On the Couch
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.
On the Couch
Latest Episodes
On the Couch with Dr Andreas Fouras (4DX): Lung Imaging, CTPA and the Billion-Dollar Opportunity
In this episode of On the Couch, Henry Jennings speaks with Dr Andreas Fouras, Managing Director and CEO of 4DMedical (ASX: 4DX).Many Marcus Today members will know 4DX from when it was a fraction of its current price. Henr...
On the Couch with Igor Pejic: New Rules for Investing in the Tech Age
In this episode of On the Couch, Henry Jennings speaks with Igor Pejic, author of Tech Money – a new book on the rules of investing in the technology age.They cover why tech investing requires a different playbook,...
On the Couch with Jonathon Higgins (UCP): Neoclouds, Electrification and the ASX Opportunity
In this episode of On the Couch, Henry Jennings speaks with Jonathon Higgins from Unified Capital Partners.They cover the state of ASX tech, the AI trade in the US, and the emerging neocloud sector – including the Australia...
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On the Couch with Alex Pollak (Loftus Peak): AI, Disruption and Where the Money Is Going
In this episode of On the Couch, Henry Jennings sits down with Alex Pollak, founder and CIO of Loftus Peak.They cover the AI investment landscape, where the real opportunities are in the current market, and why Loftus Peak ...
On the Couch with Dr Liz Dallimore (Argenica): Phase Two, FDA and What's Ahead
In this episode of On the Couch, Henry Jennings speaks with Dr Liz Dallimore, CEO of Argenica Therapeutics (ASX: AGN).Fresh from presenting phase two trial data at a major international stroke conference, Liz walks through ...
