On The Desk

Today's Strategy settings and Ideas Portfolio

This week "On the Desk" the guys talk about what's keeping them up at night and what's helping them sleep easy at the moment. Remember, if you have a question, be it big or small, you can reach the On the Desk team at otd@marcustoday.com.auWhy not sign up for a free trial? Get access to expert insights and independent research and become a better investor

This week On the Desk, Chris travels back in time to give himself one piece of advice before he buys his first ever stock, Tom presents a stock to BUY and a stock to AVOID, and Ben takes the guys through a BUY/HOLD/SELL lightning round. If you have a question, be it big or small, you can reach the On the Desk team at otd@marcustoday.com.auWhy not sign up for a free trial? Get access to expert insights and independent research and become a better investor

Join the gents "On the Desk" as Ben looks in to the investment options provided by ETF's and takes a deeper dive into what makes up CLDD, Tom presents a stock review on Sims Ltd (SGM), Ben and Tom face off in a Buy/Hold/Sell lightning round, and Chris answers a couple of listener questions. Remember,  if you have a question, be it big or small, you can reach the On the Desk team at otd@marcustoday.com.au Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor

With market volatility back in the spotlight, the guys take a look at the biggest risks and biggest opportunities present in the market. Plus, Chris and Ben go head-to-head in a round of On The Desk trivia. Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor

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 a couple of stocks he would put in the top drawer). Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor

A couple of new segments in this weeks On the Desk, with 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 it about macro factors, stock, sectors, a please explain, something you don't understand and want us to research, or even just feedback you can reach the On the Desk team at otd@marcustoday.com.auWhy not sign up for a free trial? Get access to expert insights and independent research and become a better investor

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

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 a free trial? Get access to expert insights and independent research and become a better investor

A bit of a change in format this week for the guys "On The Desk", with a market update from Chris, an outline of the biggest risks and opportunities present in the market from Ben, a deep dive into BHP from Tom, and an exciting new segment - A Buy or Sell "Lightening Round" where the boys give their verdict on 10 different investments. Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor

The gents are back on the desk for the first podcast of the year, diving straight into a hypothetical question that could set you up for a great 2022 and beyond – What is the best way to invest $10,000 on a 1-year, 10-year and 30-year time-frame? Tune in to hear the their strategies and stock picks.Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor

In the last "On the Desk" for 2021, the boys put forward what they see as the biggest risks, and the biggest opportunities, in the market right now.  Happy Holidays. Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor

With the market volatility spiking, the boys take the opportunity to talk about all things Risk. Delving in to what it means to them, personal risk tolerances, risk measurement and management. Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor

This week On the Desk, Chris, Ben, and Tom each give their top three predictions of what they expect in 2022, with cryptocurrencies, inflation, healthcare, and even some extra-terrestrial activity on the agenda. Sign up for a free trial to get full access to expert insights and independent stock market  research.

This week "on the desk" Chris, Tom, and Ben discuss the merits of alternative investments, particularly narrowing in on their thoughts and experiences with collectibles, equity crowdfunding, and cryptocurrencies. Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor

This week on the desk, the boys take a deep dive into the history, current position, and outlook for the inflation story that has been dominating news headlines in recent months. Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor

This week on the desk, the boys trawl through the countless "Rules of Investing" found in investing books, courses,  and famous quotes to each deliver their Top 3 Rules.Check out the other podcasts from the team at Marcus Today:Marcus Today Market Updates (Includes Breakfast Briefing and End of Day Report)A twice daily podcast from the team at Marcus Today, the stock market newsletter for investors, bringing you up to speed with the latest stock market, financial and business news. Published just before market open and after market close (AEST) from Monday to Friday. Marcus Strategy  The original Strategy podcast by Marcus Padley from the Marcus Today daily stockmarket newsletter.On the CouchAnalyst and market commentator Henry Jennings talks to fund managers, CEOs, investors and other finance professionals about the big issues and how to navigate choppy investment markets. Great guests, great conversations and a focus on money making ideas straight from the experts. Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor

