Inside the Rope with David Clark cover art

Inside the Rope with David Clark

Inside the Rope with David Clark

Written by: David Clark
Listen for free

About this listen

 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.All rights reserved Economics
Episodes
  • Ep 216: Morry Waked - The Quant Edge: How Data, Discipline, and Relentless Curiosity Built a $43B Investment Powerhouse

    Ep 216: Morry Waked - The Quant Edge: How Data, Discipline, and Relentless Curiosity Built a $43B Investment Powerhouse
    Feb 17 2026
    In this episode of Inside the Rope, David Clark speaks with Morry Waked, Managing Director and Head of Investments at Vinva Investment Management, a firm that has quietly become one of the most successful systematic investment managers in global markets. Built primarily serving institutional investors, Vinva has grown into a $43 billion manager spanning Australian and global equities, delivering consistent benchmark outperformance through a disciplined, data-driven approach. Morry shares the remarkable journey from his migrant upbringing to leading global teams managing hundreds of billions earlier in his career, and explains why humility, patience, and rigorous process matter more than prediction in markets. The conversation explores how Vinva combines investment fundamentals with advanced analytics to analyse thousands of companies simultaneously, remove behavioural bias, and identify repeatable sources of alpha across more than 45 markets. For investors, advisers, and allocators seeking insight into what truly drives long-term performance, this episode is a rare behind-the-scenes look at how a highly focused firm built institutional-grade success by doing the basics exceptionally well, scaling intelligence with technology, and never losing sight of the numbers.
    Show More Show Less
    48 mins
  • Ep215: Jamie Montgomery: What Comes After ChatGPT - Quantum Computing, Open AI, and the Future of Venture

    Ep215: Jamie Montgomery: What Comes After ChatGPT - Quantum Computing, Open AI, and the Future of Venture
    Feb 2 2026
    David Clark is joined by Jamie Montgomery, co-founder and managing partner of March Capital, to discuss the forces reshaping venture capital, artificial intelligence, and the U.S. economy. Jamie reflects on building Montgomery & Co, backing category leaders like CrowdStrike, and what it takes to advise founders through scale. He shares why quantum computing, open-source large language models, and advanced AI sit at the centre of his investment outlook, along with lessons from a decade of weekly sessions with Charlie Munger on leadership, values, and long-term thinking. Jamie also offers a grounded view on U.S. growth, government reform, and what global investors should watch as AI drives the next wave of productivity and capital deployment.
    Show More Show Less
    48 mins
  • Ep 214: Jim Rohrstaff - What Golf Teaches Investors About Capital, Concentration and Staying Power

    Ep 214: Jim Rohrstaff - What Golf Teaches Investors About Capital, Concentration and Staying Power
    Jan 19 2026
    David Clark is joined by Jim Rohrstaff of Legacy Partners for a wide-ranging conversation that sits at the intersection of elite sport, long-term capital stewardship, and global lifestyle investing. From his early years in the US Midwest to building a career that spans golf, business leadership, and international living, Jim shares how the principles that underpin high performance in sport - discipline, patience, risk management and alignment of incentives - translate directly into managing wealth over decades. For high-net-worth families, this episode goes beyond golf. It explores how passion assets, global mobility, and lifestyle decisions increasingly shape investment structures, portfolio construction, and intergenerational planning. Jim also reflects on the importance of community, access, and networks - intangibles that often define real wealth but rarely appear on a balance sheet. This is a thoughtful discussion for investors who view wealth not simply as a number, but as a platform for living life with fulfillment and long-term freedom, drawing lessons from sport, business, and life that resonate well beyond the fairway.
    Show More Show Less
    41 mins
No reviews yet