Today's Strategy settings and Ideas Portfolio

With Chris away, Tom and Ben are joined by a very special guest in Henry Jennings. Sit back and enjoy as Henry shares his own "origin story", detailing how he went all the way from the London pits to Macquarie's Australian office, and a few pieces of wisdom he picked up along the way (plus a couple of stocks he would put in the top drawer). 

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A couple of new segments in this weeks On the Desk, with Tom presenting his "Stock of the Week" - hint: it's WiseTech (WTC), and Ben going deep in to a couple of unloved sectors in consumer staples and industrials. Plus, the guys introduce an exciting new development, inviting listeners to submit their questions.

If you have a question, be it about macro factors, stock, sectors, a please explain, something you don’t understand and want us to research, or even just feedback you can reach the On the Desk team at otd@marcustoday.com.au

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This week On the Desk, Chris and Ben go head-to-head in the "Great Debate" over the future of Lithium. Plus, the guys each give their top tip to help navigate reporting season.

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This week On The Desk, Tom presents a sector to buy and a sector to sell as we approach results season, Chris takes us back in time with a review of 'Reminiscences of a Stock Operator' by Edwin Lefevre, and the guys face off in another Buy or Sell lightning round.

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A bit of a change in format this week for the guys "On The Desk", with a market update from Chris, an outline of the biggest risks and opportunities present in the market from Ben, a deep dive into BHP from Tom, and an exciting new segment - A Buy or Sell "Lightening Round" where the boys give their verdict on 10 different investments.

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The gents are back on the desk for the first podcast of the year, diving straight into a hypothetical question that could set you up for a great 2022 and beyond – What is the best way to invest $10,000 on a 1-year, 10-year and 30-year time-frame? Tune in to hear the their strategies and stock picks.

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In the last "On the Desk" for 2021, the boys put forward what they see as the biggest risks, and the biggest opportunities, in the market right now.  Happy Holidays.

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