Developed Markets
topic on 3 shows · 8 statements across 8 episodes
We Live to Build 
WTF is with Nikhil Kamath 
Capital Allocators
8 statements about Developed Markets, every show
Laboy: Traditional emerging market risks now apply to developed markets
“Markets have indeed changed, and all of those risks that I mentioned now describe any country in the world, not just emerging markets and developed markets are somehow the bastions of the opposite of all of those things.”
Khosrowshahi: Why the coveted super-app model fails to win in developed markets
“You know, having a separate app for all these different services may be a lot, and I think in some of the more developed markets, people will pay for that last 10 or 20% of fine-tuning that maybe a super app doesn't.”
Goleshuk: Remote work equalizes global compensation based on value, not geography
“I think for the remote roles is difficult because we're just equalizing the world. And then sometimes, you know, if you're based in developing country, you can create value to a company in, in developed market. And then it's things changing. So it's not only w…”
Haugaard: Middle-Income Emerging Markets Have Adopted Developed Market Policy Frameworks
“There are plenty of those where you've seen a significant transition to policy setups that are very similar to developed markets, and that is not something that reaches a lot of headlines, but it is something that has been happening in the past 20 years, I wou…”
Sargent: Packard's EM equity outperformed developed markets over 10 and 15 years
“Both on a 10 and a 15 year basis, our emerging market public equity has outperformed our developed market.”
Rubenstein: Blackstone, Carlyle, KKR, Apollo make 95% of profits in developed markets
“In the end, if you look at the large firms that we're now talking about, and I'll use the four big ones, Blackstone, Carlyle, KKR, and Apollo. They make 95% of their money in the developed markets. I'm counting China and India, I suppose, is developed for this…”
Grantham: Emerging markets GDP growth will beat developed markets in 2021
“Emerging markets, as I said, it's way over half of the global GDP. It is growing far faster, and because of the size of China, it's guaranteed to do that. It's going to have a much better growth rate this year under stress, much better than the GDP growth of t…”