Podcasts by Inside the Rope with David Clark
In this show, David interviews the leading minds in Wealth Management. David Clark is an experienced and respected Financial Services Professional. As a Partner and Advisor at Koda Capital, David advises some of Australia most successful families on Wealth Management.
David is also a successful entrepreneur that has exited two financial services businesses. He is a director of the St Josephs College Foundation and sits on the investment committee, as well as being a founder of ZamBzee a software application development company.
Further podcasts by David Clark
Podcast on the topic Wirtschaft
All episodes
Ep 111: Mattias Westman & Akshay Bhutiani - Value amongst volatility; investing in Russia from 2022-02-04T05:22:37
In this episode, David is joined by Mattias Westman & Akshay Bhutiani of Prosperity Capital Management. A fund manager that focuses on investing in public companies across Russia and former USSR co...
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Ep 110: Karl Wellner - Family matters - Managing the wealth of family offices from 2022-01-24T20:35:21
In this episode, David is joined by Karl Wellner of Papamarkou Wellner Asset Management, a US firm that provides investment solutions to some of Europe and the United States wealthiest individuals,...
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Ep 109: Warren Ebert - Buying property at the right price from 2022-01-10T21:29:31
In this episode, David is joined by Warren Ebert the founder and CEO of Sentinel Property Group. A group that has secured over $2bn of property transactions, whilst delivering IRRs across these ass...
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Ep 108: Lucas White - Investing in energy efficiencies from 2021-12-27T20:55:24
According to Jeremy Grantham a co-founder of GMO, global warming will be the most important investment issue for the foreseeable future.
In this episode Lucas White (Portfolio Manager of ...
Ep 107: Erik Sprinchorn - Nordic Innovation from 2021-12-13T21:31:44
David is joined by Erik Sprinchorn of Tin Fonder's New Technology fund. The TIN Fonder New Technology fund is an equity strategy that invests in technology, health and digital brands and has been a...
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Ep 106: Michael Goldberg - Long live value from 2021-11-29T21:38:18
The Collins St Value Fund has delivered 19.6% p.a. net return since inception in February 2016 to October 2021 – a result which has seen a total net return of almost 180% over that time.
...
Ep 105: Frank Macindoe - Financial markets, a mean reverting machine from 2021-11-15T21:57:17
Following on from their discussion last quarter, 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 Endu...
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Ep 104: Michael Traill - Investing for purpose from 2021-11-01T21:39:39
In this episode, Michael joins David to discuss his career and path into investing for purpose. They discuss Michael's involvement in several investments, including ABC Learning Centres (Now Goodst...
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Ep 103: Yasmin Allen - Good governance & the future of work from 2021-10-18T23:27:37
Yasmin joins David in this episode to define what creates good governance in businesses as well as her thoughts on the future of work.
Yasmin has an extremely diverse background, currently...
Ep 102: Adrian Redlich - Capital for agriculture from 2021-10-04T21:12:14
Adrian joins the podcast again to discuss Merricks Capital's new agriculture fund. A senior secured loan strategy that provides lending to agricultural assets whilst targeting a return of the RBA's...
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Ep 101: Catherine Allfrey - How to identify superior corporate DNA from 2021-09-21T00:02:11
Since it's inception in July 2009, Wavestone's Dynamic Australian Equity Fund has produced a respectable net of fee return of 11.5% to Aug 2021 compared to the ASX 300's 10.1%. In this episode, we ...
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Ep 100: Hamish Douglass - The behaviours of great investors from 2021-09-06T23:55:06
In the special 100th episode of Inside The Rope, David is joined by Hamish Douglass of Magellan. Throughout the episode, Hamish references some of the world’s greatest investors such as Warren Buff...
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Ep 99: Phil Green - Sharing learnings & building resilience from 2021-08-25T04:06:38
In this episode, David is joined by Phil Green of The Alceon Group. Phil is generous in sharing his learnings over the years, including that as a CEO of Babcock & Brown, & now as a Founder of Alceo...
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Ep 98: Emma Fisher - Common sense investing from 2021-08-10T03:09:56
In this episode, David is joined by Emma Fisher, Portfolio Manager and Head of Research at Airlie Funds Management. To date, Arlie's flagship Australian Share Fund has returned 13.82% p.a. since in...
