הפודקאסטים הטובים ביותר ב-Inside The Rope With David Clark (2024)

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Ep 168: Tim Carleton - Investing for long-term growth 51:02

4d ago51:02

51:02

In this episode of "Inside the Rope," host David Clark welcomes back Tim Carleton, Chief Investment Officer at Auscap Asset Management, to discuss his fund's performance and investment strategy. The Auscap Long Short Fund has achieved a notable compound annual growth rate of 16.1% since its inception (December 2012 to March 2024). During the episod…

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Ep 167: Amy Pham - Property Insights: Navigating Offices, Retail, and Data Centres 33:49

18d ago33:49

33:49

In this episode of "Inside the Rope," David chats with Amy Pham, Fund Manager at Pengana, about the changing world of property investment as interest rates change and more people work from home. They dive into how these changes are affecting properties in Australia, especially offices, and compare it to what's happening around the world.Amy highlig…

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Ep 166: Dr Craig Collie - Ozempic and beyond, inside the weight loss drug revolution 42:40

1M ago42:40

42:40

In this episode of "Inside the Rope," host David Clark welcomes back Dr. Craig Collie from Regal Funds Management to delve into the groundbreaking developments in the field of weight loss drugs, particularly focusing on Ozempic, a GLP-1 category drug revolutionizing obesity treatment. Dr. Collie, who runs the Regal Healthcare Long Short Fund, share…

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Ep 165: Brigette Leckie - Exploring the future of global economies 40:58

2M ago40:58

40:58

In this episode, David is joined by Koda Capital Chief Economist Brigette Leckie to discuss global economic performance, the impact of artificial intelligence on economies, and the implications of upcoming elections, particularly in the US, for the economy and investment markets. Brigette and David also touch on the current wars and their potential…

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Ep 164: Phil King - Listening for opportunities 41:55

2M ago41:55

41:55

In this episode, host David Clark interviews Phil King, the Chief Investment Officer and co-founder of Regal Funds Management. King discusses his passion for investing and the enjoyment he finds in working with top companies worldwide and building a successful team at Regal. Despite his significant achievements, Phil is noted for his humility and s…

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Ep 163: Frank Macindoe: The art of long term investing 34:59

2M ago34:59

34:59

In this episode of "Inside the Rope", David interviews Frank Macindoe, advisor and partner at Koda Capital, who manages the Koda Enduring Equities portfolio. This portfolio, focusing on ASX-listed shares, has achieved an impressive compound annual growth rate of over 14.8% over 15 years to November 2023. The discussion revisits the fund's performan…

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Ep 162: Cal O'brien - Mid-market turnarounds 37:06

3M ago37:06

37:06

In the podcast episode of "Inside the Rope," host David Clark interviews Cal O'Brien, a managing partner at Anchorage Capital Partners. Anchorage is noted for its expertise in mid-market turnaround investments in Australia, with an impressive average internal rate return of return of over 40%.Cal shares his background, detailing his upbringing on a…

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Ep 161: David Sekel - Keeping it in the family 39:29

3M ago39:29

39:29

This podcast episode from "Inside the Rope" features David Sekel, a lawyer specialising in asset protection and estate planning. The discussion revolves around the importance of safeguarding wealth for future generations. David shares insights from his experience working with substantial families, focusing on creating strategies for wealth preserva…

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Ep 160: Andrew Rado - Casting a wide net: Investing in Australia’s fishing quotas 45:33

4M ago45:33

45:33

This episode of "Inside the Rope" features David Clark interviewing Andrew Rado, the portfolio manager of the Longreach Maris Sustainable Seafood Fund. Rado explains how the fund invests in Individual Transferable Quotas (ITQs) for wild-caught seafood, a system introduced in the early 1980s in Australia. This innovative approach combines ecological…

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Ep 159: Urs Wietlisbach - Private equity the new traditional asset class? 1:00:51

4M ago1:00:51

1:00:51

In the podcast episode "Inside the Rope" hosted by David Clark with Urs Wietlisbach, a co-founder of Partners Group a leading global private markets firm that since 1996, has invested over USD 200 billion in private equity, private debt, private real estate, and private infrastructure on behalf of their clients globally. The episode delves into the…

