On the Couch
Marcus Padley and Henry Jennings sit down with fund managers, CEOs, investors, and industry professionals to discuss markets, strategy, risk, and decision-making.
Long-form conversations focused on how experienced investors think – through cycles, volatility, and changing conditions.
No sales pitch. Just insight.
On the Couch
On the Couch with Armina Rosenberg (Minotaur Capital): How AI Is Rewriting the Rules of Investing
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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
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