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Ep 97: Andrew Rado - Gone fishing; delivering sustainable returns through fisheries from 2021-07-27T01:15:26
David speaks with Andrew Rado, Managing Director & CIO of Longreach Maris. A strategy that aims to provide an ecologically sustainable investment by delivering a robust alternative income stream, t...
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Ep 96: John Murray - From Chartered Accountant to the Australian Funds Management Hall of Fame from 2021-07-12T22:50:52
In this episode, David speaks with John Murray of Perennial, an Australian Funds Management Hall of Famer. They discuss John's background and career to date, his investment outlook, the challenges ...
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Ep 95: Peter Cooper - Defining the path of a successful investor from 2021-06-29T02:31:54
In this episode, David speaks with Peter Cooper of Cooper Investors. Peter founded Cooper Investors in 2001. As Chief Investment Officer, Peter created and implemented the firm’s VoF investment phi...
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Ep 94: Prasad Patkar & Peter Brooke - Absolute Returns from 2021-06-15T00:10:24
In this episode, David speaks with both Prasad Patkar (Head of Qualitative Investments) and Peter Brooke (Head of Quantitative Investments) at Platypus Asset Management.
Prior to joining P...
Ep 93: Daniel Pickering - Cryptocurrencies - A new asset class? from 2021-05-31T23:01:18
Daniel Pickering is the CIO at The ListedReserve, a fund manager that runs several strategies that invest across the cryptocurrency ecosystem.
Being at an important juncture in the histor...
Ep 92: Tim King - Investing for a better future from 2021-05-17T22:51:26
David speaks with Tim King of Melior. Melior was established in 2018 by Lucy Steed and Tim King with backing from the founders of Adamantem Capital, Rob Koczkar and Anthony Kerwick. After scanning...
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Ep 91: David Witkin - Special-Purpose Acquisition Companies from 2021-05-03T22:49:10
Beryl Capital is a strategy run by David Witkin that has typically invested in merger arbitrage opportunities. This strategy has delivered investors net returns over 20% p.a. since inception in Jun...
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Ep 90: Frank Macindoe - Half a year on, Koda's Enduring Equities Portfolio from 2021-04-20T01:08:52
Following on from their discussion late last year (2020), fellow Koda Partner Frank Macindoe joins David in another episode of Inside the Rope to provide an update on the recent performance of the ...
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Ep 89: Kenny Arnott - Asymmetric Investing from 2021-04-06T00:10:27
Producing annualized returns of 23.33% p.a. since inception May 2013 to Feb 2021, the Arnott Opportunities Fund has outperformed the MSCI by over 15% p.a.; and in this episode, David and Kenny disc...
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Ep 5 Recast: Catherine Wood (ARK) - Investing in disruption from 2021-03-25T21:45:08
In this special recast, we're trying something a little different. Returning 300% since episode 5 was published in November 2017, ARK has grown into a global phenomenon well-known for investing in ...
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Ep 88: Akiva Katz - 20%+ Returns from litigation financing from 2021-03-22T21:33:52
Aiming to produce IRR's of between 25% to 40% p.a, from litigation financing, Bow Street finds and purchases litigation assets in which guilt has already been established and the outcome is no long...
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Ep 87: John Hempton - Mass Mania from 2021-03-08T21:31:45
John comes back onto Inside The Rope to highlight his views of the market, including the current volatility and headline-grabbing trades such as the Gamestop short squeeze; alongside other areas of...
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Ep 86: Chris Cuffe - Among giants - A pioneer of Australian funds management from 2021-02-22T20:00:08
In this episode, David speaks with Chris about his current roles and background to date, in addition to how to pick fund managers along with how investors can use financial returns to support chari...
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Ep 85: Steve Tucker - The importance of advice from 2021-02-05T22:38:21
Steve Tucker former CEO of MLC, and current Koda Capital Chairman joins David in this episode to discuss the evolution of advice and the importance it carries for high net worth individuals. Steve ...
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Ep 84: Rajeev Gupta - Creating alpha from 2021-01-18T22:09:44
Rajeev Gupta of the Alium Alpha Fund joins David to discuss his career to date, the history of the Alium Alpha Fund, and the businesses that it invests in.
In what Raj calls a "Crossover F...
