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Inside the Rope with David Clark

David Clark
Wealth Management
Artificial Intelligence
Investment Strategies
Private Markets
Private Equity
Australia
Private Debt
Australian Private Credit Market
Investment Management
Wealth Succession
Investment Strategy
Private Credit
Family Dynamics
Inflation
Leadership
Financial Markets
Regal Funds Management
Koda Capital
MA Financial Group
Priority Income Fund

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 Colle... more

PublishesTwice monthlyEpisodes230Founded9 years ago
Number of ListenersCategory
Business

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Artwork for Inside the Rope

Latest Episodes

David 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 choosing betwee... more

David 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 international ath... more

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)... more

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 shi... more

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Recent Guests

Jeremy Samuel
Managing Director and Founder, Anacacia Capital
Anacacia Capital
Episode: Ep 228: Jeremy Samuel - The Discipline of Capital Preservation: Inside Anacacia’s Private Equity & Small Cap Listed Strategy
Christian Baylis
Founder/CEO of Fortlake, former UBS executive
Fortlake
Episode: Ep 227: Dr Christian Baylis - Elite Mindsets, Broken Financial Plumbing, and Alternative Credit
Michael Traill
Founding chief executive of Social Ventures Australia; founder of For-Purpose Investment Partners; former chair of Paul Ramsay Foundation
For-Purpose Investment Partners; Social Ventures Australia
Episode: Ep 226: Michael Traill - Fixing the NDIS: Scaling Efficiency in the Care Economy
Stephen Otter
Head of Royalties at Partners Group
Partners Group
Episode: Ep 225: Stephen Otter - The Royalty Revolution: Inside Partners Group’s Institutional Playbook
Kim Morrison
Managing Director and Founder of Argyle Water
Argyle Water
Episode: Ep 224: Kim Morison - The Ultimate Uncorrelated Asset - Water
Michael Tate
Founder and CEO of Storage King (joint CEO)
Storage King
Episode: Ep 223: Michael Tate - Why Global Capital Loves Self-Storage
Anurag Agarwal
Head of Global Transportation at JP Morgan Asset Management
JP Morgan Asset Management
Episode: Ep 222: Anurag Agarwal - The Asset Class That Moves the World: Inside Global Transportation Investing
Tim Ivers
Founder and Chief Investment Officer, Warana Capital
Warana Capital
Episode: Ep 221: Tim Ivers - Navigating the Liquidity Crunch in Private Markets
David Jenkins
CIO/Portfolio Manager at GQG Partners (as discussed on episode)
GQG Partners
Episode: Ep 220: David Jenkins - Dot-Com on Steroids Reality Check for the AI Era

Host

David Clark
Host of Inside the Rope, senior wealth-management professional and founder-entrepreneur with Koda Capital.

Reviews

4.7 out of 5 stars from 99 ratings
  • Insightful

    Good quality interviews. Asks all the questions you’d ask yourself. Nice work.

    Apple Podcasts
    5
    RodentReviewer
    Australia4 years ago
  • Great podcast

    Excellent content

    Apple Podcasts
    5
    Fran Vezz
    Canada6 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Guests provide practical, real-world investment insights.
Insightful, high-quality interviews with thoughtful questions.
Professional and data-driven tone appeals to serious investors.
The host delivers clear, concise questions and strong takeaways for listeners.

Top Business Podcasts

Talking Points

Recent interactions between the hosts and their guests.

Ep 228: Jeremy Samuel - The Discipline of Capital Preservation: Inside Anacacia’s Private Equity & Small Cap Listed Strategy
Q: How do you price and value private equity deals given the lack of a competitive process?
We pursue exclusivity with deep due diligence, ensure a fair structure, and rely on high-quality management teams with aligned interests; exclusivity reduces bidding competition and helps us assess a business thoroughly before investing.
Ep 228: Jeremy Samuel - The Discipline of Capital Preservation: Inside Anacacia’s Private Equity & Small Cap Listed Strategy
Q: Tell me a little bit about the journey. Was the private equity first or the public markets first? How's the journey progressed?
We started in private equity, built five funds, then expanded into Australian equities about 11 years ago; over time, investors encouraged us to explore listed space, which led to a three-pronged offering: private equity funds, Australian-listed Wattle Fund, and a Global Equities Fund, all pursued with the same philosophy of capital preservation and selective, value-driven growth.
Ep 226: Michael Traill - Fixing the NDIS: Scaling Efficiency in the Care Economy
Q: Can we start by framing what the problem is with the NDIS as you see it?
NDIS has bipartisan support as a good idea, but cost blowouts and a large tail of unregistered providers create sustainability and quality issues; the solution lies in ethical, scalable operators, better eligibility criteria, and leveraging technology to improve productivity without sacrificing care.
Ep 225: Stephen Otter - The Royalty Revolution: Inside Partners Group’s Institutional Playbook
Q: How do you value music catalogs and what makes a portfolio attractive or not?
Valuation relies on recurring revenue streams, age and quality of IP, and data-driven projection; catalogs with established, durable demand and high-quality IP are preferred, with lending against catalogs used to manage risk and provide downside protection.
Ep 225: Stephen Otter - The Royalty Revolution: Inside Partners Group’s Institutional Playbook
Q: What is a royalty in simple terms and what are the three key characteristics of a royalty investment?
A royalty is a payment to the asset owner for use of the asset, with the investor typically owning the asset but not operating it, and receiving revenue-linked payments while third parties cover all operating costs; the model emphasizes yield, not debt or equity risk, and generally excludes development or approval risk.

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Frequently Asked Questions About Inside the Rope

What is Inside the Rope about and what kind of topics does it cover?

A high-end finance and wealth-management show that interviews leaders across asset classes, with a strong tilt toward real assets, private markets, and the evolving role of technology in investing. Conversations consistently bridge practical portfolio construction, liquidity needs, and long-term value creation, often framed by real-world deal stories, cycles in property and private markets, and the impact of AI and energy transition on investment theses. Notable is the blend of founder-led narratives, institutional perspectives, and actionable takeaways on risk management, capital allocation, and building durable client strategies for sophisticated audiences.

Listeners are likely attracted by deep-didactic discussions, pragmatic investment... more

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Which podcasts are similar to Inside the Rope?

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1. The Rules of Investing
2. Chanticleer
3. NAB Morning Call
4. The Fin
5. The Money Puzzle

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Inside the Rope launched 9 years ago and published 230 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Inside the Rope?

Recent guests on Inside the Rope include:

1. Jeremy Samuel
2. Christian Baylis
3. Michael Traill
4. Stephen Otter
5. Kim Morrison
6. Michael Tate
7. Anurag Agarwal
8. Tim Ivers

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