Inside the Rope with David Clark

Trevor Folsom retired at age 39 after he and his partner sold their business for more than $100m. Retirement lasted 3 months as Trevor headed back to what he loves doing: helping startups grow.

In this podcast, Justin Borus discusses investing in Israel, focusing on the IBEX Fund and its strategies. He highlights the strong performance of Israeli companies and the opportunities available. The podcast also explores Israel's industries, including drones, cyber security, desalination, and pharmaceuticals. It concludes by discussing the resilience of the Israeli market and predicting future growth opportunities.

Phil King has been described by the AFR as "one of Australia's most Astute Investors". We talk to Phil about his absolute return process and how he has been able to provide great returns to investors through investing in Australian and Asian Companies.

Alphabet (Google), Facebook, Apple and Microsoft. These are some of the investments that Hamish and Magellan believe will provide great returns. Hamish takes us through his outlook and position. We also talk about Driverless Vehicles who is leading and how Tesla is or is not positioned in this space.

John Hempton, founder and chief investment officer of Bronte Capital, dives deep into the art of spotting great long-term investments and uncovering fraud. He shares his journey from tax policy to forensic accounting, showcasing a unique blend of expertise. The conversation unveils strategies for strategic ownership in giants like Costco and Amazon, along with insights into identifying enduringly profitable companies. Hempton also discusses the vital role of activist investors in exposing corporate misconduct, emphasizing the balance between passion and success in finance.

Investing in commodities can often be a roller coaster for investors and subject to extreme volatility. In this episode I speak with Craig Evans a Portfolio Manager at the Tribeca Global Natural Resources fund that seeks to return 15-20%p.a to investors through investing in natural resources.

The growth of Exchange Traded Funds over the last 10 years post the GFC has been phenomenal. Ilan takes us through a crash course in ETF's and explains why they have become so popular.

We talk to David about investing in companies where Mergers and Acquisitions are announced and how the strategy can produce good returns that are uncorrelated to traditional assets.

Liquidity events are a major fork in the road. Paul Heath draws on his experience as CEO of Koda and previously JB Were to discuss the do's and don'ts of managing liquidity events.

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.