Podcast Archive

The Breakfast Briefing and End of Day episodes have their own podcast now - Marcus Today Market Updates podcast.

To listen to this episode on your podcasting app, click on the link below and make sure you subscribe to the new podcast:

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Plus it's also listed on many other platforms so if your preferred platform isn't listed above, just search for it.

The Breakfast Briefing and End of Day episodes have their own podcast now - Marcus Today Market Updates podcast.

To listen to this episode on your podcasting app, click on the link below and make sure you subscribe to the new podcast:

Buzzsprout
Apple Podcasts
Spotify
Google Podcasts
Amazon Music
Stitcher
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Podcast Addict
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Plus it's also listed on many other platforms so if your preferred platform isn't listed above, just search for it.

The Breakfast Briefing and End of Day episodes have their own podcast now - Marcus Today Market Updates podcast.

To listen to this episode on your podcasting app, click on the link below and make sure you subscribe to the new podcast:

Buzzsprout
Apple Podcasts
Spotify
Google Podcasts
Amazon Music
Stitcher
iHeartRadio
Podcast Addict
Podchaser
Pocket Casts
Deezer
Listen Notes
PlayerFM
Podcast Index

Plus it's also listed on many other platforms so if your preferred platform isn't listed above, just search for it.

If you liked this podcast please Sign up for a free trial of the Marcus Today newsletter to get full access to daily stock tips and recommendations.

Lots of interesting little things going on today. Two major messages include the link between BHP in Evergrande which could help us time the bottom on iron ore stocks in particular. The dogs are barking in the infant formula. Technical and sentimental bottoms on A2M, SM1, BUB as talk of approval for a Chinese Covid 19 vaccine which will allow students back into Australia and the daigous to restart operations. A good deal for S32 sees buyers. Everyone’s a buyer of Bank of Queensland after it fell 4% on results yesterday. The SMA platform sector is booming as Netwealth jumps on record FUM numbers. Plus the usual macro mumbo-jumbo on jobs and interest rates.

Changes in the Marcus Today podcast:

What started out as one strategy podcast has now morphed into many more. Taking the  feedback we have received from members and to make it easy to follow and navigate the various episodes, we have decided to split the Marcus Today podcast into four separate podcasts.

1. Marcus Today Market Updates (Includes Breakfast Briefing and End of Day Report)
2. Marcus Strategy (this is going to be the original Strategy podcast again)
3. On the Couch
4. On the Desk

All of these podcasts are available on Apple Podcasts, Spotify, Google Podcasts, Amazon Music and many other podcasting apps. For a link to your preferred app, visit the podcast website above. We will be adding more apps to the list as we go.

For the best experience, we recommend using a podcasting app on your phone as then you can subscribe and get notified whenever new episodes are released.

If you need help, please reach out to us on [email protected] or 0458 009 821.

The Breakfast Briefing and End of Day episodes have their own podcast now - Marcus Today Market Updates podcast.

To listen to this episode on your podcasting app, click on the link below and make sure you subscribe to the new podcast:

Buzzsprout
Apple Podcasts
Spotify
Google Podcasts
Amazon Music
Stitcher
iHeartRadio
Podcast Addict
Podchaser
Pocket Casts
Deezer
Listen Notes
PlayerFM
Podcast Index

Plus it's also listed on many other platforms so if your preferred platform isn't listed above, just search for it.

The Breakfast Briefing and End of Day episodes have their own podcast now - Marcus Today Market Updates podcast.

To listen to this episode on your podcasting app, click on the link below and make sure you subscribe to the new podcast:

Buzzsprout
Apple Podcasts
Spotify
Google Podcasts
Amazon Music
Stitcher
iHeartRadio
Podcast Addict
Podchaser
Pocket Casts
Deezer
Listen Notes
PlayerFM
Podcast Index

Plus it's also listed on many other platforms so if your preferred platform isn't listed above, just search for it.

On the Desk is now a podcast of it's own!

