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

Inside the Rope with David Clark

Player FM - Internet Radio Done Right

32 subscribers

اضافه شده در eight سال پیش

محتوای ارائه شده توسط Inside the Rope with David Clark and David Clark. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Inside the Rope with David Clark and David Clark یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

<div class="span index">1</div> <span><a class="" data-remote="true" data-type="html" href="/series/tickets-to-travel">Tickets to Travel</a></span>

1
Tickets to Travel

لغو اشتراک

۵ روز پیش۵d ago

لغو اشتراک

ماهیانه+

What exactly is a travel experience? A travel experience is more than just a destination. From the pulsating beats of a major music festival, to the adrenaline -fueled excitement of professional sports, to the legendary tours of music icons, these events are more than just spectacles. They are game changers affecting airfares, hotel room rates, restaurants, and growing local economies. Welcome to Tickets to Travel, the podcast that unlocks the stories, businesses, careers, and personalities within the realm of unforgettable travel experiences. I'm Mario B, and I have over 20 years of experience in online travel and entertainment ticketing distribution. Join me as we delve into the vibrant tapestry of these industries, uncovering hidden gems and insider secrets along the way. Tickets to travel spotlights the trailblazing businesses shaping the future of travel experiences. These startups and innovative companies are driving forces that redefine how we explore the world. Whether you're a seasoned jet center, an aspiring entrepreneur, or simply curious about the transformative power of travel, join me on Tickets to travel as I embark on this exhilarating journey through the world of travel experiences. Follow us where you get your podcasts.

حدود یک سال پیش 35:52

MP3•خانه قسمت

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 also tackles the productivity enhancements brought about by AI tools like GitHub Copilot, which significantly speed up the coding process. However, the conversation doesn't shy away from the tougher questions: What about job displacement and the ethical dilemmas AI introduces? With AI's ability to automate complex tasks, the panel of guests discuss the inevitable job transitions and the broader implications for the workforce. The guests also delve into concerns over AI-generated misinformation, such as deepfakes, and the urgent need for robust regulatory frameworks. Balancing the excitement of AI's capabilities with caution, this episode provides a comprehensive look at the challenges and opportunities presented by AI in our modern world. Join us as we navigate the complex landscape of artificial intelligence and its impact on society.

200 قسمت

#Business #David Clark #Personal Finances #Lifestyle #Inside The Rope With David Clark #Inside The Ropes

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

Inside the Rope with David Clark

32 subscribers

published حدود یک سال پیش

اشتراک گذاری

MP3•خانه قسمت

200 قسمت

#Business #David Clark #Personal Finances #Lifestyle #Inside The Rope With David Clark #Inside The Ropes

همه قسمت ها

Inside the Rope with David Clark

1
Ep 199: Marc Lasry - Private Equity’s Play in the World of Sport 47:34

12 روز پیش47:34

47:34

In this episode of Inside the Rope, David Clark sits down with legendary investor Marc Lasry, co-founder and CEO of Avenue Capital and former owner of the Milwaukee Bucks. Lasry unpacks the explosive growth of private equity in the global sports industry—where financial returns meet passionate fandom. From his journey as a Moroccan-born immigrant to building a $25 billion investment firm, Lasry offers a firsthand look at why sports franchises are no longer just vanity assets for billionaires, but a scalable, investable asset class ripe with opportunity. He shares how Avenue Capital approaches sports as a structured, revenue-generating investment with tangible upside through ticketing, sponsorship, and media rights. We explore his early bets on underappreciated assets like pickleball and women’s sport, and how digitisation, fantasy, and fan engagement are reshaping the commercial landscape. This conversation is essential listening for investors seeking uncorrelated returns, exposure to global entertainment, and insights from one of the foremost minds in distressed debt and opportunistic investing.…

