Join Munro Partners as we navigate the journey of growth investing.
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Join Marcus Padley and Henry Jennings as they sit down with fund managers, CEOs, investors, and finance professionals to tackle the big issues and explore strategies for navigating choppy investment markets. Great guests, engaging conversations, and plenty of money-making ideas delivered straight from the experts.
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Partnerships in healthcare can bring insights and value to life science companies, and help them build trust with healthcare professionals. Most importantly of all, they can improve outcomes and experience for patients. But it takes a lot of skill to get them right. In this podcast, we'll explore what it takes to make them work. And crucially, what not to do. Getting to the Heart of Health Partnerships is for you if work in a medical or commercial role in the life sciences industry, and want ...
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Couples counselling is not necessarily about keeping a couple together at all. All about exploring options; to help you both gain insight and understanding about self and how you do life, as an individual. Whether a Partnership or a marriage, these things are true: “Marriage is not the coming together of two people. It’s a clash of two cultures, two experiences, two memories, two habits, two morals, two values. And that is a formula for destruction” - Dr Myles Munro “[It] is [also] the place ...
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Welcome to the All Things Whiskey Podcast! We devote ourselves to the discovery and exploration of all things whiskey! Come join us as we dive into the good, the bad, the budget friendly, and the rare allocated ‘unicorns’ we discover (and even occasionally give to our fans) along the way. Whether you’re an experienced connoisseur or just bought your first bottle of Jack, we have something for you.
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On the Couch with Nick Griffin (Munro Partners): Talking AI, Tech and Trump
33:36
33:36
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33:36Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world. In this episode, Henry Jennings is joined by Nick Griffin, founding Partner and Chief Investment Officer at Munro Partners. Nick has been a guest on the podcast before, and it'…
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When there is conflict in the couples relationship, sex and intimacy becomes the first casualty which fly out the window. It is very difficult (sometimes feels impossible) to physically touch the person with whom you are in conflict. Yet, touch is exactly what you need to do to begin to break down the walls set in place by conflict. Touch is then s…
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Navigating 2025: Markets, Trump 2.0, AI & what’s next
24:55
24:55
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24:55In this episode, CIO & Founding Partner, Nick Griffin, returns to unpack the whirlwind first half of 2025. From geopolitical uncertainty and tariff wars to the impact of Trump’s second term, Nick discusses how the Munro investment team navigated market volatility in the first few months of the year, the current portfolio positioning, and the opport…
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On the Couch with Jonathan Nurick - DivGro CIO - May 2025
38:16
38:16
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38:16Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world. In this episode, Henry Jennings is joined by Jonathan Nurick CIO and founder of DivGro. In 2019, Nurick co-founded investment fund DivGro, born out of the investment philosophy…
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'I just don't get it - This thing called Marriage or Partnership'
11:49
11:49
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11:49Over 90% of couples that The Kairos Centre counsel, are in conflict because Core Emotional Needs are not being met. Some of those Core Emotional Needs are such things as lack of Security, Respect, Comfort, Affection, Respect. They are not negotiable human needs. They want to be met and we will fight/flight/freeze to get them met. We do an interesti…
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Intro to The Singles Partners Marrieds Long Time Marrieds Podcast
11:49
11:49
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11:49Here is a summary of some of the topics covered in the programme: “An Eclectic mix” of counselling and psychotherapy models. Those models include psychodynamic, Systemic, CBT, EMDR, EFT, Gottman, how the past has its tentacles in our present and is affecting our future; moving as much issues from the unseen (the unconscious); bring about change – o…
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On the Couch with Marnie Reid (Computershare): Scams, Security, and Estate Planning
22:41
22:41
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22:41Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world. In this episode, Henry Jennings is joined by Marnie Reid, CEO of Issuer Services for Australia and New Zealand at Computershare. Marnie is responsible for the leadership, growt…
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On the Couch 'Quickie' with Andrew Wielandt: The Rise of Defence ETFs
17:15
17:15
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17:15Welcome to another episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world. In this 'quickie' episode, Henry Jennings is joined by his good friend Andrew Wielandt, also known as The ETF Whisperer. The focus is on defence investing, with growing pressure o…
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Episode 78: Write Your Own Booker's Story Part 2
55:37
55:37
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55:37Remember way back in April of 2022 when we launched Episode 40: Write Your Own Booker's Story? Well its time for part II! If you're not familiar with Booker's, its a cask strength Bourbon from our friends over at Jim Beam. Each expression is launched quarterly and newer bottles come in a wooden box with a small card with a written story that explai…
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On the Couch with Guy Keller (Tribeca): The Uranium Sector
42:07
42:07
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42:07Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world. In this episode, Henry Jennings is joined by Guy Keller, Portfolio Manager for the Tribeca Nuclear Energy Opportunities Strategy, which invests in the equity and debt of compan…
