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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.

PublishesTwice weeklyEpisodes174Founded5 years ago
Number of ListenersCategories
InvestingBusiness

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Latest Episodes

In this episode, Louise Bedford joins the show, talking about discipline, how to trade volatile and tricky markets, and more words of wisdom on the mindset required to be a successful trader/investor.

Louise is always a popular guest and is a best-s... more

,Welcome to another episode of On the Couch, with myself Henry Jennings from Marcus Today. In this episode I am joined by the founder and MD of new ASX listing, Overwatch (OWL).

Oscar Leslie is my guest today and we talk all things maritime security... more

In this episode of On the Couch,  we sit down with Greg Yong CEO of Coast Entertainment (CEH), to discuss the recent results and the growth potential of the land rezoning.

Listeners will know CEH from its days as Ardent Leisure and is the owner of D... more

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Recent Guests

Mike Bullen
Creator and writer of Cold Feet and North Shore
Episode: On the Couch with Mike Bullen - Creator and Writer of 'Cold Feet' and 'North Shore'
Chris Burns
CEO and MD of Amplia Therapeutics
Amplia Therapeutics
Episode: On the Couch with Dr Chris Burns - CEO and MD Amplia Therapeutics (ATX)
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
Jonathon Higgins
Investment professional focused on technology and electrification themes
Unified Capital Partners
Episode: On the Couch with Jonathon Higgins (UCP): Neoclouds, Electrification and the ASX Opportunity
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
Jon Pilcher
CEO of Neuren Pharmaceuticals
Neuren Pharmaceuticals
Episode: On the Couch with Jon Pilcher (Neuren): DAYBUE, Europe and What Comes Next
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

Hosts

Henry Jennings
Host of the show, guiding discussions; long-time market observer and Marcus Today contributor
Marcus Padley
Co-host and market commentator, frequently introducing guests and framing discussions

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

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

Long-form format rewards attentive listening and thoughtful questions.
The host blends humor with deep market knowledge in a concise way.
Guests bring practical insights beyond hype and headlines.
Discussions are data-driven and investor-focused, not promotional.

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Talking Points

Recent interactions between the hosts and their guests.

On the Couch with Dr Chris Burns - CEO and MD Amplia Therapeutics (ATX)
Q: Now, Chris, I know a lot of the tech bros always harp on about how AI is going to help cure cancer. Are you seeing evidence in your world that AI is really helping in terms of drug design, I guess, and the trials and the data, which I'd imagine is very susceptible to being improved from AI?
AI is contributing broadly to drug discovery and development by helping to interpret complex clinical genetics across patients, enabling better targeting of which patients are most likely to benefit, and speeding up data-informed decision making in trial design and interpretation.
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.

Audience Metrics

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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, idea-driven conversations with seasoned investors, fund managers, and sector specialists. Episodes frequently explore technology, AI, biotech, and macro market dynamics through the lens of experienced portfolio managers, with a strong emphasis on risk management, cycles, and how to think through evolving opportunities. A notable through-line is the practical, investor-facing lens on disruption, valuation norms, and long-term themes—delivered with host-driven questions and real-world anecdotes. This show tends to attract listeners who want actionable insights from professionals actively managing money across technology, healthcare, and resource sectors, without sales pitches or hype, making it useful for due diligence, sponsorship... more

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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. Buy Hold Sell, by Livewire Markets
4. Market Updates
5. Australian Investors Podcast

How many episodes of On the Couch are there?

On the Couch launched 5 years ago and published 174 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. Mike Bullen
2. Chris Burns
3. Igor Pejic
4. Jonathon Higgins
5. Alex Pollak
6. Dr Liz Dallimore
7. Jon Pilcher
8. Nick Griffin

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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