Inside the Rope with David Clark

1
Ep 198: Tim Samway - Why GP Staking Is the Next Big Thing in Wealth 45:52

26 روز پیش45:52

45:52

In this episode of Inside the Rope, host David Clark sits down with Tim Samway, founder of Scarcity Partners and former managing director of Hyperion Asset Management, to explore one of the most compelling trends in asset management—GP staking (General Partner staking). What if, instead of being on the paying end of fund management fees, you could invest in the fund managers themselves? That’s exactly what GP staking enables—and it’s gaining serious momentum in Australia. Tim breaks down: * What GP staking is and why it’s more than just private equity for funds * Why returns from GP staking (targeting 20%+ p.a.) can outperform traditional funds * The structural shift toward private markets and the rise of endowment-style investing * The red flags and green lights in assessing fund managers as businesses * Why private market exposure is still underrepresented in most Australian portfolios—and what’s changing Listeners will come away with a clearer understanding of how to access the "better side" of the fee equation and what makes the economics of fund management so attractive when scaled properly.…

Inside the Rope with David Clark

1
Ep 197: Craig Packer - Targeting 10% Without the Volatility: The Power of Private Credit 1:00:39

۶ weeks پیش1:00:39

1:00:39

In this episode of Inside the Rope, host David Clark sits down with Craig Packer, Co-President of Blue Owl Capital – a $140 billion powerhouse in private lending. From humble beginnings to one of the fastest-growing alternative asset managers globally, Craig shares the inside story behind Blue Owl’s explosive rise, its strategy of targeting multi-billion-dollar private equity-backed companies, and how the firm is redefining the landscape of direct lending. 💡Key topics covered include: * Why US private credit markets dwarf those in Australia—and what that means for investors; *How Blue Owl generates equity-like returns (~10% p.a.) with lower volatility through senior secured loans; * Transparency, regulation, and addressing concerns of a “private debt bubble” in Australia; * How OCIC, their private wealth-focused fund, balances investor access with long-term stability; * The firm’s disciplined underwriting approach, default history, and what sets Blue Owl apart; *Craig’s philanthropic work and upcoming trip to Australia to engage with investors firsthand. 🔍 This episode offers a front-row seat to the future of private credit—told by one of the global leaders in the field.…

Inside the Rope with David Clark

1
Ep 196: David Gribble - His Road to the Top at Alceon: Inside One of Australia’s Top Private Capital Firms 56:14

۸ weeks پیش56:14

56:14

In this episode of Inside the Rope, David Clark speaks with David Gribble, the newly appointed CEO of Alceon, one of Australia's leading multi-strategy private capital firms. Against a backdrop of heightened market volatility and growing media scrutiny of private credit, David Gribble shares his perspective on the evolving role of private markets and how Alceon is positioning itself through this cycle. The conversation explores Gribble’s unique journey from engineering and investment banking to leading Alceon, and why the firm’s deep bench of local expertise, asset-backed focus, and collaborative investment approach offers clients confidence during periods of uncertainty. We also dive into how Alceon balances opportunity and risk across real estate credit, private equity, and structured credit—and why disclosure and proactive transparency are central to maintaining investor trust in the private markets space. As regulation looms and headlines focus on risks, this episode offers measured insight into the difference that experience, structure, and true alignment can make.…

Inside the Rope with David Clark

1
Ep 195: Andrew Lockhart - Beyond the Headlines: The Real Story Behind Private Credit’s Growth 1:04:55

10 weeks پیش1:04:55

1:04:55

David Clark welcomes back Andrew Lockhart, Managing Partner of Metrics Credit Partners — one of Australia's largest private lenders and a major force shaping the future of private credit. With private credit markets booming — and critics warning of bubbles and risks — David and Andrew explore why private credit can play a critical role in a high-net-worth portfolio when approached with discipline and scale. They dive deep into the key metrics that investors should evaluate in private credit, including loss rates, diversification, liquidity management, and risk-adjusted returns. Andrew explains why Metrics' institutional-grade processes, governance standards, and proactive credit management position it at the centre of Australia’s private credit growth story — and why careful manager selection has never been more important. With insights into Metrics' $23 billion portfolio, how private credit compares to traditional bank lending, and how Metrics navigates the evolving regulatory landscape, this episode is essential listening for investors seeking income, stability, and diversification in today’s uncertain markets. Get a behind-the-scenes look at why Metrics is thriving amid industry scrutiny.…

