With Chris away, Tom and Ben are joined by a very special guest in Henry Jennings. Sit back and enjoy as Henry shares his own “origin story”, detailing how he went all the way from the London pits to Macquarie’s Australian office, and a few pieces of wisdom he picked up along the way (plus…
In this episode of ‘On the Couch‘, Henry sits down on the virtual sofa to chat with the boss and put some of your questions to him, and of course as its reporting season, some thoughts on the winners and losers so far. Plenty here for listeners to take away from Marcus’ wise words. A…
A couple of new segments this week, Tom presenting his “Stock of the Week” – hint: it’s WiseTech (WTC), and Ben going deep in to a couple of unloved sectors in consumer staples and industrials. Plus, the guys introduce an exciting new development, inviting listeners to submit their questions. If you have a question, be…
This week On the Desk, Chris and Ben go head-to-head in the “Great Debate” over the future of Lithium. Plus, the guys each give their top tip to help navigate reporting season. Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor.
One of our vigilant Members (Richard) picked me up on this chart of Flight Centre (ASX: FLT) in the newsletter on Tuesday. As we frenzy about borders opening the temptation is to buy travel stocks like Flight Centre for a return to their pre-pandemic glory and the chart ‘suggests’ that if Flight Centre got back…
THE MACHINE Hands up who remembers the Hayne Royal Commission into the Banking Industry? You must remember it? Surely it was game-changing. All those banking chiefs heading to Canberra and court wearing hair shirts, saying sorry and falling on their swords? Remember that? Remember ‘thingamabob’ from CBA resigning and ‘whatshis’ name from WBC finally going?…
This week On The Desk, Tom presents a sector to buy and a sector to sell as we approach results season, Chris takes us back in time with a review of Reminiscences of a Stock Operator by Edwin Lefevre, and the guys face off in another Buy or Sell lightning round. Why not sign up for…
If you Google the title “How much do you need to retire” you will see hundreds of articles on the subject, most of which have been written by financial planners, fund managers and accountants. The Marcus Today ‘community’ has many financially sophisticated (and unsophisticated) retirees in its ranks many of whom have already experienced decades…
In our first episode of ‘On the Couch‘ in 2022, we catch up with Nick Griffin (CIO) of Munro Partners and James Tsinidis (Portfolio Manager) and we talk decarbonisation, and how to get set for this huge change that is coming. Plus, as markets melt down across the globe, we ask Nick and James what…
