On the Couch

On the Couch with Dr Andreas Fouras (4DX): Lung Imaging, CTPA and the Billion-Dollar Opportunity 03.07.2026 38min

In this episode of On the Couch, Henry Jennings speaks with Dr Andreas Fouras, Managing Director and CEO of 4DMedical (ASX: 4DX). Many Marcus Today members will know 4DX from when it was a fraction of its current price. Henry has long been a fan of the company, which has developed XV Technology – a proprietary software platform enabling non-invasive, quantitative imaging and analysis of lung function. They cover the opportunity in replacing CTPA scans, the Pro Medicus relationship, and what t...

On the Couch with Igor Pejic: New Rules for Investing in the Tech Age 30.06.2026 39min

In this episode of On the Couch, Henry Jennings speaks with Igor Pejic, author of Tech Money – a new book on the rules of investing in the technology age. They cover why tech investing requires a different playbook, the AI bubble debate, which industries face the biggest disruption, and what quantum computing could mean for the decade ahead. — Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, educ...

On the Couch with Jonathon Higgins (UCP): Neoclouds, Electrification and the ASX Opportunity 23.06.2026 36min

In this episode of On the Couch, Henry Jennings speaks with Jonathon Higgins from Unified Capital Partners. They cover the state of ASX tech, the AI trade in the US, and the emerging neocloud sector – including the Australian players worth watching and where the real money is flowing inside the data centre boom. — Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making wit...

On the Couch with Alex Pollak (Loftus Peak): AI, Disruption and Where the Money Is Going 04.06.2026 43min

In this episode of On the Couch, Henry Jennings sits down with Alex Pollak, founder and CIO of Loftus Peak. They cover the AI investment landscape, where the real opportunities are in the current market, and why Loftus Peak is increasingly looking beyond pure tech – into China, biotech, and energy storage. — Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without t...

On the Couch with Dr Liz Dallimore (Argenica): Phase Two, FDA and What's Ahead 15.05.2026 38min

In this episode of On the Couch, Henry Jennings speaks with Dr Liz Dallimore, CEO of Argenica Therapeutics (ASX: AGN). Fresh from presenting phase two trial data at a major international stroke conference, Liz walks through what the results showed, why neuroprotection is such a difficult space, and what the path forward looks like for the company. — Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios...

On the Couch with Jon Pilcher (Neuren): DAYBUE, Europe and What Comes Next 13.05.2026 34min

In this episode of On the Couch, Henry Jennings speaks with Jon Pilcher, CEO of Neuren Pharmaceuticals (ASX: NEU), on his fourth appearance on the podcast. They cover the European regulatory setback, strong US sales momentum, and what the phase three trial for Neuren's second drug candidate means for the company's outlook. — Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision...

On the Couch with Nick Griffin (Munro Partners): Markets, AI and Global Tech Themes 20.04.2026 47min

Welcome to the latest episode of On the Couch with Marcus Today's Henry Jennings. This episode, Henry sits down with Nick Griffin – founding partner and CIO of Munro Partners. Nick has been on the couch before, and it's a timely catch-up in what has been an 'interesting' market. Full disclosure: Henry is a shareholder of MAET. Nick brings over 25 years of financial services experience, including 15 years in funds management at K2 and Munro. US AI and global tech themes are on the agenda – and...

Why the Next Six Months Could Get Tough for Small Caps: On the Couch with Chris Stott 09.04.2026 36min

VIDEO AVAILABLE: https://vimeo.com/1181449274 Chris Stott (1851 Capital) joins Callum Newman to break down the current small-cap landscape – and why the next six months may be more difficult than many expect. In this discussion, Chris outlines how rising interest rates, geopolitical volatility and shifting investor sentiment are shaping opportunities in Australian equities. Despite near-term caution, he highlights where value is starting to emerge – particularly in beaten-down sectors and les...

On the Couch with Coby Hanoch (Weebit Nano): The Memory Boom Behind AI 24.03.2026 37min

In this episode of On the Couch, Henry Jennings speaks with Coby Hanoch, CEO of Weebit Nano (ASX: WBT), about the surge in memory demand driven by AI. They discuss the difference between embedded and discrete memory, recent commercial progress, and where ReRAM fits in the next phase of semiconductor growth. A clear look at what is driving the sector – and what comes next. — Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – cov...

On the Couch With Richard Morrow (Lowell Resources): Talking Gold and Gold Stocks 13.03.2026 39min

Welcome to the latest episode of On the Couch with Henry Jennings from Marcus Today. In this episode, Henry is joined by his old friend Richard Morrow from Lowell Resources Trust (ASX: LRT). They discuss all things gold – why he still likes the sector and which stocks he recommends. Richard is the former Chair of the Melbourne Mining Club and a director of LRT. A great look at the gold sector from a guru in the space. — Marcus Today – Daily Market Insights Marcus Today provides clear, practic...

On the Couch with Gary Norden: Inside a 35-Year Trading Career 04.03.2026 48min

Prefer to watch? Check out the full interview on video here: VIDEO – On the Couch with Gary Norden: Inside a 35-Year Trading Career A bit of a different approach at Marcus Today; Callum Newman sits down with Gary Norden, a 35+ year pro trader (LIFFE floor, bank derivatives desks, hedge funds) and the author of An End to the Bull – to talk how the pros actually trade when it's their own money on the line. In this conversation, Gary explains how professional traders really approach market...

