Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings is joined by good friend Adam Dawes, Senior Investment Adviser at Shaw and Partners.

As always, a delight to have Adam on the podcast as they talk some very interesting stock picks. No wishy-washy stuff here with high-conviction sectors and specifics. Sit back and enjoy some groomed runs and off-piste banter!

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Discover your unique investor type with Marcus Today. We invite you to take part in our FREE educational series.

Henry answers your questions in real-time, making for a fast, furious and fun session.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Make life simple. Invest with Marcus Today.

Welcome to the first episode of 'On the Couch' for 2024. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings is delighted to welcome Emma Davidson, CEO of Staude Capital Limited. She is also Head of Corporate Affairs at The Global Value Fund (GVF).

Emma has spent more than two decades in financial markets, starting her career on trading floors of London investment banks before setting up her own advisory business.

From there, she joined forces with her husband to found and run Staude Capital in London. It is a firm that specialises in finding investments trading at a discount to their intrinsic value, and then identifying and creating catalysts to unlock this value for clients.

Some of the topics discussed:

• The outlook for 2024.
• Lessons learned from decades of investing.
• How does an LIC avoid a discount to NTA?
• How will the US market play out after the huge run?

And plenty more...

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Discover your unique investor type with Marcus Today. We invite you to take part in our FREE educational series.

Welcome to the final episode of 'On the Couch' for 2023. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings is delighted to be joined by Coby Hanoch, CEO at Weebit Nano Ltd (ASX: WBT). A stock he has followed for a long time.

Coby has 15 years’ experience in engineering and engineering management, and 26 years’ experience in sales management and executive roles. He was Vice President Worldwide Sales at Verisity, where he was part of the founding team and grew the company to over $100M in annual sales, which facilitated its acquisition by Cadence Design Systems (NASDAQ: CDNS). He was also Vice President Worldwide Sales at Jasper, doubling sales before it was acquired by Cadence.

Coby holds a Bachelor of Science in Systems Design from Technion – Israel Institute of Technology.

Some of the topics discussed:

• How is WBT going with the new technology? What is ReRAM?
• When will we see meaningful revenues?
• What products will the technology be used in with large volumes?
• What does 2024 hold in store?
• Why is Israel such a tech powerhouse?
• How can Australia copy that lead and become better at tech?
• Let’s talk AI. Where do you see the opportunities?
• Is WBT a part of that AI story, or is this just part of the existing technology suite?
• Where do you think we will be with AI in a years' time?
• Who else is working on ReRAM technology?

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Discover your unique investor type with Marcus Today. We invite you to take part in our FREE educational series.

Henry answers your questions in real-time, making for a fast, furious and fun session.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Discover your unique investor type with Marcus Today. We invite you to take part in our FREE educational series.

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings is joined by Jonathon Higgins, Managing Director at Unified Capital Partners (UCP).

UCP is an independent boutique provider of financial services that span institutional broking, research, corporate finance advice and high net worth advice. UCP has deep multiyear corporate relationships across a range of sectors.

Jonathon has worked in equities research for approximately a decade, having held previous roles at Shaw and Partners and Bell Potter Securities.

He has covered a range of sectors during that period, including telecommunications, healthcare, financials, payments and broader industrials, with a focus on structural growth.

Jonathon has a passion for financial markets, and a desire to get out and meet the new wave of entrepreneurial emerging high-quality companies.

In this podcast, Henry and Jonathon cover:

• Their highlights of 2023.
• Where investors should be looking in 2024.
• Data centres and AI plays on the ASX.
• Two high-conviction stocks for next year.
• Their best idea for 2024.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Discover your unique investor type with Marcus Today. We invite you to take part in our FREE educational series.

Welcome to this special episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Marcus Padley sits down with John Abernethy of Clime Investment Management (ASX: CIW), economist and value investor.

Discover insights on the future of interest rates, John's view on the 'best income sector in the world', the residential property market, the resources sector, Big Tech, the Australian Dollar, and the U.S. Election.

Finally, uncover why the Australian economic outlook is brighter than that of our global peers.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Don't miss out on John Abernethy's latest 'Letter to Investors' - grab your free copy.

Discover your unique investor type with Marcus Today. We invite you to take part in our FREE educational series.

Henry answers your questions in real-time, making for a fast, furious and fun session.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Make life simple. Invest with Marcus Today.

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings is joined by Dusko Ljubojevic, Managing Director at Raiden Resources (ASX: RDN).

Dusko is an experienced geoscientist with over 18 years' experience in the resource sector. Previous positions spanning exploration; mining operations, investor relations and executive roles. He has worked in the Americas, Africa, Asia, and Europe, with significant experience in Eastern Europe. Dusko held positions with a number of junior and mid-tier development companies, and served on the advisory board of a number of private companies. He also acted as an advisor and Head of Small Scale Mining within Barrick Gold Corporations’ Asset Development Group.

Raiden Resources (ASX: RDN / DAX: YM4) is a dual listed exploration & development company which is advancing the Mt Sholl Nickel-Copper-Cobalt-Palladium deposit in the Pilbara.

RDN is focused on the Andover South Project in Western Australia, adjacent to Azure Minerals’ (AZS) separately held Andover project, located just to the north.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Make life simple. Invest with Marcus Today.

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.

In this episode, Henry Jennings is joined by Dr Megan Baldwin, CEO and Managing Director at Opthea Limited (ASX/NASDAQ: OPT).

OPT is a biopharmaceutical company committed to improving vision in patients suffering from retinal eye diseases. They are developing a novel therapeutic to treat wet age-related macular degeneration (AMD) and diabetic macular edema (DME), which is soon heading for Phase III clinical trials.

Dr Megan Baldwin was appointed CEO and Managing Director at Opthea Limited (formerly Circadian Technologies) in February 2014, and has over 20 years' experience focusing on angiogenesis and therapeutic strategies for cancer and ophthalmic indications. It has just been announced that she is now moving to Chief Innovation Officer and Founder, as the board has appointed a new CEO and CFO with more experience in commercialisation. Looks like a smart move from OPT.

Prior to Opthea, she was employed at Genentech (now Roche), the world leader in the field of angiogenesis-based therapies for cancer and other diseases.

Her experience included several years as a researcher in the group of leading angiogenesis expert Napoleone Ferrara, before moving to Genentech’s commercial division, and having responsibility for corporate competitive intelligence activities. In these roles, Megan developed extensive commercial and scientific knowledge in the field of anti-angiogenic and oncology drug development.

Megan holds a PhD in Medicine from the University of Melbourne.

Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.

Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Make life simple. Invest with Marcus Today.