Podcast Archive

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This week Ben, Chris, and Tom finish constructing their "one stock from each sector" portfolios, choosing their top picks from the utilities, gold, and property sectors. Plus, the boys touch on the market ahead of results season and discuss if the AfterPay takeover is a sign of things to come in the M&A space. 

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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 falls 25 points to finish the week unchanged at 7393. Banks held firm as NAB announced a $2.5bn buyback. FMG tumbled 5% plus and MMM led tech stocks down falling 21.5%. APT weak too on SZL up date falling 5.3% SZL down 11%. BHP a bright spot. 
Asian markets resume sell off and US futures weaker with Dow Futures down 150.

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This week Henry is On the Couch with the CEO of Archer Materials (AXE). As many already know we had a One Stock Portfolio challenge and Henry picked AXE which has doubled since recommended. AXE is at the forefront of the brave new world of Quantum computing and Mohammad is super smart and a lovely guy to boot. He is a passionate advocate for material science and AXE. 

He was appointed Chief Executive Officer on 1st December 2017 and has a strong technical background in nanotechnology, and has spent the last decade implementing governance, control and key compliance requirements for the creation and commercial development of innovative technologies with global impact. He is a Fellow of both The Royal Society of New South Wales and The Royal Australian Chemical Institute.

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 rises 38 points to 7417. Quiet trade and narrow range. Big miners in focus on production reports and RIO dividends. Banks unchanged. Quarterlies the focus. Bid for IRE up 13.9% and tech stock starring with the All Tech Index up 2.3% BNPL back in favour at least for now.
Shell announce US$2bn buyback. Europe showing small gains.

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The FOMC keep the bull market settings on maximum plus.  Good for Technology not so great for Banks. The RIO results reaction - but what would brokers know about target prices if they don't know what the iron ore price is going to be. What "Smart Money" is and the advantages of managing "Small "Money". 

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 falls 52 points to 7379 as tech stocks smacked again with the All-Tech Index down 1.9%. APT the main culprit off 3.6%. Quarterlies continue and SKI gets a raised bid from KKR plus CPI comes in at highest level since 2008. 10 -year yields shaken but not stirred at 1.1%. RIO results after hours. Special dividend of US185c and ordinary of US376c. 

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A dull day ahead of the CPI number at 11.30am and the FOMC tonight. China is selling off on State intervention in the private sector.  Shane Oliver's vaccine numbers - quite optimistic - the economy rebounds quickly from lockdowns and we should be 80% fully vaccinated by Mid-March suggesting we can live with the virus with no need for more lockdowns. Research from Macquarie on Base Metals - every stock has an OUTPERFORM recommendation.  We identify the safest stocks in the ASX 200 as well as the most risky. Interesting lists.