On the Couch with Andrew Wielandt (DP Wealth): The ETF Whisperer's 2026 Playbook 05.02.2026 31min

Welcome to another episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to bring you valuable insights from the investing world. In this quickie episode, Henry Jennings is joined by his good friend Andrew Wielandt – also known as The ETF Whisperer. Andrew shares his ETF picks for the year ahead… and not a QUAL in sight. Chapter Markers 0:00 – Welcome And General Advice Reminder2:03 – 2026 Outlook: Volatility And Passive Risks5:20 – US Politics, Doll...

On the Couch with Scott Kirkland (ASX: EMV): The Future of Stroke Diagnosis Starts Here 02.02.2026 23min

Welcome to another episode of On the Couch. In this episode, Henry Jennings catches up with Scott Kirkland from EMVision Medical Devices (ASX: EMV). Scott is the co-founder of EMVision Medical Devices Ltd and has held several senior sales roles, including Head of Client Sales at US-based technology company Quantcast, before founding Kirkland Capital to focus on emerging technologies. At EMVision, Scott oversees corporate affairs, commercial strategy, and business development, while also manag...

On the Couch with Nathan Smith (Neuroscientific): Inside the StemSmart Strategy for Crohn's 30.01.2026 35min

Welcome to the latest episode of On the Couch. In this episode, Henry Jennings from Marcus Today sits down with Nathan Smith, CEO of Neuroscientific Biopharmaceuticals, to unpack how a differentiated mesenchymal stem cell therapy is progressing from acquisition to patient impact in refractory Crohn's disease. With promising real-world data via special access programs, a clear regulatory path, and lean execution, the company is preparing for a focused Phase 2 push in 2026. Topics covered in t...

On the Couch with Louise Bedford: Trading Discipline in a Noisy Market 27.01.2026 36min

Welcome to the latest episode of On the Couch. In this episode, Henry Jennings sits down with trading mentor and author Louise Bedford – always a popular guest, known for her valuable insights into markets and trading mentality. Louise shares her approach to selling, the importance of discipline, and breaks down what sectors are currently hot – and which ones are ice cold. She is a behavioural finance expert, bestselling author, and seasoned trader with over 30 years of experience. Louise hos...

On the Couch with Jonathon Higgins (Unified Capital Partners): Stock Picks, Sector Shifts and What's Ahead 23.01.2026 37min

Welcome to the latest episode of On the Couch. In this episode, Henry Jennings is joined by Jonathon Higgins from Unified Capital Partners. A frequent guest on the podcast, Jonathon needs no introduction. He is Head of Research at boutique broker UCP and, as always, brings some great stock selections to the table. — Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making w...

On the Couch with Armina Rosenberg (Minotaur Capital): How AI Is Rewriting the Rules of Investing 21.01.2026 33min

Welcome to the latest episode of On the Couch. In this episode, Henry Jennings sits down with Armina Rosenberg, co-founder of funds management group Minotaur Capital. Armina represents a new breed of 'rock star' fund manager – one harnessing the power of AI to build a fund unlike any other. From a childhood in Western Sydney to running global equities for the Atlassian founders, Armina's story fuels a clear mission: broaden who allocates capital, and sharpen how capital is deployed. Markets a...

On the Couch with Adam Dawes (Shaw and Partners): Top Stocks and Themes for 2026 16.12.2025 37min

Welcome to this Christmas episode of On the Couch. In this special edition, Henry Jennings sits down with Adam Dawes from Shaw and Partners to reflect on what investors have learned from 2025 – and, more importantly, what themes and stocks are worth watching in 2026. Adam is a long-time friend of the podcast and a regular guest across major media outlets, known for his experience, insights, and practical investment wisdom. This episode is all about stocks and the big-picture themes that could...

On the Couch with Dr Francis Wedin (ASX: VUL): Inside the Lionheart Funding Deal 05.12.2025 27min

Welcome to the latest episode of On the Couch. In this episode, Henry Jennings is joined by Dr Francis Wedin, Chair of Vulcan Energy (ASX: VUL). A long-time friend of the podcast, Francis founded Vulcan around seven years ago. He was previously Executive Director of ASX-listed Exore Resources, where he successfully developed two new lithium resources across two continents. Vulcan Energy has recently announced a comprehensive funding package for its flagship Upper Rhine Valley lithium–geotherm...

On the Couch with Jon Pilcher (Neuren): The Real Growth Story Is Just Starting 28.11.2025 30min

Welcome to the latest episode of On the Couch. In this episode, Henry Jennings is joined by Jon Pilcher, CEO of Neuren Pharmaceuticals (ASX: NEU). The pair first spoke around three years ago, and with Neuren delivering impressive results for investors since then, it felt like the perfect time for a catch-up – especially with 2026 shaping up to be another pivotal year. Jon joined Neuren in 2013 as CFO and was appointed CEO in May 2020. Neuren is focused on developing new therapies for highly d...