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On the Couch with Dr Nina Webster (DXB): Biotech Breakthroughs and DXB's Year Ahead
21:58
21:58
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21:58Welcome to another episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world. In this episode, Henry Jennings is joined by Dr Nina Webster, CEO and Managing Director of Dimerix (ASX: DXB), a clinical-stage biopharmaceutical company working on treatments for…
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A new weekly podcast highlighting one stock or idea in just five minutes. This short episode breaks down a high-conviction idea, covering the pros and cons - all in about five minutes. This week, Henry Jennings looks at SGH. Despite its recent run, there's still more to go as the Boral turnaround gains momentum. Strong management and solid mining s…
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On the Couch with Adam Dawes: Reporting Season Winners and Losers
35:13
35:13
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35:13Prefer to watch? Catch the full video interview here: https://www.youtube.com/watch?v=6SDn1u-RThQ Welcome to the latest episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to give you valuable insights into the investing world. In this episode, Henry Jennings catches up with his good friend Adam Dawes, a …
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Welcome back to All Things Whiskey Podcast! On this episode hosts Mike Outcalt and Devin Mitchell sit down to taste through their favorite whiskies of 2024 including a few controversial picks. Join us as we choose and award our favorite whiskies in the following categories: Budget: Green River Rye Bourbon: split decision: Nashville Barrel Company S…
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On the Couch with Louise Bedford: Trading, Mindset, and the Year Ahead
40:03
40:03
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40:03In this episode, something a little different - the roles are reversed as Louise Bedford takes the lead, asking the questions while Henry Jennings joins as the guest. This special edition is part of her Trading Podcasts series. The conversation covers what 2025 has in store, what it takes to become a consistent long-term trader, and why this year c…
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On the Couch with Matthew Fist: Insights from Firetrail Investments
35:05
35:05
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35:05Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world. In this episode, Henry Jennings sits down with Matthew Fist, a Small Cap Portfolio Manager at Firetrail Investments. Firetrail is a boutique investment management firm s…
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On the Couch with Coby Hanoch: What's Ahead for Weebit Nano in 2025
27:01
27:01
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27:01Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world. In this podcast, Henry Jennings is joined by Coby Hanoch, CEO of Weebit Nano Ltd (ASX: WBT) - a stock Henry has followed closely for years. It's been over a year since thei…
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On the Couch with Jonathon Higgins: ZIP, BNPL, and the Year Ahead
33:45
33:45
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33:45Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world. In this podcast, Henry Jennings is joined by Jonathon Higgins, Head of Research, MD Unified Capital Partners. Many of you will be familiar with Jonathon from previous po…
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Wrapping up for the year: The sun did shine in 2024!
34:25
34:25
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34:25In this episode of Invest in the Journey podcast, Nick Griffin explains that the investment team had a strong plan going into 2024 and how that plan played out throughout the year. He also chats through the thinking for the new year, and how the investment team are positioning the portfolios for next year. Prepared by Munro Partners, a corporate au…
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A new weekly podcast that highlights one stock or idea. This five-minute episode breaks down a high-conviction idea. The pros and cons—all in about 5 minutes. Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast. Why not sign up for a free trial? Get a…
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On the Couch with Ben Clark: Lessons from 2024 and What's Next
31:36
31:36
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31:36Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world. In this episode, Henry Jennings chats with an old friend, Ben Clark from TMS Private Wealth. Ben and Henry both sit on the ausbiz Investment Committee, and Ben features reg…
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On the Couch with Dr. Deborah Rathjen and Dr. Michael Baker: Fighting Cancer with CAR-T
33:30
33:30
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33:30In the special episode of 'On the Couch', Henry Jennings sits down with two medical pioneers in the CAR-T field, who are leading the charge in the search for cures for various cancers. Dr. Deborah Rathjen, CEO and MD of Carina Biotech, represents a small, unlisted Adelaide-based company funded by the Forest Foundation. Carina Biotech focuses on tre…
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A new weekly podcast that highlights one stock or idea. This five-minute episode breaks down a high-conviction idea. The pros and cons—all in about 5 minutes. Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast. Why not sign up for a free trial? Get a…
…
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A new weekly podcast that highlights one stock or idea. This five-minute episode breaks down a high-conviction idea. The pros and cons—all in about 5 minutes. Disclaimer: This is general advice only and you should consult your financial adviser regarding any of the thoughts, ideas or insights in this podcast. Why not sign up for a free trial? Get a…
…
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1
On the Couch with Jon Pilcher: What's Next for Neuren Pharma
34:22
34:22
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34:22Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world. In this episode, Henry Jennings welcomes back Jon Pilcher, CEO of Neuren Pharma (NEU). Jon is an old friend, having joined us around two years ago to discuss the exciting d…
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What opportunities have emerged from Nuclear SMRs?
