On The Couch

Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.In this episode, Henry Jennings catches up with an old friend, Scott Kirkland, co-founder of EMVision Medical Devices Ltd (ASX: EMV).Scott brings a strong background in sales and emerging technology, having held senior roles including Head of Client Sales at Quantcast, a US-based tech firm, before founding Kirkland Capital, which focused on investing in emerging technologies. At EMVision, Scott oversees corporate affairs, commercial strategy, and business development, and is also responsible for capital planning, including the pursuit of non-dilutive financing and grants. He is a member of the Australian Institute of Company Directors.Talking Points:It's been a while since their last catch-up - how are things progressing at EMVision?EMVision has signed on two additional trial sites - more detail on the clinical trials and their endpointsHow long are the trials expected to run?The impact of AI on clinical trials and how it's transforming the med-tech spaceWhat are the next steps for the company?The timeline ahead and key milestones to watch for in the coming yearDisclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.  

Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.In this episode, Henry Jennings is joined by Marc Jocum, Senior Product and Investment Strategist at Global X ETFs.Marc brings his expertise to help unpack some of the more technical aspects of ETF investing - particularly around pricing, structure, and market mechanics that can often confuse investors.Talking Points:How are ETFs priced when the underlying assets trade in different time zones?How does leverage work in an ETF - and why is it sometimes misunderstood?What happens when futures contracts expire - do they cause dislocations in ETF pricing?How does currency hedging operate within an ETF structure?Why do ETFs sometimes experience odd price moves during local trading hours?What about liquidity - how can investors get set in size?The role of market makers in price discovery and executionCurrent ETF flow trends - what's hot, and what's surprising investors right now?A must-listen for anyone wanting to better understand how ETFs really work behind the scenes.Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.In this episode, Henry Jennings is joined by Carolyn Breeze, CEO of Scalare Partners, an ASX-listed company (ASX: SCP).With over 20 years of experience in the technology sector, Carolyn is known for driving innovation and commercial growth while championing diversity and supporting the early-stage startup ecosystem in Australia. Prior to joining Scalare, she was Chief Commercial Officer at Zepto, and has held senior roles at GoCardless, PayPal, Braintree, and eBay.Talking PointsWhat does Scalare do?A look at some of the investments currently in the portfolioHow does Scalare choose which companies to invest in?Why the decision to list, and what's next?The recent acquisition of Inhouse Ventures—what does it bring to the table?Carolyn's career journey and experience in techHer focus on women in tech—is Australia lagging, and what needs to change?Key insights on investing in tech and working with early-stage companiesThe role of AI and how the revolution might unfoldWhere retail investors should be looking in the tech spacePrefer to watch on YouTube? Watch HERE.Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.In this episode, Henry Jennings is joined by Jonathan Nurick CIO and founder of DivGro.In 2019, Nurick co-founded investment fund DivGro, born out of the investment philosophy his family office has been implementing for decades.  His father, Matthew Nurick, was one of the directors of prominent London-based fund of hedge funds pioneer Momentum Group.The funds approach is rooted in academic research (led by Myron Gordon, father of the Gordon Growth Model) linking long-term dividend growth and share price appreciation.Talking PointsCan you explain the DivGro Philosophy?What is the Gordon Model?How a dividend focus can bolster investor psychology and help investors stay on courseHow to use dividends to make assessments on companies one should invest inWhich features of a dividend should investors pay attention to and why?Can you maybe give us some examples of how you identify and profit from rising dividends.Why dividends offer insight into a company's health and long-term prospectsWhen considering dividends, should investors be focused on immediate income generation (i.e. high initial yields) or long-term capital growth?What advice would you give retail investors in this environment?Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor. 

