capital markets

also referred to as: capital market

10 statements across 10 episodes · 3 bullish · 3 bearish · 10 people on the record · first statement Sep 3, 2018 by Sarah Williamson · across every show →

Everything said about capital markets, oldest first

Sep 3, 2018 negative
Insight
Williamson: Intermediation in capital markets degrades long-term investing into short-termism
“Typically what happens is that money goes from a saver to a big asset owner, like a pension plan or an endowment or a sovereign wealth fund, to an asset manager through the publicly traded capital markets into a publicly listed company. In that process, that l…”
Sarah Williamson Sep 3, 2018 ▶ 15:12 Sarah Williamson – Focusing Capital on the Long-Term (Capital Allocators, EP.67)
Apr 6, 2020 bearish
Insight
Peters: Countries frequently see capital markets peak after hosting the Olympics
“It's not infrequent. That countries can kind of peak in terms of their capital markets once they get past the glow of the Olympics.”
Eric Peters Apr 6, 2020 ▶ 21:57 Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)
Jun 8, 2020 neutral
Insight
Cromwell: A deep knowledge gap separates climate scientists from capital markets
“You've got climate scientists who are analytically rigorous and so thoughtful, but know very little about capital markets. And then investors who know a lot about capital markets and very little about RCP scenarios or climate science.”
Wendy Cromwell Jun 8, 2020 ▶ 39:29 Sustainable Investing 1: Wendy Cromwell – The $170 Trillion Opportunity (Capital Allocators, EP.139)
Jun 29, 2020 positive
Prediction Not checkable as stated
Davis: Externalities beyond carbon will be priced over time
“I think other externalities are going to be priced over time.”
Tony Davis Jun 29, 2020 ▶ 23:18 Sustainable Investing 7: Tony Davis – Hedge Fund Perspective at Inherent Group (Capital Allocators, EP.145)
Jul 9, 2020 neutral
Insight
Mizuno: Mega Asset Owners Cannot Beat the Market Universe, Only Improve It
“So we basically just said we are owner of the unique capital market universe. So we are universal owner. So our job is not to be the universe because we cannot. So let's see. What we can do to make that universe better.”
Hiro Mizuno Jul 9, 2020 ▶ 29:44 Sustainable Investing 10: Hiro Mizuno – Changing the Game (Capital Allocators, EP.148)
Aug 29, 2022
Insight
Bitar: Economic Power in Latin America Concentrates in Family Business Groups
“Capital markets are not what you have here in the U.S., and so the core of savings and economic power actually lies in families mostly.”
Rodrigo Bitar Aug 29, 2022 ▶ 9:03 Rodrigo Bitar – Empty Rooms: Investing in Venezuela (Capital Allocators, EP.268)
Sep 11, 2023 positive
Insight
Puffer: Trading floor desk mechanics provide unmatched capital markets insight
“I know how the swap desk interacts with the rates desk, interacts with the currency desk, interacts with the debt origination desk when a corporate deal comes to market, for example. And not many people get that exposure. Its value to me today is huge that I u…”
Marlene Puffer Sep 11, 2023 ▶ 14:38 Marlene Puffer – Canadian Pension Model at AIMCo (EP.337)
Nov 27, 2023 positive
Insight
Levy: Real estate value stems from operational development, not financial engineering
“These are the people who create the value. The people who build the buildings, the people who operate the buildings. Don't get me wrong. You need to be a smart investor, and you need to have the right capital structure and the right alignment, and those are al…”
Michael Levy Nov 27, 2023 ▶ 27:58 Michael Levy – Crow Family Real Estate Empire (EP.353)
Mar 25, 2024 negative
Opinion
Masters: Capital markets post-trade settlement infrastructure remains a mess
“Capital markets is an arena where the trading and execution end of the capital market space has been radically transformed over the past years. But what's interesting in capital markets is the post-trade is still a mess.”
Blythe Masters Mar 25, 2024 ▶ 50:27 Blythe Masters - Fintech Innovation at Motive Partners (EP.376)
Dec 1, 2025
Insight
Khoury: Real estate deliveries reflect capital markets from three years ago
“Real estate deliveries are never reflective of current capital markets. They're reflective of capital markets from three years ago.”
John Khoury Dec 1, 2025 ▶ 36:05 John Khoury – Asymmetry and Opportunity in Public Real Estate at Long Pond (EP.474)
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