Podcast Archive

Podcast Archive

By Marcus TodayBusinessInvesting
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Podcast Archive episodes

  • On the Couch with Danielle Ecuyer January 22nd

    Danielle Ecuyer is a former investment banker and broker with some of the major banks globally, now turned author/investor with her first book in starting out on share investing a huge success. So much so that she is writing a follow up with a new book on how to invest in the US market.
    In this week’s ‘On the Couch’ I catch up with Danielle and chat all things 'Stars and Stripes' with a particular look at Tesla. . Danielle talks about how to get started, where to find ideas and what stocks she is currently looking at. A fascinating podcast for anyone contemplating diversifying into US markets

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    38 min
  • End of Day Podcast Thursday 21st January

    Catch up with all the action today from the Marcus Today Team after another big day with a huge move in Z1P following the business update.

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    10 min
  • Marcus Strategy Thursday 21st January 2021

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    More positives than negatives this morning - we list them both in the strategy podcast today. We have made a few changes to our Growth Portfolio today, running the cash down to 5% from 16%, we have been underperforming a rising market thanks to cashing up a bit in December,  that's enough of that. All the changes highlighted in the strategy section today. A few other stock stories today, good numbers from Z1P, APT still rising, TCL bottoming, Gold stocks bottoming, a few buy and sell signals and a couple of Directors buying a couple of stocks. 

    12 min
  • Marcus Strategy Wednesday 20th January 2021

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    First day back in the office this year. Good to be back with the Team. Everything seemingly very normal. The cyclists on Beach Road have blossomed in COVID it seems, less commuters, less cars,  an altogether more pleasant world. We are seeing a potential new office in Bayside Melbourne today, we will have COVID to thank for that as well.

    Another good day on the market - the quiet bull market continues - up another 40 points on top of yesterday's 80 points. Resources the subject of interest today, see the Strategy piece for an interesting comment from Macquarie that their BHP forecast would be 125% higher if they used spot prices for 2023. Its a repeat of the resources boom of 2005. We're also hoping against hope that the Healthcare sector bottoms one day soon, we need the A$ to peak  - some signs it might happen.

    13 min
  • Marcus Strategy Tuesday 19th January 2021

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    A solid day with few major drivers with the US closed overnight. Today we look at the likely winners and losers in next month's results season and notice a broker or two trying to get the jump on guessing which stocks are going to dazzle and which will frazzle. BIN bid for which is good for us. RIO production numbers didn't excite, BHP's tomorrow. JBH H1 update yesterday leaves brokers saying the price is up with events. A few Technical Observations today, one interesting one - COH. 

    14 min
  • Marcus Strategy Monday January 18th 2021

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    Earnings season approaches and the Aussie dollar is up 12% since June, which could mean trouble for some of our big names that earn their dollars elsewhere. Today we identify some of the potential winners and losers.  Meanwhile, it is a busy week ahead despite US markets staying closed tonight for Martin Luther King Jr day. US results season is heating up with some big names reporting and there are a number of Central Bank meetings around the globe. Plus, Wednesday sees the inauguration of Joe Biden as President. On top of that, locally a few economic drops as well as quarterly updates from the big miners and a few of the oilers. 

    9 min
  • Weekly Sector Charts - Friday January 15th

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    Welcome to a fresh format for weekly sector charts. This year you will be able to view our normal sector charts article on the Marcus Today website on a Friday or watch the video with Ben speaking to the charts in question. As a podcast listener please be aware you are only getting half the experience, and you can find the video with all the charts included in today's newsletter on the Marcus Today website.  If you aren’t already a subscriber you can of course get a free trial on our website to check it out by clicking on the above link.

    8 min

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