General Advice Only - Please do your own research and talk to your financial adviser.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.  Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.In this episode, Henry Jennings is joined by Nick Griffin, founding Partner and Chief Investment Officer at Munro Partners. Nick has been a guest on the podcast before, and it's great to have him back.As CIO, Nick is responsible for managing Munro's key investment funds and leading the firm's proprietary investment process. He has over two decades of experience managing global long/short equity mandates.Talking Points:Last time Henry and Nick caught up was at the SOHN conference in Adelaide - and a lot has changed since thenThoughts on the current market environmentEarly takeaways from Trump 2.0How Nick manages investments in a volatile marketMunro's strategy and how it's playing outWhy Nick is a big believer in the AI revolution and how Munro is positionedStock ideas and standout opportunitiesMarket outlook for the US and global equitiesPerformance of Munro's fundsDiscussion on Munro's ASX-listed funds, including MAETAre they ETFs or something else?How an active fund manager navigates the rise of ETFsRisks to be cautious of going forwardKey indicators to watch in the tech spaceWords of wisdom for retail investors Views held are current at the time of recording and are subject to change.Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.In this episode, Henry Jennings is joined by Marnie Reid, CEO of Issuer Services for Australia and New Zealand at Computershare. Marnie is responsible for the leadership, growth, and day-to-day management of the Issuer Services business across both countries.Before joining Computershare in 2022, Marnie had been a client of the business for 30 years through her roles at AMP Limited and NRMA (now IAG). At AMP, she oversaw governance of the retail register as Head of Shareholder Services, working closely with Investor Relations and Corporate Communications teams.In 2021, Marnie was made a Fellow of the Australasian Investor Relations Association (AIRA) in recognition of her work advocating for best practice and development programs in retail investor relations.In this episode, they discuss:The rise of scams and how to spot themWhat Computershare is doing to keep investor data and shareholdings safePractical steps investors can take to help prevent fraudImportant considerations around estate planningDisclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Welcome to another episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.In this 'quickie' episode, Henry Jennings is joined by his good friend Andrew Wielandt, also known as The ETF Whisperer.The focus is on defence investing, with growing pressure on Europe to defend itself and massive gains in European arms makers over the past few years - Rheinmetall is up 600% since the invasion of Ukraine. With defence spending on the rise, Henry and Andrew take a closer look at how investors can gain exposure to the sector.It may not be very ESG-friendly, but it's becoming a necessity.They cover the three main Defence ETFs on the ASX:DFNDARMRDTECDisclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.In this episode, Henry Jennings is joined by Guy Keller, Portfolio Manager for the Tribeca Nuclear Energy Opportunities Strategy, which invests in the equity and debt of companies involved in the nuclear energy industry, with a key focus on the uranium sector.As a senior member of the Tribeca Global Natural Resources investment team, Guy provides valuable insight and supply-and-demand modelling across key commodities such as iron ore, base metals, and precious metals. With over two decades of global commodity trading experience, including 15 years as Head of Asia Base Metals Trading at Macquarie Bank, he brings deep expertise in resource markets. Guy holds a Bachelor of Social Science (Economics) from UNSW and a Master of Applied Finance from Macquarie University, Sydney.Talking Points:What happened to the uranium rally?Despite strong demand for power from data centres, uranium prices have slumped to $64 - why?Every broker remains bullish, yet shorts have driven the sector lower. Is there any optimism among investors to match the analysts?The ASX uranium sector has been heavily sold off - what could change that?Where does value exist in the sector right now?Running a uranium-focused fund when the whole sector is struggling - how do you manage it?How does the fund invest? Does it have the ability to short uranium stocks?What needs to change in the uranium market to trigger a turnaround?How could life under Trump impact the sector? Would it?What would signal a turning point for the industry?What advice can be given to investors in resource stocks?Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Welcome to another episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.In this episode, Henry Jennings is joined by Dr Nina Webster, CEO and Managing Director of Dimerix (ASX: DXB), a clinical-stage biopharmaceutical company working on treatments for inflammatory diseases. With a market cap of $270 million, Dimerix is advancing its proprietary Phase 3 candidate DMX-200 to treat Focal Segmental Glomerulosclerosis (FSGS), a rare kidney disease, and is also developing DMX-700 for respiratory disease.Nina has over 30 years of experience in the pharmaceutical industry, with leadership roles across research, development, and commercialisation. She was formerly Commercial Director at Acrux (ASX: ACR), an Australian pharmaceutical company that successfully developed and commercialised multiple products globally. She is also Non-Executive Chairperson for SYNthesis BioVentures and a Non-Executive Director at Linear Clinical Research Limited. Dr Webster holds a Ph.D in Pharmaceutics from Cardiff University, a Bachelor's degree in Pharmacology, a Master's in Intellectual Property Law from Melbourne University, and an Executive MBA from RMIT.Talking Points:Dimerix is focused on developing and commercialising new treatments for inflammatory diseases with poor outcomes. The leading drug candidate is a treatment for a rare kidney disease known as FSGS - what's the nature of this disease and its current treatment?What's changed, and how did DXB come about?DMX-200 is now in a global Phase 3 clinical trial - an update on the trial and when results are expected.The upside from here following DXB's strong run.Are all the eggs in one basket if this trial is not successful? What is Plan B?Three successful commercial deals - how they came together.CEOs shouldn't speculate on future licensing deals, but the US market is always the big one. What interest has there been from US pharma companies?How does what's happening in the US impact Dimerix? Elon Musk has been vocal about the FDA, and with Kennedy in charge, is there extra risk of regulatory slowdowns?NEU as a playbook - Dr Webster previously worked with NEU's CEO at Acrux. Is Dimerix a bona fide Neuren replica?Cash reserves and burn rate - what's the current financial position?Who are Dimerix's biggest shareholders?If the FSGS trial goes well, what happens next? Licensing?What will be the major Dimerix milestones for 2025?A deep dive into Dimerix, the biotech sector, and what's ahead for the company.Listen now to hear the full conversation.Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

