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Inside the Rope with David Clark cover art

All Episodes

Inside the Rope with David Clark — 223 episodes

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Title
1

Ep 221: Tim Ivers - Navigating the Liquidity Crunch in Private Markets

2

Ep 220: David Jenkins - Dot-Com on Steroids Reality Check for the AI Era

3

Ep 219: Qiao Ma - Is SaaS Dead? The Structural Shift in Growth Investing

4

Ep 218: Chris Aylward - Property Cycles, Leverage, and Skyscrapers to Funds

5

Ep 217 Ian Macoun - Make It Better: Building Investment Excellence That Lasts

6

Ep 217 Trailer: Ian Macoun - Founder of Pinnacle Investment Management

7

Ep 216: Morry Waked - The Quant Edge: How Data, Discipline, and Relentless Curiosity Built a $43B Investment Powerhouse

8

Ep215: Jamie Montgomery: What Comes After ChatGPT - Quantum Computing, Open AI, and the Future of Venture

9

Ep 214: Jim Rohrstaff - What Golf Teaches Investors About Capital, Concentration and Staying Power

10

Ep 213: Ben Forman - How Sophisticated Investors Are Thinking About Digital Assets in 2026

11

Ep 212: Sam Reynolds - Powering Returns Investing Through the Global Energy Transition

12

Ep 211: Inside the Liquidity Event - Three Founders, One Defining Moment

13

Ep 210: Paul Moore - 40 Years of Beating the Market: Conviction, Contrarianism, and Compounding

14

Ep 209: Jessica Farr-Jones - How Regal’s Rising Star Finds Alpha in Chaos

15

Ep 208: Tara Davies - Inside the Global Infrastructure Playbook for Serious Private Capital

16

Ep 207: Daniel Darling - Backing the Builders: Why Early-Stage AI Investing Is Creating Tomorrow’s Titans

17

Ep 206: Doug Tynan: Real Estate, Rolexes, and Returns - How the Ultra-Wealthy Think Differently

18

Ep 205: Howard Marks - You Can’t Predict, But You Can Prepare - A Framework for Positioning Portfolios

19

Ep 204: Ed Goldstein - Unlocking Secondaries - Liquidity, Diversification and Opportunity in Private Markets

20

Ep 203: David Gonski - Lessons on Leadership, Legacy & Long-Term Wealth

21

Ep 202: Claudia Kwan - Returns Without Compromise: Investing for Impact and Outperformance

22

Ep 201: Nikki Thomas - The Power of Focus: Running a 20-Stock Global Portfolio

23

Ep 200: Milestone Episode - Lessons from the Leading Minds in Wealth Management

24

Ep 199: Marc Lasry - Private Equity’s Play in the World of Sport

25

Ep 198: Tim Samway - Why GP Staking Is the Next Big Thing in Wealth

26

Ep 197: Craig Packer - Targeting 10% Without the Volatility: The Power of Private Credit

27

Ep 196: David Gribble - His Road to the Top at Alceon: Inside One of Australia’s Top Private Capital Firms

28

Ep 195: Andrew Lockhart - Beyond the Headlines: The Real Story Behind Private Credit’s Growth

29

Ep 194: David Neal - From Nation-Building to Member Outcomes: The Power of Long-Term Investing

30

Ep 193: Laurence Marshbaum - Why More Families Are Embedding Philanthropy in Their Legacy

31

Ep 192: David Witkin: Navigating Market Volatility with Event-Driven Investing

32

Ep 191: Future Generation Women - Investing in Women: The Future of Wealth Management and Better Returns

33

Ep 190: Frewen Lam - Investing Smarter: Lessons from Private Markets, Asia & Agri

34

Ep 189: Mike Dorrell - From Boarding School to a $100B Empire

35

Ep 188: Evana Lithgow - Beyond Wealth: Building Resilient Families Through Leadership and Legacy

36

Ep 187: Peter Edwards - How the Victor Smorgon Group is Redefining Family Office Investing

