Podcast Archive

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A great podcast today telling the story about the $12 million dollar man - one of our Members who turned $156,000 into $12,000,000 by focusing on the "One Stock Portfolio" method, and he isn't done yet. In the podcast today we talk about how he did it and what the method involves. We also include the regular daily wrap of anything interesting although there isn't much other than the first FDA approval for an Alzheimer's therapy since 2003 which might interest some of you. 

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ASX 200 closes down 13 points to 7282 on a big day for corporate news. Two blockbuster bids for ALU up 39% and HSN up 22% kicked off some buying in other techs, APX up 6.1% and NXL up 6.2%. Elsewhere AUSTRAC launched a three pronged offensive on NAB, SGR and SKC on AML issues and governance. Miners better but banks slipped on NAB issues. Dow futures down 30 points. European markets opening flat.

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Marcus is back on Livewire as they pick his brain on how to analyse stocks. A check-in on the “Extraordinary Correlations” in the market and a note on correlation vs causation – safe to say there are some interesting findings. Plus, the usual look at what is in store for us this week.

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ASX 200 closes at yet another record up 35 points to 7295 (0.5%) Banks once again leading the charge with the Big Bank Basket up to $186.10. Miners under pressure as a higher USD took the gloss off commodity prices. Gold miners especially  hard hit. Tech under pressure but industrials taking up the slack, even TLS rose 1.7%. Non-farm payrolls tonight. Forecast of 650,000 jobs added and headline rate of 5.9%. But could be anything after last month.

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On the desk gets taken online as Victoria’s lockdown separates Ben, Chris and Tom. This week they mull the markets new all-time high, is it sustainable?  Discuss the outlook for commodities and unpack a common retail investor mistake. 

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ASX 200 hits another record close up 42 points to 7260. Banks leading the charge with the Big Bank Basket up to $183.60. Miners were mixed but out of the limelight. Industrials shone with WOW up 1.5% and tech stocks firmed with APT up 3.3%. Big gainer today was SZL on a three year deal with Target Corp and WES fell 2% as it held an investor day.

ASX 200 closed down 19 at 7143 in lacklustre trade. RBA kept rates on hold but pointed to more excitement next month perhaps. Banks sold off with the Big Bank Basket dropping $1 to $180.70. Chinese PMI data and iron ore prcies helped miners find buyers, BHP up 0.1% and FMG up 1.7%. Energy stocks firmed ahead of OPEC plus with WPL up 1.4% and STO up 2.1%. Tech flat but infant formula and baby related stocks did well as China went to a three child policy. Seems like Peter Costello was a man ahead of his time with his three child policy.

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

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

ASX 200 closes down 18 points at 7162 after touching 7200 briefly. Big falls in NXL on yet another downgrade falling 17.8% and BET down 13% as it struggles to sell its TAH wagering division bid.  Big banks fell with the basket at $181.80 and BHP dropped 0.6% on driver shortage in Pilbara. Tech stocks mixed but All Tech Index down 0.8%.

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The ASX 200 notched a new all-time high this morning, briefly reaching 7203.3 before giving back all of the early gains to now be down 10 points. The market is tracking along nicely despite the soft morning, and we will be looking to put some cash to work over the coming days after organically cashing up a little over the last couple of weeks. Plus, a quick check in on BET, and a look at the fairly quiet week ahead of us. US markets closed tonight and RBA interest rate decision out tomorrow. 

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This week we catch up with one of the smartest fund managers around. Many will be familiar with Nick Griffin from Munro Partners - he is a frequent valued contributor to Livewire and other media.

Nick has spent the last 20 years managing long/short funds and most recently he is the founder and CIO at Munro Partners which has two funds , the ASX listed Global Growth Fund and the unlisted Concentrated Global Growth Fund both of which have offered investors great performance over a long period.

Nick is responsible for the investment management of Munro’s key investment funds and the formulation and implementation of the proprietary investment process. 

Nick holds a Bachelor of Commerce (Hons) degree from the University of Melbourne, a Graduate Diploma in Applied Finance and Investment.

Munro Partners is a global investment manager with a core focus on growth equities. Established in 2016 by an award winning investment team with a 15 year proven track record of strong returns, the business has over $5 billion in AUM.