This week on the desk, the boys discuss the best and worst investments they've ever made, both from a stock perspective and in the rest of their lives. Plus, we get an update on the One Stock Per Sector Portfolio's, with a bit of a gap opening up in the field. Check out the other podcasts from the team at Marcus Today:Marcus Today Market Updates (Includes Breakfast Briefing and End of Day Report)A twice daily podcast from the team at Marcus Today, the stock market newsletter for investors, bringing you up to speed with the latest stock market, financial and business news. Published just before market open and after market close (AEST) from Monday to Friday. Marcus Strategy  The original Strategy podcast by Marcus Padley from the Marcus Today daily stockmarket newsletter.On the CouchAnalyst and market commentator Henry Jennings talks to fund managers, CEOs, investors and other finance professionals about the big issues and how to navigate choppy investment markets. Great guests, great conversations and a focus on money making ideas straight from the experts.Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor

The boys are back on the desk after a brief hiatus. This week they dissect where the market might be heading next and some potential "pivot point" events on the horizon. Plus,  what's next for oil and iron ore, and an update on the One Stock Per Sector Portfolios.Why not sign up for a free trial? Get access to expert insights and independent research and become a better investor

CLICK HERE to learn more about our ONE STOCK PORTFOLIO COMPETITIONThis week Chris, Tom, and Ben cover something a little different - their "origin" stories. Hear how the boys ended up involved in markets, what they love about them, and how they think they can beat them.CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCASTThis week Ben, Chris, and Tom pick out a "Buy" and a "Sell" from the results season so far and discuss their bogey stocks - The ones they can't seem to get right. 

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCASTWith results season in full flight, the boys reveal the companies that have surprised and disappointed them, talk about the signs of an expensive market, and discuss how to approach adding exposure to a stock around its results.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST.This week the boys dissect their thoughts on results season, looking at what we can expect and highlighting some things they are looking out for. Plus, a call on iron ore and a comment on whether or not to hold on to APT. 

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST.This week Ben, Chris, and Tom finish constructing their "one stock from each sector" portfolios, choosing their top picks from the utilities, gold, and property sectors. Plus, the boys touch on the market ahead of results season and discuss if the AfterPay takeover is a sign of things to come in the M&A space. 

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCASTBen, Chris, and Tom continue to construct their "one stock from each sector" portfolios, choosing their top picks from the Financials, IT, and communication services sectors this week. Nine down, three to go.  

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST.Ben, Chris and Tom continue to construct their "one stock from each sector" portfolios, choosing their top picks from the consumer discretionary, consumer staples, and healthcare sectors this week. Six down, six to go. 

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST.This week the boys begin to construct their "one stock per sector" portfolios, following on from the "one stock portfolio" idea with a bit of friendly competition to keep it interesting. Kicking things off we hear some insight into their preferred companies from each of the resources, industrial, and energy sectors. 

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST.What "Post-it notes" will we wish someone had put on our screen in 12-months time? This week On the Desk the team give their thoughts and pitch a  few left-field ideas that make for a fun discussion. Chris poses a couple of questions to Tom and Ben without notice, and we outline an idea that will see us pitted against each other for the rest of the year.   

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST.A harmless question in the office sparks debate about the polarising one stock portfolio. Tune in for Ben, Tom, and Chris' top three picks and the sectors that they expect to outperform in the next 12-months. 

How important is it to have a trading plan? This week on the desk we discuss this question, what the future holds for former market darling NextDC (ASX: NXT), and what you need to know for the end of financial year.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCASTWhat approach gives you more of an edge? Bottom-up or top-down? This week on the desk the boys discuss this, whether investing in Australia is limiting your options, and unpack our alarmist obsession with inflation. 

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST.On the desk gets taken online as Victoria's lockdown separates Ben, Chris and Tom. This week they mull the markets new all-time high, is it sustainable?  Discuss the outlook for commodities and unpack a common retail investor mistake. 

Does activity equal performance? Find out this week On the desk as we also explore the 'buy the dip mentality and do a check-in on some of our recent portfolio changes. Get more insights and stock ideas from the Marcus Today with a 14-day free trial to our newsletter. CLICK HERE to get started

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST.Take a deep dive into whether cryptocurrencies should be considered an asset class worth having allocation for, find out how much cash and gold are currently held in the growth portfolio and engage in the debate over whether you should be positioning your portfolio for higher interest rates.Settle in and join Tom, Ben and Chris On the Desk this week as they discuss all of this and more.

CLICK HERE to sign up for a free trial of the Marcus Today newsletter including our daily STRATEGY PODCAST.Get court-side access to what the Marcus Today team are talking about this week 'On the Desk'. In this new podcast Tom, Ben and Chris unpack what's got them excited, concerned or curious. If you have ever wondered what it is like on the other side of the newsletter, then this podcast is for you.