14:15
14:15
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14:15US power demand has been a focus of discussion for the first time in 20 years, largely due to the rise in generative AI. Join two of Munro's Investment Analysts, Daniel Condon and Ben Chamberlain, as they break down the reasons they see nuclear SMRs as being a viable option to provide low-carbon emitting, stable base load power. ☢️ Prepared by Munr…
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Welcome back to All Things Whiskey Podcast! On this episode Hosts Mike Outcalt and Devin Mitchell sit down with special guest Nico Meyer the co-founder of Por Lo Bueno Mezcal. Yes, we are a Whiskey podcast, but we always love exploring new expressions and were thoroughly impressed with the entire lineup of Por Lo Bueno Mezcals. If you're a whiskey …
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On the Couch with Adam Dawes: Talking Stocks, Sectors, and Ideas
34:55
34:55
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34:55Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world. In this episode, Henry Jennings is joined by good friend Adam Dawes, Senior Investment Adviser at Shaw and Partners. As always, a delight to have Adam on the podcast as …
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Exploring investment opportunities: Nick Griffin's US research trip
33:28
33:28
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33:28What do self-driving cars, Jensen Huang, McDonald's drive-through and Mark Zuckerberg all have in common? Nick Griffin talks about their impact on growth investing in the latest episode of our Invest in the Journey Podcast. Join us for this episode with Founding Partner and CIO Nick Griffin, who gives us the rundown of his recent research trip to t…
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Episode 75: American Woman Spirits Company
1:05:33
1:05:33
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1:05:33Welcome back to All Things Whiskey Podcast! On this episode Hosts Mike Outcalt and Devin Mitchel sit down with special guests from American Woman Spirits Company out of Steamboat Colorado to discuss their lineup of whiskies and tequilas. Join us for a great interview with Owner John Lupori and Part-Owner, Brand Ambassador, and Advisory Board Member…
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On the Couch with Professor Stephen R. Foerster: Stories to Make You a Smarter Investor
48:41
48:41
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48:41Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world. In this episode, Henry Jennings is joined by Professor Stephen R. Foerster. Stephen is an investment historian, award-winning author, and professor of finance. He has ju…
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Part Two - The breakdown on Q2 Earnings Season: the team talk Nvidia, Microsoft, Novo Nordisk and many other portfolio holdings
27:32
27:32
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27:32In part two of the Q2 Earnings season series, Investment Analysts Daniel Condon, Jean Huang and Nicky Sun discuss the results of companies within our High Performance Computing, Digital Enterprise and Innovative Health Areas of Interest - some of the largest holdings in our portfolios today. Tune in to see how names such as Nvidia, Microsoft and No…
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Episode 74: Green River Full Proof, Bardstown Amrut, and Nashville Barrel Company
1:18:17
1:18:17
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1:18:17Welcome back to All Things Whiskey Podcast! On this episode Hosts Mike Outcalt and Devin Mitchell dust off the microphones to catch up on life and taste through a delicious whiskey lineup featuring: Green River Full Proof - a blend of 5 to 7 year old barrels proofed at 117.3 Sunny B - an 8 year old Nashville Barrel Company Single Barrel Bardstown B…
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Part One - The breakdown on Q2 Earnings Season: the team talk On Running, SharkNinja, AXON and other portfolio holdings
28:13
28:13
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28:13In this episode of Invest in the Journey, Investment Analysts Daniel Condon and Ben Chamberlain discuss the Q2 Earnings Season. This is part one of a two part series that dives into some of the stocks in the Munro universe. Get ready for insights and statistics, as Dan and Ben talk through the latest trends and innovations within these companies li…
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On the Couch with Jonathon Higgins: ZIP's Comeback and Reporting Season Standouts
34:10
34:10
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34:10Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world. In this podcast, Henry Jennings is joined by Jonathon Higgins, Head of Research, MD Unified Capital Partners. Many of you will be familiar with Jonathon from previous po…
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On the Couch with Scott Kirkland: Why EMVision is One to Watch
22:57
22:57
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22:57Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world. In this episode, Henry Jennings is joined by Scott Kirkland, CEO and Co-Founder at EMVision Medical Devices (ASX: EMV). Scott has held several senior sales positions, inclu…
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On the Couch with John Caulfield: Building Wealth with ETFs
31:33
31:33
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31:33Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world. In this episode, Henry Jennings is joined by John Caulfield from VanEck - Director, Institutions and Intermediaries. John joined VanEck Australia in 2014 and has over 20 ye…
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As part of the Stock Story Series, Investment Analyst Daniel Condon, walks us through GE Vernova, the Massachusetts-based energy equipment manufacturing and services company. GEV is working to accelerate the path towards more reliable, affordable, and sustainable energy. munropartners.com.au Prepared by Munro Partners, a corporate authorised repres…
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The Stock Story Series: ASM International
10:15
10:15
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10:15As part of the Stock Story Series, Investment Analyst Dan Condon, explains how ASM International is building machines that make it possible to produce even smaller chips. Find out how they’re crafting the future and enabling the AI phenomenon. munropartners.com.au Prepared by Munro Partners, a corporate authorised representative of Munro Asset Mana…
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As part of the Stock Story Series, Investment Analyst Ben Chamberlain, walks us through SharkNinja, the Massachusetts-based manufacturer of vacuum cleaners, outdoor grills, ice cream makers and many other lifestyle solutions. munropartners.com.au Prepared by Munro Partners, a corporate authorised representative of Munro Asset Management Limited (AC…
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Welcome back to all things whiskey podcast! On this episode Hosts Mike Outcalt and Devin Mitchell sit down to enjoy a sweet sweet sweet lineup of extra aged Bruichladdich expressions. The crew first warms up by telling some funny stories while sampling the Dewar's Japanese Smooth Mizunara Oak 8 year expression before jumping into a 2011 Bruichladdi…
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Nvidia became the biggest company in the world. Now what?
