Podcast Archive

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The market is sliding nicely into Easter. A good quarter last quarter - ASX 200 up 3.09% led by Banks up 14.8% with resources flat and REITs slightly down. Oil up 22%, Gold down 10%, iron ore up 7% and most metals well up this year so far. Today we talk about Broker Research and the bias to optimism and why. We look at the top 100 stock recommendations and highlight the "Cheapest" and most "Expensive" stocks in the All Ordinaries according to brokers. Meanwhile I am away next week and leave you in the capable hands of the Marcus Today Team.  You have a fabulous Easter and I'll see you on the 12th April. The first holiday in over a year. 

Catch up with all the action today from the Marcus Today Team. A solid end to the month and quarter, with the ASX 200 up 52 points to 6791. It could have been so more but sellers ambushed the market in the  final 30 minutes and the match out, knocking 50 points off the top. Bond yields continue to rise giving banks a boost and QLD were not enough to stop SYD and other travel related companies rallying.  ASX 200 up 3.1% for the year so far and quarter.

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.

Join us On the Couch with John Caulfield from Van  Eck talking all things ETF with a special focus on the newly listed CLNE and VLUE ETFs giving investors exposure to emerging clean energy and value stocks.

A great look at what is driving these ETFs and why they offer good long term investment potential.

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

A solid end to the quarter with the market up 78 at midday - which makes up for the 98 point reversal yesterday. Rates keep going up, the Archegos hedge fund debacle gives us a window on how the market can go wrong in a blink without warning (although we seem to have survived), we look at the bank sector ahead of results and publish the results dates, and we look at the ALL TECH sector, how top heavy it is and how almost every broker target price in the sector is below the current share price and why - there are a few lessons from that. 

Catch up with all the action today from the Marcus Today Team. The ASX 200 fell 61 points today to 6738. 10-year bond yields rose to 1.77% hitting growth stocks again especially in second liners. Iron ore miners fell hard led by BHP and banks flat lined. Plenty of discussion about Archegos and the fall out which seems to be confined to two major banks for the time being. Plenty more to come on this.

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

We're flopping from a good open this morning - we have a look at the Archegos hedge fund meltdown which has overtones of the GFC - we look at relative versus actual recommendations and we get some wisdom from Men in Black. We also look at some buy and sell signals. Not much else to concern us at the moment, unless hedge funds or interest rates start to concern the herd more than they do today. 

Catch up with all the action today from the Marcus Today Team. The ASX 200 fell 25 points today to 6799. The market was spooked after a strong opening by two issues, the three day lockdown of Brisbane and the growing story from the US of hedge funds, margin calls and investment bank exposure to huge margin call sell downs on Friday. So far Nomura and Credit Suisse have mafe announcements on expected losses from the hedge fund unwind. Locally MOC rallied 62% on a bid from REA and oil prices dip as Ever Given refloated.

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A look at the US controversy over the weekend, where a “Mystery block trade frenzy” wiped $46bn from Wall Street. Locally, Brisbane has plunged back into a 3-day lockdown and we have a lot of action in the market with a few big announcements this morning. We also take a quick look at BET’s investor presentation and what we have in store for the rest of the week. 

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This week we catch up with Portfolio Manager Jun Bei Liu from Tribeca Investment Partners. Jun Bei is a familiar face on financial news media and a truly passionate investor. Jun Bei manages a $1bn long short fund with Tribeca and is  a regular participant in prestigious conferences such as Sohn as well as appearances on CNBC, Ausbiz and Bloomberg TV.

Jun Bei spent four years as an investment analyst covering the Australian consumer sectors at Morningstar and Foster Stockbroking. Jun Bei is a native Chinese speaker and regularly travels to China and visits other Asian markets as part of her Investment Research.

Jun Bei is also a CFA charter holder and a member of the Australian Institute of Company Directors.

 Catch up with all the action today from the Marcus Today Team. The ASX 200 rose 12 to 6791. A steady day somewhat uninspiring. Looks like the AMP CEO is leaving and BKW released strong results with a bid too for MCP in focus. ART saw a return from the stratosphere falling back 23% and Chi-X has been sold to Cboe Global.

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