On the Couch

Welcome to another 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 Gregory Hall - CEO & MD of Alligator Energy (ASX: AGE).

Greg has 30+ years of experience in uranium and other mine management and CEO roles. This includes management roles at WMC Olympic Dam & nickel mines, LKAB Iron Ore (Sweden), ERA Ranger and Jabiluka Uranium. As well as international commodities marketing with Rio Tinto (ERA) Uranium, and Bauxite & Alumina groups.

He was also the founding CEO of Toro Energy Ltd, which achieved approval for Western Australia’s first modern uranium mine project.

In a wide-ranging discussion, they talk about where uranium is now, what is driving it, and why, plus, of course, a look at AGE's Samphire Project and the year ahead for this junior uranium explorer. Plenty to focus on and cashed up from recent placement.

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.

Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.

Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.

If you've ever felt overwhelmed or uncertain about the direction of your superannuation, you're not alone. Many Australians struggle to navigate the complexities of managing their superannuation, often feeling disconnected from their financial goals and aspirations.

It's time to take control.

At Marcus Today, our goal is to empower you with the knowledge and confidence needed to master your superannuation strategy.

Whether you're unsure about the best approach to superannuation management or hesitant to dive into self-directed investing, this workshop is for you.

Watch the YouTube video here.

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.

Welcome to another 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 Tom Waterhouse - WaterhouseVC.

Many will be familiar with Tom and his legendary horse racing heritage. His family is racing royalty.

Tom's grandfather, Bill Waterhouse, was the biggest bookie in the world in the 60s and 70s. His father, Rob Waterhouse, is a bookmaker and part-owner of one of the world’s largest betting syndicates.

His grandfather, T.J Smith, is the most successful Australian racehorse trainer of all time. 

His mother, Gai, has won over 130 Group 1 races, is a Melbourne Cup winner, and has trained horses for the Queen.

Founded in August 2019, WaterhouseVC invests in businesses related to wagering and gaming.

In this short chat, Tom runs through the really interesting strategy that his VC Fund uses to produce extraordinary returns. And they have been extraordinary.

This is the first part of a wide-ranging chat they had about gambling and how Tom's fund invests, with a further episode after Easter.

Henry was certainly surprised about the philosophy behind the fund.

They even touch on his mother's appearance as a 'Time Lord' in a 1978 'Doctor Who' episode.

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 '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 special episode, Henry Jennings talks with chartist and trading mentor Louise Bedford - The Trading Game. In this broad-ranging chat, Louise runs through several great actionable ideas to give you a trading edge.

Whether you are a long-term investor or a trader, Louise has some words of wisdom and some rules to put into action. They even talk about cats, spiders, and waterlogged rats, and how they relate to being a better trader.

Apparently, RSC is not the Royal Shakespeare Company after all.

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

If you've ever felt overwhelmed about your superannuation, you're not alone. It's time to take control. Join us on March 26 for an exclusive live workshop.

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

This month they discuss the Macro Backdrop to the equity market, along with Big Tech, the Resources Sector, the Bank Sector, Exchange Traded Funds (ETFs), and even Bitcoin.

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

If you've ever felt overwhelmed about your superannuation, you're not alone. It's time to take control. Join us on March 26 for an exclusive live workshop.

Welcome to another 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 once again joined by Jonathon Higgins, Managing Director at Unified Capital Partners (UCP).

Jonathon is no stranger to Marcus Today members and listeners of this podcast. Unified Capital Partners is a new brokerage and wealth management business.

Today they talk tech and small caps on the ASX, featuring ZIP, ABB, and others.

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

During that period, he has covered a range of sectors 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.

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

If you've ever felt overwhelmed about your superannuation, you're not alone. It's time to take control. Join us on March 26 for an exclusive live workshop.

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.