A new weekly podcast highlighting one stock or idea in just five minutes.This short episode breaks down a high-conviction idea, covering the pros and cons - all in about five minutes.This week, Henry Jennings looks at SGH. Despite its recent run, there's still more to go as the Boral turnaround gains momentum. Strong management and solid mining services exposure make it one to watch.Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions.If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services.Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you.Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

Prefer to watch? Catch the full video interview here: https://www.youtube.com/watch?v=6SDn1u-RThQWelcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world.In this episode, Henry Jennings catches up with his good friend Adam Dawes, a senior adviser at Shaw and Partners and a familiar face on CNBC and ausbiz. Adam shares his thoughts on reporting season, market winners and losers, and what investors should be watching in the months ahead.Talking points include:How is the year shaping up so far?The big winners and losers of reporting seasonKey results to watch and how investors should prepareWhy Adam likes STO and whether SXE and NXL are still on his radarHis latest stock recommendationHow to navigate a volatile political landscape as an investorAI in investing - how Adam is using it in his businessThe best opportunities in Australia this year - or is it time to embrace the US again?The best piece of investment advice he's ever received A great discussion packed with insights, market trends, and expert perspectives. Disclaimer: This is general advice only. Please consult your financial adviser before making any investment decisions. If you're looking for personal financial advice, our friends at Clime Investment Management can help. Their team of licensed advisers operates across most states, offering tailored financial planning services. Want to invest with Marcus Today? The Managed Strategy Portfolio is designed for investors seeking exposure to our strategy while we do the hard work for you. Why not sign up for a free trial? Gain access to expert insights, research, and analysis to become a better investor.

In this episode, something a little different - the roles are reversed as Louise Bedford takes the lead, asking the questions while Henry Jennings joins as the guest. This special edition is part of her Trading Podcasts series.The conversation covers what 2025 has in store, what it takes to become a consistent long-term trader, and why this year could be different.Louise Bedford is a behavioural finance expert, bestselling author, and seasoned trader with over 30 years of experience. She hosts the Talking Trading podcast and is one of Australia's most compelling voices in the financial markets today.Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.In this episode, Henry Jennings sits down with Matthew Fist, a Small Cap Portfolio Manager at Firetrail Investments.Firetrail is a boutique investment management firm specialising in high-conviction investing. The team builds concentrated portfolios of their best ideas, aiming to deliver outstanding long-term performance for clients.Matt manages the Small Companies Fund, with a particular focus on the resources sector. Before joining Firetrail, he was a Portfolio Manager at Macquarie and began his career in the mining industry with BHP.Tune in to hear Matt's insights and expertise on small caps and resources investing.Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.In this podcast,  Henry Jennings is joined by Coby Hanoch, CEO of Weebit Nano Ltd (ASX: WBT) - a stock Henry has followed closely for years. It's been over a year since their last chat, so he's eager to hear about the progress. Coby brings a wealth of experience, with 15 years in engineering and engineering management, along with 26 years in sales management and executive roles. As Vice President of Worldwide Sales at Verisity, Coby was part of the founding team that grew the company to over $100 million in annual sales, leading to its acquisition by Cadence Design Systems (NASDAQ: CDNS). He later served as Vice President of Worldwide Sales at Jasper, where he doubled sales before its acquisition by Cadence. Coby holds a Bachelor of Science in Systems Design from the Technion - Israel Institute of Technology.Topics covered in the podcast include:Why was 2024 a little disappointing?The game-changing deal with onsemi - what does it mean for Weebit Nano?When can investors expect meaningful revenue?What's the outlook for 2025?Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.In this podcast, Henry Jennings is joined by Jonathon Higgins, Head of Research, MD Unified Capital Partners.Many of you will be familiar with Jonathon from previous podcasts.He has worked in equities research for approximately a decade, having held previous roles at Shaw and Partners and Bell Potter Securities.During that period, Jonathon has covered a range of sectors including telecommunications, healthcare, financials, payments and broader industrials, with a focus on structural growth.Jonathon has a passion for financial markets and a desire to get out and meet the new wave of entrepreneurial emerging high-quality companies.Henry and Jono talk ZIP BNPL the year ahead and his one stock to hold for 2025. Well two stocks, one small and one large global company.Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.

