Inside the Rope with David Clark

David Clark
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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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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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