Beijing, every mention

19 scenes · ← back to Beijing

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every year anyone Louis-Vincent Gave 4Charlie Ellis 4Steve Kuhn 2Marko Papic 2James Aitken 2Tim Recker 1Paula Volent 1Paul Black 1Mason Morfit 1Ed Grefenstette 1

Verbatim, from the transcripts: the passages where Beijing comes up

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Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462) Sep 29, 2025 · 1 mention

  • ▶ 40:00 Mason Morfit And I went and went around Beijing with the CEO in 2011 and met PLA officers and saw their army hospitals and understood how that channel worked.

Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440) Apr 14, 2025 · 3 mentions

Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437) Mar 24, 2025 · 1 mention

  • ▶ 47:05 Ed Grefenstette We saw in Xi and the other Beijing policymakers really a disappointing tone deafness to what investors around the world were looking for in terms of guidance and predictability and

Colin Smith and Farouk Miah - Empty Rooms: Investing in Africa (Capital Allocators, EP. 279) Nov 7, 2022 · 1 mention

  • ▶ 1:01:32 Colin Smith I remind them, look, you know, I came second just to manage expectations, you know, but you know, it was a really weird moment for us being on the podium in Beijing in 2008, because we wanted to win.

Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247) Apr 25, 2022 · 2 mentions

Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237) Feb 28, 2022 · 1 mention

  • ▶ 32:26 Marko Papic I also think that if I was sitting in Beijing as a policymaker, I wouldn't be looking at West's response.

Paula Volent – Star Endowment Manager's Next Act at Rockefeller University (Capital Allocators, EP.219) Oct 25, 2021 · 1 mention

  • ▶ 28:26 Paula Volent Like with Sequoia, when they had the Beijing meeting, I did a lot of meetings and

Bill Ford – General Atlantic (Manager Meetings, EP.03) Jul 22, 2021 · 1 mention

Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161) Oct 26, 2020 · 1 mention

  • ▶ 39:22 Marko Papic You're gonna lose a lot more of it to Beijing or Moscow or the U.S. if you don't integrate.

Daylian Cain – Master Class in Negotiations (Capital Allocators, EP.138) May 18, 2020 · 1 mention

  • ▶ 42:50 Daylian Cain I went to Beijing, I'm coaching billionaires on how to negotiate, and I'm kind of wondering, like, wow, y'all could teach me something right now, and they do.

Doug Phillips – Middle of the Fairway at the University of Rochester (Capital Allocators, EP.123) Feb 24, 2020 · 1 mention

Tim Recker - Concentration at the James Irvine Foundation (Capital Allocators, EP.100) May 20, 2019 · 1 mention

  • ▶ 7:01 Tim Recker The speed of change, I mean, I literally was in Beijing when there were very few cars, and it was literally bicycles.

Steve Kuhn – Life After Hedge Funds (Capital Allocators, EP.85) Feb 4, 2019 · 2 mentions

  • ▶ 10:20 Steve Kuhn I took three years off from Goldman and went and lived in Beijing.
  • ▶ 15:44 Steve Kuhn If you go to a high school in China, and I don't care whether that's in Beijing or in Shanghai or, or if it's in, you know, the smallest rural village, the textbooks have pictures of the gates of Tsinghua and Beida on them.

Charley Ellis - Indexing and Its Alternatives (EP.62) Jul 30, 2018 · 4 mentions

James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58) Jun 25, 2018 · 1 mention

  • ▶ 54:08 James Aitken And this young man managing a Chinese bank balance sheet in Beijing casually mentions, Ted, that, oh, we've got our three hundred billion dollar offshore balance sheet.

Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51) May 7, 2018 · 1 mention

  • ▶ 46:08 Paul Black There are beautiful buildings across Shanghai and Beijing and other major cities.
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