Members Podcast

Members Podcast

By Marcus TodayBusinessInvesting
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Members Podcast episodes

  • THE MARCUS TODAY MORNING MEETING – Tuesday 25th October

    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 24th October

    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 – Friday 21st October

    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 20th October

    The ASX 200 is down 73 (-1.1%), slipping away after we outperformed a bit yesterday. The energy sector is outperforming on the back of some stellar numbers from WDS, up 5.2%.

    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 18th October

     A much better night - seems the Friday sell-off is, as Henry suggested, a Friday thing with a reversal on Monday. Two major drivers include good US Bank sector results which include the same vibe as we had last week from the BOQ - higher net interest margins, and an 'historic' policy U-Turn in the UK with the new Chancellor Jeremy Hunt, all but reversing the disastrous UK government policy measures that cratered the markets two weeks ago. The US dollar dropped 1.12% - a crucial element of the eventual reversal in the markets that we have bet on in the last week. Much 'happier to hold' today than we were yesterday. But it's still volatile.

    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 17th October

    Not a great start to the week, the ASX 200 is down 112 points (-1.7%), to 6647.  All sectors are trading lower. Gold is the worst sector today, with the gold price down 1.4%. REITs and the banks are outperforming but still lower. Technology is down across the board; the All-Tech Index is down 1.0%. The resources sector is taking a hit following the Chinese GDP downgrades and iron ore struggles. Endeavour Group (EDV) is up 1.2%, following a first-quarter trading update.  Costa Group (CGC) is down 12.6%, after issuing a trading update due to adverse weather conditions.  CSL Limited (CSL) is down 1.7%, following a trading update, including an update on Vifor.  AdBri (ABC) taking a hit down nearly 20% as inflationary pressures and a strong AUD hurt outlook.

    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.


    16 min
  • THE MARCUS TODAY MORNING MEETING – Friday 14th October

    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.

    16 min
  • THE MARCUS TODAY MORNING MEETING – Wednesday 12th October

    No one wants to do anything ahead of the US CPI number tonight. We are expecting core CPI of +6.5% YonY and +0.5% MonM. Up from 6.4% and 0.3%. So no peak in inflation yet.

    The Dow Jones gave away a 216 point rise to close down 28 on the day (-0.1%). The NASDAQ almost unchanged down 0.09%; S&P 500 down 0.24%.

    Hear more with our Morning Meeting.

    21 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…