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

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Disclaimer
This podcast is general information only and does not consider your personal circumstances. It is not personal financial advice.