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On the Couch

Marcus Today
Investment Strategies
Gold
Market Volatility
Uranium
Exchange Traded Funds
Lithium
Neuren Pharmaceutical
Artificial Intelligence
Australia
Reram
Defense Etfs
ASX 200
Takeover Arbitrage
Trading
CSL
Zip
Copper
Investing
Mergers and Acquisitions
Harvest Lane Asset Management

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.

PublishesWeeklyEpisodes168Founded5 years ago
Number of ListenersCategories
InvestingBusiness

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Latest Episodes

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. Henry has long been a fan of ... more

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, the AI bubble debate, which indus... more

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 Australian players worth watching ... more

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 is increasingly looking b... more

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Recent Guests

Igor Pejic
Internationally recognized expert on technology and finance, author
Author of Tech Money
Episode: On the Couch with Igor Pejic: New Rules for Investing in the Tech Age
Alex Pollak
Founder, CIO of Loftus Peak
Loftus Peak
Episode: On the Couch with Alex Pollak (Loftus Peak): AI, Disruption and Where the Money Is Going
Dr Liz Dallimore
CEO of Argenica
Argenica
Episode: On the Couch with Dr Liz Dallimore (Argenica): Phase Two, FDA and What's Ahead
Nick Griffin
Founder and CIO of Munro Partners
Munro Partners
Episode: On the Couch with Nick Griffin (Munro Partners): Markets, AI and Global Tech Themes
Chris Stott
Fund manager, 1851 Capital
1851 Capital
Episode: Why the Next Six Months Could Get Tough for Small Caps: On the Couch with Chris Stott
Coby Hanoch
CEO of Weebit Nano
Weebit Nano
Episode: On the Couch with Coby Hanoch (Weebit Nano): The Memory Boom Behind AI
Richard Morrow
Director of Lowell Resource Trust, gold sector expert
Lowell Resource Trust
Episode: On the Couch With Richard Morrow (Lowell Resources): Talking Gold and Gold Stocks
Gary Norden
Experienced trader and author of An End to the Bull
Independent trader; author
Episode: On the Couch with Gary Norden: Inside a 35-Year Trading Career
Nathan Smith
CEO of Neuroscientific, an innovator in biologics and biopharmaceuticals focused on cell therapy.
Neuroscientific
Episode: On the Couch with Nathan Smith (Neuroscientific): Inside the StemSmart Strategy for Crohn's

Hosts

Henry Jennings
Host of in-depth market discussions and interviewee-focused conversations; long-running presence providing market context and analysis.
Marcus Padley
Co-host known for market commentary and interview-based format.

Reviews

4.8 out of 5 stars from 38 ratings
  • Humor and knowledge

    Henry Jennings is unusual because he has both and encyclopaedic knowledge of shares and a quick wit that allows him to see the funny side of things

    Apple Podcasts
    5
    The business sceptic
    Australia5 years ago

Listeners Say

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Insightful and deep dives into investing, with a practical, non-fluff approach.
Host knowledge and quick wit make complex topics accessible.
Strong guest lineup adds credibility and depth to market discussions.
Great for listeners who want to understand how seasoned investors think, not just what to buy.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

On the Couch with Igor Pejic: New Rules for Investing in the Tech Age
Q: What should a young person study for the future given AI and automation?
Pursue broad, transferable skills and cultivate curiosity rather than hyper-specializing early; focus on areas that combine multiple disciplines, as generalist strengths tend to succeed in rapidly evolving tech landscapes and enable crossing over into new fields.
On the Couch with Igor Pejic: New Rules for Investing in the Tech Age
Q: If a 25-year-old investor read your book and could remember only one lesson 20 years from now, what would you hope it was?
The core idea is to treat technology investing as a marathon: stay disciplined, resist the pull of exuberant peaks, and stick with your initial thesis and plan because long-term tech gains come from patient exposure to disruptive growth rather than chasing short-term fads.
On the Couch with Alex Pollak (Loftus Peak): AI, Disruption and Where the Money Is Going
Q: Is there one stock that stands out as the best idea going into the Northern Hemisphere summer?
The guest highlights CATL as a top idea due to its dominant position in batteries and energy storage, arguing the battery sector has substantial secular growth beyond automotive applications, along with Lilly as a significant long-term exposure in biotech and obesity-related therapies.
On the Couch with Dr Liz Dallimore (Argenica): Phase Two, FDA and What's Ahead
Q: How is AI aiding the trials?
AI tools, especially Brainomics, are used to improve stroke severity assessment, trial design, and data analysis, enabling better subgroup identification and more accurate imaging-based endpoints.
On the Couch with Dr Liz Dallimore (Argenica): Phase Two, FDA and What's Ahead
Q: What is the FDA path forward?
The team is pursuing a Type A meeting to present a refined Phase 2b protocol and subgroup definitions, with the aim of lifting the IND hold and finalizing trial design, while assay work around cardiac safety and Agenotox are being completed to address FDA requirements.

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Frequently Asked Questions About On the Couch

What is On the Couch about and what kind of topics does it cover?

The show features long-form conversations with experienced investors, fund managers, and industry executives who unpack markets, strategy, risk, and decision-making across cycles and volatility. Episodes span equities, biotech, AI-enabled investing, and macro themes, often weaving practical framework with real-world examples from global markets and innovative technologies. A notable edge is the depth of analysis from seasoned hosts who push for thoughtful, non-salespitch discourse, making it a valuable resource for listeners who want actionable insights and a clear sense of how veteran investors think.

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Which podcasts are similar to On the Couch?

These podcasts share a similar audience with On the Couch:

1. The Call from ausbiz
2. The Rules of Investing
3. Market Updates
4. Buy Hold Sell, by Livewire Markets
5. Your Wealth

How many episodes of On the Couch are there?

On the Couch launched 5 years ago and published 168 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on On the Couch?

Recent guests on On the Couch include:

1. Igor Pejic
2. Alex Pollak
3. Dr Liz Dallimore
4. Nick Griffin
5. Chris Stott
6. Coby Hanoch
7. Richard Morrow
8. Gary Norden

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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