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Market Wraps
inside the rope
Latest news and analysis on inside the rope
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
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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
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