On the Couch with Andrew Wielandt (DP Wealth) - The 'Whisperer' names his ETF picks for 2026
Wed Feb 04 2026
Welcome 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.
Andrew names his ETFs for the coming year and not QUAL in sight.
0:00 - Welcome And General Advice Reminder
2:03 - 2026 Outlook: Volatility And Passive Risks
5:20 - US Politics, Dollar Views And Silver Shock
7:10 -Theme 1: Diversifying Away From US With VEU
9:10 - Hedging The Currency And Core Adjustments
12:00 - Theme 2: Japan Exposure With IJP
15:00 - Theme 3: Long Short LICs And LITs Toolkit
22:30 - Why Long Short Now And Portfolio Weights
25:00 - Theme 4: Aussie Small Caps With Firetrail
28:00 - Theme 5: Resources Via Tribeca TGF Or VanEck MVR
Disclaimer: This is general advice only. It doesn't take your personal circumstances into account. Please speak to a licensed adviser before acting on anything in this episode.
Looking for personal financial advice? Our friends at Clime Investment Management offer tailored advice and financial planning services across most states. Learn more: marcustoday.com.au/about-us/financial-planning-with-clime/
Prefer someone to invest for you? The Marcus Today Managed Strategy Portfolio applies the same strategy we write about daily – but we manage it for you, using Australian-listed ETFs and a long-term growth approach. Find out more: marcustoday.com.au/managed-portfolios/
Want to take control of your own investing? Start a free 14-day trial of the Marcus Today newsletter and get daily insights, analysis, and model portfolios designed for self-directed investors. Sign up here: marcustoday.com.au/trial-sign-up/
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Welcome 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. Andrew names his ETFs for the coming year and not QUAL in sight. 0:00 - Welcome And General Advice Reminder 2:03 - 2026 Outlook: Volatility And Passive Risks 5:20 - US Politics, Dollar Views And Silver Shock 7:10 -Theme 1: Diversifying Away From US With VEU 9:10 - Hedging The Currency And Core Adjustments 12:00 - Theme 2: Japan Exposure With IJP 15:00 - Theme 3: Long Short LICs And LITs Toolkit 22:30 - Why Long Short Now And Portfolio Weights 25:00 - Theme 4: Aussie Small Caps With Firetrail 28:00 - Theme 5: Resources Via Tribeca TGF Or VanEck MVR Disclaimer: This is general advice only. It doesn't take your personal circumstances into account. Please speak to a licensed adviser before acting on anything in this episode. Looking for personal financial advice? Our friends at Clime Investment Management offer tailored advice and financial planning services across most states. Learn more: marcustoday.com.au/about-us/financial-planning-with-clime/ Prefer someone to invest for you? The Marcus Today Managed Strategy Portfolio applies the same strategy we write about daily – but we manage it for you, using Australian-listed ETFs and a long-term growth approach. Find out more: marcustoday.com.au/managed-portfolios/ Want to take control of your own investing? Start a free 14-day trial of the Marcus Today newsletter and get daily insights, analysis, and model portfolios designed for self-directed investors. Sign up here: marcustoday.com.au/trial-sign-up/