Members Podcast

Members Podcast

By Marcus TodayBusinessInvesting
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Members Podcast episodes

  • THE MARCUS TODAY MORNING MEETING – Monday 9th 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.

    14 min
  • THE MARCUS TODAY MORNING MEETING – Tuesday 10th 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.

    10 min
  • THE MARCUS TODAY MORNING MEETING – Thursday 22nd December

    The ASX 200 is up 43 points (+0.6%) still trying to regain some of Tuesday’s losses. Most sectors grinding higher with Utilities leading the way, up 1.7%.  Resources performing well, up 0.6% with Gold dropping behind, down 0.3%. Tech performing very well with the All-Tech Index up 1.3%. Defensives are mixed, Telecoms and Healthcare are up 0.5% and 0.7% respectively, while Staples are down 0.2%.  Banks performing well with the Big bank Basket up 0.7% to $183.99. 29 Metals (29M) plummeting 18.5% after a trading update last night.  Kogan.com (KGN) up 1.5% after announcing they will acquire Barosa for $1.5m. Dow Futures are up 47 points, and NASDAQ Futures are up 16 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
  • THE MARCUS TODAY STRATEGY PODCAST – Wednesday 21st December

    The ASX 200 is up 104 points (+1.5%) following yesterday’s violent swing after BoJ’s unexpected changes to bond yield bands.  All sectors are up, with Gold leading the way up 5%. The resource sector is the best performer, Metals, Materials and Resources are leading the market higher. Interest rate-sensitive Tech is also up 1.9% with the All-Tech Index up 1.5%. Defensives are all up, Staples, Telecoms and Healthcare 0.7%, 0.6% and 0.6% respectively.  TPG Telecom (TPG) is down 3% after the ACCC blocks TLS regional network deal. European Lithium Limited (EUR) is up 15.3% after signing offtake agreement with BMW. The agreement grants BMW the first right to purchase 100% of the LiOH produced from the identified resources at Wolfsberg. Dow Futures are up 135 points, and NASDAQ Futures are up 42 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.

    11 min
  • THE MARCUS TODAY MORNING MEETING – Tuesday 20th December

    The ASX 200 is down 58 points (-0.8%), as all sectors track lower.  The All-Tech Index getting slammed following the NASDAQ sell-off last night, down 2.4%. Financials are down with the rest of the market, the Big Bank Basket is down 0.2% to $182.46. Resources are lower, gold copping it. Consumer discretionary stocks are mostly lower, the sector is down 1.8%. Energy stocks are mixed but mostly lower. Defensives are all down, Healthcare, Staples, and Utilities are all getting hit. BWX (BWX) getting smashed as they admit to deceptive behaviour and lower FY23 guidance, down 47.6%. Domain Holdings (DHG) pushing lower as they decrease FY23 guidance, down 8.1%. Dow Futures are up 27 points and NASDAQ Futures up 17 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.

    14 min
  • THE MARCUS TODAY MORNING MEETING – Monday 19th December

    The ASX 200 is down 15 points (0.2%), Resources are outperforming, but the market is weighed down by Financials, Healthcare, and Tech.  The Big Bank Basket is down 0.6% to $182.19. Gold stocks are the best performer. Lithium stocks are a bit mixed but mostly lower after the big sell-off last week. Energy is mixed, Coal stocks mostly higher (Citi upgraded yesterday), and oil stocks are mostly lower. The All-tech Index getting whacked down 0.5%. Defensives are down, Healthcare taking a hit, REITs are also lower. Warrego Energy (WGO) continues to climb higher, up 10% as Strike Energy (STX) places an increased scrip bid. The Star Entertainment Group (SGR) plummeting 11.6% as the NSW considers increased taxes on the gaming industry. Dow Futures are up 21 points and NASDAQ Futures up 19 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
  • THE MARCUS TODAY MORNING MEETING – Thursday 15th December

    The ASX 200 is down 16 points (-0.2%) after Fed dashes hopes for a 2023 pivot. Most sectors are down, Staples the best up 0.6% (yawn), and Resources the worst.  Financials leading the way Banks are mostly up; the Big Bank Basket is up 0.6% to $186.27.  Defensives performing poorly, Gold down 0.4%, Telecoms down 0.5% and Healthcare down 0.6%.  Resources are down, with BHP down 0.1%, and RIO up 0.6%. Tech is down The All-Tech Index is down 0.4%. Woolworths Group (WOW) up 0.3% after acquiring a 55% stake in Petspiration. Pilbara Minerals (PLS) down 10.8% following its less than dazzling spodumene auction update.  Dow Futures are up 90 points, and NASDAQ Futures are up 27 points. BoE Interest rate decision tonight.

    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 14th December

    The ASX 200 is up 18 points (+0.3%) following lower (better) than expected US inflation. Sectors are mixed, Gold is the best as the US dollar drops 1%, and Financials are the worst. Banks are the worst performers; the Big Bank Basket is down 0.6% to $183.94, giving up some of yesterday’s gains. Resources and Materials are up slightly, up 0.4% and 0.3%, respectively. Gold up 2.6%. The All-Tech Index is up 1.0%. Westpac Bank (WBC) down 1.1% after announcing the retirement of its chairman at today’s AGM. Endeavor Group (EDV) down 5.4% after Woolworths (WOW) sold a significant stake in the company in a block trade.  Dow Futures are up 27 points, and NASDAQ Futures are up 16 points. FOMC tonight. ECB tonight. BoE tonight.

    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 – Tuesday 13th December

    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.

    15 min
  • THE MARCUS TODAY MORNING MEETING – Monday 12th December

    ASX 200 down 44 - Nervous ahead of the FOMC this week - Goldman Sachs talking a higher peak in rates and a later peak which doesn't land well on a market already drifting lower.

    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.

    15 min

About Members Podcast

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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…