Inside the Rope with David Clark
Episodes
Ep 221: Tim Ivers - Navigating the Liquidity Crunch in Private Markets
28 Apr 2026
Contributed by Lukas
Private markets are more popular than ever, but for many investors, the "exit" sign is becoming harder to find. As public markets remain tig...
Ep 220: David Jenkins - Dot-Com on Steroids Reality Check for the AI Era
13 Apr 2026
Contributed by Lukas
Is the current AI-driven market rally a structural revolution or a speculative mirage? David Clark sits down with David Jenkins, Client Portfolio Mana...
Ep 219: Qiao Ma - Is SaaS Dead? The Structural Shift in Growth Investing
30 Mar 2026
Contributed by Lukas
With AI reshaping industries at a speed few investors have experienced before, many portfolios are caught between fear of missing out and fear of over...
Ep 218: Chris Aylward - Property Cycles, Leverage, and Skyscrapers to Funds
16 Mar 2026
Contributed by Lukas
In this episode of Inside the Rope, David Clark sits down with Chris Aylward, a veteran of Australian property markets whose career spans more than fi...
Ep 217 Ian Macoun - Make It Better: Building Investment Excellence That Lasts
02 Mar 2026
Contributed by Lukas
If you’ve recently had a liquidity event, inherited complexity, or are quietly wondering whether your portfolio is truly built for the next 30 years...
Ep 217 Trailer: Ian Macoun - Founder of Pinnacle Investment Management
24 Feb 2026
Contributed by Lukas
Inside The Rope's episode with Ian Macoun will release next Tuesday, the 3rd of March 2026.
Ep 216: Morry Waked - The Quant Edge: How Data, Discipline, and Relentless Curiosity Built a $43B Investment Powerhouse
17 Feb 2026
Contributed by Lukas
In this episode of Inside the Rope, David Clark speaks with Morry Waked, Managing Director and Head of Investments at Vinva Investment Management, a f...
Ep215: Jamie Montgomery: What Comes After ChatGPT - Quantum Computing, Open AI, and the Future of Venture
02 Feb 2026
Contributed by Lukas
David Clark is joined by Jamie Montgomery, co-founder and managing partner of March Capital, to discuss the forces reshaping venture capital, artifici...
Ep 214: Jim Rohrstaff - What Golf Teaches Investors About Capital, Concentration and Staying Power
19 Jan 2026
Contributed by Lukas
David Clark is joined by Jim Rohrstaff of Legacy Partners for a wide-ranging conversation that sits at the intersection of elite sport, long-term capi...
Ep 213: Ben Forman - How Sophisticated Investors Are Thinking About Digital Assets in 2026
05 Jan 2026
Contributed by Lukas
David Clark sits down with Ben Forman, Founder and Managing Partner of ParaFi Capital, one of the world’s leading institutional investors in blockch...
Ep 212: Sam Reynolds - Powering Returns Investing Through the Global Energy Transition
22 Dec 2025
Contributed by Lukas
In this episode of Inside the Rope, host David Clark sits down with Sam Reynolds, CEO of Octopus Investments Australia, to unpack one of the most crit...
Ep 211: Inside the Liquidity Event - Three Founders, One Defining Moment
08 Dec 2025
Contributed by Lukas
In this special edition of Inside the Rope, host David Clark brings listeners into a raw, deeply personal roundtable with three exceptional founders w...
Ep 210: Paul Moore - 40 Years of Beating the Market: Conviction, Contrarianism, and Compounding
24 Nov 2025
Contributed by Lukas
David Clark chats to one of Australia’s most respected, and quietly one of its most exceptional, investors, Paul Moore, Founder and Chief Investment...
Ep 209: Jessica Farr-Jones - How Regal’s Rising Star Finds Alpha in Chaos
10 Nov 2025
Contributed by Lukas
David Clark sits down with Jessica Farr-Jones, Portfolio Manager at Regal Partners, one of Australia’s most dynamic alternative investment firms now...
