HeyJaredInside the Rope with David Clark
In this show, David interviews the leading minds in Wealth Management. David Clark is an experienced and respected Financial Services Professional.
- Indexed episodes, last 90 days
- 6
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- Sep 14, 2026
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- Jul 6, 2026
Latest episodes
Ep 231: Gary Hui - Anticipating Anticipation: How Geometrica Outperforms Consensus (opens the original)
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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 wit
Ep 230: Rob Tucker - Australian Equities in an "Emotional Recession": Capital Flight and Macro Headwinds (opens the original)
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In this episode of Inside the Rope , host David Clark welcomes back Rob Tucker , Founder and Portfolio Manager at Chester Asset Management . Capital allocators today are squeezed between speculative AI valuations, sticky inflation, and policy-driven domestic drag. Rob shares his unvarnished framework for allocating across predictable cash flows, tactical cyclicals, and uncorrelated ballast like gold. The conversation dives straight into pressing market frictions: the economic viability of the gl
Ep 229: John Knox – Pitch Rights, Private Credit, and the New Frontier of Sports Investing (opens the original)
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David Clark sits down with John Knox, Head of Australia and New Zealand at Ares Management, to pull back the curtain on how elite alternative asset managers unlock value in today's private markets. From scaling a massive $640B+ platform to analysing the structural shifts driving the boom in private credit, Knox breaks down how institutional investors successfully navigate market volatility and avoid correlation traps. The conversation pivots into one of high finance's most dynamic frontiers: ins
Ep 228: Jeremy Samuel - The Discipline of Capital Preservation: Inside Anacacia’s Private Equity & Small Cap Listed Strategy (opens the original)
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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 between crowded, mega-cap equities priced to perfection or chasing speculative, unproven early-stage growth. Jeremy draws upon foundational principles learned directly under Yale Endowment legend David Swensen to demonstrate how seeking out market ineffici
Ep 227: Dr Christian Baylis - Elite Mindsets, Broken Financial Plumbing, and Alternative Credit (opens the original)
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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 athletics, a PhD in inflation forecasting, and a decade managing $26 billion in fixed income and derivatives - to expose the structural shifts changing the debt capital markets. The conversation bypasses the standard market commentary to focus on how in
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