Ep 83: Richard Quin - Credit where credit's due from 2021-01-04T22:12:09
Richard Quin of Bentham joins David to discuss the history of Bentham Asset Management, including its spin-off from Credit Suisse, along with the various credit strategies that it manages today.
Ep 82: Justin Borus - Israel throughout the pandemic from 2020-12-23T20:20:09
Justin joins David again to provide an update on the Ibex Israel strategy, a strategy that has returned 13.4% to the year ending November 2020 (in USD).
Justin and David discuss the impac...
Ep 81: Paul Bassat - Seeking new opportunities from 2020-12-07T21:38
David speaks with Paul Bassat of Square Peg Capital, a firm that invests in early-stage technology companies across Australia, Israel and South-East Asia, such as Canva, Fiverr & Athena Home Loans....
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Ep 80: Chris Andrews - Returns from disciplined lending from 2020-11-23T21:39:33
In this episode, David speaks with Chris Andrews, the Chief Investment Officer at La Trobe Financial. La Trobe Financial manages a book of mortgage-backed loans on behalf of investors aiming to rec...
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Ep 79: John Hempton - Where to from here? from 2020-11-09T22:10:15
John comes back onto Inside The Rope to revisit COVID-19 and discuss the things that he believes Bronte Capital miscalculated at the beginning of the pandemic, along with what else they could have ...
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Ep 78: George Bishay - Bonding over impact investing from 2020-10-26T19:00:06
David and George discuss how investors can invest ethically in the fixed income space.
Impact investing allows investors to not only generate a financial return but also contribute positiv...
Ep 77: Dr Craig Collie - Diagnosing financial markets from 2020-10-12T22:56:08
Dr Craig Collie of Regal Funds Management joins David on this episode of Inside the Rope to discuss his career to date, starting as a medical doctor in Australia, New Zealand and the United Kingdom...
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Ep 76: Rob Morrison - Investing in healthcare property from 2020-09-29T05:05:18
In this episode, David chats with Rob Morrison from Barwon Investment Partners to discuss the Barwon Healthcare Property Fund.
In seeking to identify areas of the property market that Rob ...
Ep 75: Paul Heath - Inside The Rope - Three years on from 2020-09-16T22:41:49
Since launching Inside The Rope three years ago, David has been able to chat with some of the industry leaders in financial services. In this special episode of Inside the Rope, CEO of Koda Capital...
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Ep 74: Frank Macindoe - Experience matters from 2020-09-01T22:08:31
Fellow Koda Partner Frank Macindoe joins David in the latest episode of Inside the Rope to discuss his extensive career in both commercial law and financial advice, as well as the success he has ac...
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Ep 73: Lindsay Partridge - Laying the foundations for a successful business from 2020-08-19T00:04:53
In episode #73 of the Inside the Rope podcast Koda Adviser & Partner David Clark speaks with Lindsay Partridge AM, Managing Director at Brickworks Building Products.
Brickworks is one of ...
Ep 72: Kerry Series - Profit with purpose from 2020-08-03T23:18:26
Kerry joins David to discuss impact investing, and his career in financial markets. Throughout the episode, Kerry and David discuss and define what impact investing is, the framework used by the te...
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Ep 71: Anthony Millet - Early-stage venture capital from 2020-07-21T00:46:13
Anthony Millet from Antler joins David to discuss early-stage venture capital. Antler receives 50,000 applications a year to their programs around the world and spends over 200 hours with each team...
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Ep 70: Adam Murchie - Picking the winners from the losers in property from 2020-07-07T01:33:56
Having an IRR of 26.4% across all transactions in property, Adam Murchie joins David on this episode of Inside the Rope.
Adam is a specialist in funds management and investment and has wor...
Ep 69: Daniel Chersky - Absolute returns from small to mid cap ASX listed stocks from 2020-06-24T05:47:39
Delivering returns of 13.38% over the past 6 months (to May 2020), Daniel from Alceon chats with David.
Daniel and David discuss the Alceon High Conviction Absolute Return Fund, and dig in...
Ep 68: Charlie Jamieson - How negative yields can still provide positive returns from 2020-06-09T00:57:13
What makes for a quality government bond portfolio, and why should investors be attracted to them?
In this episode, Charlie and David discuss the benefits of high-quality government bonds ...
Ep 67: Cullen Gunn - Investing for impact from 2020-05-29T01:34:18
Delivering returns whilst providing impact, Cullen joins David to discuss the Kilter Rural impact investments.