The final Ask the Analyst session for 2024 - Your questions answered and a look at 2024 and what to expect in 2025!Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

A new weekly podcast that highlights one stock or idea.This five-minute episode breaks down a high-conviction idea. The pros and cons—all in about 5 minutes.Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.In this episode, Henry Jennings chats with an old friend, Ben Clark from TMS Private Wealth.Ben and Henry both sit on the ausbiz Investment Committee, and Ben features regularly on TV and radio.With 25 years of experience in financial markets, Ben brings a wealth of expertise, not just in stock selection, but in developing a deep understanding of the companies TMS Private Wealth invests in.Known for his educational approach, Ben's thorough analysis and keen insights are hallmarks of his investment style.In this podcast, Henry and Ben discuss:What worked in 2024.What didn't work.What 2025 might hold for investors.Three stand-out stocks or sectors to watch in the new year.Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

In the special episode of 'On the Couch', Henry Jennings sits down with two medical pioneers in the CAR-T field, who are leading the charge in the search for cures for various cancers.Dr. Deborah Rathjen, CEO and MD of Carina Biotech, represents a small, unlisted Adelaide-based company funded by the Forest Foundation. Carina Biotech focuses on treatments for solid cancers. Dr. Michael Baker, CEO and MD of Arovella (ASX: ALA), leads a listed Melbourne-based company progressing to Phase One human trials for a new drug to treat blood cancers. CAR-T therapy is a type of personalised cancer immunotherapy treatment.CAR-T stands for 'Chimeric Antigen Receptor T-cell', named after the chimera - a fire-breathing monster in Greek mythology made up of different animal parts.This therapy utilises a specific type of immune cell called a 'T cell'. T cells are one type of immune cell found in our bloodstream. Think of them as soldiers, constantly on patrol, surveying for threats such as microbes, bacteria, viruses, and, in some cases, cancer cells.For CAR-T, T cells are genetically altered in the laboratory, often with the help of a friendly virus. These cells are then "armed" with a specific receptor on their surface, enabling them to recognise, bind to, and destroy specific cancer cells.Once the CAR-T cells are armed, they are grown into hundreds of millions - or even billions - and reinfused into the patient. This process empowers the patient's own immune system to hunt down and fight their cancer.Each type of CAR-T cell therapy is designed to recognise and target a specific marker or "antigen" on a cancer cell.Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

A new weekly podcast that highlights one stock or idea.This five-minute episode breaks down a high-conviction idea. The pros and cons—all in about 5 minutes.Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

A new weekly podcast that highlights one stock or idea.This five-minute episode breaks down a high-conviction idea. The pros and cons—all in about 5 minutes.Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world. In this episode, I am talking to Jon Pilcher CEO of Neuren Pharma (NEU).Jon is an old friend, having chatted around 2-year ago about the exciting new drug and deal the company had done with Acadia on its 'Daybue' drug for Rett Syndrome. A lot has happened since then and plenty more to come.2025 is shaping up to be another good year for NEU. Cashed up with leverage to its new drug in trials NNZ 2591. A terrific opportunity to hear this success story first hand. Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast. 

