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On the Couch with Armina Rosenberg (Minotaur Capital): How AI Is Rewriting the Rules of Investing

On the Couch

On the Couch
On the Couch with Armina Rosenberg (Minotaur Capital): How AI Is Rewriting the Rules of Investing
Jan 21, 2026
Marcus Today

Welcome to the latest episode of On the Couch.

In this episode, Henry Jennings sits down with Armina Rosenberg, co-founder of funds management group Minotaur Capital.

Armina represents a new breed of 'rock star' fund manager – one harnessing the power of AI to build a fund unlike any other.

From a childhood in Western Sydney to running global equities for the Atlassian founders, Armina's story fuels a clear mission: broaden who allocates capital, and sharpen how capital is deployed.

Markets are moving faster than most investment processes. In this conversation, Armina discusses Minotaur Capital, how an AI-native workflow can identify structural change earlier, compress research cycles from days to minutes, and keep human judgement where it matters most. A fascinating glimpse into the future of investing.


Chapter Markers

  • 0:06 - Meet Armina and Minotaur Capital
  • 1:52 - From Western Sydney To JP Morgan
  • 3:37 - Running Atlassian Founders' Global Equities
  • 4:56 - Why Start Minotaur And What's Different
  • 7:01 - Building Tauriant: AI For Idea Discovery
  • 10:56 - From Snapshots To Full Initiations
  • 13:45 - Monitoring, Thesis Checks, And AI Agents
  • 15:00 - Humans In The Loop And Portfolio Sizing
  • 16:40 - 2026 Outlook: AI, Volatility, Software Risks
  • 20:08 - Is There A Tech Bubble Or Just Rotation
  • 23:01 - Five Lessons From Launching A Fund
  • 30:23 - Closing Thoughts And An Open Invitation


Disclaimer: This is general advice only. It doesn't take your personal circumstances into account. Please speak to a licensed adviser before acting on anything in this episode.

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