This is the last episode that will be available here so to listen to new episodes, click on the link below to find it on your preferred app and make sure you subscribe to the new podcast:

Apple Podcasts
Spotify
Google Podcasts
Amazon Music
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Plus it's also listed on many other platforms so if your preferred platform isn't listed above, just search for it.

This week on the desk, the boys discuss the best and worst investments they've ever made, both from a stock perspective and in the rest of their lives. Plus, we get an update on the One Stock Per Sector Portfolios, with a bit of a gap opening up in the field.

Head to the new podcast to listen to the full episode.

On the Couch is now a podcast of it's own! This is the last episode that will be available here so to listen to new episodes, click on the link below to find it on your preferred app and make sure you subscribe to the new podcast:

Apple Podcasts
Spotify
Google Podcasts
Amazon Music
Buzzsprout
Stitcher
iHeartRadio
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Plus it's also listed on many other platforms so if your preferred platform isn't listed above, just search for it.

In this episode of On the Couch, Henry catches up with his good friend Adam Dawes from Shaw and Partners. They talk three sectors Adam is buying currently and which stocks in these sectors. Plus a stock to hold for your kids and where Adam sees the market going by Christmas.

As usual, Adam is a great source of investment ideas and always has something interesting to say.

Adam is a regular guest on Ausbiz, CNBC, other media outlets and is a senior broker at Shaw and Partners, one of the best small brokers in the market with a terrific research team.

If you liked this podcast please Sign up for a free trial of the Marcus Today newsletter to get full access to daily stock tips and recommendations.

Bond yields rising and Dow Futures falling. Evergrande situation quietly bubbles in the background. Iron ore bouncing but brokers are not convinced. Westpac with a $1.3bn provision but the market not fussed. AGM season is on but CSL and TLS hardly moved on theirs. Aluminium plays rally. Iron ore research views disagree. Asian Tech bouncing. 3rd Q results in the US this week hold some risk.


Changes in the Marcus Today podcast:

What started out as one strategy podcast has now morphed into many more. Taking the  feedback we have received from members and to make it easy to follow and navigate the various episodes, we have decided to split the Marcus Today podcast into four separate podcasts.

1. Marcus Today Market Updates (Includes Breakfast Briefing and End of Day Report)
2. Marcus Strategy (this is going to be the original Strategy podcast again)
3. On the Couch
4. On the Desk

All of these podcasts are available on Apple Podcasts, Spotify, Google Podcasts, Amazon Music and many other podcasting apps. For a link to your preferred app, visit the podcast website above. We will be adding more apps to the list as we go.

For the best experience, we recommend using a podcasting app on your phone as then you can subscribe and get notified whenever new episodes are released.

If you need help, please reach out to us on [email protected] or 0458 009 821.

• The ASX 200 closed down 20 points to 7300 (0.3%) on a decent bounce from lows. 10-Year yields pushing higher again hurting tech stocks and yield sensitive REITs but helping banks. Miners did well on iron ore and record coal prices in China on flooding and mine closures. BHP rose 0.9%, RIO up 1.9% and FMG up 5.3%, the coal stocks in demand, YAL up 13.8% and WHC rallying 6.2%. 
• Gold miners drifted higher with NCM up 1.9% and oil and gas higher with STO up 1.5%. Healthcare a little under the weather today, CSL down 1.0% and RMD down another 1.0%. 
• Industrials also on the nose as SGR issues with organised crime and money laundering surfaced and dropped 23%. WES fell 1.1%, TLS down 1.0% and tech under pressure with the All-Tech Index down 1.9% led by APT off 4.2% and XRO down 4%. REITs eased on higher rates and banks shrugged off earlier losses to see the Big Bank Basket up to $187.24, 1.1%. 
• In corporate news, ALD looks set to win ZEL with both stocks rising, STX delivered its maiden Perth Basin gas reserve. ASIC crashed a pump and dump chat room targeting YPB up 25.00%. 

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