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.In this episode, Henry Jennings is joined by good friend Adam Dawes, Senior Investment Adviser at Shaw and Partners.As always, a delight to have Adam on the podcast as he talks some very interesting stock picks. No wishy-washy stuff here with high-conviction sectors and specifics. Sit back and enjoy.NXL is the stock code if you are wondering.Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.In this episode, Henry Jennings is joined by Professor Stephen R. Foerster.Stephen is an investment historian, award-winning author, and professor of finance. He has just released his latest book: Trailblazers, Heroes, and Crooks: Stories to Make You a Smarter Investor.In his book, he delves into key stories from history, teaching lessons about sound principles of investing, and controlling emotions and bias when managing your investment portfolio to help you become a stronger, more intelligent investor.What a Roman general, the NY Mets, and Cristiano Ronaldo teach us about investing today.Why investing success requires we act rationally and how our emotions and bias often get in the way. The dangers of impulsivity: what not to do when investing (thanks to history!).Learning from legends: how to develop an evidence-based investment philosophy that helps you achieve your financial goals.Three levers to achieve our financial goals: how much we save and invest, how long we save and invest, and what returns we expect.For anyone starting on their investment journey, what would be the most important lesson you could give them?What is the best advice anyone has ever given you?What has been your biggest mistake and what did you learn from it?How about your success, what did that teach you?Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.In this podcast, Henry Jennings is joined by Jonathon Higgins, Head of Research, MD Unified Capital Partners.Many of you will be familiar with Jonathon from previous podcasts.He has worked in equities research for approximately a decade, having held previous roles at Shaw and Partners and Bell Potter Securities.During that period, Jonathon has covered a range of sectors including telecommunications, healthcare, financials, payments and broader industrials, with a focus on structural growth.Jonathon has a passion for financial markets and a desire to get out and meet the new wave of entrepreneurial emerging high-quality companies.Talking points:Reporting season? Any standouts?What are your three favourite stocks currently?Have you been surprised by the rise and turnaround in ZIP?Are there any lessons we can learn from that?How do you handle the volatility of reporting season?Any advice you can give investors on coping with volatility?Is there a sleeper stock out there?Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.

Welcome to the latest On the Couch. This occasional podcast series of chats with fund managers, CEO's and brokers aims to give you an insight into the investing world. In this episode, I am joined by Scott Kirkland CEO and MD EM Vision (EMV).Scott is the co-founder of EMVision (ASX:EMV). Scott has held several senior sales positions, including Head of Client Sales at Quantcast, a US-based technology company, prior to establishing EMVision as a leader in innovative neurodiagnostic technology.In this episode we talkWhat EMV is trying to achieve?Why is it important?What progress have you made with emu and First Responder?How long do the trials take?When can we expect first revenue?How is the cash position?What are the milestones and catalysts for investors in the next 12 months?Why should investors buy EMV?Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio. 

 Henry Jennings answers your questions in real-time, making for a fast, furious and fun session.Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor. 

Welcome to the latest On the Couch. This occasional podcast series of chats with fund managers, CEO's and brokers aims to give you an insight into the investing world. In this episode, I am joined by John Caulfield from VanEck - Director, Intermediaries and InstitutionsJohn joined VanEck Australia in 2014 and has over 20 years of experience in the finance sector. He is an ETF expert and is regularly featured on AusBiz and podcasts like Equity Mates. He is responsible for the institutional and intermediary client business in New South Wales, Queensland and New Zealand. John previously worked at FTSE Group (Australia) as the Director of Business Development, and at the London Metal Exchange. John has a Bachelor of Business Science (Hons) in Finance from the University of Cape Town.Some of the things we discussHow are ETFs handling this volatility? Given the current volatility, what strategy should ETF investors use?Are there any products that can help with managing volatility?Where do you see the opportunities in the current market?Some see the rise of Passive ETFs as a bad thing, is it a bad thing?Do ETFs distort the market and chase the winners to extreme levels?What are the trends in the ETF market?Are they a great way for beginners in the investing world to build wealth over the long term?You put out a magnificent email every week, how do our members access that?Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio. 

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.In this episode, Henry Jennings is joined by Luke Cummings from Harvest Lane Asset Management.Luke is the Chief Investment Officer and Managing Director of this pure-play M&A fund, specialising in takeover arbitrage.He has more than 20 years of financial markets experience.In this podcast, they discuss:Why M&A?The M&A Checklist.What is so special about Harvest Lane?How do you assess the risk-reward of a bid going through?Do you identify M&A targets beforehand (and take a position) or wait until the deal is announced?Is there an optimal point to take profits?What sort of return do you target for a bid situation?What advice can you give to retail investors playing this game?Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.

