Inside the Rope with David Clark
David Clark
In this show, David interviews the leading minds in Wealth Management. David Clark is an experienced and respected Financial Services Professional. As a Partner and Advisor at Koda Capital, David advises some of Australia most successful families on Wealth Management.
David is also a successful entrepreneur that has exited two financial services businesses. He is a director of the St Josephs College Foundation and sits on the investment committee, as well as being a founder of ZamBzee a software application development company.
David is also a successful entrepreneur that has exited two financial services businesses. He is a director of the St Josephs College Foundation and sits on the investment committee, as well as being a founder of ZamBzee a software application development company.
Episodes
Mentioned books
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.
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.
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
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.
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.
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
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.
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)
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.
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
