On the couch
Marcus Today on the couch

In this episode, Henry catches up with his good friend, Julia Lee, who is probably well known to many through her media appearances.

Julia Lee is the Chief Investment Officer at Burman Invest. She has 20 years of experience in financial markets. Her passion for investing combines fundamental and technical analysis to analyse companies and opportunities. Julia is one of Australia’s best-known financial experts and a frequent speaker at industry conferences. Julia is on the board of directors for the Australian Stockbrokers Foundation. She has her Master of Business in Finance (MBus), is an Accredited Derivatives Adviser.

In this episode, Henry is on the Couch with himself

Henry is on the Couch with himself – what you may not know about Henry is that he used to run a multi-million dollar book at a major investment bank involved in index arbitrage and hedging. For those of you looking for an insight into what arbitrage and hedging mean, this is for you.

In this episode, Henry is chatting to Alex Pollak the CIO and founder of a global technology fund, Loftus Peak.

Alex has over 25-years experience in investing in disruptive business models and was instrumental in bringing both SEK and CAR to the market. He joins Henry On the Couch to talk disruptive technology and where he sees the opportunities and why his fund has returned around 15% per annum since its inception 7 years ago.

Henry is On the Couch with Martin Crabb, the CIO of one of Australia’s broking success stories Shaw and Partners. 

Martin talks about why we have such a disconnect between economic reality and the market rally. He also talks about the sectors and stocks that he believes will continue to do well as we return to normal. Martin is a very experienced strategist and is instrumental in developing the model portfolios at Shaw and Partners. Another great guest and as you will hear, he used to for a billion dollar soccer team with…Henry. Enjoy!

Martin joined Shaw and Partners in April 2011. Prior to joining Shaw and Partners, Martin was an Executive Director at Macquarie Group where he worked for over 20 years in roles spanning Institutional Stockbroking, Wealth Management, Research and Portfolio Management. Martin holds a Bachelor of Arts in Economics and Mathematics from the University of Melbourne, with postgraduate studies in Applied Finance