Inside the Rope with David Clark

Chris is a Principal and Portfolio Manager for Quay Global Investors, a fund that invests in real estate. We discuss the characteristics of the asset class along with his outlook.

Roberto Cagnati is Co-Head of the Portfolio Management business unit for Partners Group and a member of the firm’s Global Portfolio Committee. Partners Group is one of the world’s largest Private Equity investors with more than US$80bn under management and over 1,000 employees spread across 19 countries. We discuss Partners Group’s Global Value Fund and the team’s process for evaluating investment...

With a PHD in Neuroscience & Psychology, Chelsea is a well known keynote speaker on Mindfulness. We discuss Mindfulness and the complexities that increasing wealth brings to happiness.

I speak with Michael Heine about his family's long entrepreneurial track record from escaping Nazi Germany to successfully listing Netwealth in 2017. We cover topics such as selecting an adviser, intergenerational wealth and being an entrepreneur.

Adrian joins us to discuss the opportunity to make double digit returns by lending to property developers.

Rhett Kessler is one of my favourite investors. We speak with Rhett about his views on the current equity market and outlook, along with his recent investment in CSL and the recycling company BIngo.

Kim Morrison joins us to discuss investing in agriculture and specifically water rights, a strategy that has been very successful for Kim over the last 10 years.

Christopher has advised key policy makers in Australia and the US on economic management. In this episode we discuss investing in enhanced cash along with his views on the investment outlook. Christopher is the founder of Coolabah Capital and is also a Contributing Editor to the Australian Financial Review.

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.

We follow up our conversation with Justin from September 2017 and get an update on the outlook for investing in listed and unlisted companies in Israel.

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.

Legendary Short Seller John Hemtpon talks about how to find great long term investments and how he profits from fraudsters.

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.

Following our previous Podcast with the very impressive leader of Ark Invest, we discuss the opportunities being presented by 3D printing and the genomic revolution amongst other disruptive technologies changing the world.

We discuss with Dan How Solus invests in event driven, and special situations to create a strategy that has provided an annual return of 12.71% over the last 5 years with low volatility and low correlation to traditional asset classes such as shares.

As a world leader in Impact Investing, Michael talks to us about the growing trend of investing for the dual purpose of profit and social benefit.

We talk to Robert about the current opportunity to earn double digit returns by investing in UK residential Property.

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.

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.

We talk with Ibex analyst Ben Hirsch-McShane about the future of transportation and the economic opportunities presented by the adoption of driverless vehicles