Inside the Rope with David Clark
Episodes
Ep 23: Ilan Israelstam - ETF's
08 Oct 2018
Contributed by Lukas
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 explain...
Ep 22: David Witkin - Merger Arbitrage
10 Sep 2018
Contributed by Lukas
We talk to David about investing in companies where Mergers and Acquisitions are announced and how the strategy can produce good returns that are unco...
Ep 21: Paul Heath - Liquidity Events
30 Aug 2018
Contributed by Lukas
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...
Ep 20: Nelson Seo - Insurance Linked Bonds
16 Aug 2018
Contributed by Lukas
As a founder of the impressive Fermat Capital Management, Nelson discusses how they invest in non traditional fixed income such as Insurance Linked Bo...
Ep 19: Cathie Wood - Disruptive Technologies
23 Jul 2018
Contributed by Lukas
Following our previous Podcast with the very impressive leader of Ark Invest, we discuss the opportunities being presented by 3D printing and the geno...
Ep 18: Dan Greenhaus - Opportunities in Distressed Companies
13 Jul 2018
Contributed by Lukas
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 t...
Ep 17: Michael Traill - Impact Investing
18 Jun 2018
Contributed by Lukas
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.
Ep 16: Robert Bartlett - UK Residential Property
06 Jun 2018
Contributed by Lukas
We talk to Robert about the current opportunity to earn double digit returns by investing in UK residential Property.
Ep 15: Mitch Taylor - Private Debt
03 Jun 2018
Contributed by Lukas
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 in...
Ep 14: Chris Cuesta - US Micro Caps
27 May 2018
Contributed by Lukas
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 201...
Ep 13: Ben Hirsch-McShane - Driverless Cars
15 May 2018
Contributed by Lukas
We talk with Ibex analyst Ben Hirsch-McShane about the future of transportation and the economic opportunities presented by the adoption of driverless...
Ep 12: Andrew Clifford Platinum Asset Management
10 Apr 2018
Contributed by Lukas
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 oppor...
Ep 11: Alan Sheen - Algorithmic Investing
24 Mar 2018
Contributed by Lukas
As the co-founder of Dalton Street Capital Alan invests clients money using algorithm that exploits behaviours in the market to generate returns for i...
Ep 10: Ben McGarry - Totus Capital Absolute Return Investing
27 Feb 2018
Contributed by Lukas
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
Ep 9: Tim Carleton - Auscap Asset Management
05 Feb 2018
Contributed by Lukas
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 ran...
Ep 8: House Prices and Interest Rates with Brett Gillespie
25 Jan 2018
Contributed by Lukas
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...
Ep 7: How to get to 100 in great shape.
04 Dec 2017
Contributed by Lukas
Dr John Cummins (https://goo.gl/u8ikNw) is a specialist physician who started a practice devoted to preventative medicine. In this episode, Dr John ta...
Ep 6: James McNabb - Fixed Interest and Credit
21 Nov 2017
Contributed by Lukas
Description: James McNab is the Manager of Aquasia fixed interest funds. Aquasia manages wholesale funds and syndicates, investing in a range of credi...
Ep 5: Cathie Wood - Investing in Disruption
06 Nov 2017
Contributed by Lukas
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 Bit...
Ep 4: Tiffany Jones
21 Oct 2017
Contributed by Lukas
Managing significant wealth over multiple generations raises many significant challenges. These issues are discussed with Tiffany who is a thought lea...
Ep 3: Justin Borus - Investing in Israel
14 Sep 2017
Contributed by Lukas
We discuss the opportunity to invest in high growth companies in Israel with the Founder and Chief Investment Officer of Ibex Investors.
Ep 2: Hamish Douglass
20 Aug 2017
Contributed by Lukas
International and Technology investment with Hamish Douglass Hamish Douglass is Co-Founder, Chief Executive Officer and Chief Investment Officer of Ma...
Ep 1: Rhett Kessler
26 Jul 2017
Contributed by Lukas
Investment Fundamentals with Rhett Kessler Rhett Kessler manages the Pengana Australian Equities Fund of $1.2 billion that has returned to clients gre...