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Inside the Rope with David Clark
by David Clark
Today: #191 in Business, Australia on our combined chart.
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Ranking history · United States
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Latest episodes
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Ep 233: Raghav Khana - Navigating the Squeeze: Oaktree on Private Credit, Collapse Risks, and Market Cockroaches
October 12, 2026 · 39 minIn this episode of Inside the Rope, host David Clark and Tom Oryl dive straight into the rapidly evolving private credit sector alongside Raghav Khanna, Co-CIO of Oaktree's Private Credit Wealth Products. As high-profile defaults like the…
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Ep 232: Dr Joanna Syroka - Too Big for Balance Sheets: AI Data Centers, Cyber Contagion, and the Future of ILS
September 28, 2026 · 43 minHost David Clark chats with Dr. Joanna Syroka of Fermat Capital Management to unpack the structural capacity deficit hitting traditional insurance markets and how Insurance-Linked Securities (ILS) are stepping in to bridge the gap. As…
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Ep 231: Gary Hui - Anticipating Anticipation: How Geometrica Outperforms Consensus
September 14, 2026 · 52 minHost David Clark sits down with Gary Hui, Portfolio Manager at Geometrica, to unpack how equity investors can consistently generate asymmetric, double-digit returns without relying on leverage. Active managers often struggle with crowded…
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Ep 230: Rob Tucker - Australian Equities in an "Emotional Recession": Capital Flight and Macro Headwinds
August 31, 2026 · 45 minIn this episode of Inside the Rope, host David Clark welcomes back Rob Tucker, Founder and Portfolio Manager at Chester Asset Management. Capital allocators today are squeezed between speculative AI valuations, sticky inflation, and…
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Ep 229: John Knox – Pitch Rights, Private Credit, and the New Frontier of Sports Investing
August 17, 2026 · 50 minDavid Clark sits down with John Knox, Head of Australia and New Zealand at Ares Management, to pull back the curtain on how elite alternative asset managers unlock value in today's private markets. From scaling a massive $640B+ platform to…
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Ep 228: Jeremy Samuel - The Discipline of Capital Preservation: Inside Anacacia’s Private Equity & Small Cap Listed Strategy
August 3, 2026 · 53 minDavid Clark sits down with Jeremy Samuel, Founder and Managing Director of Anacacia Capital, to break down the mechanics of disciplined investing across the private and public mid-market space. Investors frequently face the dilemma of…
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Ep 227: Dr Christian Baylis - Elite Mindsets, Broken Financial Plumbing, and Alternative Credit
July 20, 2026 · 1 hr 3 minDavid Clark sits down with Dr. Christian Baylis, founder of Fortlake Asset Management, to dissect why the traditional defensive playbook is failing sophisticated investors. Dr. Baylis leverages his unique background - spanning elite…
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Ep 226: Michael Traill - Fixing the NDIS: Scaling Efficiency in the Care Economy
July 6, 2026 · 35 minIn 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…
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Ep 225: Stephen Otter - The Royalty Revolution: Inside Partners Group’s Institutional Playbook
June 22, 2026 · 49 minIn 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…
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Ep 224: Kim Morison - The Ultimate Uncorrelated Asset - Water
June 8, 2026 · 43 minHow 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…
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Ep 223: Michael Tate - Why Global Capital Loves Self-Storage
May 28, 2026 · 47 minHave 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…
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Ep 222: Anurag Agarwal - The Asset Class That Moves the World: Inside Global Transportation Investing
May 11, 2026 · 1 hr 3 minEighty 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…
About the show
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.