Podcast Archive

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ASX rallies back to nearly square down only 6 points to 7301 in quiet EOFY trade. Banks show resilience as NSW numbers steady on CV19 front and state announces stimulus for business. GMA gets walloped 15.8% as CBA looks at current arrangement which expires at the end of 2022. Tech stocks little changed. Miners weaker on Perth and Darwin FIFO lockdowns and CSL rallies on vaccine news.

European markets set for a mildly weaker open. 

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The market not really behaving but no strategy change. Still very much in uptrend. Today we publish some of your ONE STOCK PORTFOLIO picks. A lot of resources biotech and technology stocks and a lot of smaller stocks. One Member has been playing the One Stock Portfolio game for some time and has a 1300% return which is bordering on the "$12m man" article about our Member turning $157,000 into $12m (now $15.3m). 

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Welcome to the new MT Breakfast Briefing Podcast. (New name, thoughts?)

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 down 1 point to 7307 after case numbers slightly better than expected. Big winners from CV19 lockdowns back in the winners circle again, TPW up 10.2% , KGN up 6.6% and CTT up 14%. Losers were travel with QAN down 4.0% and FLT off 3.4%. APT took a 7.5% tumble after a stellar run last week dragging Z1P down 7% and the All Tech Index down 2.1%. Banks eked out a modest gain with CBA up 0.6% helping the Big Bank Basket up to $180. Miners were stronger with energy stocks slightly better though second line gold slipped badly. European markets opening flat.

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A bit of a glum start to the week with covid outbreaks and state lockdowns pushing the market lower despite a positive Friday night on Wall Street. Travel stocks are the worst hit and the names that rallied through the lockdowns last year are receiving boost, as the trans-Tasman travel bubble is put on hold and increased border restrictions come into place right across the country. It’s a quiet week on the corporate front, as a host of REITs go “ex” and companies get their EOFY ducks in a row behind the scenes.

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. (New name, thoughts?)

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 up 33 points to 7308 for a 0.8% fall on the week. Miners led the rally with BHP up 0.6% and banks joining in the fun with the Big Bank basket up $1 to $179.61. In corporate news, SVW raised its bid for BLD to 730c. Travel stocks shrugged off Sydney lockdown and tech stocks saw some profit taking after a solid week.
Dow futures up 120 points and European Futures pointing to a firmer open.

Welcome to the new MT Breakfast Briefing Podcast. (New name, thoughts?)

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.

A harmless question in the office sparks debate about the polarising one stock portfolio. Tune in for Ben, Tom, and Chris’ top three picks and the sectors that they expect to outperform in the next 12-months. 

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

ASX 200 down 23 to 7275 as Sydney cases increase and the banks take a hit again. The Big Bank Basket falling to $178.61.  First day trading for divorcee EDV with WOW falling 11.2% after ex bonus. Miners held up well but energy stocks fell again. BNPL winners in APT on US news rising 6.8%. The All Tech Index up 1.4%. 

European futures slightly firmer ahead of BoE meeting today.. Dow Futures up 75 points.