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Inside the Rope with David Clark

Latest episodes

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Feb 27, 2018 • 31min

Ep 10: Ben McGarry - Totus Capital Absolute Return Investing

We explore the way Ben invests, along with a number of themes that have led Totus to return greater than 21% p.a. since setting up the fund in 2012
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Feb 5, 2018 • 29min

Ep 9: Tim Carleton - Auscap Asset Management

Tim is a founder and Portfolio Manager with Auscap Asset Management an asset manager with an annualised return of more than 20%. We discuss a wide range of topics including investment fundamentals, Bitcoin, China and how shorting companies can enhance returns with Tim.
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Jan 25, 2018 • 30min

Ep 8: House Prices and Interest Rates with Brett Gillespie

Episode 8: House Prices and Interest rates with Brett Gillespie Brett talks about his view on the outlook for house prices and interest rates and what will drive them. I reached out to Brett to arrange the interview after reading his article Burning down the House (https://ellerstoncapital.com/burning-house-latest-thought-piece-brett-gillespie)
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Dec 4, 2017 • 26min

Ep 7: How to get to 100 in great shape.

Dr John Cummins (https://goo.gl/u8ikNw) is a specialist physician who started a practice devoted to preventative medicine. In this episode, Dr John talks about how you can manage your health and lifestyle to live to 100.
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Nov 21, 2017 • 27min

Ep 6: James McNabb - Fixed Interest and Credit

Description: James McNab is the Manager of Aquasia fixed interest funds. Aquasia manages wholesale funds and syndicates, investing in a range of credit and fixed-income assets. http://www.aquasia.com.au/james-mcnabb
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Nov 6, 2017 • 34min

Ep 5: Cathie Wood - Investing in Disruption

Catherine D Wood is the CEO and CIO of Ark invest a New York-based investment manager focussed on disruptive innovation. In this episode, we cover Bitcoin, Driverless cars and other disruptive technologies that may shape our investment future. https://ark-invest.com/ark-team
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Oct 21, 2017 • 31min

Ep 4: Tiffany Jones

Managing significant wealth over multiple generations raises many significant challenges. These issues are discussed with Tiffany who is a thought leader in the Family Leadership space. Tiffany brings a great skill set and experience to help families get “back around the kitchen table".
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9 snips
Sep 14, 2017 • 28min

Ep 3: Justin Borus - Investing in Israel

David Clark interviews Justin Boris, Founder and CIO of Ibex Investors, about investing in Israeli companies. They discuss the success of the Lazarus Fund, challenges of microcap investing, finding value in lesser-known companies, Israel's dominance in autonomous driving technology, and the investment opportunities in Israel despite the challenges.
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Aug 20, 2017 • 34min

Ep 2: Hamish Douglass

International and Technology investment with Hamish Douglass Hamish Douglass is Co-Founder, Chief Executive Officer and Chief Investment Officer of Magellan Financial Group, and Lead Portfolio Manager of Magellan’s Global Equity strategies. Hamish is a former member of the Australian Government’s Financial Literacy Board, the Australian Government’s Takeovers Panel, the Australian Government’s Foreign Investment Review Board and the Forum of Young Global Leaders – World Economic Forum.
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Jul 26, 2017 • 28min

Ep 1: Rhett Kessler

Investment Fundamentals with Rhett Kessler Rhett Kessler manages the Pengana Australian Equities Fund of $1.2 billion that has returned to clients greater than 11% p.a. net since inception. In this episode, Rhett takes us through the process and the way he thinks when he approaches investment.

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