In this episode of On the Couch, I am chatting with a truly inspiring young woman, Grady Wulff.

Grady is a Senior Market Analyst at Bell Direct.

Prior to joining Bell Direct, she was a presenter at Grafa Finance. Grady previously held roles at Channel 7, Fox Sports News, GWN7 News, AFL and AFLW. She has a Graduate Diploma in Broadcasting from Edith Cowan University, and a Bachelor of Commerce majoring in Marketing and Advertising at the Curtin University of Technology.

Talking Points.

· The Grady Wulff story

· What attracted her to the world of broking?

· What advice would she give anyone looking to break into finance?

· What are her top stock picks at the moment and why?

· What does she think will be the big themes of the new financial year.

· What advice would she give to young investors just starting out?

· What is the best piece of advice that someone has ever given her?

· Given we all stuff up, what has she learned from her mistakes?

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.

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Welcome to the latest episode of On the Couch.

In this episode, Henry Jennings is catching up with Jonathon Higgins, Head of Research at Unified Capital Partners.

Congratulations to Jonathon on some of his calls last year – some absolute belters. He's well-known to regular listeners of this podcast.

In this episode, it's all about stocks and themes.

Talking Points

• What did we learn in the last financial year?
• How do you see 25/26 working out?
• What sectors should we be looking at?
• What are your favourite stocks at the moment?

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.

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Welcome to the latest episode of On the Couch.

In this episode, Henry Jennings is joined by Michael Walshe from MTM Critical Metals (ASX: MTM).

Michael is a chemical engineer with an MBA and over 15 years of international experience in engineering, operations, technology commercialisation, and project development across the minerals, chemicals, and energy sectors.

Before joining MTM, he served as CEO of Voltaic Strategic Resources Ltd (ASX: VSR), a battery metals and rare earths exploration company, and has held senior leadership roles throughout his career.

Talking Points

• Congratulations on the recent capital raise at 55c.
• First up – what exactly is a critical metal?
• What was behind the company's name change?
• How does MTM set itself apart in the critical metals space?
• How will the funds from the raise be used?
• Who are the major shareholders backing MTM?
• An overview of MTM's key projects.
• What can investors expect over the next 12 months?

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 chats with long-time friend and trusted gold expert, Richard Morrow. Known for his deep knowledge of the precious metal, especially Victorian gold, Richard is not only a broker but also a director of the Lowell Resource Fund (ASX: LRT) and a former Chair of the Melbourne Mining Club. He's also a Fellow of the AusIMM and an honorary member of the AusIMM Investment Advisory Committee.

More importantly, he's one of the nicest people in the industry.

Talking Points:

• A broad discussion on gold to kick things off
• Where did Richard's passion for gold begin?
• Why gold, where is it going, and is he still bullish?
• How does the gold price impact miners directly?
• Is there more leverage in gold miners compared to the metal itself?
• A shift in focus to what's happening in Victoria
• Victoria has produced 80Moz since 1850, with another 80Moz still in the ground
• Southern Cross at Sunday Creek (SX2) has become a $1.8bn company in five years - is it overvalued now?
• A look at some of the junior players that could be the next SX2 - any exciting drill programs on the radar?

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 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 endpoints
• How long are the trials expected to run?
• The impact of AI on clinical trials and how it's transforming the med-tech space
• What are the next steps for the company?
• The timeline ahead and key milestones to watch for in the coming year

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 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 execution
• Current 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 Points

• What does Scalare do?
• A look at some of the investments currently in the portfolio
• How 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 tech
• Her focus on women in tech—is Australia lagging, and what needs to change?
• Key insights on investing in tech and working with early-stage companies
• The role of AI and how the revolution might unfold
• Where retail investors should be looking in the tech space

Prefer 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 Points

• Can you explain the DivGro Philosophy?
• What is the Gordon Model?
• How a dividend focus can bolster investor psychology and help investors stay on course
• How to use dividends to make assessments on companies one should invest in
• Which 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 prospects
• When 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.