China, every mention
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tap a year for its mentions
every year anyone Ted Seides 346Louis-Vincent Gave 79James Aitken 79Marko Papic 33Richard Lawrence 32Raphael Arndt 31Seth Masters 28Kathy Xu 23Rob Citrone 17Steve Rattner 15
Verbatim, from the transcripts: the passages where China comes up
Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514)
- ▶ 20:14 Lauren Hochfelder We looked in particular at the Inland Empire, which is a market where all the goods came in from China to the U.S. consumer.
Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)
- ▶ 11:42 Baroness Dambisa Moyo Even more recently, the Chinese approach into Africa has not been an aid-driven approach. 2 times in the scene
- ▶ 17:04 Baroness Dambisa Moyo It's as true as the difference between the U.S. and China or the U.S. and Bhutan as it is the U.S. and Britain.
- ▶ 29:12 Baroness Dambisa Moyo You're hired to be the CEO of Company X when the world is globalized and the U.S. and China get along.
- ▶ 38:17 Baroness Dambisa Moyo Was excited about China, for example, back in the day. 4 times in the scene
- ▶ 42:52 Ted Seides China, not so much.
- ▶ 52:02 Baroness Dambisa Moyo Now that I'm a woman of a certain age, it's much more obvious to me that it's extremely hard, even for developed countries in other places where I always point to the UK, it's 40 cents a kilowatt hour is the energy price versus China where…
- ▶ 53:02 Baroness Dambisa Moyo They have more appetite and more willingness to take the longer China bet than we might because we're going to die at some point and somebody else is going to be responsible for the endowment.
Moat Investing Nuances – Pat Dorsey (EP.509)
- ▶ 19:38 Pat Dorsey Luxury hasn't done well recently, but I think a lot of that's because you've had a demand source in China drying up and alternative luxury brands being developed in China. 2 times in the scene
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 12:53 Rajiv Jain In other words, if Chinese growth is good and inflation is good, you don't buy China because of that.
- ▶ 23:30 Rajiv Jain Cover Brazil or China.
- ▶ 25:27 Rajiv Jain Chinese are coming in a very aggressive way, including into semi-cap site, equipment site, memory site, the ramping up capacity. 2 times in the scene
- ▶ 40:36 Rajiv Jain Everybody excluding China has underinvested. 2 times in the scene
- ▶ 41:42 Rajiv Jain In October, this whole thing heated up between US and China, the restrictions, and the stocks went free-fall. 2 times in the scene
- ▶ 52:52 Rajiv Jain And not just China, but India, it's a almost four and a half trillion dollar GDP. 2 times in the scene
Rodney Comegys – The Mechanics of Indexing at Vanguard (EP.498)
- ▶ 2:24 Ted Seides Eight represents wealth, good fortune, and prosperity in China.
- ▶ 50:34 Rodney Comegys I had a chance to go to China as a part of work.
Bruce MacDonald – The Playbook for Building a Mid-Sized Endowment from Scratch (EP.495)
- ▶ 0:22 Bruce MacDonald Things like private credit, China, Latin America, Africa.
- ▶ 27:23 Bruce MacDonald Things like private credit, China, Latin America, Africa.
- ▶ 30:52 Bruce MacDonald When we started, if you looked back on the last 10 years of our peers and where overseas they had generated all the returns, it really was in China. 6 times in the scene
- ▶ 37:37 Bruce MacDonald China for us was a perfect example. 2 times in the scene
- ▶ 44:54 Bruce MacDonald Most of the time, China and Latin America and crypto have not done well, but there are times when they do do well.
- ▶ 56:18 Bruce MacDonald The geopolitical reshuffling that's happening, the current conflict that's happening, does that make it easier for China to invade Taiwan?
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
- ▶ 1:09:44 Jeremy Grantham The fertility rate in China has just dropped below one, which means every young person has four grandparents to support.
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
- ▶ 58:19 unnamed speaker They've sent teams to China to help stand up a supply chain.
Ed Grefenstette and Sean Warrington – Venture Market Update (EP.488)
- ▶ 11:00 Ed Grefenstette Our focus on China and India, it's a big chunk of our 52% that's venture.
