Podcast Episodes
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Ep 93: Daniel Pickering - Cryptocurrencies - A new asset class?
Daniel Pickering is the CIO at The ListedReserve, a fund manager that runs several strategies that invest across the cryptocurrency ecosystem. Being…
4 years, 9 months ago
Ep 92: Tim King - Investing for a better future
David speaks with Tim King of Melior. Melior was established in 2018 by Lucy Steed and Tim King with backing from the founders of Adamantem Capital, …
4 years, 10 months ago
Ep 91: David Witkin - Special-Purpose Acquisition Companies
Beryl Capital is a strategy run by David Witkin that has typically invested in merger arbitrage opportunities. This strategy has delivered investors …
4 years, 10 months ago
Ep 90: Frank Macindoe - Half a year on, Koda's Enduring Equities Portfolio
Following on from their discussion late last year (2020), fellow Koda Partner Frank Macindoe joins David in another episode of Inside the Rope to pro…
4 years, 10 months ago
Ep 89: Kenny Arnott - Asymmetric Investing
Producing annualized returns of 23.33% p.a. since inception May 2013 to Feb 2021, the Arnott Opportunities Fund has outperformed the MSCI by over 15%…
4 years, 11 months ago
Ep 5 Recast: Catherine Wood (ARK) - Investing in disruption
In this special recast, we're trying something a little different. Returning 300% since episode 5 was published in November 2017, ARK has grown into …
4 years, 11 months ago
Ep 88: Akiva Katz - 20%+ Returns from litigation financing
Aiming to produce IRR's of between 25% to 40% p.a, from litigation financing, Bow Street finds and purchases litigation assets in which guilt has alr…
4 years, 11 months ago
Ep 87: John Hempton - Mass Mania
John comes back onto Inside The Rope to highlight his views of the market, including the current volatility and headline-grabbing trades such as the …
5 years ago
Ep 86: Chris Cuffe - Among giants - A pioneer of Australian funds management
In this episode, David speaks with Chris about his current roles and background to date, in addition to how to pick fund managers along with how inve…
5 years ago
Ep 85: Steve Tucker - The importance of advice
Steve Tucker former CEO of MLC, and current Koda Capital Chairman joins David in this episode to discuss the evolution of advice and the importance i…
5 years, 1 month ago