Henry Jennings answers your questions in real-time, making for a fast, furious and fun session.Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.In this episode, Henry Jennings is joined by Colin Moorhead, Executive Chairman and MD at Xanadu Mines (ASX: XAM).Colin is an experienced industry executive with a demonstrated track record of over three decades building value in mining companies.A geologist by training, Colin is a Fellow, Chartered Professional and Immediate Past President of AUSIMM, a graduate of AICD and Harvard Business School Advanced Management Program (AMP).Some of the topics they cover:Let's talk copper. Big rally, can it keep going? Where are the big growth projects?Brief overview of Xanadu (ASX: XAM) and why it should be on investors' radar.What is the attraction of Mongolia? How do the locals feel about the project?Let's talk about grades. Is 0.3% going to cut it? Is it going to be an open pit to begin with (like Rio)?When is the PFS due, and what key changes are expected relative to the scoping study?When is the plan to recommence deep drilling? Will fresh funds need to be raised for that?How does a company with a market cap of around $120m get maximum leverage without being diluted out by its partners?The Bacchus adviser role. Funding options.What are the expected milestones for 2024?With Zijin at 19% of the company, is there a risk it could bid for the whole company before a serious value uplift?Will there be more industry consolidation with BHP kicking things off?Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.In this episode, Henry Jennings is joined by Dr Francis Wedin, Executive Chair at Vulcan Energy (ASX/FSE: VUL). Henry has chatted with Francis a couple of times in the past, and this time you get to hear about Vulcan's progress on its Lithium Extraction Optimisation Plant (LEOP) in Germany. Dr Wedin is a battery materials and renewable energy industry executive, focused on developing global-scale decarbonisation opportunities.He founded Vulcan Energy and its Zero Carbon Lithium™ Business. They are aiming to become the world's first dual lithium chemicals and renewable energy producer with net zero greenhouse gas emissions.​ Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.

Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.In this episode, Henry Jennings is joined by George Hadjia, Chief Investment Officer at Bristlemoon Capital.George is back from a 5-year stint in New York with Montaka Global Investments, set up by Andrew Macken and Chris Demasi. He is now setting up his own hedge fund. In this podcast, they talk hedge funds, New York, investing styles, shorting, the good and the bad, and a couple of international stocks on George's radar.Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.Use the promo code 'OTC24' for a discount on subscriptions 6 months and over.Subscribe now for in-depth market analysis, stock recommendations, investment and ideas strategies, and the suite of Marcus Today tools to manage your portfolio.

Henry Jennings answers your questions in real-time, making for a fast, furious and fun session.Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.In this episode, Henry Jennings is joined by Gregory Hall - CEO & MD of Alligator Energy (ASX: AGE).Greg has 30+ years of experience in uranium and other mine management and CEO roles. This includes management roles at WMC Olympic Dam & nickel mines, LKAB Iron Ore (Sweden), ERA Ranger and Jabiluka Uranium. As well as international commodities marketing with Rio Tinto (ERA) Uranium, and Bauxite & Alumina groups.He was also the founding CEO of Toro Energy Ltd, which achieved approval for Western Australia's first modern uranium mine project.In a wide-ranging discussion, they talk about where uranium is now, what is driving it, and why, plus, of course, a look at AGE's Samphire Project and the year ahead for this junior uranium explorer. Plenty to focus on and cashed up from recent placement.Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

If you've ever felt overwhelmed or uncertain about the direction of your superannuation, you're not alone. Many Australians struggle to navigate the complexities of managing their superannuation, often feeling disconnected from their financial goals and aspirations.It's time to take control.At Marcus Today, our goal is to empower you with the knowledge and confidence needed to master your superannuation strategy.Whether you're unsure about the best approach to superannuation management or hesitant to dive into self-directed investing, this workshop is for you.Watch the YouTube video here.Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.

Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.In this episode, Henry Jennings is joined by Tom Waterhouse - WaterhouseVC. Many will be familiar with Tom and his legendary horse racing heritage. His family is racing royalty.Tom's grandfather, Bill Waterhouse, was the biggest bookie in the world in the 60s and 70s. His father, Rob Waterhouse, is a bookmaker and part-owner of one of the world's largest betting syndicates.His grandfather, T.J Smith, is the most successful Australian racehorse trainer of all time.  His mother, Gai, has won over 130 Group 1 races, is a Melbourne Cup winner, and has trained horses for the Queen.Founded in August 2019, WaterhouseVC invests in businesses related to wagering and gaming. In this short chat, Tom runs through the really interesting strategy that his VC Fund uses to produce extraordinary returns. And they have been extraordinary.This is the first part of a wide-ranging chat we had about gambling and how his fund invests, with a further episode after Easter.I certainly was surprised about the philosophy behind the fund.We even touched on his mother's appearance as a 'Time Lord' in a 1978 'Doctor Who' episode.Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.Make life simple. Invest with Marcus Today.

