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Latest
Buy Hold Sell
Undiscovered Funds
Series
Buy Hold Sell
Fund in Focus
Listed Series
Livewire Live
Meet The Investor
Outlook Series
Rapid Fire
Signal or Noise
Success and More Interesting Stuff
The Pitch
The Rules of Investing
Undiscovered Funds
Views from the Top
Categories
Asset Allocation
Commodities
Daily Report
Education
Equities
Fixed Income
Funds
Investment Theme
Macro
Private Assets
Property
Find funds
inside the rope
Latest news and analysis on inside the rope
Fixed Income
June 09, 2020 12:13
Charlie Jamieson - How negative yields can still provide positive returns
What makes for a quality government bond portfolio, and why should investors be attracted to them?In this episode, Charlie and David discuss the benefits of...
David Clark
Koda Capital
June 09, 2020 12:13
Funds
May 29, 2020 11:36
Cullen Gunn - Investing for impact
Delivering returns whilst providing impact, Cullen joins David to discuss the Kilter Rural impact investments.Since 1993 Cullen has been working in the farmland and...
David Clark
Koda Capital
May 29, 2020 11:36
Funds
May 19, 2020 09:53
James McNabb - The COVID effect on credit
Managing a credit portfolio across several asset-backed loans (and previously corporate loans), James and the team at Aquasia's enhanced credit fund have returned...
David Clark
Koda Capital
May 19, 2020 09:53
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Equities
May 12, 2020 10:11
Phil King - Don't get too bullish too early
As part of the COVID-19 Special Episodes, David chats with Phil King of Regal Funds Management. Late last year when David last spoke with Phil, Phil believed that it...
David Clark
Koda Capital
May 12, 2020 10:11
Property
April 30, 2020 09:47
Podcast: Chris Bedingfield - Is property defensive in a COVID world?
In this episode, Chris and David discuss the impact of COVID-19 on property asset prices. Chris is a portfolio manager for the Quay Global Real Estate Fund. The fund...
David Clark
Koda Capital
April 30, 2020 09:47
Macro
April 24, 2020 09:12
Hamish Douglass - COVID-19, a Black Swan event
In what Hamish calls a classic Black Swan event, he and David discuss the recent impact of the COVID-19 pandemic across global financial markets. Initially presenting...
David Clark
Koda Capital
April 24, 2020 09:12
Equities
April 15, 2020 08:33
Podcast: Martin Rosser - Positive returns through the COVID crisis
Generating positive returns during COVID-19.Martin Rosser joins the podcast again to discuss how the Alium Market Neutral Fund has been able to generate positive...
David Clark
Koda Capital
April 15, 2020 08:33
Funds
April 04, 2020 09:03
Podcast: Adrian Redlich - Double digit returns from asset backed debt
Adrian runs the Merricks Capital Partners Fund, a fund that provides senior asset secured debt to real estate, agriculture & occasionally infrastructure. The fund...
David Clark
Koda Capital
April 04, 2020 09:03
Equities
March 03, 2020 10:56
Identifying growth opportunities & picking winners
Investing in growth opportunities that present themselves as emerging winners, Jeff backs the individuals behind what he identifies as a successful business. He is...
David Clark
Koda Capital
March 03, 2020 10:56
Funds
February 18, 2020 09:11
Turning water into gold
Deriving uncorrelated returns to traditional asset classes, as at January 2020 the Argyle Water Fund has returned 19.1% p.a. since inception (2012) by investing in...
David Clark
Koda Capital
February 18, 2020 09:11
Funds
January 21, 2020 14:59
Identifying opportunities in infrastructure
Targeting what Roger refers to as 7/11 (7% income and 4% growth), Palisade's Diversified Infrastructure Fund has returned 10.2% p.a. over the last 10 years (as at 30...
David Clark
Koda Capital
January 21, 2020 14:59
Equities
January 07, 2020 14:06
Tim Carleton – Finding value in large-cap global equities
Tim Carleton from Auscap joins the podcast for a second time to discuss his new Global Equities Fund as well as the recent performance of the Long Short Australian...
David Clark
Koda Capital
January 07, 2020 14:06
Funds
December 24, 2019 08:18
Gerald Stack - A train set for Christmas
Sometimes presents that may be perceived as "boring" can eventuate into the most exciting gifts that you have received. The Magellan Infrastructure Fund invests in...
David Clark
Koda Capital
December 24, 2019 08:18
Property
December 10, 2019 11:13
Kee Gan - Discussing the UK Election & how Brexit has created opportunities in the UK property
market.
Kee Gan explains how property assets with yields of 7-9% are being found across the UK as Brexit fears have reduced competition for certain assets. Kee also covers...
David Clark
Koda Capital
December 10, 2019 11:13
Funds
November 26, 2019 09:13
Rhett Kessler - The emperor has no clothes
Are the big Australian banks value traps? As the disparity in valuations between value and growth stocks widen, Rhett and I discuss why. The impact of technological...
David Clark
Koda Capital
November 26, 2019 09:13
81-95 of 95
1
2
3
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5
most
popular
Equities
This fund manager outperformed the Small Ords Index by 9.09%. Here’s
how
Sara Allen,
Livewire Markets
Equities
Buy Hold Sell: 5 growth stocks for the next 5
years
Buy Hold Sell,
Livewire Markets
Equities
Uranium story: Bang the drum, there's a new Boss in town
Chris Conway,
Livewire Markets
Equities
The undiscovered quality stock in the ASX
Michael Teran,
Blackwattle Investment Partners
view all
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