All Episodes
Inside the Rope with David Clark — 222 episodes · page 1 of 3
Ep 233: Raghav Khana - Navigating the Squeeze: Oaktree on Private Credit, Collapse Risks, and Market Cockroaches
Ep 232: Dr Joanna Syroka - Too Big for Balance Sheets: AI Data Centers, Cyber Contagion, and the Future of ILS
Ep 231: Gary Hui - Anticipating Anticipation: How Geometrica Outperforms Consensus
Ep 230: Rob Tucker - Australian Equities in an "Emotional Recession": Capital Flight and Macro Headwinds
Ep 229: John Knox – Pitch Rights, Private Credit, and the New Frontier of Sports Investing
Ep 228: Jeremy Samuel - The Discipline of Capital Preservation: Inside Anacacia’s Private Equity & Small Cap Listed Strategy
Ep 227: Dr Christian Baylis - Elite Mindsets, Broken Financial Plumbing, and Alternative Credit
Ep 226: Michael Traill - Fixing the NDIS: Scaling Efficiency in the Care Economy
Ep 225: Stephen Otter - The Royalty Revolution: Inside Partners Group’s Institutional Playbook
Ep 224: Kim Morison - The Ultimate Uncorrelated Asset - Water
Ep 223: Michael Tate - Why Global Capital Loves Self-Storage
Ep 222: Anurag Agarwal - The Asset Class That Moves the World: Inside Global Transportation Investing
Ep 221: Tim Ivers - Navigating the Liquidity Crunch in Private Markets
Ep 220: David Jenkins - Dot-Com on Steroids Reality Check for the AI Era
Ep 219: Qiao Ma - Is SaaS Dead? The Structural Shift in Growth Investing
Ep 218: Chris Aylward - Property Cycles, Leverage, and Skyscrapers to Funds
Ep 217 Ian Macoun - Make It Better: Building Investment Excellence That Lasts
Ep 217 Trailer: Ian Macoun - Founder of Pinnacle Investment Management
Ep 216: Morry Waked - The Quant Edge: How Data, Discipline, and Relentless Curiosity Built a $43B Investment Powerhouse
Ep215: Jamie Montgomery: What Comes After ChatGPT - Quantum Computing, Open AI, and the Future of Venture
Ep 214: Jim Rohrstaff - What Golf Teaches Investors About Capital, Concentration and Staying Power
Ep 213: Ben Forman - How Sophisticated Investors Are Thinking About Digital Assets in 2026
Ep 212: Sam Reynolds - Powering Returns Investing Through the Global Energy Transition
Ep 211: Inside the Liquidity Event - Three Founders, One Defining Moment
Ep 210: Paul Moore - 40 Years of Beating the Market: Conviction, Contrarianism, and Compounding
Ep 209: Jessica Farr-Jones - How Regal’s Rising Star Finds Alpha in Chaos
Ep 208: Tara Davies - Inside the Global Infrastructure Playbook for Serious Private Capital
Ep 207: Daniel Darling - Backing the Builders: Why Early-Stage AI Investing Is Creating Tomorrow’s Titans
Ep 206: Doug Tynan: Real Estate, Rolexes, and Returns - How the Ultra-Wealthy Think Differently
Ep 205: Howard Marks - You Can’t Predict, But You Can Prepare - A Framework for Positioning Portfolios
Ep 204: Ed Goldstein - Unlocking Secondaries - Liquidity, Diversification and Opportunity in Private Markets
Ep 203: David Gonski - Lessons on Leadership, Legacy & Long-Term Wealth
Ep 202: Claudia Kwan - Returns Without Compromise: Investing for Impact and Outperformance
Ep 201: Nikki Thomas - The Power of Focus: Running a 20-Stock Global Portfolio
Ep 200: Milestone Episode - Lessons from the Leading Minds in Wealth Management
Ep 199: Marc Lasry - Private Equity’s Play in the World of Sport
Ep 198: Tim Samway - Why GP Staking Is the Next Big Thing in Wealth
Ep 197: Craig Packer - Targeting 10% Without the Volatility: The Power of Private Credit
Ep 196: David Gribble - His Road to the Top at Alceon: Inside One of Australia’s Top Private Capital Firms
Ep 195: Andrew Lockhart - Beyond the Headlines: The Real Story Behind Private Credit’s Growth
Ep 194: David Neal - From Nation-Building to Member Outcomes: The Power of Long-Term Investing
Ep 193: Laurence Marshbaum - Why More Families Are Embedding Philanthropy in Their Legacy
Ep 192: David Witkin: Navigating Market Volatility with Event-Driven Investing
