Best Investment Services Aris Podcasts (2024)

1
Ep 174: Adrian Mackenzie - The power of partnership in private equity investments 50:57

2d ago50:57

50:57

In this episode of Inside the Rope, David interviews Adrian McKenzie, founder and partner of Five V Capital, an Australian private equity firm focused on the mid-sized market in Australia and New Zealand that boasts a remarkable internal rate of return. David highlights Adrian's notable career, including his tenure at CVC Capital Partners, where he…

1
Episode 41: Navigating Strategic Global Bond Portfolios with Brian Decker, CMT 1:03:04

3d ago1:03:04

1:03:04

Join us on Fill the Gap for a deep dive into the world of global fixed income portfolio management with Brian Decker, CMT, a distinguished market strategist from Wellington Management in Boston. A seasoned market expert with a background in rates trading, thematic investing, and market analysis, Brian brings a wealth of experience in navigating the…

1
Ep 173: Dan Ariely - Understanding irrationality through behavioural economics 1:00:24

21d ago1:00:24

1:00:24

In this episode of Inside The Rope, David welcomes Dan Ariely, a globally renowned expert in behavioural economics. Dan is a professor of psychology and behavioural economics at Duke University, and in this episode he shares his insights into the irrational ways in which people make decisions and how understanding these behaviours can improve finan…

1
Ep 172: Artificial Intelligence Series - Part 3: Investing in AI 37:02

19d ago37:02

37:02

In the concluding part of Inside The Rope's series on artificial intelligence, the focus shifts to the financial implications of AI. The episode explores how AI is poised to revolutionise investment markets, identifying potential winners and losers, and debating whether this surge is a bubble reminiscent of the dot-com era. The experts discuss the …

1
Ep 172: Artificial Intelligence Series - Part 2: Revolution or risk; Generative AI 35:52

26d ago35:52

35:52

In episode 2 of Inside The Rope’s series on Artificial Intelligence, the discussion pivots to the revolutionary scope of generative AI and its deep societal impacts. This episode explores how AI is unlocking unprecedented potential in software development, enabling anyone to code and vastly expanding the pool of potential developers globally. It al…

1
Ep 172: Artificial Intelligence Series - Part 1: Defining AI 24:19

1M ago24:19

24:19

In episode 1 of a 3-part series on artificial intelligence, David is joined by multiple guests to define what Artificial Intelligence is, and the implications it poses on our future. David and guests discuss how models like ChatGPT operate, and how unlike traditional AI systems that are designed for specific tasks, ChatGPT represents a shift toward…

1
Episode 40: Janine Guenther, CMT, CFA 1:11:56

1M ago1:11:56

1:11:56

In the podcast interview for CMT Association's Fill The Gap, Janine Guenther, CMT, CFA, a seasoned financial professional based in Vancouver, shared her extensive expertise at the intersection of technical analysis and fundamental research. With a background that includes roles at prominent financial institutions and a deep commitment to the CMT an…

1
Ep 171: Greg Mauro - Venture into education 58:37

2M ago58:37

58:37

In this episode of Inside the Rope, David interviews Greg Mauro, founder of Learn Capital. The episode focuses on Mauro's venture capital fund, highlighting its emphasis on educational investments and some of the well-known companies Greg has invested in. Greg shares his transition from a tech entrepreneur to a significant figure in venture capital…

1
Ep 170: Elizabeth Burton - Building a diversified portfolio 39:37

2M ago39:37

39:37

In this episode of Inside the Rope, David is joined by Elizabeth Burton, a managing director and client investment strategist at Goldman Sachs Asset Management. Based in New York, Elizabeth shares her extensive background in finance, transitioning from a Chief Investment Officer for the state of Hawaii to her current role at Goldman Sachs. She prov…

1
Episode 39: Mark Newton, CMT 58:39

3M ago58:39

58:39

Mark Newton, CMT, a distinguished market analyst and strategist at Fundstrat Global Advisors, brought his wealth of experience and analytical prowess to the forefront in a compelling podcast interview on the CMT Association's Fill The Gap series. With a career spanning significant roles at firms like Morgan Stanley Wealth Management and Greywolf Ex…

