On the Couch

Welcome to the latest episode from Henry Jennings at Marcustoday. In this podcast, my guest is Coby Hanoch CEO of WeeBit Nanao (WBT).Coby has a long history in the tech space and WBT is pushing ahead with ReRam technology. In this episode we discuss memory, AI and the exciting year ahead for WBT.Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Todayhttp://bit.ly/mt-trial-podcastJoin Marcus TodayUse code MTPODCAST for 10% offhttp://bit.ly/mt-join-podcast-offerMT20 – Managed ETF PortfolioA professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.http://bit.ly/mt20-podcastPrinciples – How We Think About InvestingA short video series on timing, behaviour, and decision-making. No stock tips.http://bit.ly/mt-principles-podcast

In this episode of On the Couch, Henry Jennings sits down with Sean Russo, Managing Director of Noah's Rule, at the International Mining and Resources Conference (IMARC) 2026. Recorded live in the OnAir podcast zone at ICC Sydney.Sean spent 20 years at Rothschild before starting Noah's Rule, which helps mining companies manage price, currency and fuel risk. They discuss his view that miners tend to hedge at the wrong time, the trend and score method used to guide timing, and how gold is bought and sold in the West compared with Asia.They also look at what gold's ratios to equity markets in Australia, the US and elsewhere are showing.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today https://marcustoday.com.au/trial-sign-up/?utm_source=podcast&utm_medium=audio&utm_campaign=free-trialJoin Marcus Today Use code MTPODCAST for 10% off. https://marcustoday.com.au/sign-up/?pc=MTPODCAST&utm_source=podcast&utm_medium=audio&utm_campaign=sign-upMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. https://marcustoday.com.au/managed-portfolios/?utm_source=podcast&utm_medium=audio&utm_campaign=mt20-infoPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. https://marcustoday.com.au/mini-series-principles-sign-up/?utm_source=podcast&utm_medium=audio&utm_campaign=principles-mini-series—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

In this episode, we sit down with Cris Moreno CEO Vulcan Energy (VUL). Cris Moreno has over 23 years’ global experience in successfully delivering and operating major capital projects, including in the lithium chemicals, cathode, upstream exploration and production, and liquified natural gas (LNG) sectors. In the LNG sector, he has held senior leadership roles with Shell, Woodside, and Santos. Prior to joining Vulcan Energy, Cris worked in the lithium chemicals and battery cathode sector in Europe.We ask how Lionheart is going? Is the project on schedule and on budget and what is the future for this company. Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcastJoin Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offerMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcastPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

In this episode of On the Couch, Henry Jennings speaks with Andrew Elf, CEO of Mitchell Services (ASX: MSV), the drilling services provider he has led since 2014.They discuss how the balance sheet went from debt-funded fleet growth to net cash, a record quarter of earnings, and new contracts lifting the operating rig count towards a target of around 80.Andrew also explains why gold now makes up 60% of revenue, the challenge of hiring drillers in a tight labour market, and Loop – a decarbonisation venture backed by Sumitomo that has completed what Mitchell describes as a world-first well draining gas from coal ahead of open-cut mining.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today https://marcustoday.com.au/trial-sign-up/?utm_source=podcast&utm_medium=audio&utm_campaign=free-trialJoin Marcus Today Use code MTPODCAST for 10% off. https://marcustoday.com.au/sign-up/?pc=MTPODCAST&utm_source=podcast&utm_medium=audio&utm_campaign=sign-upMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. https://marcustoday.com.au/managed-portfolios/?utm_source=podcast&utm_medium=audio&utm_campaign=mt20-infoPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. https://marcustoday.com.au/mini-series-principles-sign-up/?utm_source=podcast&utm_medium=audio&utm_campaign=principles-mini-series—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

In this episode of On the Couch, Henry Jennings catches up with Louise Bedford, author and mentor at The Trading Game.Louise explains why her macro filter has her standing aside on the Australian market, how she compares the All Ords with the S&P 500 and Nasdaq 100, and the concentration risk that can hide in a portfolio of ETFs. She also covers her approach to stop losses and taking profits, the limits of paper trading, and the need to match careful preparation with a willingness to act.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today https://marcustoday.com.au/trial-sign-up/?utm_source=podcast&utm_medium=audio&utm_campaign=free-trialJoin Marcus Today Use code MTPODCAST for 10% off. https://marcustoday.com.au/sign-up/?pc=MTPODCAST&utm_source=podcast&utm_medium=audio&utm_campaign=sign-upMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. https://marcustoday.com.au/managed-portfolios/?utm_source=podcast&utm_medium=audio&utm_campaign=mt20-infoPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. https://marcustoday.com.au/mini-series-principles-sign-up/?utm_source=podcast&utm_medium=audio&utm_campaign=principles-mini-series—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

In this episode of On the Couch, Henry Jennings speaks with Oscar Leslie, Co-founder and Managing Director of Overwatch Technologies (ASX: OWL).Oscar explains how Overwatch deploys drones, uncrewed vessels and subsea platforms to help authorities detect illegal fishing and narcotics trafficking, and why the company's core IP sits in fusing signals from multiple sensors rather than manufacturing drones.They also cover the planned move from hardware sales to services and data, target customers among regional governments in the Southwest Pacific and Southeast Asia, escrow for the founding team, and the milestones Oscar wants investors to track.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today https://marcustoday.com.au/trial-sign-up/?utm_source=podcast&utm_medium=audio&utm_campaign=free-trialJoin Marcus Today Use code MTPODCAST for 10% off. https://marcustoday.com.au/sign-up/?pc=MTPODCAST&utm_source=podcast&utm_medium=audio&utm_campaign=sign-upMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. https://marcustoday.com.au/managed-portfolios/?utm_source=podcast&utm_medium=audio&utm_campaign=mt20-infoPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. https://marcustoday.com.au/mini-series-principles-sign-up/?utm_source=podcast&utm_medium=audio&utm_campaign=principles-mini-series—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

