Podcast Episodes
Back to Search
Ep 113: Ben Krasnostein - Working towards a zero carbon future
Ben joins David to discuss Kilara Capital a fund manager that he co-found in 2017 that focuses on investment opportunities that work toward sustainab…
4 years ago
Ep 112: Chris Stott - Finding the inefficiencies within Australian small caps
Chris joins David to discuss his fund, the 1851 Capital Emerging Companies Fund. Since inception in Feb 2020 till Dec 2021, the fund had produced a c…
4 years ago
Ep 111: Mattias Westman & Akshay Bhutiani - Value amongst volatility; investing in Russia
In this episode, David is joined by Mattias Westman & Akshay Bhutiani of Prosperity Capital Management. A fund manager that focuses on investing in p…
4 years, 1 month ago
Ep 110: Karl Wellner - Family matters - Managing the wealth of family offices
In this episode, David is joined by Karl Wellner of Papamarkou Wellner Asset Management, a US firm that provides investment solutions to some of Euro…
4 years, 1 month ago
Ep 109: Warren Ebert - Buying property at the right price
In this episode, David is joined by Warren Ebert the founder and CEO of Sentinel Property Group. A group that has secured over $2bn of property trans…
4 years, 2 months ago
Ep 108: Lucas White - Investing in energy efficiencies
According to Jeremy Grantham a co-founder of GMO, global warming will be the most important investment issue for the foreseeable future. In this epi…
4 years, 2 months ago
Ep 107: Erik Sprinchorn - Nordic Innovation
David is joined by Erik Sprinchorn of Tin Fonder's New Technology fund. The TIN Fonder New Technology fund is an equity strategy that invests in tech…
4 years, 3 months ago
Ep 106: Michael Goldberg - Long live value
The Collins St Value Fund has delivered 19.6% p.a. net return since inception in February 2016 to October 2021 – a result which has seen a total net …
4 years, 3 months ago
Ep 105: Frank Macindoe - Financial markets, a mean reverting machine
Following on from their discussion last quarter, fellow Koda Partner Frank Macindoe joins David in another episode of Inside the Rope to provide an u…
4 years, 4 months ago
Ep 104: Michael Traill - Investing for purpose
In this episode, Michael joins David to discuss his career and path into investing for purpose. They discuss Michael's involvement in several investm…
4 years, 4 months ago