Since 1993 Cullen has been working in the farmland and water management secto...
Ep 66: James McNabb - The COVID effect on credit from 2020-05-18T23:47:56
Managing a credit portfolio across several asset-backed loans (and previously corporate loans), James and the team at Aquasia's enhanced credit fund have returned 6.76% p.a. since inception (Octobe...
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Ep 65: Phil King - Don't get too bullish too early from 2020-05-12T00:02:48
Regal Small Companies fund has returned 18.4% p.a. (as at April 2020) since inception (Feb 2015).
As part of the COVID-19 Special Episodes, David chats with Phil King of Regal Funds Manage...
Ep 64: Chris Bedingfield - Is property defensive in a COVID world? from 2020-04-29T23:40:26
How has COVID-19 affected property?
In this episode, Chris and David discuss the impact of COVID-19 on property asset prices. Chris is a portfolio manager for the Quay Global Real Estate F...
Ep 63: Hamish Douglass - COVID-19, a Black Swan event from 2020-04-23T02:16:38
Magellan Global has returned 14.78% over 1 year to the 31st of March 2020.
In what Hamish calls a classic Black Swan event, he and David discuss the recent impact of the COVID-19 pandemic ...
Ep 62: Martin Rosser - Positive returns through the COVID crisis from 2020-04-14T05:32:16
Alium Market Neutral returned 7.2% in March.
Martin Rosser joins the podcast again to discuss how the Alium Market Neutral Fund has been able to generate positive returns during the COV...
Ep 61: Adrian Redlich - Double digit returns from asset backed debt from 2020-04-03T21:45:35
Adrian runs the Merricks Capital Partners Fund, a fund that provides senior asset secured debt to real estate, agriculture & occasionally infrastructure. The fund has provided investors with consis...
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Ep 60: Ben McGarry - Going Long In Capital Preservation from 2020-03-30T21:38:01
The Totus Capital Alpha Fund is up 9% CYTD for 2020, during a period when global equity markets have rerated significantly. Throughout the episode, Ben discusses the opportunities he believes are b...
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Ep 59: John Hempton - Central Banks aren't the answer to Coronavirus from 2020-03-15T05:00:18
In John Hempton’s eyes, what is occurring in financial markets is not an economic problem that can be solved through central bank stimulus. It’s a virus problem, and as a virus problem, it can only...
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Ep 58: Chris Joye - Coronavirus, property & debt from 2020-03-10T01:18:29
Chris joins David in this special episode to discuss the Coronavirus, housing markets, private debt and LIC stamping fees.
Chris is of the view that the increased market volatility present...
Ep 57: Jeff Emmanuel - Identifying growth opportunities & picking winners from 2020-03-02T23:47:05
Investing in growth opportunities that present themselves as emerging winners, Jeff backs the individuals behind what he identifies as a successful business. He is well known as an early backer of ...
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Ep 56: Kim Morison - Turning water into gold from 2020-02-17T22:07:18
Deriving uncorrelated returns to traditional asset classes, as at January 2020 the Argyle Water Fund has returned 19.1% p.a. since inception (2012) by investing in water rights across Australia.
Ep 55: Andrew Mitchell - Keeping a finger on the pulse of small caps from 2020-02-04T01:00:42
The Ophir Opportunities Fund has returned 26.1% p.a. since inception in August 2012 (net of fees) and their latest Global Opportunities Fund has returned 33.8% p.a. since inception in October 2018 ...
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Ep 54: Roger Lloyd - Identifying opportunities in infrastructure from 2020-01-21T03:37:58
Targeting what Roger refers to as 7/11 (7% income and 4% growth), Palisade's Diversified Infrastructure Fund has returned 10.2% p.a. over the last 10 years (as at 30 June 2019).
Roger def...
Ep 53: Tim Carleton - Finding value in large-cap global equities from 2020-01-06T21:47:23
Tim Carleton from Auscap joins the podcast for a second time to discuss his new Global Equities Fund as well as the recent performance of the Long Short Australian Equities Fund.
Currently...
Ep 52: Gerald Stack - A train set for Christmas from 2019-12-23T20:55:27
Sometimes presents that may be perceived as "boring" can eventuate into the most exciting gifts that you have received. The Magellan Infrastructure Fund invests in listed assets with exposure to se...