Inside the Rope with David Clark

1
Ep 194: David Neal - From Nation-Building to Member Outcomes: The Power of Long-Term Investing 51:25

12 weeks پیش51:25

51:25

After seven years of trying, we’ve finally done it—this episode of Inside the Rope features one of the most influential figures in institutional investment in Australia: David Neal, CEO of IFM Investors and founding CIO and former CEO of the Future Fund, Australia’s $300+ billion sovereign wealth fund. David takes us behind the scenes of building the Future Fund from the ground up—how a clean slate, a world-class board, and a clear long-term mandate allowed for a new investment philosophy rooted in flexibility, illiquidity premiums, and global best practice. We talk about the importance of strong governance, the benefits of a total portfolio approach, and why the endowment model still resonates in long-term capital allocation. Now at the helm of IFM Investors—a global institutional asset manager originally founded by Australian industry super funds—David shares insights into investing on behalf of working people, the tailwinds driving infrastructure investment globally, and why private markets are an increasingly powerful lever for value creation. IFM was conceived by a collective of Australian industry super funds with a bold ambition: to give working people access to the kinds of global, complex investments traditionally reserved for the ultra-wealthy. Today, IFM manages over $250 billion across infrastructure, private equity, credit, equities, and real estate—always with a clear mission to deliver strong, long-term outcomes for its members. If you're seeking clarity on private markets, this is a conversation not to be missed.…

Inside the Rope with David Clark

1
Ep 193: Laurence Marshbaum - Why More Families Are Embedding Philanthropy in Their Legacy 51:05

14 weeks پیش51:05

51:05

In this episode of Inside the Rope, David Clark is joined by Laurence Marshbaum OAM, founder of 10x10 Philanthropy and Community Capital, to explore how wealthy families can embed philanthropy into their legacy. Together, they discuss why more families are establishing Private Ancillary Funds (PAFs) and how strategic giving can sit alongside wealth creation and preservation. Laurence shares his journey from institutional fund management to purpose-driven investing, shedding light on how families can move beyond ad-hoc charitable donations to structured, impactful philanthropy that endures for generations. They discuss how fund managers and sophisticated investors are also stepping in to provide early-stage capital to high-impact, for-purpose organisations—bringing the same rigour they apply to financial markets to the social sector. Whether you're a family considering philanthropy for the first time, or looking to start the conversation, this episode will give you practical insights into how to create lasting social and financial value.…

Inside the Rope with David Clark

1
Ep 192: David Witkin: Navigating Market Volatility with Event-Driven Investing 34:35

16 weeks پیش34:35

34:35

David Clark welcomes back David Witkin, Managing Partner of Beryl Capital, discussing event-driven investing and market opportunities. With a track record of delivering outstanding returns, Beryl Capital has been at the forefront of merger arbitrage and special situations, benefiting from corporate activity across global markets. As investors navigate a rapidly changing landscape—shaped by geopolitical shifts, artificial intelligence, and shifting economic policies—Witkin shares his insights on capital deployment, risk management, and where he sees opportunities in today’s market. He delves into the impact of the Trump administration’s policies on event-driven investing, the AI-driven demand for data centers and infrastructure, and how regulatory shifts could unlock new investment themes. Listen in to hear how institutional investors think about market cycles, risk-adjusted returns, and how high-quality research and execution can drive investment success.…

