最高の Inside The Rope With David Clark ポッドキャスト (2024)

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Ep 186: Brad Powell - From Apple to Impact: Driving Change with Emerson Collective 44:53

3d ago44:53

44:53

David Clark sits down with Brad Powell, Managing Director of Emerson Collective, the influential family office and investment vehicle of Laurene Powell Jobs. With a portfolio exceeding $11.5 billion, Emerson Collective leverages innovative strategies to address global challenges.Brad provides an insider’s perspective on the Collective’s unique appr…

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Ep 185: Armina Rosenberg - Tech Meets Finance: AI-Driven Fund Management Revolution 40:56

18d ago40:56

40:56

Be inspired by a new wave in investment leadership. In this compelling episode, host David Clark sits down with Armina "Arms" Rosenberg, co-founder of Minotaur Capital and one of the most innovative minds in funds management today. From her humble beginnings in Sydney's West to managing global equity portfolios for Mike Cannon-Brookes, Arms’ journe…

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Ep 184: John Hempton - Market Madness & Future Opportunities: Investing in Uncertain Times 43:17

1M ago43:17

43:17

David Clark welcomes back the brilliant John Hempton, CEO and co-founder of Bronte Capital, to discuss the chaos and opportunities in today’s financial landscape. Known for his sharp insights and global investment acumen, John unpacks why markets seem irrational today. From the rollercoaster impact of Trump-era policies to the rise of speculative t…

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Ep 183: Frank Danieli - Navigating the Private Credit Boom 38:20

2M ago38:20

38:20

Join David Clark on Inside the Rope as he speaks with Frank Danieli, Head of Credit Investment and Lending at MA Financial Group. In this episode, they delve into the Australian private credit and debt market, addressing concerns about potential bubbles and exploring the unique investment opportunities in low-risk, low-volatility portfolios. Frank …

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Ep 182: Manny Pohl - Crafting a Legacy: Insights on Building a Fund Management Firm 39:21

2M ago39:21

39:21

This podcast episode from "Inside the Rope" features an in-depth conversation with Manny Pohl, a South African-born investment professional who transitioned to Australia and became a key figure in fund management, including building the firms Hyperion and ECP Asset Management.Manny reflects on the importance of humility, teamwork, and building a bu…

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Ep 181: Dafina Toncheva - From Communism to Capitalism; and Navigating the Future of Venture Capital 41:13

2M ago41:13

41:13

In this episode of Inside the Rope, David interviews Dafina Toncheva, a general partner at the US-based venture capital firm, USVP. Dafina shares her inspiring journey from growing up in Communist Bulgaria to earning a scholarship to Harvard and completing her MBA at Stanford. Now a prominent figure in venture capital, Dafina discusses USVP's histo…

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Ep 180: Michael Rosen - Hedged for Success: Convertible Bonds Explained 35:17

3M ago35:17

35:17

In this episode of Inside the Rope, David speaks with Michael Rosen, co-founder and CEO of Context Capital. They discuss his journey in finance and the founding of the firm. Michael covers his career managing a mutual fund group and the decision to start Context Capital after recognising the limits of traditional mutual funds, particularly the lack…

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Ep 179: Jim Eddy - Real Estate to Rides: The history and success of Jamberoo 1:02:32

3M ago1:02:32

1:02:32

In this episode of Inside the Rope, host David Clark interviews Jim Eddy, founder and CEO of Jamberoo Action Park, a successful entrepreneur from Wollongong. Jim shares his journey, discussing how his background in real estate investment and overcoming personal challenges shaped his approach to business.The conversation covers important lessons for…

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Ep 178: Damian Chaparro - Balancing the Ledger: Integrating Financial Success with Personal Wellness 48:04

4M ago48:04

48:04

In this episode of Inside the Rope, host David Clark shifts focus from traditional wealth management to personal wellness, in a conversation with Damian Chaparro, the founder of Aro Ha, a wellness retreat in New Zealand. The episode explores the intersection of health and wealth, highlighting how wealth encompasses a sound body and mind. Damian sha…

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Ep 177: Paul Francis - Investing in elite performance 1:07:04

4M ago1:07:04

1:07:04

This podcast episode of Inside the Rope features a conversation between David Clark, and Paul Francis, a sports science expert and early-stage sports science investor. Paul has an impressive career background, having held senior positions at Adidas and Nike, and worked as a performance advisor to NFL teams such as the Miami Dolphins and Atlanta Fal…