In this episode of On the Couch, Henry Jennings speaks with Greg Yong, Group CEO of Coast Entertainment Holdings (ASX: CEH), owner of Dreamworld, WhiteWater World and SkyPoint.After a year that brought more than two million guests through the gates, Greg explains how the business has rebuilt since COVID, why locals and annual passes sit at the centre of its strategy, and how the former Motor Coaster is returning as Lost Mine Mayhem.They also discuss the state government approval for the company's Coomera land and the residential, hotel and mixed-use options Barrenjoey is helping assess.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today https://marcustoday.com.au/trial-sign-up/?utm_source=podcast&utm_medium=audio&utm_campaign=free-trialJoin Marcus Today Use code MTPODCAST for 10% off. https://marcustoday.com.au/sign-up/?pc=MTPODCAST&utm_source=podcast&utm_medium=audio&utm_campaign=sign-upMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. https://marcustoday.com.au/managed-portfolios/?utm_source=podcast&utm_medium=audio&utm_campaign=mt20-infoPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. https://marcustoday.com.au/mini-series-principles-sign-up/?utm_source=podcast&utm_medium=audio&utm_campaign=principles-mini-series—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

In this episode of On the Couch, Henry Jennings speaks with Jason Segal, founder of The Armchair Analyst, a newsletter focused on ASX healthcare and life sciences stocks.They discuss where the risk sits for drug developers versus medical device businesses, how timing around clinical data readouts plays into share prices, and the weight Jason puts on management at smaller biotechs.He also covers external validation such as big pharma deals, cash burn as his biggest red flag, valuing companies that are years from making money, and the psychedelic medicine sector.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today https://marcustoday.com.au/trial-sign-up/?utm_source=podcast&utm_medium=audio&utm_campaign=free-trialJoin Marcus Today Use code MTPODCAST for 10% off. https://marcustoday.com.au/sign-up/?pc=MTPODCAST&utm_source=podcast&utm_medium=audio&utm_campaign=sign-upMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. https://marcustoday.com.au/managed-portfolios/?utm_source=podcast&utm_medium=audio&utm_campaign=mt20-infoPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. https://marcustoday.com.au/mini-series-principles-sign-up/?utm_source=podcast&utm_medium=audio&utm_campaign=principles-mini-series—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

In this episode of On the Couch, Henry Jennings steps away from markets to speak with Mike Bullen, creator and writer of the ITV series Cold Feet, whose recent work includes North Shore on Netflix.Mike explains how Cold Feet came about, with characters drawn from his own circle of friends, and the thinking behind one of its biggest storylines. He also talks about how streaming has changed television, handling rejection and reviews, and his pick for the best TV show ever made.They finish on his new play, The Waiting Room – a comedy about four siblings gathered at their dying father's bedside, staged in Mona Vale on Sydney's Northern Beaches. Full disclosure: Henry is involved in helping get the production off the ground.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today https://marcustoday.com.au/trial-sign-up/?utm_source=podcast&utm_medium=audio&utm_campaign=free-trialJoin Marcus Today Use code MTPODCAST for 10% off. https://marcustoday.com.au/sign-up/?pc=MTPODCAST&utm_source=podcast&utm_medium=audio&utm_campaign=sign-upMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. https://marcustoday.com.au/managed-portfolios/?utm_source=podcast&utm_medium=audio&utm_campaign=mt20-infoPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. https://marcustoday.com.au/mini-series-principles-sign-up/?utm_source=podcast&utm_medium=audio&utm_campaign=principles-mini-series—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.

In this episode of On the Couch, Henry Jennings speaks with Dr Chris Burns, CEO and Managing Director of Amplia Therapeutics (ASX: ATX).ATX features in one of Marcus Today's biotech baskets. Chris explains how narmafotinib, Amplia's lead drug candidate, came out of a Melbourne research centre, what the clinical study in metastatic pancreatic cancer has shown so far, and the plan for a larger, placebo-controlled registrational trial.They also cover the collaboration with Eli Lilly, the potential to expand into other tumour types such as lung and ovarian, where AI is helping the development process, and the risks investors should weigh at this stage.—Marcus Today – Daily Market InsightsMarcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise.If you'd like to go further:Start a free 14-day trial of Marcus Today https://marcustoday.com.au/trial-sign-up/?utm_source=podcast&utm_medium=audio&utm_campaign=free-trialJoin Marcus Today Use code MTPODCAST for 10% off. https://marcustoday.com.au/sign-up/?pc=MTPODCAST&utm_source=podcast&utm_medium=audio&utm_campaign=sign-upMT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. https://marcustoday.com.au/managed-portfolios/?utm_source=podcast&utm_medium=audio&utm_campaign=mt20-infoPrinciples – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. https://marcustoday.com.au/mini-series-principles-sign-up/?utm_source=podcast&utm_medium=audio&utm_campaign=principles-mini-series—Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.