Ep 208: Tara Davies - Inside the Global Infrastructure Playbook for Serious Private Capital
28 Oct 2025
Contributed by Lukas
David chats with Tara Davies, Co-Head of European Infrastructure and Co-Head of EMEA at KKR, one of the world’s most influential alternative investm...
Ep 207: Daniel Darling - Backing the Builders: Why Early-Stage AI Investing Is Creating Tomorrow’s Titans
13 Oct 2025
Contributed by Lukas
David Clark sits down with Daniel Darling, Managing Partner at Focal Ventures, to explore how artificial intelligence is reshaping the investment land...
Ep 206: Doug Tynan: Real Estate, Rolexes, and Returns - How the Ultra-Wealthy Think Differently
29 Sep 2025
Contributed by Lukas
In this episode of Inside the Rope, David Clark is joined by Doug Tynan, Co-Founder and Chief Investment Officer at GCQ, who knew from a young age tha...
Ep 205: Howard Marks - You Can’t Predict, But You Can Prepare - A Framework for Positioning Portfolios
15 Sep 2025
Contributed by Lukas
In this special episode of Inside the Rope, David Clark welcomes one of the most influential voices in global investing — Howard Marks, Co-Founder a...
Ep 204: Ed Goldstein - Unlocking Secondaries - Liquidity, Diversification and Opportunity in Private Markets
01 Sep 2025
Contributed by Lukas
David Clark is joined by Ed Goldstein, Partner and Chief Investment Officer at Coller Capital’s Credit Secondaries business. Ed has spent over 16 ye...
Ep 203: David Gonski - Lessons on Leadership, Legacy & Long-Term Wealth
18 Aug 2025
Contributed by Lukas
In this special episode of Inside the Rope, host David Clark sits down with one of Australia’s most influential business leaders, David Gonski AC. W...
Ep 202: Claudia Kwan - Returns Without Compromise: Investing for Impact and Outperformance
04 Aug 2025
Contributed by Lukas
David Clark is joined by Claudia Kwan, Managing Director at North Star Impact Funds and recipient of the Outstanding Individual Achievement Award at t...
Ep 201: Nikki Thomas - The Power of Focus: Running a 20-Stock Global Portfolio
21 Jul 2025
Contributed by Lukas
In this episode of Inside the Rope, David Clark is joined by Nikki Thomas, one of Australia's most respected global equity investors and the current P...
Ep 200: Milestone Episode - Lessons from the Leading Minds in Wealth Management
07 Jul 2025
Contributed by Lukas
In this special 200th episode of Inside the Rope, David Clark is joined by Koda Capital’s Chairman Steve Tucker and CEO Paul Heath to reflect on the...
Ep 199: Marc Lasry - Private Equity’s Play in the World of Sport
23 Jun 2025
Contributed by Lukas
In this episode of Inside the Rope, David Clark sits down with legendary investor Marc Lasry, co-founder and CEO of Avenue Capital and former owner of...
Ep 198: Tim Samway - Why GP Staking Is the Next Big Thing in Wealth
09 Jun 2025
Contributed by Lukas
In this episode of Inside the Rope, host David Clark sits down with Tim Samway, founder of Scarcity Partners and former managing director of Hyperion ...
Ep 197: Craig Packer - Targeting 10% Without the Volatility: The Power of Private Credit
26 May 2025
Contributed by Lukas
In this episode of Inside the Rope, host David Clark sits down with Craig Packer, Co-President of Blue Owl Capital – a $140 billion powerhouse in pr...
Ep 196: David Gribble - His Road to the Top at Alceon: Inside One of Australia’s Top Private Capital Firms
12 May 2025
Contributed by Lukas
In this episode of Inside the Rope, David Clark speaks with David Gribble, the newly appointed CEO of Alceon, one of Australia's leading multi-strateg...
Ep 195: Andrew Lockhart - Beyond the Headlines: The Real Story Behind Private Credit’s Growth
28 Apr 2025
Contributed by Lukas
David Clark welcomes back Andrew Lockhart, Managing Partner of Metrics Credit Partners — one of Australia's largest private lenders and a major forc...
