If you liked this podcast please Sign up for a free trial of the Marcus Today newsletter to get full access to daily stock tips and recommendations.

Lots of interesting little things going on today. Two major messages include the link between BHP in Evergrande which could help us time the bottom on iron ore stocks in particular. The dogs are barking in the infant formula. Technical and sentimental bottoms on A2M, SM1, BUB as talk of approval for a Chinese Covid 19 vaccine which will allow students back into Australia and the daigous to restart operations. A good deal for S32 sees buyers. Everyone’s a buyer of Bank of Queensland after it fell 4% on results yesterday. The SMA platform sector is booming as Netwealth jumps on record FUM numbers. Plus the usual macro mumbo-jumbo on jobs and interest rates.

Changes in the Marcus Today podcast:

What started out as one strategy podcast has now morphed into many more. Taking the  feedback we have received from members and to make it easy to follow and navigate the various episodes, we have decided to split the Marcus Today podcast into four separate podcasts.

1. Marcus Today Market Updates (Includes Breakfast Briefing and End of Day Report)
2. Marcus Strategy (this is going to be the original Strategy podcast again)
3. On the Couch
4. On the Desk

All of these podcasts are available on Apple Podcasts, Spotify, Google Podcasts, Amazon Music and many other podcasting apps. For a link to your preferred app, visit the podcast website above. We will be adding more apps to the list as we go.

For the best experience, we recommend using a podcasting app on your phone as then you can subscribe and get notified whenever new episodes are released.

If you need help, please reach out to us on [email protected] or 0458 009 821.