On the Couch

In this week's On the Couch, we chat to Kanish Chugh from ETF Securities. We have talked to ETF Securities in the past, but in this podcast we talk about how  the pricing of ETFs work and the best times for liquidity in more esoteric ETFs. ETF Securities have some interesting new products and we try to get Kanish to spill the beans.

Kanish Chugh is responsible for distribution covering sales and marketing strategy for institutional, intermediary and retail clients. He joined ETF Securities in 2015 and has previous experience with Fidelity International, BlackRock and Australian Financial Review. Kanish holds a Bachelor of Commerce majoring in Finance and International Business.

Great communicator and a really interesting chat.

On the Couch this week features Dr Phil Hodgson CEO of Calix (CXL).

Calix is a company looking to create a new Kiln process that makes cement manufacturers far more environmentally friendly cutting CO2 emissions drastically. And its not just cement but a swathe of other applications, including advanced battery materials. As the company says, "Mars is for quitters".

Dr Phil Hodgson joined Calix as CEO in 2013, was appointed a Director in 2014, and is a member of Calix’s Technology Committee.

Phil has a technical and commercial background from a successful career with Shell, where for over 14 years he developed significant depth of experience across all key sectors of the downstream oil industry including refining and supply, marketing and sales, pricing strategy, risk management, corporate strategy and mergers and acquisitions.

Phil holds a Bachelor of Chemical Engineering with Honours (University of Sydney) and a PhD in Chemical Engineering (University of NSW)

Disclaimer: This is General Advice only. Please do your own research and talk to your financial adviser.

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On the Couch this week features Michael Bacina, a partner at  lawyers Piper Alderman talking all things Bitcoin and Blockchain.

Michael advises companies dealing with Digital Law: the intersection of cutting edge technology, automation and innovation.  He is an expert on digital currencies and digital assets, blockchain projects, smart contract issues as well as FinTech and RegTech projects.

Michael regularly publishes on technology and Blockchain and is a sought after speaker on regulatory issues facing smart contract, Blockchain and technology adoption, appearing both internationally (New York, San Francisco and Singapore) and in Australia (Sydney, Melbourne, Adelaide and Brisbane) and recently appearing before the Australian Senate Inquiry into FinTech and RegTech. He serves on the Board of Blockchain Australia and the Board of the Canadian Australian Chamber of Commerce.

Disclaimer: This is General Advice only. Please do your own research and talk to your financial adviser.

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On the Couch this week features Andrew Wielandt from DP Wealth in Toowoomba. Andrew is a regular guest expert on Ausbiz and has an in depth knowledge of ETFs. He is a former Macquarie Wealth Adviser and has adopted ETF investment to improve his clients returns in his practice in Queensland.

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In this very special podcast, I was lucky enough to interview Dr Francis Wedin, the founder and CEO of one of the hottest stocks on the ASX currently. Vulcan Energy (ASX: VUL) has had a meteoric rise in 2020 and has kicked off the new year with a bang as John Hancock has invested and the company has recently announced its PFS for its Zero Carbon Lithium Brine project in Germany. In this interview, hear from the CEO on the progress of the project, the demand from Europe that is set to explode, and the timeline to bring this exciting project into production. A fascinating podcast and one not to miss. Dr Wedin has a PhD in Exploration Geology and more importantly an MBA in Renewable Energy. Great insights and MT is delighted to bring you this exclusive podcast.

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Danielle Ecuyer is a former investment banker and broker with some of the major banks globally, now turned author/investor with her first book in starting out on share investing a huge success. So much so that she is writing a follow up with a new book on how to invest in the US market.
In this week’s ‘On the Couch’ I catch up with Danielle and chat all things 'Stars and Stripes' with a particular look at Tesla. . Danielle talks about how to get started, where to find ideas and what stocks she is currently looking at. A fascinating podcast for anyone contemplating diversifying into US markets

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CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST

This week, we finish the year off with a sit down with an old favourite, Adam Dawes from Shaw and Partners. Adam and Henry chat about 2020, some of the lessons learned, his top three picks for 2021 and what the ‘Black Swan’ event could be to upset the Australian economy and the market in 2021. 

Adam is a familiar face to many of you appearing regularly on Ausbiz, SBS, the ABC and CNBC where the Bank of Japan is his specialised subject. Adam has been very generous with his time since we launched the podcast earlier this year, and this is his fourth episode of ‘On the Couch’ this year and hopefully we can get him back in 2021.

This week a special ‘On the Couch’ with Chris Hall the CIO of Ellerston Low Volatility Income Strategy fund or ELVIS.  The ELVIS Fund has been a consistent outperformer and is made up of between 30-40 mid to large cap stocks with a focus on delivering low volatility consistent income returns. For any member looking at ways to maximise income On the Couch this week should be compulsory listening as Chris lets us in on some interesting ideas on where to find income and equity growth.

Chris spent over ten years as Senior Investment Officer at Argo Investments Limited, managing the Australian equities team and its A$5 billion in assets. Before Argo, he was Managing Director and Senior Portfolio Manager at Blackrock Asset Management in Hong Kong, as well as being a member of the Management Committee overseeing the Asian Fundamental Equities Team with $35bn in assets.

This VIDEO might interest some of you as Chris talks about rewriting the rules on income. 

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This week 'On the Couch' Henry chats to Greg McKenna the CEO of the multi award winning  Police Bank, a bank that serves those in Blue. Greg McKenna is a familiar face to Sky Business viewers with his expert take on the economy and the macro picture. Back in 2018 Greg swapped his economist's hat to work on the board of the Police Bank and was named as the CEO of the Police Bank in March this year. 

Greg had been working in Banking and finance since 1986 and had played a long role in the Bank and the Police Community, having served on the Board of Police Bank as a Director between July 2012 and July 2018 and then as Chair where he was key to refreshing the Bank’s strategy.

As a CEO of a financial institution, Greg has a unique insight on what is happening in the ‘real’ world and how customers are coping with the pandemic. As always, Greg brings his wealth of experience and knowledge and talks Neobanks, Fintech and how he sees Modern Monetary Theory playing out in the money printing world of central banks.

Enjoy!

On the Couch this week sees us head over the ditch to talk to two Kiwi fund managers, Mark Devcich and Chris Bainbridge from Pie Funds. Mark and Chris run a $130m Emerging growth fund focusing on companies below a $150m market cap and concentrated mainly on the ASX. The Emerging Fund is now close ended with a 24.64% annualised performance since inception.

 In the podcast, we talk two stocks that the team are recommending, the ones that got away and how to value small caps and the all-important four Ps.

Mark is the CIO and Portfolio Manager with over 10 years at Pie having worked previously for PWC and is a shareholder of Pie Funds. Chris is responsible for Australian Equities and a Portfolio Manager. Chris is a CFA and a shareholder of Pie Funds.