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Ep 51: Kee Gan – Brexit creates opportunities in UK property from 2019-12-09T22:08:06
Kee explains how property assets with yields of 7-9% are being found across the UK as Brexit fears have reduced competition for certain assets. Kee also covers the UK election and what it means for...
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Ep 50: Rhett Kessler - The emperor has no clothes from 2019-11-25T21:35:54
Are the big Australian banks value traps? As the disparity in valuations between value and growth stocks widen, Rhett and I discuss why. The impact of technological disruption has seen several grow...
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Ep 49: Andrew Lockhart – Credit opportunity from 2019-11-11T23:20
Equity like returns with debt like risk; Metrics Managing Partner Andrew Lockhart discusses the opportunity created by traditional lenders leaving the Australian market due to increasing levels of ...
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Ep 48: Phil King – A great time to invest from 2019-10-28T21:19:51
With the Regal small-cap fund up over 70% CYTD (as at 30 Sept 2019), Phil and I talk the good, the bad & the ugly of financial markets. Phil remains optimistic that there is plenty of growth left i...
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Ep 47: Martin Rosser - Investing through the cycle from 2019-10-14T21:26:50
Investing through the cycle and targeting 10-15% returns net of fees is Alium’s focus, and in this episode Martin explains how Alium is able to accomplish this. The Alium Market Neutral strategy is...
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Ep 46: Will Douglas - Koda Israel Tour from 2019-09-30T23:33:07
Recently I toured Israel with Koda Partner Will Douglas and Ibex Investors to gain insights into the Ibex Israel investment fund. On the four day tour we visited a range of investee companies and s...
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Ep 45: Ben Cleary - Tribecca Global Natural Resources from 2019-09-30T23:27:42
In what has proven to be a difficult period for Tribeca, Ben and I discuss the reasons for the fund's underperformance and how Tribeca is positioned to perform going forward. Ben has worked in the ...
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Ep 44: David Kirk - The Polymath from 2019-09-16T11:01:42
Rugby World Cup winning captain and captain of industry David Kirk discusses Bailador, his ASX listed technology investment company.
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Ep 43: Stephen Bailey-Smith - Frontier Debt from 2019-09-03T22:51:50
Lending money to countries such as Zimbabwe requires skill, knowledge, and experience. Stephen discusses how Global Evolution has become a global leader in managing frontier debt with over $9 billi...
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Ep 42: Nelson Yuan - Opportunistic Credit from 2019-08-12T21:54:18
Equity-like returns with debt like risk. Nelson Yuan of PIMCO discusses how they use their global footprint to find attractive opportunities in credit.
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Ep 41: Hamish Douglass - Global Equities from 2019-07-29T22:54:04
Magellan has produced a return of 20% for FY19 and 16% p.a. for the last 10 years. We discuss a wide range of subjects including why the interest rate outlook is important for investors, the US/Chi...
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Ep 40: Tony Waters - Australian Equities ex ASX100 from 2019-07-16T22:06:14
In this episode we chat to Tony Waters of QVG and discuss fast-growing small Australian companies such as AfterPay. As a founder and Portfolio Manager of the QVG Opportunities Fund, Tony manages mo...
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Ep 39: Mattias Westman - Russian Equities from 2019-07-01T07:12:47
In this episode we speak with Mattias Westman, Founding Partner at Prosperity Capital Management. In particular we discuss Prosperity’s investment strategy, which focuses on public companies in Rus...
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Ep 38: Haydn Smith - Natural Resources Debt from 2019-06-17T08:39:55
Haydn Smith is a Portfolio Manager at Tribeca Investment Partners and runs Tribeca’s Global Natural Resources Credit Fund. Haydn joins us to talk about the double-digit returns the fund is earning ...
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Ep 37: Chris Bedingfield - Global Real Estate from 2019-06-04T00:00:19
Chris is a Principal and Portfolio Manager for Quay Global Investors, a fund that invests in real estate. We discuss the characteristics of the asset class along with his outlook.
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Ep 36: Roberto Cagnati - Private Equity from 2019-05-20T11:50:13
Roberto Cagnati is Co-Head of the Portfolio Management business unit for Partners Group and a member of the firm’s Global Portfolio Committee. Partners Group is one of the world’s largest Private E...