- ▶ 46:05 Sean Warrington All of these that do Asia, China, we all tend to be there at the same time because there's a conference, there's the AGMs, they're always grouped around. 2 times in the scene
- ▶ 46:23 Ted Seides I'd love to turn back to, Ed started in talking about India and China, and get both your thoughts on non-US venture opportunities. 9 times in the scene
- ▶ 49:25 Ted Seides Sean, have you looked at China and India? 10 times in the scene
- ▶ 52:46 Ted Seides Sean, are there other countries or frontiers that you have tried to find where you have the dynamic you describe of China several years ago where there may be a significant company created and a venture capital firm can own a lot of that… 2 times in the scene
Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)
- ▶ 41:15 Bobby Jain I said, Asia is going to be a more finessed market with the very Korea, China, onshore, offshore China, Japan, India, Southeast Asia. 2 times in the scene
Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
- ▶ 42:47 Jonathan Lewinsohn We take seriously the, the Chinese five-year plans. 7 times in the scene
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
- ▶ 24:19 Nick Rohatyn Now, if you look at equities, the MSCI global, Korea, China, India, Brazil, make up 70 plus percent of that index.
- ▶ 1:05:24 Ted Seides When a lot of people think about investing in emerging markets over the last 10 or 20 years, the biggest opportunity and then maybe biggest risk has been China. 14 times in the scene
- ▶ 1:20:29 Nick Rohatyn This is a guy who brought China into the World Bank.
Year in Review 2025 (EP.478)
- ▶ 22:52 Ted Seides The only thing that's been interesting to watch has been China, because two, three years ago, China was going to be out of portfolios. 4 times in the scene
Top 5 of 2025: #4: Alex Sacerdote
- ▶ 32:47 Alex Sacerdote And that's happened in China.
- ▶ 37:03 Alex Sacerdote S-curve 10 years ago, it hit first in Japan, then we knew it was going to hit in China, and then we followed it to Korea, and then we've seen it happen all over the world.
Matthew Dicks – Storytelling Mastery (EP.477)
- ▶ 21:49 Matthew Dicks I ended up in Connecticut with two people from China, a person from Vancouver, a person from San Diego, two people from Chicago, and four people from Connecticut. 2 times in the scene
Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
- ▶ 34:01 Brett McGurk If you project ahead, 1015 years, particularly as the Chinese built up their arsenal. 5 times in the scene
David Lyon – Hybrid Capital Solutions for Private Assets (EP.471)
- ▶ 0:15 David Lyon They talk about fraud in China.
- ▶ 30:50 David Lyon They talk about fraud in China.
Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
- ▶ 47:58 Sanjay Ayer Starbucks and Nike just getting chipped away relentlessly in China. 2 times in the scene
John Graham – Evolution of the Canadian Model at CPPIB (EP.465)
- ▶ 41:07 John Graham And a lot of our appetite for emerging markets historically was a larger appetite for China than we have today. 3 times in the scene
- ▶ 53:26 John Graham Our China allocation went from about 12 to seven, but that, we didn't go 12 to seven.
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
- ▶ 13:05 Rob Hale China, Southeast Asia, Hong Kong, never brought me to Japan, but I did learn how to navigate different business cultures at a pretty early point in my career.
- ▶ 39:51 Mason Morfit I was on the board of a med tech company called CR Bard that had one of the highest margins in the industry and was quite early in developing the China market.
Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
- ▶ 52:04 Herb Wagner The significant geopolitical risk in Japan, what every market, they think about China, Taiwan, there's a lot of geopolitical risk. 2 times in the scene
Adrian Meli – Active Equity Excellence at Eagle (EP.459)
- ▶ 40:02 Adrian Meli You go parts of Japan for 25 years, look at China, look at
Ted on Alt Goes Mainstream (EP.458)
- ▶ 52:59 Ted Seides 90% in privates, like half of that's in venture, like as much as 20 or 30% in China.
CIO Greatest Hits: Sovereign Wealth Funds – Raphael Arndt (Australia Future Fund)
- ▶ 9:47 Raphael Arndt As China emerged, and through a combination of that and economic management by the government at that time, the federal government budget was in surplus and was expected to be in surplus, and the government had been paying down the federal…
- ▶ 59:20 Raphael Arndt And so, we've got some skirmishes going on between the US and China currently, and there is the potential for that to become far more significant.