1
Interest Rate Forecast 25:50

3M ago25:50

25:50

The news is filled with Fed meetings, inflation, and changes to the interest rate policy. For insights on these topics and more, our host Krystian talks with our partner Lawrence Gillum of LPL Financial Research, one of the largest independent investment research teams in the financial industry. Thanks for listening! You can follow us on Facebook, …

1
Ep 169: Armen Panossian - Oaktree's approach to navigating distressed credit 43:06

3M ago43:06

43:06

In this episode David interviews Armen Panossian, co-CEO and head of Performing Credit at Oaktree Capital Management, known for its successful management of distressed debt. Armen outlines his background in finance and his journey at Oaktree since joining the firm in 2007. He discusses Oaktree's foundation in 1995, its investment philosophy emphasi…

1
Episode 38: Live from CMT 2024 Summit Dubai with FRANK TEIXEIRA, CMT, CFA & DAVID LUNDGREN, CMT, CFA 1:24:22

3M ago1:24:22

1:24:22

This episode of Fill the Gap features a live Fireside Chat with special guests Frank Teixeira, CMT, CFA & David Lundgren, CMT, CFA moderated by Tyler Wood, CMT. Recorded at the CMT 2024 Summit in Dubai, UAE on February 29, 2024 inside the Museum of the Future. In this special live release of Fill the Gap, Frank Teixeira, CMT, CFA, and David Lundgre…

1
Ep 168: Tim Carleton - Investing for long-term growth 51:02

3M ago51:02

51:02

In this episode of "Inside the Rope," host David Clark welcomes back Tim Carleton, Chief Investment Officer at Auscap Asset Management, to discuss his fund's performance and investment strategy. The Auscap Long Short Fund has achieved a notable compound annual growth rate of 16.1% since its inception (December 2012 to March 2024). During the episod…

1
Ep 167: Amy Pham - Property Insights: Navigating Offices, Retail, and Data Centres 33:49

4M ago33:49

33:49

In this episode of "Inside the Rope," David chats with Amy Pham, Fund Manager at Pengana, about the changing world of property investment as interest rates change and more people work from home. They dive into how these changes are affecting properties in Australia, especially offices, and compare it to what's happening around the world.Amy highlig…

1
Episode 37: Live from CMT Midwinter Retreat with Robert J Farrell and Walter Deemer 1:19:58

4M ago1:19:58

1:19:58

This episode of Fill the Gap features a live Fireside Chat with special guests Robert J. Farrell and Walter Deemer moderated by Frank Teixeira, CMT, CFA. Recorded at the CMT 2024 Midwinter Retreat in Tampa, FL on February 1, 2024. This live episode of Fill the Gap breaks from our normal format with a rare glimpse at a conversation between two Wall …

1
Ep 166: Dr Craig Collie - Ozempic and beyond, inside the weight loss drug revolution 42:40

4M ago42:40

42:40

In this episode of "Inside the Rope," host David Clark welcomes back Dr. Craig Collie from Regal Funds Management to delve into the groundbreaking developments in the field of weight loss drugs, particularly focusing on Ozempic, a GLP-1 category drug revolutionizing obesity treatment. Dr. Collie, who runs the Regal Healthcare Long Short Fund, share…

1
Ep 165: Brigette Leckie - Exploring the future of global economies 40:58

4M ago40:58

40:58

In this episode, David is joined by Koda Capital Chief Economist Brigette Leckie to discuss global economic performance, the impact of artificial intelligence on economies, and the implications of upcoming elections, particularly in the US, for the economy and investment markets. Brigette and David also touch on the current wars and their potential…

1
Ep 164: Phil King - Listening for opportunities 41:55

5M ago41:55

41:55

In this episode, host David Clark interviews Phil King, the Chief Investment Officer and co-founder of Regal Funds Management. King discusses his passion for investing and the enjoyment he finds in working with top companies worldwide and building a successful team at Regal. Despite his significant achievements, Phil is noted for his humility and s…