Welcome to 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.In this special episode, Henry Jennings talks with chartist and trading mentor Louise Bedford - The Trading Game. In this broad-ranging chat, Louise runs through several great actionable ideas to give you a trading edge.Whether you are a long-term investor or a trader, Louise has some words of wisdom and some rules to put into action. They even talk about cats, spiders, and waterlogged rats, and how they relate to being a better trader.Apparently, RSC is not the Royal Shakespeare Company after all.Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.If you've ever felt overwhelmed about your superannuation, you're not alone. It's time to take control. Join us on March 26 for an exclusive live workshop.

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.In this episode, Marcus Padley once again sits down with John Abernethy of Clime Investment Management (ASX: CIW), economist and value investor.This month they discuss the Macro Backdrop to the equity market, along with Big Tech, the Resources Sector, the Bank Sector, Exchange Traded Funds (ETFs), and even Bitcoin. Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.If you've ever felt overwhelmed about your superannuation, you're not alone. It's time to take control. Join us on March 26 for an exclusive live workshop.

Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.In this episode, Henry Jennings is once again joined by Jonathon Higgins, Managing Director at Unified Capital Partners (UCP).Jonathon is no stranger to Marcus Today members and listeners of this podcast. Unified Capital Partners is a new brokerage and wealth management business. Today they talk tech and small caps on the ASX, featuring ZIP, ABB, and others.Jonathon has worked in equities research for approximately a decade, having held previous roles at Shaw and Partners and Bell Potter Securities.During that period, he has covered a range of sectors including telecommunications, healthcare, financials, payments, and broader industrials, with a focus on structural growth.Jonathon has a passion for financial markets, and a desire to get out and meet the new wave of entrepreneurial emerging high-quality companies.Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.If you've ever felt overwhelmed about your superannuation, you're not alone. It's time to take control. Join us on March 26 for an exclusive live workshop.

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.In this episode, Henry Jennings is joined by good friend Adam Dawes, Senior Investment Adviser at Shaw and Partners.As always, a delight to have Adam on the podcast as they talk some very interesting stock picks. No wishy-washy stuff here with high-conviction sectors and specifics. Sit back and enjoy some groomed runs and off-piste banter!Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.Discover your unique investor type with Marcus Today. We invite you to take part in our FREE educational series.

Henry answers your questions in real-time, making for a fast, furious and fun session.Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.Make life simple. Invest with Marcus Today.

Welcome to the first episode of 'On the Couch' for 2024. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.In this episode, Henry Jennings is delighted to welcome Emma Davidson, CEO of Staude Capital Limited. She is also Head of Corporate Affairs at The Global Value Fund (GVF).Emma has spent more than two decades in financial markets, starting her career on trading floors of London investment banks before setting up her own advisory business.From there, she joined forces with her husband to found and run Staude Capital in London. It is a firm that specialises in finding investments trading at a discount to their intrinsic value, and then identifying and creating catalysts to unlock this value for clients.Some of the topics discussed:The outlook for 2024.Lessons learned from decades of investing.How does an LIC avoid a discount to NTA?How will the US market play out after the huge run?And plenty more...Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.Discover your unique investor type with Marcus Today. We invite you to take part in our FREE educational series.

Welcome to the final episode of 'On the Couch' for 2023. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.In this episode, Henry Jennings is delighted to be joined by Coby Hanoch, CEO at Weebit Nano Ltd (ASX: WBT). A stock he has followed for a long time.Coby has 15 years' experience in engineering and engineering management, and 26 years' experience in sales management and executive roles. He was Vice President Worldwide Sales at Verisity, where he was part of the founding team and grew the company to over $100M in annual sales, which facilitated its acquisition by Cadence Design Systems (NASDAQ: CDNS). He was also Vice President Worldwide Sales at Jasper, doubling sales before it was acquired by Cadence. Coby holds a Bachelor of Science in Systems Design from Technion – Israel Institute of Technology.Some of the topics discussed:How is WBT going with the new technology? What is ReRAM?When will we see meaningful revenues?What products will the technology be used in with large volumes?What does 2024 hold in store?Why is Israel such a tech powerhouse?How can Australia copy that lead and become better at tech?Let's talk AI. Where do you see the opportunities?Is WBT a part of that AI story, or is this just part of the existing technology suite?Where do you think we will be with AI in a years' time?Who else is working on ReRAM technology?Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.Discover your unique investor type with Marcus Today. We invite you to take part in our FREE educational series.