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Ep 35: Chelsea Pottenger - Mindfulness from 2019-04-25T05:44:05
With a PHD in Neuroscience & Psychology, Chelsea is a well known keynote speaker on Mindfulness. We discuss Mindfulness and the complexities that increasing wealth brings to happiness.
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Ep 34: Michael Heine - Family Entrepreneurship from 2019-04-08T05:55:04
I speak with Michael Heine about his family's long entrepreneurial track record from escaping Nazi Germany to successfully listing Netwealth in 2017. We cover topics such as selecting an adviser, i...
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Ep 33: Adrian Redlich - Private Debt from 2019-03-26T02:20:42
Adrian joins us to discuss the opportunity to make double digit returns by lending to property developers.
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Ep 32: Rhett Kessler - Australian Equities One Year Later from 2019-03-11T21:00:46
Rhett Kessler is one of my favourite investors. We speak with Rhett about his views on the current equity market and outlook, along with his recent investment in CSL and the recycling company BIngo.
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Ep 31: Kim Morrison - Investing in Water Rights from 2019-02-25T20:43:49
Kim Morrison joins us to discuss investing in agriculture and specifically water rights, a strategy that has been very successful for Kim over the last 10 years.
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Ep 30: Christopher Joye - The Investment Outlook from 2019-02-11T21:33:48
Christopher has advised key policy makers in Australia and the US on economic management. In this episode we discuss investing in enhanced cash along with his views on the investment outlook. Chris...
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Ep 29: Trevor Folsom - Technology Start Ups from 2019-01-23T22:33:02
Trevor Folsom retired at age 39 after he and his partner sold their business for more than $100m. Retirement lasted 3 months as Trevor headed back to what he loves doing: helping startups grow.
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Ep 28: Justin Borus - Investing in Israel (Part 2) from 2019-01-09T01:53:42
We follow up our conversation with Justin from September 2017 and get an update on the outlook for investing in listed and unlisted companies in Israel.
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Ep 27: Phil King - Absolute Return Investing from 2018-12-03T10:06:44
Phil King has been described by the AFR as "one of Australia's most Astute Investors". We talk to Phil about his absolute return process and how he has been able to provide great returns to investo...
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Ep 26: Hamish Douglass- Global Investing from 2018-11-12T22:25:27
Alphabet (Google), Facebook, Apple and Microsoft. These are some of the investments that Hamish and Magellan believe will provide great returns. Hamish takes us through his outlook and position. We...
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Ep 25: John Hempton - Hunting Fraud from 2018-10-31T00:10:31
Legendary Short Seller John Hemtpon talks about how to find great long term investments and how he profits from fraudsters.
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Ep 24: Craig Evans from 2018-10-16T08:23:12
Investing in commodities can often be a roller coaster for investors and subject to extreme volatility. In this episode I speak with Craig Evans a Portfolio Manager at the Tribeca Global Natural Re...
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Ep 23: Ilan Israelstam - ETF's from 2018-10-08T01:09:57
The growth of Exchange Traded Funds over the last 10 years post the GFC has been phenomenal. Ilan takes us through a crash course in ETF's and explains why they have become so popular.
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Ep 22: David Witkin - Merger Arbitrage from 2018-09-10T21:50:58
We talk to David about investing in companies where Mergers and Acquisitions are announced and how the strategy can produce good returns that are uncorrelated to traditional assets.
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Ep 21: Paul Heath - Liquidity Events from 2018-08-30T00:34:13
Liquidity events are a major fork in the road. Paul Heath draws on his experience as CEO of Koda and previously JB Were to discuss the do's and don'ts of managing liquidity events.
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Ep 20: Nelson Seo - Insurance Linked Bonds from 2018-08-16T01:56:53
As a founder of the impressive Fermat Capital Management, Nelson discusses how they invest in non traditional fixed income such as Insurance Linked Bonds to create a risk premium greater than simil...
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Ep 19: Cathie Wood - Disruptive Technologies from 2018-07-23T04:33:58
Following our previous Podcast with the very impressive leader of Ark Invest, we discuss the opportunities being presented by 3D printing and the genomic revolution amongst other disruptive technol...
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Ep 18: Dan Greenhaus - Opportunities in Distressed Companies from 2018-07-13T02:09:37
We discuss with Dan How Solus invests in event driven, and special situations to create a strategy that has provided an annual return of 12.71% over the last 5 years with low volatility and low cor...