1
Ep 163: Frank Macindoe: The art of long term investing 34:59

5M ago34:59

34:59

In this episode of "Inside the Rope", David interviews Frank Macindoe, advisor and partner at Koda Capital, who manages the Koda Enduring Equities portfolio. This portfolio, focusing on ASX-listed shares, has achieved an impressive compound annual growth rate of over 14.8% over 15 years to November 2023. The discussion revisits the fund's performan…

1
Ep 162: Cal O'brien - Mid-market turnarounds 37:06

6M ago37:06

37:06

In the podcast episode of "Inside the Rope," host David Clark interviews Cal O'Brien, a managing partner at Anchorage Capital Partners. Anchorage is noted for its expertise in mid-market turnaround investments in Australia, with an impressive average internal rate return of return of over 40%.Cal shares his background, detailing his upbringing on a…

1
Ep 161: David Sekel - Keeping it in the family 39:29

6M ago39:29

39:29

This podcast episode from "Inside the Rope" features David Sekel, a lawyer specialising in asset protection and estate planning. The discussion revolves around the importance of safeguarding wealth for future generations. David shares insights from his experience working with substantial families, focusing on creating strategies for wealth preserva…

1
Episode 36: Gina Martin Adams, CMT, CFA 1:09:13

6M ago1:09:13

1:09:13

Kick off the new year with a big picture look at the global macro backdrop for investors. In Episode 36 we are fortunate to glean insights from Gina Martin Adams, CMT, CFA who shared with us how distortions in the economy driven by the global pandemic are still playing out with bizarre consequences. Gina Martin Adams, CMT, CFA, is the Global Head o…

1
Ep 160: Andrew Rado - Casting a wide net: Investing in Australia’s fishing quotas 45:33

7M ago45:33

45:33

This episode of "Inside the Rope" features David Clark interviewing Andrew Rado, the portfolio manager of the Longreach Maris Sustainable Seafood Fund. Rado explains how the fund invests in Individual Transferable Quotas (ITQs) for wild-caught seafood, a system introduced in the early 1980s in Australia. This innovative approach combines ecological…

1
Episode 35: Buff Dormeier, CMT 1:06:49

7M ago1:06:49

1:06:49

It's time to turn up the Volume! Our special guest this month is one of the most prolific contributors to the technical analysis body of knowledge today and arguably the world's foremost expert on volume analysis. Buff Dormeier, CMT asserts that volume - when used correctly - is the most important factor in any portfolio manager's toolkit. We dig d…

1
Ep 159: Urs Wietlisbach - Private equity the new traditional asset class? 1:00:51

8M ago1:00:51

1:00:51

In the podcast episode "Inside the Rope" hosted by David Clark with Urs Wietlisbach, a co-founder of Partners Group a leading global private markets firm that since 1996, has invested over USD 200 billion in private equity, private debt, private real estate, and private infrastructure on behalf of their clients globally. The episode delves into the…

1
Get Financially Ready for 2024 18:19

8M ago18:19

18:19

The year's end brings deadlines and choices to be made for a fresh new year. Take a few minutes in your busy holidays to listen to our next episode, and get your financial plan straight for 2024. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS A…

1
Ep 158: Alon Greenspan - Capital for a Cause: Revolutionising Mental Health 26:22

8M ago26:22

26:22

In this episode, Alon Greenspan, CEO of Mind Ventures, discusses his fund's focus on mental health solutions. Mind Ventures, touted as the world's first mental health-focused for-profit venture fund, invests in evidence-based startups across various mental health aspects, from clinical illness to wellness. Greenspan discusses the importance of comb…

1
Episode 34: John Kolovos, CMT, CFA 1:15:04

8M ago1:15:04

1:15:04

The barrier to entry for online "fin-Influencers" is incredibly low, but responsible professional technical analysis covers an immense body of knowledge. In this episode, we dig into the complexity behind John's technical mosaic and the multi-factor models he uses. Yet, the simplicity with which he communicates market conditions and portfolio const…

