sovereign wealth fund

also referred to as: sovereign wealth funds

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Aug 12, 2026 by Paul Kedrosky · across every show →

Everything said about sovereign wealth fund, oldest first

Aug 12, 2026 neutral
Insight
Kedrosky: Sovereign funds filter investments by check size rather than economic value
“Once you're managing hundreds of billions of dollars, you start looking at opportunities, not in terms of their economic value, but in terms of check size. And you say, I need to write a check for fill in the blank, a hundred billion dollars, because I do not …”
Paul Kedrosky Aug 12, 2026 ▶ 43:19 Why The AI Bubble Will Burst: The Most Logical Case — With Paul Kedrosky
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