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Ep 158: Alon Greenspan - Capital for a Cause: Revolutionising Mental Health 26:22

5M ago26:22

26:22

In this episode, Alon Greenspan, CEO of Mind Ventures, discusses his fund's focus on mental health solutions. Mind Ventures, touted as the world's first mental health-focused for-profit venture fund, invests in evidence-based startups across various mental health aspects, from clinical illness to wellness. Greenspan discusses the importance of comb…

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Ep 157: Jason Coggins - Portfolio Construction 32:44

5M ago32:44

32:44

In this instalment of Inside the Rope, David welcomes Jason Coggins, previous lead of investment research at Koda Capital. Jason delves into the nuances of building investment portfolios, the dynamics of public and private market investments, as well as the importance of choosing the right investment managers.He underlines the crucial aspect of tai…

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Ep 156 - Matt Rennie - The Energy Transition: Its Challenges & Opportunities 31:12

6M ago31:12

31:12

In this episode of Inside the Rope, David is joined by Matt Rennie, joint Managing Director of Rennie Advisory. David delves deep into Matt's extensive experience, from his roots in Darwin and tenure at giants like KPMG and Ernst & Young, to the founding and subsequent sale of his own firm. As a specialist in energy transition, Matt offers a unique…

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Ep 155: Jonah Oliver - The psychology of high performance 37:21

6M ago37:21

37:21

In a somewhat different episode, David engages in a thought-provoking conversation with Jonah Oliver, an esteemed psychologist and performance coach to Australian professional golfer Cam Smith. The episode delves deep into the intricacies of decision-making, values, and the psychology of high performance.The discussion starts with Jonah emphasising…

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Ep 154: Michael Gutman - Navigating Australia's Real Estate Future 32:41

7M ago32:41

32:41

In this enlightening episode, guest Michael discusses the current state and future predictions for the Australian real estate and investment markets, highlighting the challenges posed by projected population growth and supply chain issues. He details how an influx of one and a half million people is affecting housing supply, stimulating discussions…

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Ep 153: Justin Ryan - The real world of private equity 47:12

7M ago47:12

47:12

In this episode, David chats with Justin from Glow Capital Partners about the ins and outs of finance, private equity, and investment strategies. They navigate Justin's career path, touching on the value of patience in investment decisions. The two also dive into the complexities of business valuation and address some common perceptions about priva…

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Ep 152: Michael Lukin - Sidestepping the J-Curve 38:47

8M ago38:47

38:47

In this episode, David Clark engages in a detailed discussion with Michael Lukin from Roc Partners about the intricate realm of private equity. Looking forward, Michael provides insights into the anticipated investment surge in 2024 due to overcommitment in private equity investments.Michael delves into the complex trading process, emphasising the …

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Ep 151: Mark Barker - Decoding global market dynamics 44:11

8M ago44:11

44:11

In the latest episode of Inside the Rope, David Clark sits down with Mark Barker, Head of International at GQG Partners, a renowned asset management firm. Mark retraces his journey, originating from his early days in London's hedge funds back in 1985, and eventually leading to the birth of GQG in 2016.Mark also covers GQG's investment strategy, whi…

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Ep 150: Cooper Stainbrook - Unpacking the office space exodus 37:21

9M ago37:21

37:21

In this episode of Inside the Rope, David is joined by Cooper Stainbrook of Ibex Investors to delve into Cooper’s recent research on commercial real estate and the potential economic risks. The episode begins by addressing the global trend towards remote work, discussing its potential to drive corporations to scale back their office footprints, pos…

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Ep 149: Frank Macindoe - Finding the right companies for long-term growth 30:07

9M ago30:07

30:07

In this episode of "Inside the Rope," host David Clark interviews Frank Macindoe, a Koda Partner & Adviser that oversees the Koda Enduring Equities Portfolio of ASX-listed shares. The portfolio has achieved an impressive compound annual growth rate of approximately 14% p.a. over the past 15 years. Frank delves into the current economic landscape, c…

