On the Couch with Henry Jennings and the Pie Funds Emerging Growth Fund Team
On the Couch21 Loka 2020

On the Couch with Henry Jennings and the Pie Funds Emerging Growth Fund Team

On the Couch this week sees us head over the ditch to talk to two Kiwi fund managers, Mark Devcich and Chris Bainbridge from Pie Funds. Mark and Chris run a $130m Emerging growth fund focusing on companies below a $150m market cap and concentrated mainly on the ASX. The Emerging Fund is now close ended with a 24.64% annualised performance since inception. In the podcast, we talk two stocks that the team are recommending, the ones that got away and how to value small caps and the all-imp...

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On the Couch with Alex Pollak Loftus Peak (CIO and Founder) Talking Tech, AI and Opportunities

On the Couch with Alex Pollak Loftus Peak (CIO and Founder) Talking Tech, AI and Opportunities

3 Kesä 43min

On the Couch with Dr Liz Dallimore (Argenica): Phase Two, FDA and What's Ahead

On the Couch with Dr Liz Dallimore (Argenica): Phase Two, FDA and What's Ahead

In this episode of On the Couch, Henry Jennings speaks with Dr Liz Dallimore, CEO of Argenica Therapeutics (ASX: AGN). Fresh from presenting phase two trial data at a major international stroke confer...

14 Touko 38min

On the Couch with Jon Pilcher (Neuren): DAYBUE, Europe and What Comes Next

On the Couch with Jon Pilcher (Neuren): DAYBUE, Europe and What Comes Next

In this episode of On the Couch, Henry Jennings speaks with Jon Pilcher, CEO of Neuren Pharmaceuticals (ASX: NEU), on his fourth appearance on the podcast. They cover the European regulatory setback, ...

12 Touko 34min

On the Couch with Nick Griffin (Munro Partners): Markets, AI and Global Tech Themes

On the Couch with Nick Griffin (Munro Partners): Markets, AI and Global Tech Themes

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 cou...

20 Huhti 47min

Why the Next Six Months Could Get Tough for Small Caps: On the Couch with Chris Stott

Why the Next Six Months Could Get Tough for Small Caps: On the Couch with Chris Stott

VIDEO AVAILABLE: https://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...

9 Huhti 36min

On the Couch with Coby Hanoch (Weebit Nano): The Memory Boom Behind AI

On the Couch with Coby Hanoch (Weebit Nano): The Memory Boom Behind AI

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 ...

23 Maalis 37min

On the Couch With Richard Morrow (Lowell Resources): Talking Gold and Gold Stocks

On the Couch With Richard Morrow (Lowell Resources): Talking Gold and Gold Stocks

Welcome to the latest episode of On the Couch with Henry Jennings from Marcus Today. In this episode, Henry is joined by his old friend Richard Morrow from Lowell Resources Trust (ASX: LRT). They disc...

13 Maalis 39min

On the Couch with Gary Norden: Inside a 35-Year Trading Career

On the Couch with Gary Norden: Inside a 35-Year Trading Career

Prefer to watch? Check out the full interview on video here: VIDEO – On the Couch with Gary Norden: Inside a 35-Year Trading Career A bit of a different approach at Marcus Today; Callum Newman sits do...

4 Maalis 48min

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