Inside the Rope with David Clark

1
Ep 191: Future Generation Women - Investing in Women: The Future of Wealth Management and Better Returns 32:53

18 weeks پیش32:53

32:53

In this episode of Inside the Rope, David Clark sits down with Catherine Allfrey of Wavestone Capital and Caroline Gurney, CEO of Future Generation, to explore why increasing female representation in funds management is not just about fairness—it’s about better outcomes for investors and the broader economy. We dive into the launch of Future Generation Women, a new fund exclusively managed by female portfolio managers, designed to drive both strong financial returns and positive social impact. Why are women statistically better long-term investors? How is gender inequality costing the Australian economy $128 billion annually? And what can both men and women do to accelerate progress in wealth management? This episode is packed with insights on the next generation of wealth transfer, the importance of financial education for women, and how investors can be part of the solution. Whether you're an investor, adviser, or simply passionate about equality, this conversation will challenge perspectives and inspire action.…

Inside the Rope with David Clark

1
Ep 190: Frewen Lam - Investing Smarter: Lessons from Private Markets, Asia & Agri 40:53

20 weeks پیش40:53

40:53

In this episode of Inside the Rope, host David Clark sits down with Frewen Lam, Managing Partner at ROC Capital, to explore the ever-evolving landscape of private equity, private credit, and real assets. Frewen shares his journey from a first-generation Australian with immigrant roots to co-founding ROC, now managing $8.5 billion in assets. Key Highlights: * Frewen’s transition from public to private markets—why he believes private investments outperform. * Lessons from investing in Asia, including insights into China and India's economic trajectory. * Why agriculture and real assets are the next frontier for wealth creation. * The opportunities in private credit and secondary markets—how to buy assets at a discount. * How top investors build portfolios that balance risk and long-term returns. Frewen’s sharp insights, combined with David’s wealth advisory expertise, make this a must-listen for investors looking to refine their approach to alternative assets.…

Inside the Rope with David Clark

1
Ep 189: Mike Dorrell - From Boarding School to a $100B Empire 1:11:18

22 weeks پیش1:11:18

1:11:18

One of Australia's most successful financial minds abroad - In this episode of Inside the Rope, host David Clark sits down with Mike Dorrell, founder and CEO of Stonepeak, a $100 billion infrastructure investment powerhouse. From his humble beginnings in Australia, to building one of the largest private infrastructure firms in the U.S., Mike shares his journey of entrepreneurship, resilience, and strategic vision. He offers invaluable insights into infrastructure investing, where he sees the strongest opportunities today, and how smart investors should think about allocating to this asset class. Mike also shares his thoughts on Trump 2.0’s impact on markets, his personal approach to fitness and discipline, and how he structures his day to stay at the top of his game. This conversation is packed with actionable takeaways for investors, business leaders, and anyone interested in what it takes to build a world-class investment firm. A fascinating deep dive into the mindset of a global finance leader.…

Inside the Rope with David Clark

1
Ep 188: Evana Lithgow - Beyond Wealth: Building Resilient Families Through Leadership and Legacy 47:41

24 weeks پیش47:41

47:41

Unlock the complexities of family leadership and estate planning in this enlightening episode of Inside the Rope. Join David as he speaks with Evana Lithgow from Working Minds, a renowned psychologist specialising in the transition and succession of wealth for high-profile families in Australia and New Zealand. Discover how successful families navigate challenges beyond financial capital, fostering meaningful relationships and connections as their true legacy. From overcoming wealth-related conflicts to starting crucial conversations early, Evana shares powerful insights from her 25+ years of experience. Learn how to shift the focus from mere legal documents to a holistic approach that ensures a resilient and harmonious future for generations. Whether you're managing significant wealth or just beginning the estate planning journey, this episode provides actionable tips to align your family’s purpose with long-term success.…

Inside the Rope with David Clark

1
Ep 187: Peter Edwards - How the Victor Smorgon Group is Redefining Family Office Investing 50:14

26 weeks پیش50:14

50:14

In this episode of Inside the Rope with David Clark, we sit down with Peter Edwards, Executive Chairman of the Victor Smorgon Group, one of Australia's most enduring multi-generational family offices. Peter takes us behind the scenes of a pivotal decision: opening the doors of this storied family office to external investors. Discover the rationale behind this transformative move, how it shapes their investment strategy, and what it means for both the family and outside participants. From their thematic investment approach in areas like gold and US property to their forward-thinking embrace of impact investing and philanthropy, Peter shares invaluable insights into navigating complexity and maintaining harmony across generations. Join us for a captivating conversation that delves into family legacy, bold strategies, and the ever-evolving landscape of wealth management. Whether you're curious about the inner workings of a family office or looking for investment inspiration, this episode is one you won't want to miss.…