Ep 194: David Neal - From Nation-Building to Member Outcomes: The Power of Long-Term Investing
14 Apr 2025
Contributed by Lukas
After seven years of trying, we’ve finally done it—this episode of Inside the Rope features one of the most influential figures in institutional i...
Ep 193: Laurence Marshbaum - Why More Families Are Embedding Philanthropy in Their Legacy
31 Mar 2025
Contributed by Lukas
In this episode of Inside the Rope, David Clark is joined by Laurence Marshbaum OAM, founder of 10x10 Philanthropy and Community Capital, to explore h...
Ep 192: David Witkin: Navigating Market Volatility with Event-Driven Investing
17 Mar 2025
Contributed by Lukas
David Clark welcomes back David Witkin, Managing Partner of Beryl Capital, discussing event-driven investing and market opportunities. With a track re...
Ep 191: Future Generation Women - Investing in Women: The Future of Wealth Management and Better Returns
04 Mar 2025
Contributed by Lukas
In this episode of Inside the Rope, David Clark sits down with Catherine Allfrey of Wavestone Capital and Caroline Gurney, CEO of Future Generation, t...
Ep 190: Frewen Lam - Investing Smarter: Lessons from Private Markets, Asia & Agri
17 Feb 2025
Contributed by Lukas
In this episode of Inside the Rope, host David Clark sits down with Frewen Lam, Managing Partner at ROC Capital, to explore the ever-evolving landscap...
Ep 189: Mike Dorrell - From Boarding School to a $100B Empire
03 Feb 2025
Contributed by Lukas
One of Australia's most successful financial minds abroad - In this episode of Inside the Rope, host David Clark sits down with Mike Dorrell, founder ...
Ep 188: Evana Lithgow - Beyond Wealth: Building Resilient Families Through Leadership and Legacy
20 Jan 2025
Contributed by Lukas
Unlock the complexities of family leadership and estate planning in this enlightening episode of Inside the Rope. Join David as he speaks with Evana L...
Ep 187: Peter Edwards - How the Victor Smorgon Group is Redefining Family Office Investing
06 Jan 2025
Contributed by Lukas
In this episode of Inside the Rope with David Clark, we sit down with Peter Edwards, Executive Chairman of the Victor Smorgon Group, one of Australia'...
Ep 186: Brad Powell - From Apple to Impact: Driving Change with Emerson Collective
23 Dec 2024
Contributed by Lukas
David Clark sits down with Brad Powell, Managing Director of Emerson Collective, the influential family office and investment vehicle of Laurene Powel...
Ep 185: Armina Rosenberg - Tech Meets Finance: AI-Driven Fund Management Revolution
09 Dec 2024
Contributed by Lukas
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...
Ep 184: John Hempton - Market Madness & Future Opportunities: Investing in Uncertain Times
25 Nov 2024
Contributed by Lukas
David Clark welcomes back the brilliant John Hempton, CEO and co-founder of Bronte Capital, to discuss the chaos and opportunities in today’s financ...
Ep 183: Frank Danieli - Navigating the Private Credit Boom
11 Nov 2024
Contributed by Lukas
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, the...
Ep 182: Manny Pohl - Crafting a Legacy: Insights on Building a Fund Management Firm
28 Oct 2024
Contributed by Lukas
This podcast episode from "Inside the Rope" features an in-depth conversation with Manny Pohl, a South African-born investment professional who transi...
Ep 181: Dafina Toncheva - From Communism to Capitalism; and Navigating the Future of Venture Capital
14 Oct 2024
Contributed by Lukas
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 ...
Ep 180: Michael Rosen - Hedged for Success: Convertible Bonds Explained
30 Sep 2024
Contributed by Lukas
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 th...