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Ep 17: Michael Traill - Impact Investing from 2018-06-18T23:09:16
As a world leader in Impact Investing, Michael talks to us about the growing trend of investing for the dual purpose of profit and social benefit.
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Ep 16: Robert Bartlett - UK Residential Property from 2018-06-06T08:39:01
We talk to Robert about the current opportunity to earn double digit returns by investing in UK residential Property.
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Ep 15: Mitch Taylor - Private Debt from 2018-06-03T21:41:10
We discuss investing in the private debt provided to medium sized business and how the big banks exiting this market has created an opportunity for investors provided they get their credit analysis...
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Ep 14: Chris Cuesta - US Micro Caps from 2018-05-27T21:18:02
Chris discusses the opportunities that are presented by investing in US microcaps a strategy that has produced 15.3% p.a return since inception in 2014. We touch on the benefit being provided to US...
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Ep 13: Ben Hirsch-McShane - Driverless Cars from 2018-05-15T09:12:47
We talk with Ibex analyst Ben Hirsch-McShane about the future of transportation and the economic opportunities presented by the adoption of driverless vehicles
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Ep 12: Andrew Clifford Platinum Asset Management from 2018-04-10T09:43:27
The recently announced CEO and CIO of the $27 billion manager talks about managing money for the past 23 years and how peoples behaviour creates opportunities to profit. Andrew also gives his views...
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Ep 11: Alan Sheen - Algorithmic Investing from 2018-03-24T03:52:46
As the co-founder of Dalton Street Capital Alan invests clients money using algorithm that exploits behaviours in the market to generate returns for investors. Since inception Dalton Street Capital...
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Ep 10: Ben McGarry - Totus Capital Absolute Return Investing from 2018-02-27T02:43:49
We explore the way Ben invests, along with a number of themes that have led Totus to return greater than 21% p.a. since setting up the fund in 2012
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Ep 9: Tim Carleton - Auscap Asset Management from 2018-02-05T23:38:24
Tim is a founder and Portfolio Manager with Auscap Asset Management an asset manager with an annualised return of more than 20%. We discuss a wide range of topics including investment fundamentals,...
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Ep 8: House Prices and Interest Rates with Brett Gillespie from 2018-01-25T01:29:47
Episode 8: House Prices and Interest rates with Brett Gillespie
Brett talks about his view on the outlook for house prices and interest rates and what will drive them. I reached out to Brett to...
Ep 7: How to get to 100 in great shape. from 2017-12-04T22:29:21
Dr John Cummins (https://goo.gl/u8ikNw) is a specialist physician who started a practice devoted to preventative medicine. In this episode, Dr John talks about how you can manage your health and li...
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Ep 6: James McNabb - Fixed Interest and Credit from 2017-11-21T22:52:14
Description: James McNab is the Manager of Aquasia fixed interest funds. Aquasia manages wholesale funds and syndicates, investing in a range of credit and fixed-income assets. http://www.aquasia.c...
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Ep 5: Cathie Wood - Investing in Disruption from 2017-11-06T02:56:12
Catherine D Wood is the CEO and CIO of Ark invest a New York-based investment manager focussed on disruptive innovation. In this episode, we cover Bitcoin, Driverless cars and other disruptive tech...
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Ep 4: Tiffany Jones from 2017-10-21T06:12:04
Managing significant wealth over multiple generations raises many significant challenges. These issues are discussed with Tiffany who is a thought leader in the Family Leadership space. Tiffany bri...
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Ep 3: Justin Borus - Investing in Israel from 2017-09-14T21:55:10
We discuss the opportunity to invest in high growth companies in Israel with the Founder and Chief Investment Officer of Ibex Investors.
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Ep 2: Hamish Douglass from 2017-08-20T01:51:32
International and Technology investment with Hamish Douglass
Hamish Douglass is Co-Founder, Chief Executive Officer and Chief Investment Officer of Magellan Financial Group, and Lead Portfolio ...
Ep 1: Rhett Kessler from 2017-07-26T11:50:27
Investment Fundamentals with Rhett Kessler
Rhett Kessler manages the Pengana Australian Equities Fund of $1.2 billion that has returned to clients greater than 11% p.a. net since inception. In ...