Inside the Rope with David Clark

In this episode, we welcome back Michael Traill , the co-founding partner of For Purpose Investment Partners (FPIP). Michael joins host David Clark to address the inefficiencies dominating headlines with the National Disability Insurance Scheme (NDIS) currently facing a $56 billion sustainability crisis fueled by un-registered providers, fragmented technologies, and unsustainable operating margins...

In this episode of Inside the Rope , hosts David Clark and Tom Oryl set the stage for a deep dive into the highly specialized world of royalties and uncorrelated alternative streams. Following up on our recent discussion regarding water rights, we shift our focus to Partners Group and the pioneering work they are doing to bring institutional-grade, illiquid assets into the wholesale and retail mar...

How do you secure resilient, institutional-grade returns when traditional equity and bond markets are increasingly volatile? The answer might lie in the driest inhabited continent on Earth. In this episode, we sit down with Kim Morison , Managing Director of Argyle Water , a pioneer in channeling capital into the Australian agricultural sector. After a three-year period of flat performance driven...

Have you ever stopped to consider the psychology behind the clutter in your garage? Or how that consumer vulnerability has quietly morphed into one of the most resilient, high-yield asset classes of the last three decades? For many sophisticated investors, alternative real estate feels like a minefield of over-hyped trends and cyclical volatility. When equity markets get choppy, finding a true cou...

Eighty percent of everything you consume travels on a ship. Your iron ore, your energy, your Amazon delivery - all of it. So why do so few sophisticated investors have any exposure to the asset class that makes it happen? This week David sits down with Anurag Agarwal, Head of Portfolio Management at J.P. Morgan Asset Management and co-head of their Global Transportation Group. Anurag spent years o...

Private markets are more popular than ever, but for many investors, the "exit" sign is becoming harder to find. As public markets remain tight and private equity hold periods stretch from five years to seven or more, a pressing question emerges: How do you actually get your cash back? In this episode, we sit down with Tim Ivers , Managing Director of Warana Capital , a specialist who has...

Is the current AI-driven market rally a structural revolution or a speculative mirage? David Clark sits down with David Jenkins , Client Portfolio Manager at GQG Partners , to dissect the firm's recent contrarian stance on the technology sector. Investors are feeling the squeeze of a "growth-at-any-cost" market. Jenkins explains why GQG, a firm managing over $250 billion AUD, is movi...

With AI reshaping industries at a speed few investors have experienced before, many portfolios are caught between fear of missing out and fear of overpaying. Which businesses will genuinely benefit, and which are simply riding the narrative? In this episode, David Clark sits down with Qiao Ma , Portfolio Manager at Munro Partners, to unpack how professional investors are navigating one of the most...

In this episode of Inside the Rope , David Clark sits down with Chris Aylward, a veteran of Australian property markets whose career spans more than five decades. From leasing office towers in Melbourne in the 1970s to founding APN Property Group and navigating multiple financial crises, Chris has seen every phase of the real estate cycle. For investors trying to make sense of today’s market - ris...

If you’ve recently had a liquidity event, inherited complexity, or are quietly wondering whether your portfolio is truly built for the next 30 years — this episode is essential listening. In this conversation, Ian Macoun, founder of Pinnacle Investment Management, joins David Clark to unpack what actually drives sustained investment excellence — and what quietly destroys it. With over $200 billion...

Inside The Rope's episode with Ian Macoun will release next Tuesday, the 3rd of March 2026.

In this episode of Inside the Rope, David Clark speaks with Morry Waked, Managing Director and Head of Investments at Vinva Investment Management, a firm that has quietly become one of the most successful systematic investment managers in global markets. Built primarily serving institutional investors, Vinva has grown into a $43 billion manager spanning Australian and global equities, delivering c...

David Clark is joined by Jamie Montgomery, co-founder and managing partner of March Capital, to discuss the forces reshaping venture capital, artificial intelligence, and the U.S. economy. Jamie reflects on building Montgomery & Co, backing category leaders like CrowdStrike, and what it takes to advise founders through scale. He shares why quantum computing, open-source large language models, and...