Ep 179: Jim Eddy - Real Estate to Rides: The history and success of Jamberoo
16 Sep 2024
Contributed by Lukas
In this episode of Inside the Rope, host David Clark interviews Jim Eddy, founder and CEO of Jamberoo Action Park, a successful entrepreneur from Woll...
Ep 178: Damian Chaparro - Balancing the Ledger: Integrating Financial Success with Personal Wellness
02 Sep 2024
Contributed by Lukas
In this episode of Inside the Rope, host David Clark shifts focus from traditional wealth management to personal wellness, in a conversation with Dami...
Ep 177: Paul Francis - Investing in elite performance
19 Aug 2024
Contributed by Lukas
This podcast episode of Inside the Rope features a conversation between David Clark, and Paul Francis, a sports science expert and early-stage sports ...
Ep 176: Live Event - Samar Mcheileh, Mike Lukin & Peter Cooper - Public and private market insights
12 Aug 2024
Contributed by Lukas
In this special live event episode recorded in Melbourne, Inside The Rope celebrates a milestone with its 176th episode, marking the second live event...
Ep 175: Live Event - Jess Farr-Jones, Mike Lukin & Tim Carleton - Public and private market insights
29 Jul 2024
Contributed by Lukas
Ep 175: Live Event - Jess Farr-Jones, Mike Lukin & Tim Carleton - Public and private market insights by David Clark
Ep 174: Adrian Mackenzie - The power of partnership in private equity investments
16 Jul 2024
Contributed by Lukas
In this episode of Inside the Rope, David interviews Adrian McKenzie, founder and partner of Five V Capital, an Australian private equity firm focused...
Ep 173: Dan Ariely - Understanding irrationality through behavioural economics
01 Jul 2024
Contributed by Lukas
In this episode of Inside The Rope, David welcomes Dan Ariely, a globally renowned expert in behavioural economics. Dan is a professor of psychology a...
Ep 172: Artificial Intelligence Series - Part 3: Investing in AI
24 Jun 2024
Contributed by Lukas
In the concluding part of Inside The Rope's series on artificial intelligence, the focus shifts to the financial implications of AI. The episode explo...
Ep 172: Artificial Intelligence Series - Part 2: Revolution or risk; Generative AI
17 Jun 2024
Contributed by Lukas
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 ...
Ep 172: Artificial Intelligence Series - Part 1: Defining AI
11 Jun 2024
Contributed by Lukas
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 impl...
Ep 171: Greg Mauro - Venture into education
28 May 2024
Contributed by Lukas
In this episode of Inside the Rope, David interviews Greg Mauro, founder of Learn Capital. The episode focuses on Mauro's venture capital fund, highli...
Ep 170: Elizabeth Burton - Building a diversified portfolio
13 May 2024
Contributed by Lukas
In this episode of Inside the Rope, David is joined by Elizabeth Burton, a managing director and client investment strategist at Goldman Sachs Asset M...
Ep 169: Armen Panossian - Oaktree's approach to navigating distressed credit
29 Apr 2024
Contributed by Lukas
In this episode David interviews Armen Panossian, co-CEO and head of Performing Credit at Oaktree Capital Management, known for its successful managem...
Ep 168: Tim Carleton - Investing for long-term growth
15 Apr 2024
Contributed by Lukas
In this episode of "Inside the Rope," host David Clark welcomes back Tim Carleton, Chief Investment Officer at Auscap Asset Management, to discuss his...
Ep 167: Amy Pham - Property Insights: Navigating Offices, Retail, and Data Centres
01 Apr 2024
Contributed by Lukas
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 ...
Ep 166: Dr Craig Collie - Ozempic and beyond, inside the weight loss drug revolution
18 Mar 2024
Contributed by Lukas
In this episode of "Inside the Rope," host David Clark welcomes back Dr. Craig Collie from Regal Funds Management to delve into the groundbreaking dev...
Ep 165: Brigette Leckie - Exploring the future of global economies
04 Mar 2024
Contributed by Lukas
In this episode, David is joined by Koda Capital Chief Economist Brigette Leckie to discuss global economic performance, the impact of artificial inte...
