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On the Couch

On the Couch

Marcus Today 168 Episodes Jul 3, 2026

Marcus Padley and Henry Jennings sit down with fund managers, CEOs, investors, and industry professionals to discuss markets, strategy, risk, and decision-making. Long-form conversations focused on how experienced investors think through cycles, volatility, and changing conditions. No sales pitch. Just insight.

Episodes

On the Couch with Dr Andreas Fouras (4DX): Lung Imaging, CTPA and the Billion-Dollar Opportunity Jul 3, 2026 2339 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 functi
On the Couch with Igor Pejic: New Rules for Investing in the Tech Age Jun 30, 2026 2343 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 InsightsMarcus Today provides
On the Couch with Jonathon Higgins (UCP): Neoclouds, Electrification and the ASX Opportunity Jun 23, 2026 2193 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 InsightsMarcus Today provides clear, practical commentary f
On the Couch with Alex Pollak (Loftus Peak): AI, Disruption and Where the Money Is Going Jun 4, 2026 2616 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 InsightsMarcus Today provides clear, practical commentary for sel
On the Couch with Dr Liz Dallimore (Argenica): Phase Two, FDA and What's Ahead May 15, 2026 2303 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 InsightsMarcus Today pr
On the Couch with Jon Pilcher (Neuren): DAYBUE, Europe and What Comes Next May 13, 2026 2090 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 InsightsMarcus Today provides clear, p
On the Couch with Nick Griffin (Munro Partners): Markets, AI and Global Tech Themes Apr 20, 2026 2822 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 exper
Why the Next Six Months Could Get Tough for Small Caps: On the Couch with Chris Stott Apr 9, 2026 2211 VIDEO AVAILABLE: https://vimeo.com/1181449274Chris 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,
On the Couch with Coby Hanoch (Weebit Nano): The Memory Boom Behind AI Mar 24, 2026 2224 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
On the Couch With Richard Morrow (Lowell Resources): Talking Gold and Gold Stocks Mar 13, 2026 2352 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
On the Couch with Gary Norden: Inside a 35-Year Trading Career Mar 4, 2026 2932 Prefer to watch? Check out the full interview on video here: VIDEO – On the Couch with Gary Norden: Inside a 35-Year Trading CareerA 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 o
On the Couch with Andrew Wielandt (DP Wealth): The ETF Whisperer's 2026 Playbook Feb 5, 2026 1889 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 Markers0:00 – Welcome And Gene

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