37

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

38

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

39

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

40

Ep 183: Frank Danieli - Navigating the Private Credit Boom

41

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

42

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

43

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

44

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

45

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

46

Ep 177: Paul Francis - Investing in elite performance

47

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

48

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

49

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

50

Ep 173: Dan Ariely - Understanding irrationality through behavioural economics

51

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

52

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

53

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

54

Ep 171: Greg Mauro - Venture into education

55

Ep 170: Elizabeth Burton - Building a diversified portfolio

56

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

57

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

58

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

59

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

60

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

61

Ep 164: Phil King - Listening for opportunities

62

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

63

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

64

Ep 161: David Sekel - Keeping it in the family

65

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

66

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

67

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

68

Ep 157: Jason Coggins - Portfolio Construction

69

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

70

Ep 155: Jonah Oliver - The psychology of high performance

71

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

72

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

73

Ep 152: Michael Lukin - Sidestepping the J-Curve

74

Ep 151: Mark Barker - Decoding global market dynamics

75

Ep 150: Cooper Stainbrook - Unpacking the office space exodus

76

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

77

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

78

Ep 147: Andrew Rothery - Exploring private markets

79

Ep 146: Chris Joye - Cash is king

80

Ep 145: Neil Schloss - Investing in the mobility revolution

81

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

82

Ep 143: Luke Keary - The art of performance

83

Ep 142: Mitch Taylor - Protecting capital against higher inflation

84

Ep 141: Roger Lloyd - Inside Infrastructure

85

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

86

Ep 139: David Blood - A pioneer in sustainable investing

87

Ep 137: Michael Lukin - Follow the money

88

Ep 136: Rob Rayner - Risk adjusted returns in property

89

Ep 135: Rob Tucker - High conviction Australian equities

90

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

91

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

92

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

93

Ep 131: Suzanne Gauron - Enhancing returns through private equity

94

Ep 130: Laurent Jeanmart - Litigation Funding

95

Ep 129: Alisa Wood - Why private assets?

96

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

97

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

98

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

99

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

100

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

101

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

102

Episode 122 - Ian Beatty - Trading liquidity for opportunity

103

Ep 121: Mark Landau - Absolute returns throughout the cycle

104

Episode 120: Chris Joye - Where to hide from inflation

105

Episode 119: John Hempton - Cutting through the uncertainty

106

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

107

Ep 117: Live Event - Phil King, Rhett Kessler & Alexandra Clarke; Behaviours of successful investors

108

Ep 116: Matthew Kidman - Who's lying and who's not.. Investing in small caps

109

Ep 115: Garry Edwards - Diversification & scale in agriculture assets

110

Ep 114: Alex Hone - Providing predictable investment outcomes

111

Ep 113: Ben Krasnostein - Working towards a zero carbon future

112

Ep 112: Chris Stott - Finding the inefficiencies within Australian small caps

113

Ep 111: Mattias Westman & Akshay Bhutiani - Value amongst volatility; investing in Russia

114

Ep 110: Karl Wellner - Family matters - Managing the wealth of family offices

115

Ep 109: Warren Ebert - Buying property at the right price

116

Ep 108: Lucas White - Investing in energy efficiencies

117

Ep 107: Erik Sprinchorn - Nordic Innovation

118

Ep 106: Michael Goldberg - Long live value

119

Ep 105: Frank Macindoe - Financial markets, a mean reverting machine

120

Ep 104: Michael Traill - Investing for purpose

121

Ep 103: Yasmin Allen - Good governance & the future of work

122

Ep 102: Adrian Redlich - Capital for agriculture

123

Ep 101: Catherine Allfrey - How to identify superior corporate DNA

124

Ep 100: Hamish Douglass - The behaviours of great investors

125

Ep 99: Phil Green - Sharing learnings & building resilience

126

Ep 98: Emma Fisher - Common sense investing

127

Ep 97: Andrew Rado - Gone fishing; delivering sustainable returns through fisheries

128

Ep 96: John Murray - From Chartered Accountant to the Australian Funds Management Hall of Fame

129

Ep 95: Peter Cooper - Defining the path of a successful investor

130

Ep 94: Prasad Patkar & Peter Brooke - Absolute Returns

131

Ep 93: Daniel Pickering - Cryptocurrencies - A new asset class?

132

Ep 92: Tim King - Investing for a better future

133

Ep 91: David Witkin - Special-Purpose Acquisition Companies

134

Ep 90: Frank Macindoe - Half a year on, Koda's Enduring Equities Portfolio

135

Ep 89: Kenny Arnott - Asymmetric Investing

136

Ep 5 Recast: Catherine Wood (ARK) - Investing in disruption

137

Ep 87: John Hempton - Mass Mania

138

Ep 86: Chris Cuffe - Among giants - A pioneer of Australian funds management

139

Ep 85: Steve Tucker - The importance of advice

140

Ep 84: Rajeev Gupta - Creating alpha

141

Ep 83: Richard Quin - Credit where credit's due

142

Ep 82: Justin Borus - Israel throughout the pandemic

143

Ep 81: Paul Bassat - Seeking new opportunities

144

Ep 80: Chris Andrews - Returns from disciplined lending

145

Ep 79: John Hempton - Where to from here?