Ep 164: Phil King - Listening for opportunities
19 Feb 2024
Contributed by Lukas
In this episode, host David Clark interviews Phil King, the Chief Investment Officer and co-founder of Regal Funds Management. King discusses his pass...
Ep 163: Frank Macindoe: The art of long term investing
05 Feb 2024
Contributed by Lukas
In this episode of "Inside the Rope", David interviews Frank Macindoe, advisor and partner at Koda Capital, who manages the Koda Enduring Equities por...
Ep 162: Cal O'brien - Mid-market turnarounds
22 Jan 2024
Contributed by Lukas
In the podcast episode of "Inside the Rope," host David Clark interviews Cal O'Brien, a managing partner at Anchorage Capital Partners. Anchorage is n...
Ep 161: David Sekel - Keeping it in the family
08 Jan 2024
Contributed by Lukas
This podcast episode from "Inside the Rope" features David Sekel, a lawyer specialising in asset protection and estate planning. The discussion revo...
Ep 160: Andrew Rado - Casting a wide net: Investing in Australia’s fishing quotas
25 Dec 2023
Contributed by Lukas
This episode of "Inside the Rope" features David Clark interviewing Andrew Rado, the portfolio manager of the Longreach Maris Sustainable Seafood Fund...
Ep 159: Urs Wietlisbach - Private equity the new traditional asset class?
11 Dec 2023
Contributed by Lukas
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 f...
Ep 158: Alon Greenspan - Capital for a Cause: Revolutionising Mental Health
27 Nov 2023
Contributed by Lukas
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 f...
Ep 157: Jason Coggins - Portfolio Construction
13 Nov 2023
Contributed by Lukas
In this instalment of Inside the Rope, David welcomes Jason Coggins, previous lead of investment research at Koda Capital. Jason delves into the nuanc...
Ep 156 - Matt Rennie - The Energy Transition: Its Challenges & Opportunities
30 Oct 2023
Contributed by Lukas
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 extensiv...
Ep 155: Jonah Oliver - The psychology of high performance
16 Oct 2023
Contributed by Lukas
In a somewhat different episode, David engages in a thought-provoking conversation with Jonah Oliver, an esteemed psychologist and performance coach t...
Ep 154: Michael Gutman - Navigating Australia's Real Estate Future
02 Oct 2023
Contributed by Lukas
In this enlightening episode, guest Michael discusses the current state and future predictions for the Australian real estate and investment markets, ...
Ep 153: Justin Ryan - The real world of private equity
18 Sep 2023
Contributed by Lukas
In this episode, David chats with Justin from Glow Capital Partners about the ins and outs of finance, private equity, and investment strategies. They...
Ep 152: Michael Lukin - Sidestepping the J-Curve
04 Sep 2023
Contributed by Lukas
In this episode, David Clark engages in a detailed discussion with Michael Lukin from Roc Partners about the intricate realm of private equity. Lookin...
Ep 151: Mark Barker - Decoding global market dynamics
21 Aug 2023
Contributed by Lukas
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 f...
Ep 150: Cooper Stainbrook - Unpacking the office space exodus
07 Aug 2023
Contributed by Lukas
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...
Ep 149: Frank Macindoe - Finding the right companies for long-term growth
24 Jul 2023
Contributed by Lukas
In this episode of "Inside the Rope," host David Clark interviews Frank Macindoe, a Koda Partner & Adviser that oversees the Koda Enduring Equities Po...
Ep 148: David Witkin - The art of event-driven investing
11 Jul 2023
Contributed by Lukas
In this episode, David Clark chats with return guest David Witkin, the founder of Beryl Capital Management. They discuss merger arbitrage and event-dr...
Ep 147: Andrew Rothery - Exploring private markets
26 Jun 2023
Contributed by Lukas
In this episode, David is joined by Andrew Rothery to discuss the opportunities and advantages of investing in private markets. Andrew highlights the ...
