Members Podcast

Members Podcast

By Marcus TodayBusinessInvesting
Download on the App Store

Members Podcast episodes

  • Marcus Today Members Podcast – Friday 27th January

     The ASX 200 is up 30 points (+0.4%) at 7499 points following higher-than-expected US GDP growth. All sectors are mostly up, with Tech up 1.8%. Gold taking a hit on fears the Fed may keep interest rates higher for longer, down 1.1%. Tech sector is the best performer, Info-Tech up 1.8% and the All Tech Index up 1.4%. Resources are up 0.4% as quarterly results continue to roll in. Staples +1.1%, Materials +0.6%, and Utilities +0.6%. The banks performing well, the Big Bank basket up 0.6% to $189.79. Fortescue Metals Group (FMG) up 1.2% after quarterly results announcing record iron ore shipments. Tyro Payments (TYR) up 4% after giving Potentia, 4 weeks to perform due diligence. US results season in full swing - Diary here. Dow Futures are down 33 points, and NASDAQ Futures are down 55 points.

    Our member exclusive podcast – as all brokers start the day, the format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.

    15 min
  • Marcus Today Members Podcast – Wednesday 25th January

    ASX 200 up 4 points this morning as we await the CPI Number at 11:30am. We have the Australia Day holiday tomorrow (ASX closed) and a US GDP number on Thursday night. Then the FOMC next week and the RBA the week after.  The market is within 1.8% of its all time high. Lets see if the CPI Number can get us there.

    Our member exclusive podcast – as all brokers start the day, the format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.

    8 min
  • Marcus Today Members Podcast – Tuesday 24th January

    The ASX 200 is up 13 points (+0.2%) at 7470 points. Sectors are mixed with Mining and REITs, leading the way up 1.3% & 1.2%. Resources are up, Gold +0.5%, Materials +1.2%, and Resources +1.1%. Financials worst performing sector ASX 200 Banks, Financials and Financials Ex REITs all down 1%, 0.6%, and 0.6%.  Defensive sectors are down, with Healthcare and Staples down 0.8% and 0.5%.  Banks are down CBA -0.9%, NAB -0.8%, ANZ -1.2% and WBC -1.3% Big Bank Basket is down -0.7% at $186.34. Myer Holdings (MYR) – up 5.9% following reports of sales growth figures of 24.8%.  Codan (CDA) - up 19% after reporting NPAT exceeded guidance.  US results season in full swing - Diary here.  Australia CPI numbers tomorrow. Dow Futures are down 18 points, and NASDAQ Futures are down 19 points.

    Our member exclusive podcast – as all brokers start the day, the format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.

    11 min
  • Marcus Today Members Podcast – Friday 20th January

    The ASX 200 is up 18 points (+0.2%) at 7454 points in a narrow day of trading. Sectors are mixed with Gold up 2%. Demand from China boosting Energy and Resources up 2.1% and 1.1%.  Consumer Discretionary lagging behind, down 0.8%. The banks scraping through, the Big Bank basket up 0.3% to $188.58. Whitehaven Coal (WHC) – up 7% after providing FY23 guidance. Fisher & Paykel (FPH) - up 6% after providing a trading update. US results season in full swing - Diary here. Dow Futures are up 39 points, and NASDAQ Futures are up 41 points. Netflix results cheer.

    Our member exclusive podcast – as all brokers start the day, the format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.

    17 min
  • Marcus Today Members Podcast – Wednesday 18th January

    The ASX 200 is up 5 points (+0.1%) at 7391 points, in yet another dismal day of trading. Maybe waiting for BoJ news. Sectors mixed with Gold lagging behind on US Fed speculation. REIT’s the worst performer down 0.7%. Healthcare up 0.8% with the help of TLX market update. Closely followed by Tech, up 0.7%. Banks performing well, the Big bank Basket up 0.4% to $187.45. Reports season in full swing now, US banks Goldman Sachs having poor results overnight while Morgan Stanley beat estimates.  Telix Pharmaceuticals (TLX) up 6.3% after a huge growth in their US sales. EML Payments (EML) down 2.2% yet again after replacing their CFO. US results season revving up - Diary here. Dow Futures are down 89 points, and NASDAQ Futures are down 35 points.

    Our member exclusive podcast – as all brokers start the day, the format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.

    9 min
  • Marcus Today Members Podcast – Tuesday 17th January

    Very quiet day - ASX 200 down 8 at Midday and Wall St Futures on the slide a touch having been closed last night for the Martin Luther King Jnr holiday. JBH kicks off a good vibe for consumer discretionary stocks with record results. We add a couple of trades to the Ideas Portfolio.

    Our member exclusive podcast – as all brokers start the day, the format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.

    14 min
  • THE MARCUS TODAY MORNING MEETING – Friday 13th January

    The ASX 200 is up 70 points (+1.0%) at 7350 points. All Sectors except Staples are trading higher, Gold Leading the way. Staples the worst performer down 0.2%. Defensive sectors are performing the worst but still up, with Healthcare and Materials up 0.5% and 0.8%. Technology also up. All Tech Index up 1.5%. Banks performing well, the Big bank Basket up 1.2% to $184.51. Quiet day on the corporate front as the US reporting season set to kick off tonight.  Life360 (360) up 10.5% after bringing forward their timeframe on profitability. MA Financial Group (MAF) regaining some of yesterday's losses, up 6.8%. US results season starts Today - Diary here. Dow Futures are up 27 points, and NASDAQ Futures are down 4 points.

    Anyone who has been in broking will tell you that the Morning Meeting is how all brokers start the day. The format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.

    13 min
  • THE MARCUS TODAY MORNING MEETING – Thursday 12th January

    Anyone who has been in broking will tell you that the Morning Meeting is how all brokers start the day. The format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.

    9 min
  • THE MARCUS TODAY MORNING MEETING – Wednesday 11th January

    The ASX 200 is up 52 points (+0.7%) at 7183 points. Sectors are mostly up. Metals and Materials leading the way up 2% and 1.8%. Gold recovered yesterday’s loses, up 1.7%. Defensives are up, with Staples and Consumer Disc both up 0.7% and 0.8%.  Interest rate-sensitive tech performing the worst Info-Tech down 1% and All Tech Index down 0.3%. Most Banks moving higher CBA +0.2%, NAB +1.1%, WBC 0.1%, ANZ +0.7%, and the Big bank Basket up 0.4% to $181.13. Azure Minerals (AZS) up 24.4% after SQM invests $20m for a ~20% stake.  Westgold Resources (WGX) up 6.7% after reporting increased gold production.  US CPI numbers tomorrow night. US results season starts Friday. Dow Futures are up 121 points, and NASDAQ Futures are up 13 points.

    Anyone who has been in broking will tell you that the Morning Meeting is how all brokers start the day. The format is to have a quick look at the overnight markets, consider what's coming up in the day ahead, hear from the analysts, share ideas and get set up for the day's stock market activity.

    12 min

About Members Podcast

From the publisher's feed

An exclusive daily podcast for Marcus Today members.


Focused on the Strategy Portfolio and the broader market, this podcast covers key developments, portfolio positioning, stock…