Rotation
• 23:01 – Five Lessons From Launching A Fund
• 30:23 – Closing Thoughts And An Open Invitation

Disclaimer: This is general advice only. It doesn't take your personal circumstances into account. Please speak to a licensed adviser before acting on anything in this episode.

Looking for personal financial advice? Our friends at Clime Investment Management offer tailored advice and financial planning services across most states. Learn more: marcustoday.com.au/about-us/financial-planning-with-clime/

Prefer someone to invest for you? The Marcus Today Managed Strategy Portfolio applies the same strategy we write about daily – but we manage it for you, using Australian-listed ETFs and a long-term growth approach. Find out more: marcustoday.com.au/managed-portfolios/

Want to take control of your own investing? Start a free 14-day trial of the Marcus Today newsletter and get daily insights, analysis, and model portfolios designed for self-directed investors. Sign up here: marcustoday.com.au/trial-sign-up/

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 episode is all about stocks and the big-picture themes that could shape the year ahead.

Disclaimer: This is general advice only. It doesn't take your personal circumstances into account. Please speak to a licensed adviser before acting on anything in this episode.

Looking for personal financial advice? Our friends at Clime Investment Management offer tailored advice and financial planning services across most states. Learn more: marcustoday.com.au/about-us/financial-planning-with-clime/

Prefer someone to invest for you? The Marcus Today Managed Strategy Portfolio applies the same strategy we write about daily – but we manage it for you, using Australian-listed ETFs and a long-term growth approach. Find out more: marcustoday.com.au/managed-portfolios/

Want to take control of your own investing? Start a free 14-day trial of the Marcus Today newsletter and get daily insights, analysis, and model portfolios designed for self-directed investors. Sign up here: marcustoday.com.au/trial-sign-up/

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 package for its flagship Upper Rhine Valley lithium–geothermal project, Lionheart. Backed by some of Europe's largest banks and institutions, the company now has the capital to begin construction on Phase 1 of this ambitious project.

Talking Points

• What exactly does Vulcan do?
• Where is the Lionheart project located?
• How easy was it to secure the funding?
• The funding package is complex – what are its key features in simple terms?
• Is the team in place to construct a project of this scale?
• What sets Vulcan apart from the rest?
• Vulcan has a loyal shareholder base, including Hancock Prospecting – how important is that support?
• What happens next?

Disclaimer: This is general advice only. It doesn't take your personal circumstances into account. Please speak to a licensed adviser before acting on anything in this episode.

Looking for personal financial advice? Our friends at Clime Investment Management offer tailored advice and financial planning services across most states. Learn more: marcustoday.com.au/about-us/financial-planning-with-clime/

Prefer someone to invest for you? The Marcus Today Managed Strategy Portfolio applies the same strategy we write about daily – but we manage it for you, using Australian-listed ETFs and a long-term growth approach. Find out more: marcustoday.com.au/managed-portfolios/

Want to take control of your own investing? Start a free 14-day trial of the Marcus Today newsletter and get daily insights, analysis, and model portfolios designed for self-directed investors. Sign up here: marcustoday.com.au/trial-sign-up/