Ep 191: Future Generation Women - Investing in Women: The Future of Wealth Management and Better Returns
Ep 190: Frewen Lam - Investing Smarter: Lessons from Private Markets, Asia & Agri
Ep 189: Mike Dorrell - From Boarding School to a $100B Empire
Ep 188: Evana Lithgow - Beyond Wealth: Building Resilient Families Through Leadership and Legacy
Ep 187: Peter Edwards - How the Victor Smorgon Group is Redefining Family Office Investing
Ep 186: Brad Powell - From Apple to Impact: Driving Change with Emerson Collective
Ep 185: Armina Rosenberg - Tech Meets Finance: AI-Driven Fund Management Revolution
Ep 184: John Hempton - Market Madness & Future Opportunities: Investing in Uncertain Times
Ep 183: Frank Danieli - Navigating the Private Credit Boom
Ep 182: Manny Pohl - Crafting a Legacy: Insights on Building a Fund Management Firm
Ep 181: Dafina Toncheva - From Communism to Capitalism; and Navigating the Future of Venture Capital
Ep 180: Michael Rosen - Hedged for Success: Convertible Bonds Explained
Ep 179: Jim Eddy - Real Estate to Rides: The history and success of Jamberoo
Ep 178: Damian Chaparro - Balancing the Ledger: Integrating Financial Success with Personal Wellness
Ep 177: Paul Francis - Investing in elite performance
Ep 176: Live Event - Samar Mcheileh, Mike Lukin & Peter Cooper - Public and private market insights
Ep 175: Live Event - Jess Farr-Jones, Mike Lukin & Tim Carleton - Public and private market insights
Ep 174: Adrian Mackenzie - The power of partnership in private equity investments
Ep 173: Dan Ariely - Understanding irrationality through behavioural economics
Ep 172: Artificial Intelligence Series - Part 3: Investing in AI
Ep 172: Artificial Intelligence Series - Part 2: Revolution or risk; Generative AI
Ep 172: Artificial Intelligence Series - Part 1: Defining AI
Ep 171: Greg Mauro - Venture into education
Ep 170: Elizabeth Burton - Building a diversified portfolio
Ep 169: Armen Panossian - Oaktree's approach to navigating distressed credit
Ep 168: Tim Carleton - Investing for long-term growth
Ep 167: Amy Pham - Property Insights: Navigating Offices, Retail, and Data Centres
Ep 166: Dr Craig Collie - Ozempic and beyond, inside the weight loss drug revolution
Ep 165: Brigette Leckie - Exploring the future of global economies
Ep 164: Phil King - Listening for opportunities
Ep 163: Frank Macindoe: The art of long term investing
Ep 162: Cal O'brien - Mid-market turnarounds
Ep 161: David Sekel - Keeping it in the family
Ep 160: Andrew Rado - Casting a wide net: Investing in Australia’s fishing quotas
Ep 159: Urs Wietlisbach - Private equity the new traditional asset class?
Ep 158: Alon Greenspan - Capital for a Cause: Revolutionising Mental Health
Ep 157: Jason Coggins - Portfolio Construction
Ep 156 - Matt Rennie - The Energy Transition: Its Challenges & Opportunities
Ep 155: Jonah Oliver - The psychology of high performance
Ep 154: Michael Gutman - Navigating Australia's Real Estate Future
Ep 153: Justin Ryan - The real world of private equity
Ep 152: Michael Lukin - Sidestepping the J-Curve
Ep 151: Mark Barker - Decoding global market dynamics
Ep 150: Cooper Stainbrook - Unpacking the office space exodus
Ep 149: Frank Macindoe - Finding the right companies for long-term growth
Ep 148: David Witkin - The art of event-driven investing
Ep 147: Andrew Rothery - Exploring private markets
Ep 146: Chris Joye - Cash is king
Ep 145: Neil Schloss - Investing in the mobility revolution
Ep 144: Kim Morison - The role of institutional capital in agriculture
Ep 143: Luke Keary - The art of performance
Ep 142: Mitch Taylor - Protecting capital against higher inflation
Ep 141: Roger Lloyd - Inside Infrastructure
Ep 140: Tom King - Navigating the seas of sustainable investing
Ep 139: David Blood - A pioneer in sustainable investing
Ep 137: Michael Lukin - Follow the money
Ep 136: Rob Rayner - Risk adjusted returns in property