Inside the Rope with David Clark

1
Ep 186: Brad Powell - From Apple to Impact: Driving Change with Emerson Collective 44:53

28 weeks پیش44:53

44:53

David Clark sits down with Brad Powell, Managing Director of Emerson Collective, the influential family office and investment vehicle of Laurene Powell Jobs. With a portfolio exceeding $11.5 billion, Emerson Collective leverages innovative strategies to address global challenges. Brad provides an insider’s perspective on the Collective’s unique approach to balancing financial returns with social impact across sectors like education, healthcare, and climate transition. Discover how they’re reshaping philanthropy, scaling investments in renewable energy, bridging the digital divide through broadband expansion, and exploring alternative investments like sports franchises. Learn the lessons smaller family offices and high-net-worth individuals can take from Emerson’s model, how they identify transformative organizations, and their forward-thinking vision for energy infrastructure and connectivity in a rapidly evolving world.…

Inside the Rope with David Clark

1
Ep 185: Armina Rosenberg - Tech Meets Finance: AI-Driven Fund Management Revolution 40:56

30 weeks پیش40:56

40:56

Be inspired by a new wave in investment leadership. In this compelling episode, host David Clark sits down with Armina "Arms" Rosenberg, co-founder of Minotaur Capital and one of the most innovative minds in funds management today. From her humble beginnings in Sydney's West to managing global equity portfolios for Mike Cannon-Brookes, Arms’ journey is nothing short of inspiring. Discover how Armina leverages cutting-edge AI technology to revolutionise investment research, creating a competitive edge in identifying market opportunities. Learn about her unique philosophy of investing during strategic corporate shifts, her reflections on ESG investing, and the bold vision she has for Minotaur Capital's future. This episode offers a rare glimpse into the intersection of technology, innovation, and investing. 📌 Highlights: * From Wentworthville to Wall Street: Armina’s extraordinary career path. * The founding of Minotaur Capital and its groundbreaking AI tool, Taurient. * Insights into sustainable investing and redefining fund management.…

به Player FM خوش آمدید!

Player FM در سراسر وب را برای یافتن پادکست های با کیفیت اسکن می کند تا همین الان لذت ببرید. این بهترین برنامه ی پادکست است که در اندروید، آیفون و وب کار می کند. ثبت نام کنید تا اشتراک های شما در بین دستگاه های مختلف همگام سازی شود.

به بیش از 500 موضوع گوش کنید

32 subscribers

مشابه Inside the Rope with David Clark

Bounty Paper Towels Quick Size, White, 16 Family Rolls = 40 Regular Rolls (Packaging May Vary)

2024 Topps Baseball Complete Set Factory Sealed Box Set - Baseball Complete Sets

2025 - American Silver Eagle .999 Fine Silver with our Smyrnacoin Certificate of Authenticity Dollar Uncirculated US Mint

پادکست هایی که ارزش شنیدن دارند

Inside the Rope with David Clark « » Ep 172: Artificial Intelligence Series - Part 2: Revolution or risk; Generative AI

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

پادکست هایی که ارزش شنیدن دارند

به Player FM خوش آمدید!

The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

TERRO Ant Killer Bait Stations T300B - Liquid Bait to Eliminate Ants - 12 Count Stations for Effective Indoor Ant Control

Elmer's Disappearing Purple School Glue Sticks Washable 7 Grams 30 Count

The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

مشابه Inside the Rope with David Clark

راهنمای مرجع سریع

Inside the Rope with David Clark « »
Ep 172: Artificial Intelligence Series - Part 2: Revolution or risk; Generative AI