David Clark is joined by Jim Rohrstaff of Legacy Partners for a wide-ranging conversation that sits at the intersection of elite sport, long-term capital stewardship, and global lifestyle investing. From his early years in the US Midwest to building a career that spans golf, business leadership, and international living, Jim shares how the principles that underpin high performance in sport - disci...

David Clark sits down with Ben Forman, Founder and Managing Partner of ParaFi Capital, one of the world’s leading institutional investors in blockchain and digital assets. Ben’s path into digital assets is anything but conventional. Trained in traditional private equity and credit at firms such as KKR and TPG, he began his career analysing businesses through a deeply fundamental, cash-flow-driven...

In this episode of Inside the Rope, host David Clark sits down with Sam Reynolds, CEO of Octopus Investments Australia, to unpack one of the most critical and investable themes of our time: the global energy transition. As energy costs rise and the pathway to net zero becomes increasingly complex, Sam offers a grounded, data-driven perspective on how capital can be deployed responsibly without com...

In this special edition of Inside the Rope, host David Clark brings listeners into a raw, deeply personal roundtable with three exceptional founders who have stood at one of the most defining crossroads in wealth: the liquidity event. Moments where years, sometimes decades, of sacrifice, risk, and relentless effort crystallise into life-changing capital. Featuring: Julie Mathers, founder of Flora...

David Clark chats to one of Australia’s most respected, and quietly one of its most exceptional, investors, Paul Moore, Founder and Chief Investment Officer of PM Capital. For more than four decades, Paul has built a reputation for exceptional long-term performance, deep fundamental research, and a rare ability to remain steadfastly contrarian when markets become euphoric or fearful. His flagship...

David Clark sits down with Jessica Farr-Jones, Portfolio Manager at Regal Partners, one of Australia’s most dynamic alternative investment firms now managing over $20 billion across hedge funds, private credit, real assets, and global equities. Jessica’s journey from JP Morgan’s investment-banking floors in Sydney & New York to launching her own $150 million Global Small Companies Fund inside Rega...

David chats with Tara Davies, Co-Head of European Infrastructure and Co-Head of EMEA at KKR, one of the world’s most influential alternative investment firms. Tara’s career spans two decades at the top of global infrastructure investing, from Macquarie in the formative years of privatisations to now helping lead KKR through one of the largest capital deployment cycles in history. For investors wat...

David Clark sits down with Daniel Darling, Managing Partner at Focal Ventures, to explore how artificial intelligence is reshaping the investment landscape. From the early-stage venture opportunities emerging in Silicon Valley to the rise of “AI agents” transforming entire industries, Daniel shares how his firm is giving Australian investors access to cutting-edge innovation in the US private mark...

In this episode of Inside the Rope, David Clark is joined by Doug Tynan, Co-Founder and Chief Investment Officer at GCQ, who knew from a young age that he wanted to dedicate his life to investing. Doug shares how psychology and behavioural finance shape decision-making, and why discipline—through checklists, structure, and process—is the foundation of successful long-term investing. We explore GCQ...

In this special episode of Inside the Rope, David Clark welcomes one of the most influential voices in global investing — Howard Marks, Co-Founder and Co-Chairman of Oaktree Capital Management. Known worldwide for his acclaimed investment memos, often cited by Warren Buffett as essential reading, Howard has shaped how generations of investors think about risk, cycles, and second-level thinking. In...

David Clark is joined by Ed Goldstein, Partner and Chief Investment Officer at Coller Capital’s Credit Secondaries business. Ed has spent over 16 years shaping the secondary investment landscape, and in our conversation he explains how the secondaries market provides investors with liquidity, diversification, and unique access to private markets—an area often overlooked but increasingly interestin...

In this special episode of Inside the Rope, host David Clark sits down with one of Australia’s most influential business leaders, David Gonski AC. Widely regarded as the “Chairman’s Chairman,” Gonski has shaped Australia’s corporate, philanthropic, and educational landscape over a 50-year career, chairing institutions such as ANZ, the ASX, and the Future Fund. From the art of governance and the co...