About this episode
Welcome to another episode of On the Couch, the podcast series where we chat with brokers, CEOs, and fund managers to bring you valuable insights from the investing world.In this quickie episode, Henry Jennings is joined by his good friend Andrew Wielandt – also known as The ETF Whisperer.Andrew shares his ETF picks for the year ahead… and not a QUAL in sight.Chapter Markers0:00 – Welcome And General Advice Reminder2:03 – 2026 Outlook: Volatility And Passive Risks5:20 – US Politics, Dollar Views And Silver Shock7:10 – Theme 1: Diversifying Away From US With VEU9:10 – Hedging The Currency And Core Adjustments12:00 – Theme 2: Japan Exposure With IJP15:00 – Theme 3: Long Short LICs And LITs Toolkit22:30 – Why Long Short Now And Portfolio Weights25:00 – Theme 4: Aussie Small Caps With Firetrail28:00 – Theme 5: Resources Via Tribeca TGF Or VanEck MVR—Marcus Today – Daily Market InsightsMarcus 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 trial of Marcus Todayhttp://bit.ly/mt-trial-podcastJoin Marcus TodayUse code MTPODCAST for 10% offhttp://bit.ly/mt-join-podcast-offerMT20 – Managed ETF PortfolioA professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing.http://bit.ly/mt20-podcastPrinciples – How We Think About InvestingA short video series on timing, behaviour, and decision-making. No stock tips.http://bit.ly/mt-principles-podcast—DisclaimerThis podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.