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Ep 148: David Witkin - The art of event-driven investing 32:28

9M ago32:28

32:28

In this episode, David Clark chats with return guest David Witkin, the founder of Beryl Capital Management. They discuss merger arbitrage and event-driven investing, focusing on the current regulatory environment in mergers and acquisitions. The two discuss the potential merger between LIV Golf and the PGA. Witkin, commented that if it were a publi…

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Ep 147: Andrew Rothery - Exploring private markets 40:19

10M ago40:19

40:19

In this episode, David is joined by Andrew Rothery to discuss the opportunities and advantages of investing in private markets. Andrew highlights the broad range of assets that can find a home in the private market, including equities, debt securities, and alternative investments like oil and gas. He emphasizes that private ownership is more about …

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Ep 146: Chris Joye - Cash is king 42:27

10M ago42:27

42:27

In this episode, David is joined once again by Chris Joye, Chief Investment Officer at Coolabah Capital. They discuss the current state and future of various asset classes, including residential property prices, cash, and bonds. David and Chris also delve into the basis for the RBA's 2-3% inflation target and its significance in forming their cash …

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Ep 145: Neil Schloss - Investing in the mobility revolution 47:51

11M ago47:51

47:51

In this episode of Inside The Rope, David Clark interviews Neil Schloss, former Treasurer of Ford Motor Company and currently sits on the investment committee of the J-Impact Fund. They discuss the future of the mobility industry and the challenges of investing in it. Neil emphasizes the importance of understanding the business model and revenue po…

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Ep 144: Kim Morison - The role of institutional capital in agriculture 38:56

11M ago38:56

38:56

In this episode of Inside The Rope, David is joined once again by Kim Morrison, the Chief Investment Officer at Argyle Group.Kim joins David to discuss the Argyle Water Fund, a fund that aims to provide investors with opportunities to invest in water rights and agricultural assets in Australia. By investing in these assets, the fund seeks to genera…

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Ep 143: Luke Keary - The art of performance 37:12

12M ago37:12

37:12

In this episode of Inside the Rope, host David Clark chats with Luke Keary, a celebrated rugby league player, about his impressive career and insights into having a high-performance mindset. Luke shares his journey from playing Rugby Union as a kid to winning three NRL grand finals and a Clive Churchill medal with the Roosters. But the conversation…

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Ep 142: Mitch Taylor - Protecting capital against higher inflation 37:41

1y ago37:41

37:41

In this episode of the "Inside the Rope" podcast, host David Clark interviews Mitch Taylor, co-founder of Longreach Credit Investors and manager of the Longreach Direct Lending Fund. The Longreach Direct Lending Fund writes senior loans to Australian and some New Zealand corporate borrowers, focusing on highly creditworthy borrowers that may have b…

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Ep 141: Roger Lloyd - Inside Infrastructure 45:26

1y ago45:26

45:26

In this episode of Inside The Rope, David Clark is joined again by Roger Lloyd, founder and managing director of Palisade Investment Partners, an independent Australian infrastructure manager. Roger shares insights into the Palisade Infrastructure Trust and discusses how the fund has performed over the past year. He also provides an update on some …

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Ep 140: Tom King - Navigating the seas of sustainable investing 48:53

1y ago48:53

48:53

Tom joined Nanuk in 2009 as a director of the firm, the firm’s chief investment officer and one of the firm’s portfolio managers with approximately 20 years’ investment industry experience in equity funds management, investment banking and private equity. Before his career in finance, Tom won a gold medal in sailing at the Sydney Olympics in 2000 a…

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Ep 139: David Blood - A pioneer in sustainable investing 32:19

1y ago32:19

32:19

In this episode, David is joined by David Blood to discuss his views on sustainable investing in 2023. David Blood is considered by many to be one of the pioneers of sustainable investment management. Almost 20 years ago In 2004, David created Generation Investment Management alongside Al Gore the former Vice President of the United States, a fund …

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Ep 137: Michael Lukin - Follow the money 51:30