28:41
28:41
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28:41Munro has been a big fan of Nvidia for a long time, and the investment team's maths had predicted that Nvidia could become the biggest company in the world, and on Wednesday, 19th of June 2024, that played out. So, now that Nvidia has reached that milestone, what does its future hold? Does the investment case still stack up? In this episode of Inve…
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Episode 72: 10th Mountain Whiskey & Spirit Company with Bryan Dewar
50:48
50:48
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50:48Welcome back to All Things Whiskey Podcast! On this Episode Host Mike Outcalt sits down with Bryan Dewar - the Director of Distribution and Military Sales from 10th Mountain Whiskey & Spirit Company out of Vail Colorado. Learn all about 10th Mountain and how the brand pays homage to the 10th Mountain Division - a group of skiing soldiers that fough…
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Episode 71: Maker's Mark Cellar Aged and more!
1:15:25
1:15:25
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1:15:25Welcome back to All Things Whiskey Podcast! On this episode Hosts Mike Outcalt and Devin Mitchell (that's right - the new dad is back for this one) sit down to enjoy a special lineup of whiskies including the Maker's Mark Cellar Aged to celebrate the birth of Devin's son! Join us as we sample that unicorn bottle along with our very own Elijah Craig…
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On the Couch with Luke Cummings: Talking Mergers and Acquisitions
34:04
34:04
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34:04Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world. In this episode, Henry Jennings is joined by Luke Cummings from Harvest Lane Asset Management. Luke is the Chief Investment Officer and Managing Director of this pure-pl…
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Episode 70: Westward Whiskey with Partner and Master Blender Miles Munroe
1:00:05
1:00:05
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1:00:05Welcome back to All Things Whiskey Podcast! On this episode Host Mike Outcalt sits down with Partner and Master Blender Miles Munroe from Westward Whiskey! Join us for a conversation that focuses on all the great things that Westward has done to craft American Single Malt whiskies out of Oregon over the past 20 years. Learn about Mile's past, how h…
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On the Couch with Colin Moorhead: Xanadu Mines (XAM) - Copper Explorer in Mongolia
32:50
32:50
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32:50Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world. In this episode, Henry Jennings is joined by Colin Moorhead, Executive Chairman and MD at Xanadu Mines (ASX: XAM). Colin is an experienced industry executive with a demonst…
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On the Couch with Dr Francis Wedin: Vulcan Energy - A Progress Report
24:43
24:43
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24:43Welcome to the latest episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world. In this episode, Henry Jennings is joined by Dr Francis Wedin, Executive Chair at Vulcan Energy (ASX/FSE: VUL). Henry has chatted with Francis a couple of times in the p…
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On the Couch with George Hadjia: Talking Hedge Funds, New York and International Stocks
39:09
39:09
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39:09Welcome to another episode of 'On the Couch'. This occasional podcast series of chats with brokers, CEOs, and fund managers aims to give you an insight into the investing world. In this episode, Henry Jennings is joined by George Hadjia, Chief Investment Officer at Bristlemoon Capital. George is back from a 5-year stint in New York with Montaka Glo…
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Episode 69: Nashville Barrel Company with CEO & Co-Founder Mike Hinds and Mix Master & Co-Founder James Davenport
50:58
50:58
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50:58Welcome back to All Things Whiskey Podcast! On this episode Host Mike Outcalt was invited into the Nashville Barrel Company tasting room in Nashville Tennessee to talk all things Nashville Barrel Company with their two Co-Founders Mike Hinds and James Davenport. Join us for a great conversation around why they got into whiskey, their charitable con…
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