Episodes: 235
Frequency: Every two weeks
Rating: 4.7/5.0
Estimated listeners: 1,000 - 10,000
Gender skew: Male
Listener location: Australia
Publicly listed emails
tom.oryl@kodacapital.com
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David Clark - David Clark is an experienced financial services professional, Partner and Advisor at Koda Capital, and an entrepreneur who has exited two financial services businesses. He advises successful famil...
Gary Hui - Non-consensus Equity Investing, Machine-learning-assisted Idea Generation, Barbell Investment Strategies, Market Drawdowns, Factor Risk, And Managing Left-tail Risk.
Rob Tucker - Australian Equities, Capital Allocation During Economic Weakness, AI Valuations, Inflation, Open-source Large Language Models, Technology Stocks, And Gold As Portfolio Ballast.
John Knox - Private Credit, Alternative Asset Management, Institutional Sports Investing, Real Assets, Sports Media Rights, And Navigating Market Volatility.
Jeremy Samuel - Capital Preservation, Private Equity, Small-cap Investing, Market Inefficiencies, Valuation Discipline, And Australian Mid-market Businesses.
Christian Baylis - Alternative Credit, Private Credit, Fixed-income Markets, Default Arbitrage, Monetary Policy, Inflation, And Institutional Risk Management.
Ep 233: Raghav Khana - Navigating the Squeeze: Oaktree on Private Credit, Collapse Risks, and Market Cockroaches
October 12, 2026
In 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 Bathla collapse make local headlines, sophisticated investors are left questioning where real yield ends and structural fragility begins. Raghav breaks down how Oaktree - a firm renowned for its Howard Marks-driven risk discipline and expertise in distre...
Ep 232: Dr Joanna Syroka - Too Big for Balance Sheets: AI Data Centers, Cyber Contagion, and the Future of ILS
September 28, 2026
Host 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 massive systemic shifts push loss potential beyond traditional balance sheet limits, capital markets are proving essential in underwriting modern risk. The conversation explores the burgeoning market for mega-scale AI data center campuses, where concentrated val...
Ep 231: Gary Hui - Anticipating Anticipation: How Geometrica Outperforms Consensus
September 14, 2026
Host 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 consensus, cognitive bias, and unpredictable market drawdowns - particularly when navigating disruptive thematic shifts like AI capex or sector-wide sell-offs. Gary breaks down Geometrica’s systematic search process, which pairs quantitative machine learning ...
Brookfield Perspectives · High booking difficulty · 100 - 1,000 listeners
CAIS Live Conversations, Building With Alts · High booking difficulty · 100 - 1,000 listeners
Inside the Rope with David Clark is hosted by David Clark. Its publicly listed email is tom.oryl@kodacapital.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.
The publicly listed email for Inside the Rope with David Clark: tom.oryl@kodacapital.com.
Podseeker estimates Inside the Rope with David Clark reaches 1,000 to 10,000 listeners per episode. Only the publisher has exact numbers.
Inside the Rope with David Clark typically books industry leaders. Typical guest background: Senior investment professionals with substantial expertise in wealth management, portfolio management, asset management, private equity, private credit, fixed income, macroeconomics, or alternative investments. Strong candidates generally lead or founded an investment firm, manage significant capital, or hold a senior institutional investment role. Common among recent guests: Founding or leading an established investment-management firm; Managing substantial institutional or private capital; Building recognized expertise in portfolio management or alternative investments. Recent guests include Gary Hui, Rob Tucker, and John Knox.
High. It mostly books established leaders in its field.
Recent episodes cover Finance, Wealth Management, Portfolio Management, Private Credit, and Alternative Investments. Pitch an idea tied to one of these topics and mention a recent episode.
Publicly listed emails
tom.oryl@kodacapital.com
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