1
Ep 157: Jason Coggins - Portfolio Construction 32:44

8M ago32:44

32:44

In this instalment of Inside the Rope, David welcomes Jason Coggins, previous lead of investment research at Koda Capital. Jason delves into the nuances of building investment portfolios, the dynamics of public and private market investments, as well as the importance of choosing the right investment managers.He underlines the crucial aspect of tai…

1
Ep 156 - Matt Rennie - The Energy Transition: Its Challenges & Opportunities 31:12

9M ago31:12

31:12

In this episode of Inside the Rope, David is joined by Matt Rennie, joint Managing Director of Rennie Advisory. David delves deep into Matt's extensive experience, from his roots in Darwin and tenure at giants like KPMG and Ernst & Young, to the founding and subsequent sale of his own firm. As a specialist in energy transition, Matt offers a unique…

1
Prepare for Medicare's Open Enrollment 28:32

9M ago28:32

28:32

Are you ready for Medicare's Open Enrollment? Financial Consultants Jim Benages and Brandon Wann join Krystian to answer your questions about Original Medicare, the Medicare Advantage Plan, drug coverage, and how to plan for the different enrollment periods. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes…

1
Ep 155: Jonah Oliver - The psychology of high performance 37:21

9M ago37:21

37:21

In a somewhat different episode, David engages in a thought-provoking conversation with Jonah Oliver, an esteemed psychologist and performance coach to Australian professional golfer Cam Smith. The episode delves deep into the intricacies of decision-making, values, and the psychology of high performance.The discussion starts with Jonah emphasising…

1
Episode 33: Jonathan Krinsky, CMT 1:06:39

9M ago1:06:39

1:06:39

Jonathan Krinsky, who holds the Chartered Market Technician (CMT) designation, is a Managing Director and Chief Market Technician at BTIG. Before joining BTIG, Mr. Krinsky was the Chief Market Technician at Bay Crest Partners, MKM Partners and Miller Tabak & Company. Earlier in his career, he held a role within the Equity and Derivatives Sales & Tr…

1
Ep 154: Michael Gutman - Navigating Australia's Real Estate Future 32:41

10M ago32:41

32:41

In this enlightening episode, guest Michael discusses the current state and future predictions for the Australian real estate and investment markets, highlighting the challenges posed by projected population growth and supply chain issues. He details how an influx of one and a half million people is affecting housing supply, stimulating discussions…

1
Ways to Manage Risk in Investing 19:30

10M ago19:30

19:30

You COULD put your money in your mattress, but here in our 20th episode, Krystian discusses tools like asset allocation and diversification that could help balance out your investment risk. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant…

1
Ep 153: Justin Ryan - The real world of private equity 47:12

10M ago47:12

47:12

In this episode, David chats with Justin from Glow Capital Partners about the ins and outs of finance, private equity, and investment strategies. They navigate Justin's career path, touching on the value of patience in investment decisions. The two also dive into the complexities of business valuation and address some common perceptions about priva…

1
Episode 32: Ari Wald, CMT, CFA 1:07:59

10M ago1:07:59

1:07:59

Will value catch up to growth’s steady trend, or will growth fall from its leadership perch? Can Europe finally accelerate after breaking through its year-2000 peak? Can Energy finally become an investable sector again? Find answers to this and much more in the latest interview from Fill the Gap! Ari Wald, CMT, CFA joins us in Episode #32 where we …

1
Ep 152: Michael Lukin - Sidestepping the J-Curve 38:47

11M ago38:47

38:47

In this episode, David Clark engages in a detailed discussion with Michael Lukin from Roc Partners about the intricate realm of private equity. Looking forward, Michael provides insights into the anticipated investment surge in 2024 due to overcommitment in private equity investments.Michael delves into the complex trading process, emphasising the …

1
Life Insurance: Beyond the Clever Commercials 16:36

11M ago16:36

16:36

Krystian breaks down the basics of life insurance, and how it can help with the unexpected in your family's financial security. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant to Like and Follow.…

