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On the Couch

On the Couch

Marcus Today 168 Episodes Aug 22, 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 Jason Segal - 'The Armchair Analyst' - Talking Life Science and Bio Techs
On the Couch with Jason Segal - 'The Armchair Analyst' - Talking Life Science and Bio Techs Aug 22, 2026 2362
On the Couch with Mike Bullen - Creator and Writer of 'Cold Feet' and 'North Shore'
On the Couch with Mike Bullen - Creator and Writer of 'Cold Feet' and 'North Shore' Aug 21, 2026 2680
On the Couch with Dr Chris Burns - CEO and MD Amplia Therapeutics (ATX)
On the Couch with Dr Chris Burns - CEO and MD Amplia Therapeutics (ATX) Aug 11, 2026 2017 Welcome to the latest On the Couch. In this episode I am catching up with Chris Burns,  the CEO and MD of Amplia Therapeutics (ATX).Chris is an experienced drug discovery leader having worked in various roles in pharma, biotech and academia for 25 years.   He has a Ph.D. from the University of Melbourne and is the inventor on over 30 patents and a co-author on over 60 scientific publications. He w
Ask the Analyst - August 2026 - Your Questions Answered
Ask the Analyst - August 2026 - Your Questions Answered Aug 7, 2026 4049 Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Todayhttp://bit.ly/mt-trial-podcastJoin Marcus TodayUse code MTPODCAST for 10% offhttp://bit.ly/mt-join-podcast-offerMT20 – Managed ETF
On the Couch with Dr Andreas Fouras (4DX): Lung Imaging, CTPA and the Billion-Dollar Opportunity
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
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
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
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
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
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
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
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,

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