Inside the Rope with David Clark cover image

Inside the Rope with David Clark

Latest episodes

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Aug 16, 2018 • 27min

Ep 20: Nelson Seo - Insurance Linked Bonds

As a founder of the impressive Fermat Capital Management, Nelson discusses how they invest in non traditional fixed income such as Insurance Linked Bonds to create a risk premium greater than similar non-correlated assets.
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Jul 23, 2018 • 28min

Ep 19: Cathie Wood - Disruptive Technologies

Following our previous Podcast with the very impressive leader of Ark Invest, we discuss the opportunities being presented by 3D printing and the genomic revolution amongst other disruptive technologies changing the world.
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Jul 13, 2018 • 25min

Ep 18: Dan Greenhaus - Opportunities in Distressed Companies

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 the last 5 years with low volatility and low correlation to traditional asset classes such as shares.
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Jun 18, 2018 • 28min

Ep 17: Michael Traill - Impact Investing

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.
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Jun 6, 2018 • 30min

Ep 16: Robert Bartlett - UK Residential Property

We talk to Robert about the current opportunity to earn double digit returns by investing in UK residential Property.
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Jun 3, 2018 • 33min

Ep 15: Mitch Taylor - Private Debt

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 investors provided they get their credit analysis right and of course have a good loan agreement. The strategy is expected to produce more than 12% income p.a.
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May 27, 2018 • 21min

Ep 14: Chris Cuesta - US Micro Caps

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 2014. We touch on the benefit being provided to US smaller companies by the Trump administration's lower taxes and deregulation.
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May 15, 2018 • 28min

Ep 13: Ben Hirsch-McShane - Driverless Cars

We talk with Ibex analyst Ben Hirsch-McShane about the future of transportation and the economic opportunities presented by the adoption of driverless vehicles
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Apr 10, 2018 • 42min

Ep 12: Andrew Clifford Platinum Asset Management

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 opportunities to profit. Andrew also gives his views on the international investment landscape including China, the USA and Europe.
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Mar 24, 2018 • 34min

Ep 11: Alan Sheen - Algorithmic Investing

As the co-founder of Dalton Street Capital Alan invests clients money using algorithm that exploits behaviours in the market to generate returns for investors. Since inception Dalton Street Capital has returned 19.9% p.a.

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