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On the Couch

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

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.

PublishesWeeklyEpisodes165Founded5 years ago
Number of ListenersCategories
BusinessInvesting

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Latest Episodes

Welcome to the latest episode of On the Couch with Marcus Today's Henry Jennings.

This episode, Henry sits down with Nick Griffin – founding partner and CIO of Munro Partners. Nick has been on the couch before, and it's a timely catch-up in what has... more

Marcus Today – Daily Market Insights

Marcus 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 t... more

VIDEO AVAILABLE: vimeo.com/1181449274

Chris Stott (1851 Capital) joins Callum Newman to break down the current small-cap landscape – and why the next six months may be more difficult than many expect.

In this discussion, Chris outlines how ... more

In this episode of On the Couch, Henry Jennings speaks with Coby Hanoch, CEO of Weebit Nano (ASX: WBT), about the surge in memory demand driven by AI.

They discuss the difference between embedded and discrete memory, recent commercial progress, and ... more

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Recent Guests

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
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
Scott Kirkland
CEO and Managing Director of EMVision Medical Devices
EMVision Medical Devices
Episode: On the Couch with Scott Kirkland (ASX: EMV): The Future of Stroke Diagnosis Starts Here
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
Louise Bedford
Best-selling author and trading mentor
Episode: On the Couch with Louise Bedford: Trading Discipline in a Noisy Market
Armina Rosenberg
Co-founder of Minotaur Capital
Minotaur Capital
Episode: On the Couch with Armina Rosenberg (Minotaur Capital): How AI Is Rewriting the Rules of Investing
Adam Dawes
Key member at Shaw and Partners and frequent media presenter
Shaw and Partners
Episode: On the Couch with Adam Dawes (Shaw and Partners): Top Stocks and Themes for 2026

Host

Henry Jennings
Co-host of On the Couch; market commentator and investment strategist.

Reviews

4.8 out of 5 stars from 37 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
    Australia4 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Guests consistently deliver practical, actionable investing insights with real-world context.
Discussions lean toward disciplined, risk-aware strategies rather than hype.
Henry Jennings brings both deep market knowledge and a sharp sense of humor, making episodes engaging and educational.
The mix of macro themes and sector-specific takes helps listeners see patterns across cycles.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Why the Next Six Months Could Get Tough for Small Caps: On the Couch with Chris Stott
Q: How do you approach risk when a stock like Zip pulls back after a large position?
We assess whether the catalysts have played out and whether valuations justify re-entry, often trimming or exiting on overvaluation and re-entering when fundamentals align with a lower risk profile.
Why the Next Six Months Could Get Tough for Small Caps: On the Couch with Chris Stott
Q: From your perspective, do you see this rally as durable for the moment or is caution warranted?
We're still cautious and watching rate trajectories closely, believing the next six months for Australian small caps will be tough due to ongoing rate hikes and inflation dynamics, before potential buying opportunities emerge later.
On the Couch with Gary Norden: Inside a 35-Year Trading Career
Q: What impact do ETFs and AI have on market dynamics and contrarian strategies?
ETFs can concentrate exposure and reduce dispersion in stock selection, making contrarian opportunities harder but still possible with careful risk control; AI adds a new layer of automation that can alter edge in unpredictable ways.
On the Couch with Gary Norden: Inside a 35-Year Trading Career
Q: How can options be used effectively in a portfolio?
Options can hedge risk and amplify gains when sized appropriately; buying options limits downside while giving exposure to upside, especially in volatile themes like mining or biotech.
On the Couch with Gary Norden: Inside a 35-Year Trading Career
Q: How do you view the role of independent research versus bank research in making trading decisions?
Independent research is typically more valuable because it is not tied to selling a product; it provides clearer, more objective insights for traders.

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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?

Long-form conversations with seasoned investors, fund managers, and industry leaders that explore how experienced professionals think through markets, risk, and decision-making across cycles. Episodes frequently cover investing strategies, market structure, technology's impact on finance, and startup/industry innovations (biotech, AI, energy, and healthcare). Unique elements include candid anecdotes from the trading floor, emphasis on independent research and hedging, and a clear focus on practical decision-making over hype. Listeners who want actionable insights from practitioners at the coalface of markets and investing will likely find this show valuable for staying informed and thinking critically about portfolios and risk.

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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. Market Updates
3. The Rules of Investing
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 165 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. Nick Griffin
2. Chris Stott
3. Richard Morrow
4. Gary Norden
5. Scott Kirkland
6. Nathan Smith
7. Louise Bedford
8. Armina Rosenberg

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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