Podcast Archive

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Today we look at Bubbles - there are signs we are "bubbling" - we look at Tulipomania in 1623 and apply the lessons from 400 years ago to see if there is anything to worry about today. Another good day as the 10 year yield peaks and the fears subside. The speculative end of the market from Gamestop to Bitcoin pop up and the game of pass the hot potatoes continues. Jerome Powell's calming words of last week are likely to be repeated today by the RBA who are expected to increase their bond buying program. BHP and RIO holding up well ahead of going ex some big dividends on Thursday. Busy week with a 4th Q GDP number, Trade figures, Current Account numbers and Retail Sales with the main numbers being the US Jobs numbers on Friday. 

Catch up with all the action today from the Marcus Today Team.  A solid bounce today with a 116 point gain across the market as the new month kicks off with a great fight back.

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  

A much quieter week ahead, with results season now done and dusted. The focus this week will likely remain on the fear of inflation and interest rate rises after dominating the market action last week. The big question we are discussing on the desk is whether this is a tradeable pullback or the start of something bigger. At the moment it seems like it will likely be the former. Meanwhile, there are plenty of big names "going ex" this week, making it a busy time for the income investor. Plus, the housing market is running hot again, with property values rising at their fastest pace in almost 17 years through February.

Catch up with all the action today from the Marcus Today Team.  A nasty day all round for the ASX closing down 161 points or 2.35%. Rising bond yields hurting growth stocks and BNPL stocks under pressure as APT fall 11% on the capital raising. Last big day for results.

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Catch up with all the action today from the Marcus Today Team.  Super Thursday with a deluge of results including QAN, FLT, Z1P and APT. A good day for the index with strong US markets and good results helping the market 56 points higher.

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 

Powell pours cold water on the interest rate fears and the Dow Jones hits a record high allowing us to reverse yesterday's fall. A good day for banks and resources, travel and energy. Some good results for us today (RHC, FLT, QAN), a profit warning for A2M (thank goodness we sold it) and a capital raising for APT. The Reddit short squeeze is back on as Gamestop jumps 104%.  Today we have a look at Investment Philosophy and provide you with a few of our investment beliefs and ask you whether you shouldn't ask yourself the same questions - "What do I believe" and "How do I invest".

Catch up with all the action today from the Marcus Today Team.  More results but tech stock weakness continues with miners and banks succumbing to the pressure. HUM and APX big casualties today. SEK sell off continues on new CEO.

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 

Peak or Pause - We talk today about whether this interest rate scare is going to peak or pause the bull market. We also talk about how to work the dividend season for income and highlight a few stocks coming up to their dividends and explain why we are selling REITs and topping up on FMG, BHP and RIO.  We also talk about some rules for income investing. Otherwise the results season is running into the buffers. APT and Z1P tomorrow. WOW up a bit on their results today. 

Catch up with all the action today from the Marcus Today Team. A solid day driven by banks and miners plus some good results from ABC. BOQ returned to trade as part of the big boy club and SEK finds a new CEO. Bond yields slip and Facebook back on the friends list.

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Today we discuss "The Big Issue" that could bring the market down, the only problem being "When".  The Doomsayers are out in force but unless they can tell us that they are of little use to us. We also talk about what its like to be an analyst at a big broker during the results season and introduce you to a new member of the Marcus Today Team.