Podcast Archive

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

Welcome to the new MT Breakfast Briefing Podcast. 

This is for those members that do not want to see a video but would rather have a podcast whilst driving perhaps. 

Same content - different format.

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

ASX 200 hits another record high of 7563 up 24 points (0.3%) after once again shrugging off a soaring case number in Sydney. Banks eagerly awaiting the results kick off with CBA up 1.5% and the Big Bank Basket up to $187.99 Gold miners suffered the slings and arrows but lithium stocks were greeted by outrageous fortune on broker upgrades and some strategic corporate moves. PLS up 11.0% and NVX up 15.6% as Phillips 66 chips in. Industrials and tech firms with the All Tech Index (APT really) up 1.6%.
 
Softbank Q1 Earnings  Pre Tax profit up 55%, beating expectations.

European market expected to open slightly down.

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

Today we talk about why the pandemic has been fantastic. Why the S&P 500 is up 102%. Why Goldman Sachs is up 209%. Why Morgan Stanley is up 271%, Apple is up 176% and Facebook is up 167%. We look at the bumper dividends accompanying some results. We look at CBA's results tomorrow. We look at the banks, climate change, relative charts,  the research and yet again, lithium stocks.

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

Welcome to the new MT Breakfast Briefing Podcast. 

This is for those members that do not want to see a video but would rather have a podcast whilst driving perhaps. 

Same content - different format.

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

ASX 200 closes unchanged after giving up earlier gains. Miners weak with iron ore and gold miners the focus. Banks and financials doing well today as SUN rose 7.8% following a positive set of numbers an increased dividend, a special and a buyback. Tech under a little pressure but so far results appear to be better than expected but very early days.
Dow futures down around 50 points and European markets expected to open slightly weaker.

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

This week the boys dissect their thoughts on results season, looking at what we can expect and highlighting some things they are looking out for. Plus, a call on iron ore and a comment on whether or not to hold on to APT. 

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

Welcome to the new MT Breakfast Briefing Podcast. 

This is for those members that do not want to see a video but would rather have a podcast whilst driving perhaps. 

Same content - different format.

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

ASX 200 closes up 27at 7538 in late surge. Range seems to be getting smaller and a break out is due. Results season beckon. Miners slip on commodity prices with BHP down 2.0% and FMG down 1.0%. Bank continue to attract buyers and industrials firm but unspectacular. APT up around 5.5% as Square rises in US.

US jobs number tonight. Manic Monday beckons. Will we see another big M&A deal? European markets opening unchanged.

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

A look at Gold Miner DGO Gold (DGO)- 15.8% shareholder of DEG

This week Henry is On the Couch talking to Ed Eshuys and Bruce Parncutt (AO) from DGO Gold. Ed is the Executive Chairman and Director of Dacian Gold Limited and a Director of De Grey Mining Limited. In the early 1990s he led the teams that discovered the Plutonic, Bronzewing and Jundee gold deposits, as well as the Cawse Nickel Deposit. He was the Managing Director and CEO of St Barbara Limited from July 2004 to March 2009.

Bruce is an executive director of DGO and Chairman of investment banking group Lion Capital. Previously managing director of McIntosh Securities, Senior Vice President of Merrill Lynch, Director of Australian Stock Exchange Ltd. Bruce is also a Director of a number of listed public companies, including Acrux Ltd, Praemium Ltd and Stuart Petroleum Ltd.

Both are gold experts and DGO presents an interesting way to play the De Grey ‘Hemi’ story at a discount and you get a number of green and brownfield projects thrown in for good measure.

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

Welcome to the new MT Breakfast Briefing Podcast. 

This is for those members that do not want to see a video but would rather have a podcast whilst driving perhaps. 

Same content - different format.