Henry answers your questions in real-time, making for a fast, furious and fun session.Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.Discover your unique investor type with Marcus Today. We invite you to take part in our FREE educational series.

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.In this episode, Henry Jennings is joined by Jonathon Higgins, Managing Director at Unified Capital Partners (UCP).UCP is an independent boutique provider of financial services that span institutional broking, research, corporate finance advice and high net worth advice. UCP has deep multiyear corporate relationships across a range of sectors.Jonathon has worked in equities research for approximately a decade, having held previous roles at Shaw and Partners and Bell Potter Securities.He has covered a range of sectors during that period, including telecommunications, healthcare, financials, payments and broader industrials, with a focus on structural growth.Jonathon has a passion for financial markets, and a desire to get out and meet the new wave of entrepreneurial emerging high-quality companies.In this podcast, Henry and Jonathon cover:Their highlights of 2023.Where investors should be looking in 2024.Data centres and AI plays on the ASX.Two high-conviction stocks for next year.Their best idea for 2024.Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.Discover your unique investor type with Marcus Today. We invite you to take part in our FREE educational series.

Welcome to this special episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.In this episode, Marcus Padley sits down with John Abernethy of Clime Investment Management (ASX: CIW), economist and value investor.Discover insights on the future of interest rates, John's view on the 'best income sector in the world', the residential property market, the resources sector, Big Tech, the Australian Dollar, and the U.S. Election.Finally, uncover why the Australian economic outlook is brighter than that of our global peers.Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Don't miss out on John Abernethy's latest 'Letter to Investors' - grab your free copy.Discover your unique investor type with Marcus Today. We invite you to take part in our FREE educational series.

Henry answers your questions in real-time, making for a fast, furious and fun session.Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.Make life simple. Invest with Marcus Today.

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.In this episode, Henry Jennings is joined by Dusko Ljubojevic, Managing Director at Raiden Resources (ASX: RDN).Dusko is an experienced geoscientist with over 18 years' experience in the resource sector. Previous positions spanning exploration; mining operations, investor relations and executive roles. He has worked in the Americas, Africa, Asia, and Europe, with significant experience in Eastern Europe. Dusko held positions with a number of junior and mid-tier development companies, and served on the advisory board of a number of private companies. He also acted as an advisor and Head of Small Scale Mining within Barrick Gold Corporations' Asset Development Group.Raiden Resources (ASX: RDN / DAX: YM4) is a dual listed exploration & development company which is advancing the Mt Sholl Nickel-Copper-Cobalt-Palladium deposit in the Pilbara.RDN is focused on the Andover South Project in Western Australia, adjacent to Azure Minerals' (AZS) separately held Andover project, located just to the north.Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.Make life simple. Invest with Marcus Today.

Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world.In this episode, Henry Jennings is joined by Dr Megan Baldwin, CEO and Managing Director at Opthea Limited (ASX/NASDAQ: OPT).OPT is a biopharmaceutical company committed to improving vision in patients suffering from retinal eye diseases. They are developing a novel therapeutic to treat wet age-related macular degeneration (AMD) and diabetic macular edema (DME), which is soon heading for Phase III clinical trials. Dr Megan Baldwin was appointed CEO and Managing Director at Opthea Limited (formerly Circadian Technologies) in February 2014, and has over 20 years' experience focusing on angiogenesis and therapeutic strategies for cancer and ophthalmic indications. It has just been announced that she is now moving to Chief Innovation Officer and Founder, as the board has appointed a new CEO and CFO with more experience in commercialisation. Looks like a smart move from OPT.Prior to Opthea, she was employed at Genentech (now Roche), the world leader in the field of angiogenesis-based therapies for cancer and other diseases.Her experience included several years as a researcher in the group of leading angiogenesis expert Napoleone Ferrara, before moving to Genentech's commercial division, and having responsibility for corporate competitive intelligence activities. In these roles, Megan developed extensive commercial and scientific knowledge in the field of anti-angiogenic and oncology drug development. Megan holds a PhD in Medicine from the University of Melbourne.Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast.Why not sign up for a free trial? Get access to expert insights and research and become a better investor.Make life simple. Invest with Marcus Today.