California, every mention
14 scenes (2026) · ← back to California
tap a year for its mentions
every year 2026 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
Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514)
- ▶ 18:52 Lauren Hochfelder By way of example, I take the state of California.
Homegrown CIO at Williams College - Abigail Wattley (EP.507)
- ▶ 12:02 Abigail Wattley They used to run this amazing boot camp, spent a week out in California.
- ▶ 19:10 Abigail Wattley We went out to California.
Hotel Investing at EOS – Jonathan Wang (EP.506)
- ▶ 38:44 Jonathan Wang For a long time, we thought that that segment of the market really was just Florida and California.
Promote Giving – A New Model for Performance-Driven Giving (EP.496)
- ▶ 5:06 Joel Holsinger My sister is CEO of a division of Adventist Health, which is a healthcare company out in California. 4 times in the scene
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
- ▶ 32:06 Jeremy Grantham On the annual gathering of the financial analysts in California, there are 1200.
- ▶ 51:22 Jeremy Grantham The American housing market had famously bubbled in Chicago and bust in California, bubbled in Florida, etc.
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
- ▶ 1:06:16 Gavin Baker I have a doctor in California and a writer in Vermont.
Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)
- ▶ 19:37 unnamed speaker Being home in New Zealand to being quite far abroad in California.
- ▶ 57:03 Ted Seides I'm curious what that is for you in a seat in California, not your homeland.
Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
- ▶ 0:05 Jonathan Lewinsohn Go back during just my career and Scott's career, when the muni market got blown up because of some choice words said by a famous analyst after the financial crisis, even the European kind of double dip recession in the peripheral…
- ▶ 28:54 Jonathan Lewinsohn The California power microcycle, which most of California was impacted by in many counterparties.
Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483)
- ▶ 14:39 Lane MacDonald I'm flying out to California.
Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480)
- ▶ 1:01:14 Ashby Monk I was born in Edmonton, and my dad came down here to California in 1980, so I was four.