California, every mention
13 scenes (2022) · ← back to California
tap a year for its mentions
every year 2022 anyone Ted Seides 11Colin Campbell 10Eric Peters 5Chris Douvos 5Chris Ailman 5Wendy Cromwell 4Richard Lawrence 4Paul Black 4Joel Holsinger 4Jeremy Grantham 4
Verbatim, from the transcripts: the passages where California comes up
Charles Van Vleet – Thinking Differently with Pensions at Textron (Capital Allocators, EP. 283)
- ▶ 24:16 Charles Van Vleet I got a hundred million for you, but you have to move the company and the team to California.
- ▶ 37:26 unnamed speaker You know, who, who would have thought, you know, wildfires from California,
- ▶ 49:47 Charles Van Vleet You know, I grew up in California, Ted, where, you know, California has, you know, uh, hundreds of earthquakes every year, a dozen of which, you know, maybe you could feel in different parts. 2 times in the scene
Annie Duke – The Power of Quitting (Capital Allocators, EP.273)
- ▶ 48:17 Annie Duke So for those not familiar, the California bullet train is a very audacious project in California, 3 times in the scene
Greg Lippmann – The Big Short and Structured Credit at LibreMax (Capital Allocators, EP.270)
- ▶ 13:34 Greg Lippmann So what we found was for the 2000 vintage, the top 25% of American home prices generally corresponded to California, Florida, places like that, where the loan balances were higher than other parts than say the Midwest. 2 times in the scene
Sahil Bloom – Creativity, Investing, and Engineered Serendipity (Capital Allocators, EP.249)
- ▶ 21:18 Sahil Bloom And to be totally honest, I was living in California. 2 times in the scene
Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)
- ▶ 28:55 Steve Drobny But you've also seen a lot of people leaving California, going to Austin and Miami because of taxes and cost of living.
- ▶ 32:21 Steve Drobny And you've seen the wildfires in California and Australia and all over the world that are making people push their politicians in a certain direction, which is going to be spending money on sustainability.
Sebastian Mallaby – The Making of the New Future in Venture, Venture is Eating the Investment World 14 (Capital Allocators, EP.245)
- ▶ 11:39 Sebastian Mallaby And Arthur Rock flew out to California to meet with them and said, listen, you don't have to find another company to work for.
Chris Heller - Weird Alternatives at Cordillera Investment Partners (Manager Meetings, EP.28)
- ▶ 23:31 Chris Heller You know, interesting things, you know, I'll give you some past ones, maybe not some that we're working on right now to devote too much, but you know, water in California has been a theme of ours for quite some time.
Arjun Sethi – A Technology Company that Deploys Capital at Tribe, Venture is Eating the Investment World 10 (Capital Allocators, EP. 240)
- ▶ 7:25 Arjun Sethi So I was born and raised in California, Santa Clara, and people used to joke that I was just a product of Silicon Valley.
- ▶ 1:05:53 Arjun Sethi And I'd say lastly, and I've only recently gotten into it, and that might be a California thing, is just my veggie patch.
Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
- ▶ 28:52 Josh Wolfe That when you are on the beach in Brazil, or you are in a citrus farm in California, or you walk into the bedroom from your nostalgic childhood, or you smell the shampoo of the first girl or boy you kissed, or whatever it is, there's these…