1y ago51:30

51:30

David is joined by Mike Lukin, the Managing Partner of Roc Partners, a mid-market corporate finance specialist providing predominately sub-investment grade debt to private, sponsored and public companies. Roc's strategy focuses on senior debt, uni-tranche and mezzanine finance to support companies with their strategic growth, M&A and expansion init…

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Ep 136: Rob Rayner - Risk adjusted returns in property 51:01

1y ago51:01

51:01

In this episode, Rob Rayner the CEO of RF CorVal joins David to discuss his career to date, valuations in Australian property, and Rob's outlook for property assets during an environment of rising interest rates.RF CorVal is a specialist property fund manager that manages funds on behalf of a broad range of investors. Since inception in 2009, RF Co…

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Ep 135: Rob Tucker - High conviction Australian equities 44:12

1+ y ago44:12

44:12

In this episode, David is joined by Rob Tucker, the founder and Portfolio Manager of the Chester High Conviction Fund, a strategy that since its inception in October 2013 has produced a return of 13.7% p.a. David and Rob discuss the strategy in depth, as well as Rob’s outlook on current markets. The Chester High Conviction Fund takes a high-convict…

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Ep 134: Juan Penelas - Outlandish returns from natural gas derivatives 36:39

1+ y ago36:39

36:39

Juan Penelas joins David to discuss e360 Power, a Texas-based asset management firm founded in 2009 designed to generate superior absolute returns through fundamental discretionary trading strategies in the North American electricity, global natural gas and related energy futures & options markets. Since its inception in November 2009 to October 20…

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Ep 133: Andrew Sinclair - 20% Returns from US natural gas assets 41:09

1+ y ago41:09

41:09

Andrew joins David to discuss the Longreach Energy Income Fund, a fund that targets a total return of 20% p.a. (net of fees) inclusive of an income return target of 8% p.a. by investing in US energy through real assets, such as producing land and mineral interests.As economies transition towards a future global energy mix increasingly powered by re…

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Ep 132: Cameron Blanks - Engineering a path from MIT to private equity 41:33

1+ y ago41:33

41:33

Cameron joins David to discuss his career to date, including his studies in engineering at MIT, as well as the origins of Pacific Equity Partners (PEP), and the current operating environment for investors in private assets. Cameron explains why he believes private equity has been able to consistently outperform listed equities over the past 20 to 3…

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Ep 131: Suzanne Gauron - Enhancing returns through private equity 38:29

1+ y ago38:29

38:29

Suzanne joins David to discuss the benefits of using Private Equity in investor portfolios, including the asset class's performance when compared to their traditional listed equity counterparts.Suzanne is a managing director in Alternatives Capital Markets & Strategy (ACMS) within Goldman Sachs Asset Management, serving as global head of Private Eq…

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Ep 130: Laurent Jeanmart - Litigation Funding 38:07

1+ y ago38:07

38:07

The Katch Litigation Finance Fund offers exposure to litigation funding with a focus on individual claims and investment scheme in the United Kingdom, an emerging financing solution which enables parties to pursue their legal claims without having to disburse the expenses of the lawsuit. Focusing on the latest stages of litigation funding, Katch id…

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Ep 129: Alisa Wood - Why private assets? 37:27

1+ y ago37:27

37:27

Alisa Wood of KKR joins David to discuss the attractiveness of private assets in the current environment. Founded in 1975, KKR & Co. Inc. is a global investment company that offers alternative asset management as well as capital markets and insurance solutions. It manages investment funds that invest in private equity, credit and real assets and ha…

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Ep 128: Justin Borus - Israel's once in a cycle opportunity 21:06

1+ y ago21:06

21:06

Justin again joins the podcast to provide an insight into the current strategy and outlook for the Ibex Israel fund considering the recent economic environment. Justin is the Founder and Chief Executive Officer of Ibex Investors, an investment firm that focuses on niche and differentiated strategies, primarily through Israeli start-ups and growth c…

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Ep 127: Izzy Jensen - Investing in our future through carbon projects 39:03

