MSCI

company on 7 shows · 7 statements across 7 episodes · said 40 times in 24 episodes since 2017

Capital Allocators 31 the Neon Show 4 20VC 2 We Live to Build 1 American Optimist 1 All-In 1 Cheeky Pint

Mentions by year, every show

tap a year for its mentions
00521042017201820192020202120222023202420252026episodesmentions
0242017201820192020202120222023202420252026episodes it came up in
0022442017201820192020202120222023202420252026episodesmentions per episode

Capital Allocators 31the Neon Show 420VC 2American Optimist 1We Live to Build 1All-In 1

2026 4 mentions in 3 episodes 1 per episode
2025 3 mentions in 2 episodes 2 per episode
2024 1 mention in 1 episode
2023 5 mentions in 3 episodes 2 per episode
2022 3 mentions in 2 episodes 2 per episode
2021 10 mentions in 3 episodes 3 per episode
2020 5 mentions in 4 episodes 1 per episode
2019 1 mention in 1 episode
2018 6 mentions in 3 episodes 2 per episode
2017 2 mentions in 2 episodes 1 per episode

every mention on every show, scene by scene, with the transcript →

7 statements about MSCI, every show

CAPITAL ALLOCATORS Assertion Contradicted
Korea, China, India, and Brazil make up over 70% of MSCI EM
“Now, if you look at equities, the MSCI global, Korea, China, India, Brazil, make up 70 plus percent of that index. So you are actually buying a very concentrated exposure, not a very diversified exposure.”
Nick Rohatyn Jan 22, 2026 ▶ 24:19 Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
NEON SHOW Prediction Held up
Khalid: Yoon Impeachment Will Block South Korea's MSCI Developed Upgrade
“The president is going to be impeached. And when the president is impeached, well, you can forget about economic reform. You can forget about South Korea being upgraded by MSCI from emerging market to developed markets.”
Matein Khalid Dec 20, 2024 ▶ 50:12 Global Investor Matein Khalid On World Economy | The Neon Show
AMERICAN OPTIMIST Assertion Supported
Gallagher: BlackRock and MSCI funnel US capital to blacklisted Chinese entities
“We've done an investigation of BlackRock MSCI, and we've only scratched the surface. We've investigated some other some venture capital organizations, and we are, we're, Capital continues to flow even to companies that are on various federal government blackli…”
Congressman Mike Gallagher Nov 30, 2023 ▶ 26:10 Ep 72: Illegal Chinese Bio Labs & Secret Police Inside America! Congressman Mike Gallagher · Joe Lonsdale
CAPITAL ALLOCATORS Assertion Supported
Brazilian Stock Indices Are Dominated by Commodities and Legacy Banks
“So, when you look at the Ibovespa or the MSCI, again, commodities are the majority of the index plus large banks.”
Florian Bartunek Jan 20, 2022 ▶ 15:53 Florian Bartunek – Equities in Brazil at Constellation Asset Management (Manager Meetings, EP.27)
CAPITAL ALLOCATORS Assertion Supported
Higher corporate ESG disclosure leads to greater rating agency dispersion
“His name is George Seraphim, and he actually just put out research that demonstrated the more a company discloses about ESG factors, the greater the dispersion in ratings from folks like MSCI and Sustainalytics.”
Lauren Taylor Wolfe Jul 2, 2020 ▶ 30:10 Sustainable Investing 8: Lauren Taylor Wolfe – Activist Perspective (Capital Allocators, EP.146)
Long-tenured CEOs with poor governance scores often create destructive personal fiefdoms
“We look for companies where the CEO has been in the seat, 15 years or longer, and where NSCI or Sustainalytics gives them a bottom quartile score on governance. And we've just seen over and over in our career that And sometimes the CEO is there because they're…”
Tony Davis Jun 29, 2020 ▶ 43:40 Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
CAPITAL ALLOCATORS Prediction Held up
Global Capital Allocations to Onshore Chinese Equities Will Inevitably Increase
“Whether it be passive money or active money, over the next several years, there will be increasing allocations to Chinese onshore equities, and that's not going to go away.”
James Aitken Jun 25, 2018 ▶ 58:19 James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)

← every entity, every show

Made with StarZero

Turn any episode into a week of clips.

This entire site, thousands of episodes across every show transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.