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

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 — Marcus Today – Daily Market Insights Marcus Today provides clear, practical commentary for self-directed investors – covering markets, portfolios, education, and decision-making without the noise. If you'd like to go further: Start a free 14-day trial of Marcus Today http://bit.ly/mt-trial-podcast Join Marcus Today Use code MTPODCAST for 10% off http://bit.ly/mt-join-podcast-offer MT20 – Managed ETF Portfolio A professionally managed portfolio run by Marcus Padley and the team, using ASX-listed ETFs with active market timing. http://bit.ly/mt20-podcast Principles – How We Think About Investing A short video series on timing, behaviour, and decision-making. No stock tips. http://bit.ly/mt-principles-podcast — Disclaimer This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.