1
Ep 151: Mark Barker - Decoding global market dynamics 44:11

11M ago44:11

44:11

In the latest episode of Inside the Rope, David Clark sits down with Mark Barker, Head of International at GQG Partners, a renowned asset management firm. Mark retraces his journey, originating from his early days in London's hedge funds back in 1985, and eventually leading to the birth of GQG in 2016.Mark also covers GQG's investment strategy, whi…

1
Episode 31: Clint Sorenson, CMT, CFA 57:39

11M ago57:39

57:39

How do the tenets of trend following apply to private equity and venture capital? What does Eminem’s final rap battle in 8Mile have to do with client communications strategies? How could macro volatility be a helpful landscape for active investors over the coming 18 months? Find answers to these and so much more in the latest episode #31 of Fill th…

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Ep 150: Cooper Stainbrook - Unpacking the office space exodus 37:21

12M ago37:21

37:21

In this episode of Inside the Rope, David is joined by Cooper Stainbrook of Ibex Investors to delve into Cooper’s recent research on commercial real estate and the potential economic risks. The episode begins by addressing the global trend towards remote work, discussing its potential to drive corporations to scale back their office footprints, pos…

1
Is the 60/40 Portfolio Dead? 20:52

12M ago20:52

20:52

Tom and Krystian join forces to discuss the asset allocation approach known as the 60/40 portfolio. In the wake of a rocky 2022, is this still a viable investment strategy? Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and educational webinars and articles. Just search for ARIS Alliant to Like and Foll…

1
Ep 149: Frank Macindoe - Finding the right companies for long-term growth 30:07

1y ago30:07

30:07

In this episode of "Inside the Rope," host David Clark interviews Frank Macindoe, a Koda Partner & Adviser that oversees the Koda Enduring Equities Portfolio of ASX-listed shares. The portfolio has achieved an impressive compound annual growth rate of approximately 14% p.a. over the past 15 years. Frank delves into the current economic landscape, c…

1
Episode 30: Jamie Coutts, CMT 1:21:13

1y ago1:21:13

1:21:13

Technical Analysts know that "timing is everything." This month's interview could not come at a better moment as the global discussion around cryptocurrencies, decentralized finance and digital assets again takes center stage. Our longtime friend, past CMT Association Board Member, and exceptional market analyst Jamie Coutts, CMT, CFTe is the Crypt…

1
Ep 148: David Witkin - The art of event-driven investing 32:28

1y ago32:28

32:28

In this episode, David Clark chats with return guest David Witkin, the founder of Beryl Capital Management. They discuss merger arbitrage and event-driven investing, focusing on the current regulatory environment in mergers and acquisitions. The two discuss the potential merger between LIV Golf and the PGA. Witkin, commented that if it were a publi…

1
Ep 147: Andrew Rothery - Exploring private markets 40:19

1y ago40:19

40:19

In this episode, David is joined by Andrew Rothery to discuss the opportunities and advantages of investing in private markets. Andrew highlights the broad range of assets that can find a home in the private market, including equities, debt securities, and alternative investments like oil and gas. He emphasizes that private ownership is more about …

1
Episode 29: Craig Johnson, CMT, CFA 1:15:37

1y ago1:15:37

1:15:37

Craig Johnson, CMT, CFA joins Fill the Gap for Episode #29 where we explore the detailed and comprehensive technical process the Piper Sandler technical research team takes every month to produce informed investors. Craig issued a contrarian bullish call on the S&P 500 going into 2023 based solely on the information provided by the markets. Using c…

1
Income and Dividend Strategies 16:41

1y ago16:41

16:41

Krystian discusses income and dividend strategies with guest speaker Kevin Simpson of Capital Wealth Planning. A frequent contributor to CNBC, Yahoo Finance and Fox Business, Kevin is the Founder and Chief Investment Officer of Capital Wealth Planning. Thanks for listening! You can follow us on Facebook, LinkedIn and You Tube for new episodes, and …

Podcasts Worth a Listen

Investment Services Aris Podcasts

Podcasts Worth a Listen

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