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On the Couch

On the Couch

De: Marcus Today
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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.

© 2026 Marcus Today
Economía Finanzas Personales
Episodios
  • On the Couch With Richard Morrow (Lowell Resources): Talking Gold and Gold Stocks
    Mar 13 2026

    Welcome to the latest episode of On the Couch with myself, Henry Jennings from Marcus Today. In this episode, I am talking to my old friend, Richard Morrow, Lowell Resource Trust (LRT). We talk all things gold, why he still likes it 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 my guru in the space.

    Marcus Today – Daily Market Insights

    Marcus 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 Today
    http://bit.ly/mt-trial-podcast

    Join Marcus Today
    Use code MTPODCAST for 10% off
    http://bit.ly/mt-join-podcast-offer

    MT20 – Managed ETF Portfolio
    A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.
    http://bit.ly/mt20-podcast

    Principles – How We Think About Investing
    A short video series on timing, behaviour, and decision-making. No stock tips.
    http://bit.ly/mt-principles-podcast

    Disclaimer
    This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

    Más Menos
    39 m
  • On the Couch with Gary Norden: Inside a 35-Year Trading Career
    Mar 4 2026

    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 markets; building an edge through knowledge, skill and risk management - and why much of the “sell-side research” investors read is often just a sales tool dressed up as insight.

    We cover:

    • The professional trader’s edge – skills, knowledge, and risk management
    • Why bank research gets “taken with a pinch of salt”
    • Day trading vs punting – order flow trading as a real craft
    • Can humans still compete with algorithms/HFT?
    • ETFs, concentration risk, and the “all in / all out” market
    • Options – why Gary prefers buying options (hedging + asymmetric upside)
    • Gold and silver – why the bull case may not be done yet
    • China, commodities, and what Gary sees on the ground

    Standout moments (timestamps):

    • 03:58 Why traders ignore sell-side research
    • 06:12 Day trading as a professional skill (order flow)
    • 11:56 AI, ETFs, and the concentration problem
    • 19:35 Options as portfolio “insurance”
    • 26:47 Gold vs silver, miners, and what to watch
    • 48:25 The red jacket story (and what it meant on the floor)

    Gary’s book: An End to the Bull: Cut Through the Noise to Develop a Sustainable Trading Career (John Wiley & Sons).

    ---

    Marcus Today – Daily Market Insights

    Marcus 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 Today
    http://bit.ly/mt-trial-podcast

    Join Marcus Today
    Use code MTPODCAST for 10% off
    http://bit.ly/mt-join-podcast-offer

    MT20 – Managed ETF Portfolio
    A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.
    http://bit.ly/mt20-podcast

    Principles – How We Think About Investing
    A short video series on timing, behaviour, and decision-making. No stock tips.
    http://bit.ly/mt-principles-podcast

    Disclaimer
    This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

    Más Menos
    49 m
  • On the Couch with Andrew Wielandt (DP Wealth): The ETF Whisperer's 2026 Playbook
    Feb 4 2026

    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 Reminder
    • 2:03 – 2026 Outlook: Volatility And Passive Risks
    • 5:20 – US Politics, Dollar Views And Silver Shock
    • 7:10 – Theme 1: Diversifying Away From US With VEU
    • 9:10 – Hedging The Currency And Core Adjustments
    • 12:00 – Theme 2: Japan Exposure With IJP
    • 15:00 – Theme 3: Long Short LICs And LITs Toolkit
    • 22:30 – Why Long Short Now And Portfolio Weights
    • 25:00 – Theme 4: Aussie Small Caps With Firetrail
    • 28:00 – Theme 5: Resources Via Tribeca TGF Or VanEck MVR

    Marcus Today – Daily Market Insights

    Marcus 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 Today
    http://bit.ly/mt-trial-podcast

    Join Marcus Today
    Use code MTPODCAST for 10% off
    http://bit.ly/mt-join-podcast-offer

    MT20 – Managed ETF Portfolio
    A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.
    http://bit.ly/mt20-podcast

    Principles – How We Think About Investing
    A short video series on timing, behaviour, and decision-making. No stock tips.
    http://bit.ly/mt-principles-podcast

    Disclaimer
    This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

    Más Menos
    31 m
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