1+ y ago39:03

39:03

Izzy Jensen is the founder and portfolio manager at Kakariki Capital, a specialist environmental and carbon commodities asset manager. After completing a Bachelor of Commerce at the Victoria University of Wellington, Izzy returned to Sydney to begin at the leading infrastructure manager, Morrison & Co, where she worked for seven years and was respo…

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Ep 126: Adrian Redlich - Private debt in a rising rate environment 34:18

1+ y ago34:18

34:18

Adrian again joins the podcast to discuss the current economic environment and in particular, how it is impacting private debt and Merricks’ Partners Fund. Adrian is the CEO and CIO of Merricks Capital, responsible for the overall running of the business, acting as a group director and Chairman of the Investment Committee. Merricks has an impressiv…

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Ep 125: Grant McCarthy - Seed first investing with a Yahoo veteran 36:54

1+ y ago36:54

36:54

Grant McCarthy spent the early years of his career at Yahoo observing and working across several of Yahoo's investments in some of Australia's early SAAS (Software As A Service) success stories such as Seek and CarSales. Today Grant runs Tidal Ventures, a seed-first venture capital investor primarily focused on SAAS businesses that he founded back …

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Episode 124: Frank Macindoe - The impact of bond markets on equity valuations 26:36

1+ y ago26:36

26:36

In what has been a challenging quarter for growth companies, fellow Koda Partner Frank Macindoe joins David in another episode of Inside the Rope to provide an update on the recent performance of the Koda Enduring Equities Portfolio (KEEP), along with his outlook on markets, broad market concerns such as inflation, the risk-free rate, and company v…

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Ep 123: Damon Petrie - Enhancing the food chain with disruptive technologies 42:19

2y ago42:19

42:19

Damon Petrie a consultant investment director at ADM Capital and joins David to discuss the Cibus fund that is focused on investing in food businesses whose profitability can be enhanced through the development and implementation of disruptive strategies that create and capture value in the food supply chain.Damon is a Consultant Investment Directo…

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Episode 122 - Ian Beatty - Trading liquidity for opportunity 41:58

2y ago41:58

41:58

In this episode of Inside The Rope, David is joined by Ian Beatty the Managing Partner of SecondQuarter a fund that primarily invests in growing but commercially viable Australian and New Zealand technology businesses. Ian and David discuss the difficulty of investing in venture capital businesses in the current environment, alongside the opportuni…

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Ep 121: Mark Landau - Absolute returns throughout the cycle 38:51

2y ago38:51

38:51

Mark joins David to discuss his career and as well as the origins of L1 Capital that he founded in 2007 alongside Raphael (Rafi) Lamm. Since starting L1's flagship long short fund, Mark and the L1 team have generated strong outperformance over the index, with the fund returning 26.7% over the past 12 months to May 2022 alone, against the ASX/S&P 20…

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Episode 120: Chris Joye - Where to hide from inflation 42:52

2y ago42:52

42:52

In a rising rate environment, Chris Joye joins David to discuss where investors should look for returns going forward. Throughout the episode, Chris covers a range of different asset classes, such as Private Debt, Bonds, Property, Equities and Cryptocurrencies.Chris also touches on how far he expects the RBA to raise rates, and the broader conseque…

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Episode 119: John Hempton - Cutting through the uncertainty 47:18

2y ago47:18

47:18

John joins David again to discuss the current market uncertainty and how Bronte Capital is choosing to invest.John touches on several key topics that are currently being discussed by investors. such as Russia's invasion of Ukraine, the impact China's Covid-Zero policy is having on supply chains, as well as green technology and the capital expenditu…

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Episode 118: Thomas Weber - Long-term sustainable growth through alternate assets 30:23

2y ago30:23

30:23

Thomas Weber (German/Swiss) is a co-founder and a Managing Partner at LGT Capital Partners Ltd. He chairs the firm’s Alternative Investment Committee and the Liquid Alternatives Manager Selection Committee. LGT Capital Partners is a global alternative investment firm with a successful track record since 1998 in providing innovative solutions for in…

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