Ep 146: Chris Joye - Cash is king
12 Jun 2023
Contributed by Lukas
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 ...
Ep 145: Neil Schloss - Investing in the mobility revolution
29 May 2023
Contributed by Lukas
In this episode of Inside The Rope, David Clark interviews Neil Schloss, former Treasurer of Ford Motor Company and currently sits on the investment c...
Ep 144: Kim Morison - The role of institutional capital in agriculture
15 May 2023
Contributed by Lukas
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 disc...
Ep 143: Luke Keary - The art of performance
02 May 2023
Contributed by Lukas
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...
Ep 142: Mitch Taylor - Protecting capital against higher inflation
17 Apr 2023
Contributed by Lukas
In this episode of the "Inside the Rope" podcast, host David Clark interviews Mitch Taylor, co-founder of Longreach Credit Investors and manager of th...
Ep 141: Roger Lloyd - Inside Infrastructure
03 Apr 2023
Contributed by Lukas
In this episode of Inside The Rope, David Clark is joined again by Roger Lloyd, founder and managing director of Palisade Investment Partners, an inde...
Ep 140: Tom King - Navigating the seas of sustainable investing
20 Mar 2023
Contributed by Lukas
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 approximatel...
Ep 139: David Blood - A pioneer in sustainable investing
06 Mar 2023
Contributed by Lukas
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 ...
Ep 137: Michael Lukin - Follow the money
06 Feb 2023
Contributed by Lukas
David is joined by Mike Lukin, the Managing Partner of Roc Partners, a mid-market corporate finance specialist providing predominately sub-investment ...
Ep 136: Rob Rayner - Risk adjusted returns in property
23 Jan 2023
Contributed by Lukas
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 p...
Ep 135: Rob Tucker - High conviction Australian equities
09 Jan 2023
Contributed by Lukas
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 incep...
Ep 134: Juan Penelas - Outlandish returns from natural gas derivatives
19 Dec 2022
Contributed by Lukas
Juan Penelas joins David to discuss e360 Power, a Texas-based asset management firm founded in 2009 designed to generate superior absolute returns thr...
Ep 133: Andrew Sinclair - 20% Returns from US natural gas assets
05 Dec 2022
Contributed by Lukas
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 re...
Ep 132: Cameron Blanks - Engineering a path from MIT to private equity
21 Nov 2022
Contributed by Lukas
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...
Ep 131: Suzanne Gauron - Enhancing returns through private equity
07 Nov 2022
Contributed by Lukas
Suzanne joins David to discuss the benefits of using Private Equity in investor portfolios, including the asset class's performance when compared to t...
Ep 130: Laurent Jeanmart - Litigation Funding
24 Oct 2022
Contributed by Lukas
The Katch Litigation Finance Fund offers exposure to litigation funding with a focus on individual claims and investment scheme in the United Kingdom,...
Ep 129: Alisa Wood - Why private assets?
10 Oct 2022
Contributed by Lukas
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 globa...
Ep 128: Justin Borus - Israel's once in a cycle opportunity
26 Sep 2022
Contributed by Lukas
Justin again joins the podcast to provide an insight into the current strategy and outlook for the Ibex Israel fund considering the recent economic en...
Ep 127: Izzy Jensen - Investing in our future through carbon projects
12 Sep 2022
Contributed by Lukas
Izzy Jensen is the founder and portfolio manager at Kakariki Capital, a specialist environmental and carbon commodities asset manager. After completin...
Ep 126: Adrian Redlich - Private debt in a rising rate environment
29 Aug 2022
Contributed by Lukas
Adrian again joins the podcast to discuss the current economic environment and in particular, how it is impacting private debt and Merricks’ Partner...
Ep 125: Grant McCarthy - Seed first investing with a Yahoo veteran
15 Aug 2022
Contributed by Lukas
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 S...
Episode 124: Frank Macindoe - The impact of bond markets on equity valuations
01 Aug 2022
Contributed by Lukas
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 p...