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Market Wraps
inside the rope
Latest news and analysis on inside the rope
Equities
March 31, 2026 14:32
Is SaaS dead? The structural shift in growth investing - Qiao
Ma
For investors trying to make sense of AI, software disruption, and shifting market leadership.
David Clark
Koda Capital
March 31, 2026 14:32
Funds
October 01, 2024 08:46
Michael Rosen - Hedged for Success: convertible bonds explained
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 the founding of the...
David Clark
Koda Capital
October 01, 2024 08:46
Education
July 02, 2024 13:37
Dan Ariely - Understanding irrationality through behavioural economics
In this episode of Inside The Rope, David welcomes Dan Ariely, a globally renowned expert in behavioural economics. Dan is a professor of psychology and behavioural...
David Clark
Koda Capital
July 02, 2024 13:37
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Equities
April 16, 2024 12:02
Investing for long-term growth
In this episode of "Inside the Rope," host David Clark welcomes back Tim Carleton, Chief Investment Officer at Auscap Asset Management, to discuss his fund's...
David Clark
Koda Capital
April 16, 2024 12:02
Funds
April 02, 2024 09:03
Amy Pham - Property Insights: Navigating Offices, Retail, and Data Centres
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 rates change and...
David Clark
Koda Capital
April 02, 2024 09:03
Equities
March 19, 2024 10:17
Ozempic and beyond, inside the weight loss drug revolution
In this episode of "Inside the Rope," host David Clark welcomes back Dr. Craig Collie from Regal Funds Management to delve into the groundbreaking developments in the...
David Clark
Koda Capital
March 19, 2024 10:17
Equities
February 20, 2024 16:52
Phil King - Listening for opportunities
King shares insights into his approach, highlighting the importance of curiosity, and how to remain unaffected by market fluctuations.
David Clark
Koda Capital
February 20, 2024 16:52
Investment Theme
December 26, 2023 13:35
Andrew Rado - Casting a wide net: Investing in Australia’s fishing quotas
This episode of "Inside the Rope" features David Clark interviewing Andrew Rado, the portfolio manager of the Longreach Maris Sustainable Seafood Fund.Rado explains...
David Clark
Koda Capital
December 26, 2023 13:35
Private Markets
December 12, 2023 08:52
Urs Wietlisbach - Private equity the new traditional asset class?
Urs Wietlisbach, co-founder of Partners Group, joins me in this podcast episode of "Inside the Rope".
David Clark
Koda Capital
December 12, 2023 08:52
Funds
November 28, 2023 09:05
Capital for a cause: revolutionising mental health
In this episode, Alon Greenspan, CEO of Mind Ventures, discusses his fund's focus on mental health solutions.
David Clark
Koda Capital
November 28, 2023 09:05
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