On the Couch

This week on the couch Henry has an old buddy Andrew Weilandt from DP Wealth Advisory in Toowoomba. Some of you will have seen Andrew on the TV, he is a regular guest on Ausbiz and used to do shows with Henry at Sky Biz and Yourmoney. Andrew is the managing partner at DP and is always great value with an in-depth knowledge of equities, ETFs and portfolio management. DP has over half a billion dollars under advice/management. Enjoy Andrew's easy style as he banters with Henry over stocks and the market.

This week on the Couch Henry hosts a very topical analyst from Shaw & Partners - Jonathon Higgins who covers the Consumer Discretionary and Information Technology sector which includes the very topical Buy Now Pay Later sector as well as stocks exposed to Cloud Computing. Jonathon joined Shaw and Partners in July 2017 as an Analyst in the Small-Cap team. Jonathon previously worked as an equities research analyst at Bell Potter Securities for 2 years in both a research and research dealing role, covering industrial and technology focused companies. Jonathon holds a Bachelor of Science (Civil Systems) from the University of Melbourne and a Master of Commerce (Finance) from RMIT University.

Enjoy!

On the Couch with Henry this week is Kerry Stevenson -  Kerry is the founder of the Gold and Alternative Investments Conference as well as her new you tube channel of the same name. Kerry is passionate about helping people understand the gold and precious metals sector as well as looking at other alternative investments. She emphasises that she is not a qualified financial planner rather someone who is always continuing to learn from the best. 

You can download her ebook on gold here: https://www.goldevent.com.au/

You can subscribe to her youtube channel here: https://www.youtube.com/c/GoldandAlternativeInvestments

This week On the Couch Henry talks ETFs with the Head of Content at ETF Securities Sara Allen. Sara is responsible for content creation and curation for ETF Securities. She has more than 10 years of experience in content and marketing across investments, superannuation, insurance and financial advice. Prior to joining ETF Securities in December 2019, Sara held content and marketing roles at BT Financial Group, Macquarie Group and DDB Sydney. Sara has a Bachelor of Art – Psychology from Macquarie University. 

 This week we have another returnee to the couch, consummate professional and great friend of Henry - Julia Lee. Julia Lee is the Chief Investment Officer at Burman Invest. She has 20 years of experience in financial markets. Her passion in markets is in combining fundamental and technical analysis to analyse companies. Julia is one of Australia’s best-known financial experts and a frequent speaker at industry conferences. Julia is on the board of directors for the Australian Stockbrokers Foundation. She has her Master of Business in Finance (MBus), is an accredited Derivatives Adviser 2 (ADA2(ASX)) and is RG 146 compliant. Enjoy! 

Back on the couch this week Henry is talking to his old buddy and long time stockbroker Adam Dawes from Shaw and Partners. A repeat offender on the couch, but a popular request to come back. This week Adam and Henry talk some stocks he likes, his views on the market at this level and specifically a look at Wisr (WZR), a neo-bank I have followed for some time, so it’s interesting and timely that Adam had lunch with the CEO and management team at Shaw's and shares his thoughts. Adam is a good friend of Henry from the old Sky Business days and one of Shaw and Partners Senior Investment Advisors and long time stockbroker. Adam is a very successful private client broker that many of you will have seen on TV - he is a familiar face. Great stuff. Enjoy! 

This week Henry has another good friend of his from the old Sky Business days, Adam Dawes one of Shaw and Partners Senior Investment Advisors and long time stockbroker. Adam is a very successful private client broker that many of you will have seen on TV - he is a familiar face. In this podcast Henry spends 30 minutes picking his brain as they talk all things from iron ore and Fortescue Metals to recent buy now pay later high-flyer Zip Co. Great stuff. Enjoy!

This week Henry's guest is a technical analyst with a serious pedigree. Most members of Marcus Today will know that Henry is not a technical analyst. Being colour blind does not help. But many follow Technical Analysis and it is a significant part of investment timing.

Regina Meani is one of Australia’s best-known technical analysts and had a career working for some of the biggest brokers and investment banks in Australia. She has written a book on the subject which is available on her web site called "Charting". When Henry first met Regina she had emigrated to Sydney and was working for Bain and Co (as it was, now Deutsche Bank). At that time technical analysis was called "charting" and was a very hands on business that required a pencil and graph paper. Henry and Regina talk charting as well as her current technical market view and the levels she is looking at. Regina is now an independent technical analyst and consults extensively to brokers and private professional traders.

In this week’s podcast, Henry is On the Couch with Martin Crabb, the CIO of one of Australia’s broking success stories Shaw and Partners. Martin talks about why we have such a disconnect between economic reality and the market rally. He also talks about the sectors and stocks that he believes will continue to do well as we return to normal. Martin is a very experienced strategist and is instrumental in developing the model portfolios at Shaw and Partners. Another great guest and as you will hear, he used to for a billion dollar soccer team with...Henry. Enjoy!

Martin joined Shaw and Partners in April 2011. Prior to joining Shaw and Partners, Martin was an Executive Director at Macquarie Group where he worked for over 20 years in roles spanning Institutional Stockbroking, Wealth Management, Research and Portfolio Management. Martin holds a Bachelor of Arts in Economics and Mathematics from the University of Melbourne, with postgraduate studies in Applied Finance 

This week in ‘On the Couch’, Henry is chatting to Alex Pollak the CIO and founder of a global technology fund, Loftus Peak. Alex has over 25-years experience in investing in disruptive business models and was instrumental in bringing both SEK and CAR to the market. He joins Henry On the Couch to talk disruptive technology and where he sees the opportunities and why his fund has returned around 15% per annum since its inception 7 years ago.