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Ep 176: Live Event - Samar Mcheileh, Mike Lukin & Peter Cooper - Public and private market insights 1:06:24

5M ago1:06:24

1:06:24

In this special live event episode recorded in Melbourne, Inside The Rope celebrates a milestone with its 176th episode, marking the second live event in honor of 175 episodes. The event features an impressive lineup of guests from the world of finance and investment, each bringing their unique insights and experiences to the table.Guest Speakers:M…

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Ep 175: Live Event - Jess Farr-Jones, Mike Lukin & Tim Carleton - Public and private market insights 1:04:41

5M ago1:04:41

1:04:41

Ep 175: Live Event - Jess Farr-Jones, Mike Lukin & Tim Carleton - Public and private market insights by David ClarkDavid Clark による

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Ep 174: Adrian Mackenzie - The power of partnership in private equity investments 50:57

5M ago50:57

50:57

In this episode of Inside the Rope, David interviews Adrian McKenzie, founder and partner of Five V Capital, an Australian private equity firm focused on the mid-sized market in Australia and New Zealand that boasts a remarkable internal rate of return. David highlights Adrian's notable career, including his tenure at CVC Capital Partners, where he…

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Ep 173: Dan Ariely - Understanding irrationality through behavioural economics 1:00:24

6M ago1:00:24

1:00:24

In this episode of Inside The Rope, David welcomes Dan Ariely, a globally renowned expert in behavioural economics. Dan is a professor of psychology and behavioural economics at Duke University, and in this episode he shares his insights into the irrational ways in which people make decisions and how understanding these behaviours can improve finan…

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Ep 172: Artificial Intelligence Series - Part 3: Investing in AI 37:02

6M ago37:02

37:02

In the concluding part of Inside The Rope's series on artificial intelligence, the focus shifts to the financial implications of AI. The episode explores how AI is poised to revolutionise investment markets, identifying potential winners and losers, and debating whether this surge is a bubble reminiscent of the dot-com era. The experts discuss the …

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Ep 172: Artificial Intelligence Series - Part 2: Revolution or risk; Generative AI 35:52

6M ago35:52

35:52

In episode 2 of Inside The Rope’s series on Artificial Intelligence, the discussion pivots to the revolutionary scope of generative AI and its deep societal impacts. This episode explores how AI is unlocking unprecedented potential in software development, enabling anyone to code and vastly expanding the pool of potential developers globally. It al…

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Ep 172: Artificial Intelligence Series - Part 1: Defining AI 24:19

7M ago24:19

24:19

In episode 1 of a 3-part series on artificial intelligence, David is joined by multiple guests to define what Artificial Intelligence is, and the implications it poses on our future. David and guests discuss how models like ChatGPT operate, and how unlike traditional AI systems that are designed for specific tasks, ChatGPT represents a shift toward…

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Ep 171: Greg Mauro - Venture into education 58:37

7M ago58:37

58:37

In this episode of Inside the Rope, David interviews Greg Mauro, founder of Learn Capital. The episode focuses on Mauro's venture capital fund, highlighting its emphasis on educational investments and some of the well-known companies Greg has invested in. Greg shares his transition from a tech entrepreneur to a significant figure in venture capital…

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Ep 170: Elizabeth Burton - Building a diversified portfolio 39:37

8M ago39:37

39:37

In this episode of Inside the Rope, David is joined by Elizabeth Burton, a managing director and client investment strategist at Goldman Sachs Asset Management. Based in New York, Elizabeth shares her extensive background in finance, transitioning from a Chief Investment Officer for the state of Hawaii to her current role at Goldman Sachs. She prov…

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Ep 169: Armen Panossian - Oaktree's approach to navigating distressed credit 43:06

8M ago43:06

43:06

In this episode David interviews Armen Panossian, co-CEO and head of Performing Credit at Oaktree Capital Management, known for its successful management of distressed debt. Armen outlines his background in finance and his journey at Oaktree since joining the firm in 2007. He discusses Oaktree's foundation in 1995, its investment philosophy emphasi…

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

9M 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

9M 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

9M 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

10M 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

10M 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

11M 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

11M 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

12M 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

1y 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

1y 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

1y 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

1y 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

1y 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

1y 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

1y 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

1+ y 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

1+ y 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

1+ y 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

1+ y 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

1+ y 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

1+ y 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

1+ y 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

1+ y 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

1+ y 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

1+ y 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

1+ y 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

1+ y 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

1+ y 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

2y 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

2y 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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