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Buy Hold Sell
Listed Series
Series
Buy Hold Sell
Fund in Focus
Livewire Live
Meet The Investor
Rapid Fire
Reporting Season
Success and More Interesting Stuff
The Pitch
The Rules of Investing
Views from the Top
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Asset Allocation
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Daily Report
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Investment Theme
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inside the rope
Latest news and analysis on inside the rope
Investment Theme
March 08, 2023 08:47
David Blood - Pioneering sustainable investments alongside Al Gore
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 the pioneers of...
David Clark
Koda Capital
March 08, 2023 08:47
Private Assets
February 07, 2023 07:43
Michael Lukin - Follow the money
David is joined by Mike Lukin, the Managing Partner of Roc Partners, a mid-market corporate finance specialist providing predominately sub-investment grade debt to...
David Clark
Koda Capital
February 07, 2023 07:43
Property
January 24, 2023 08:35
Rob Rayner (RF CorVal) - Risk adjusted returns in property
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 property assets...
David Clark
Koda Capital
January 24, 2023 08:35
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Funds
January 10, 2023 10:40
High conviction Australian equities
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 inception in October...
David Clark
Koda Capital
January 10, 2023 10:40
Funds
December 20, 2022 09:43
Outlandish returns from natural gas derivatives
Juan Penelas joins David to discuss e360 Power, a Texas-based asset management firm founded in 2009 designed to generate superior absolute returns through fundamental...
David Clark
Koda Capital
December 20, 2022 09:43
Funds
December 06, 2022 08:12
Targeting 20% returns from US natural gas assets
Listen hereAndrew 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...
David Clark
Koda Capital
December 06, 2022 08:12
Private Assets
November 22, 2022 08:21
Cameron Blanks - Engineering a path from MIT to private equity
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), and the...
David Clark
Koda Capital
November 22, 2022 08:21
Investment Theme
November 16, 2022 09:59
Suzanne Gauron of Goldman Sachs - Enhancing returns through private equity
Suzanne joins David to discuss the benefits of using Private Equity in investor portfolios, including the asset class's performance when compared to their traditional...
David Clark
Koda Capital
November 16, 2022 09:59
Private Assets
October 11, 2022 09:22
Alisa Wood of KKR - Why private assets?
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 global investment company...
David Clark
Koda Capital
October 11, 2022 09:22
Funds
August 30, 2022 08:29
Private debt in a rising rate environment
Adrian again joins the podcast to discuss the current economic environment and in particular, how it is impacting private debt and Merricks’ Partners Fund. Adrian is...
David Clark
Koda Capital
August 30, 2022 08:29
Funds
August 16, 2022 07:11
Grant McCarthy: Seed-first SAAS investing with a Yahoo veteran
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 SAAS (Software As...
David Clark
Koda Capital
August 16, 2022 07:11
Equities
August 03, 2022 09:09
Frank Macindoe - The impact of bond markets on equity valuations
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 provide his...
David Clark
Koda Capital
August 03, 2022 09:09
Funds
July 19, 2022 08:01
Damon Petrie - Enhancing the food chain with disruptive technologies
Damon Petrie a consultant investment director at ADM Capital and joins David to discuss the Cibus fund that is focused on investing in food businesses whose...
David Clark
Koda Capital
July 19, 2022 08:01
Funds
July 05, 2022 07:43
Ian Beatty - Trading liquidity for opportunity
In this episode of Inside The Rope, David is joined by Ian Beatty the Managing Partner of SecondQuarter a fund that primarily invests in growing but commercially...
David Clark
Koda Capital
July 05, 2022 07:43
Equities
June 21, 2022 09:06
Mark Landau - Absolute returns throughout the cycle
Mark Landau joins David to discuss his career and as well as the origins of L1 Capital that he founded in 2007 alongside Raphael (Rafi) Lamm. Since starting L1's...
David Clark
Koda Capital
June 21, 2022 09:06
Macro
June 08, 2022 08:59
Chris Joye - Where to hide from inflation
In a rising rate environment, Chris Joye joins David to discuss where investors should look for returns going forward. Throughout the episode, Chris covers a range of...
David Clark
Koda Capital
June 08, 2022 08:59
Equities
June 01, 2022 07:52
John Hempton - Cutting through the uncertainty
John joins David again to discuss the current market uncertainty and how Bronte Capital is choosing to invest. John touches on several key topics that are...
David Clark
Koda Capital
June 01, 2022 07:52
Funds
May 17, 2022 14:31
Thomas Weber (LGT) - Long-term sustainable growth through alternate assets
Thomas Weber (German/Swiss) is a co-founder and a Managing Partner at LGT Capital Partners Ltd. He chairs the firm’s Alternative Investment Committee and the Liquid...
David Clark
Koda Capital
May 17, 2022 14:31
Equities
April 30, 2022 07:30
Where 3 of Australia's best investors are finding opportunities in 2022
It's not often you get an inside look at the minds of three of Australia's most notable investors, nor learn about where they are finding opportunities amid the...
Ally Selby
Livewire Markets
April 30, 2022 07:30
Funds
April 19, 2022 09:11
Matthew Kidman: Who's lying and who's not – Investing in small caps
Matthew joins David to discuss his fund The Level 18 Fund, as well as his career to date. Matthew began his career as a finance journalist for the Sydney Morning...
David Clark
Koda Capital
April 19, 2022 09:11
21-40 of 97
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most
popular
Equities
2 ASX mining stocks that could double (or more) in a year
Tom Stelzer,
Livewire Markets
Equities
Why boring stocks can be good investments – and one I like
Patrick Poke,
A Rich Life
Equities
This recently triggered market signal has never failed to predict gains
Andrew Mitchell,
Ophir Asset Management
Private Assets
Metrics Real Estate Income Fund: broadening access to a wider range of
investors
Chris Conway,
Livewire Markets
view all
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