146

Ep 78: George Bishay - Bonding over impact investing

147

Ep 77: Dr Craig Collie - Diagnosing financial markets

148

Ep 76: Rob Morrison - Investing in healthcare property

149

Ep 75: Paul Heath - Inside The Rope - Three years on

150

Ep 74: Frank Macindoe - Experience matters

151

Ep 73: Lindsay Partridge - Laying the foundations for a successful business

152

Ep 72: Kerry Series - Profit with purpose

153

Ep 71: Anthony Millet - Early-stage venture capital

154

Ep 70: Adam Murchie - Picking the winners from the losers in property

155

Ep 69: Daniel Chersky - Absolute returns from small to mid cap ASX listed stocks

156

Ep 68: Charlie Jamieson - How negative yields can still provide positive returns

157

Ep 67: Cullen Gunn - Investing for impact

158

Ep 66: James McNabb - The COVID effect on credit

159

Ep 65: Phil King - Don't get too bullish too early

160

Ep 64: Chris Bedingfield - Is property defensive in a COVID world?

161

Ep 63: Hamish Douglass - COVID-19, a Black Swan event

162

Ep 62: Martin Rosser - Positive returns through the COVID crisis

163

Ep 61: Adrian Redlich - Double digit returns from asset backed debt

164

Ep 60: Ben McGarry - Going Long In Capital Preservation

165

Ep 59: John Hempton - Central Banks aren't the answer to Coronavirus

166

Ep 58: Chris Joye - Coronavirus, property & debt

167

Ep 57: Jeff Emmanuel - Identifying growth opportunities & picking winners

168

Ep 56: Kim Morison - Turning water into gold

169

Ep 55: Andrew Mitchell - Keeping a finger on the pulse of small caps

170

Ep 54: Roger Lloyd - Identifying opportunities in infrastructure

171

Ep 53: Tim Carleton - Finding value in large-cap global equities

172

Ep 52: Gerald Stack - A train set for Christmas

173

Ep 51: Kee Gan – Brexit creates opportunities in UK property

174

Ep 50: Rhett Kessler - The emperor has no clothes

175

Ep 49: Andrew Lockhart – Credit opportunity

176

Ep 48: Phil King – A great time to invest

177

Ep 47: Martin Rosser - Investing through the cycle

178

Ep 46: Will Douglas - Koda Israel Tour

179

Ep 45: Ben Cleary - Tribecca Global Natural Resources

180

Ep 44: David Kirk - The Polymath

181

Ep 43: Stephen Bailey-Smith - Frontier Debt

182

Ep 42: Nelson Yuan - Opportunistic Credit

183

Ep 41: Hamish Douglass - Global Equities

184

Ep 40: Tony Waters - Australian Equities ex ASX100

185

Ep 39: Mattias Westman - Russian Equities

186

Ep 38: Haydn Smith - Natural Resources Debt

187

Ep 37: Chris Bedingfield - Global Real Estate

188

Ep 36: Roberto Cagnati - Private Equity

189

Ep 35: Chelsea Pottenger - Mindfulness

190

Ep 34: Michael Heine - Family Entrepreneurship

191

Ep 33: Adrian Redlich - Private Debt

192

Ep 32: Rhett Kessler - Australian Equities One Year Later

193

Ep 31: Kim Morison - Investing in Water Rights

194

Ep 30: Christopher Joye - The Investment Outlook

195

Ep 29: Trevor Folsom - Technology Start Ups

196

Ep 28: Justin Borus - Investing in Israel (Part 2)

197

Ep 27: Phil King - Absolute Return Investing

198

Ep 26: Hamish Douglass- Global Investing

199

Ep 25: John Hempton - Hunting Fraud

200

Ep 24: Craig Evans

201

Ep 23: Ilan Israelstam - ETF's

202

Ep 22: David Witkin - Merger Arbitrage

203

Ep 21: Paul Heath - Liquidity Events

204

Ep 20: Nelson Seo - Insurance Linked Bonds

205

Ep 19: Cathie Wood - Disruptive Technologies

206

Ep 18: Dan Greenhaus - Opportunities in Distressed Companies

207

Ep 17: Michael Traill - Impact Investing

208

Ep 16: Robert Bartlett - UK Residential Property

209

Ep 15: Mitch Taylor - Private Debt

210

Ep 14: Chris Cuesta - US Micro Caps

211

Ep 13: Ben Hirsch-McShane - Driverless Cars

212

Ep 12: Andrew Clifford Platinum Asset Management

213

Ep 11: Alan Sheen - Algorithmic Investing

214

Ep 10: Ben McGarry - Totus Capital Absolute Return Investing

215

Ep 9: Tim Carleton - Auscap Asset Management

216

Ep 8: House Prices and Interest Rates with Brett Gillespie

217

Ep 7: How to get to 100 in great shape.

218

Ep 6: James McNabb - Fixed Interest and Credit

219

Ep 5: Cathie Wood - Investing in Disruption

220

Ep 4: Tiffany Jones

221

Ep 3: Justin Borus - Investing in Israel

222

Ep 2: Hamish Douglass

223

Ep 1: Rhett Kessler