- ▶ 1:11:18 Raphael Arndt You know, they, I think we have a very different view of the rise of China and the impact China's having on the global economy than most people I speak to in the US who rarely talk about it. 14 times in the scene
Tim Sullivan – Yale's Private Portfolio (EP.456)
- ▶ 1:11:46 Tim Sullivan Whereas we want to make a huge amount of money in China, as China opened up as an investment opportunity, but a lot of that happened because of our relationship with Lei Zhang, who founded Hill House, and he happened to go to Yale's… 3 times in the scene
Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
- ▶ 30:16 Meredith Jenkins There's an argument to be made that it is an easier China play than China itself. 2 times in the scene
Rodrigo Bitar – Overlooked Opportunities in Latin America (EP.442)
- ▶ 7:45 Rodrigo Bitar The Americas begin to become a block and Russia and China and Europe separately.
- ▶ 26:26 Rodrigo Bitar In practice, what it's doing is pushing it to China, which is odd, because that would seem counter to the U.S. objectives.
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- ▶ 5:24 Ted Seides We dive into the conditions leading into Liberation Day, the motivations of the US and China, and the likely outcome of the tariff wars.
- ▶ 11:56 Louis-Vincent Gave At the same time, we have to acknowledge that we're seeing very important policy shifts in both Europe and China. 10 times in the scene
- ▶ 14:29 James Aitken If I may paraphrase a little, what our two friends are both saying is that there may be a chance that for all the difficulties over the past several years, the Chinese leadership may have been preparing for exactly this moment. 3 times in the scene
- ▶ 19:47 Louis-Vincent Gave As James points out, what really matters is that in the past 1020 years, China has become the world's factory. 3 times in the scene
- ▶ 22:37 Marko Papic We all keep trying to think about bipolarity, China versus US. 6 times in the scene
- ▶ 25:13 Ted Seides I want to turn to taking those views, the end of US exceptionalism, what might happen, China and Europe, and how do we think about applying them to different markets, not what's going to happen tomorrow? 8 times in the scene
- ▶ 29:04 James Aitken The usual analytical mistake, which is always China must. 10 times in the scene
- ▶ 38:19 James Aitken Nor, as Louis would attest, does the convenient but incorrect rumor that, oh, China must be bashing treasuries.
- ▶ 42:01 Marko Papic There was a huge one in China.
- ▶ 45:19 James Aitken Louis, do you know any firms in Hong Kong that offer Chinese distressed fixed income and credit? 2 times in the scene
- ▶ 52:13 Marko Papic I can jump in here, and I think if he gets a deal with China, which I think he will, I don't think that's good for US assets relative to the rest of the world. 2 times in the scene
- ▶ 54:51 Louis-Vincent Gave Right now, the feeling is, okay, the AI thing was overplayed, and China's caught up, 4 times in the scene
Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)
- ▶ 35:08 Ed Grefenstette Some of it is, but we have a fair amount of exposure in China, so we have a bit of a hedge play there in the other asset pool, but we have some long-only couple of hedge funds, and we actually have a component in emerging markets slash…
- ▶ 40:11 Ed Grefenstette It's not easy because there can be screaming opportunities and China might be perfect example today where intellectually a lot of CIOs know these valuations are getting unjustifiably cheap.
- ▶ 42:10 Ted Seides When you put together innovation, emerging markets, take out Europe and Asia, it leads to China. 10 times in the scene
- ▶ 46:00 Ed Grefenstette China's hard to underwrite in the best of circumstances. 7 times in the scene
- ▶ 1:13:46 Ed Grefenstette It's hard to compare India to China for many reasons, but the demographics are far superior. 2 times in the scene
David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434)
- ▶ 42:08 David Zorub This company, which is an American company, it's based in Boston, but for most of the last decade has been owned by a Chinese corporate parent. 2 times in the scene
Striking Oil – CrownRock by Lime Rock Capital (EP.428)
- ▶ 19:58 Jay McLean We were also very fortuitous in that we were essentially hitting the peak of the China super cycle around that same period.
- ▶ 24:42 Jay McLean The really good thing that came out of the global financial crisis is going into it, oil prices were very high as a result of the China super cycle.
Mark Sullivan and Roberto Isch – Hedge Fund Investing at Wellington (EP.427)
- ▶ 44:08 Mark Sullivan The changing relationship between some of the bigger countries like the U S and China and with the new administration coming in, we think many of those themes will be supercharged and again, result in a higher volatility
Eric Peters - Paradigm Shifts and Solutions at One River (EP.422)
- ▶ 43:16 Eric Peters And then China needs to maybe stop focusing so much on Taiwan and figure out how to mend ways with the US.
Matt Bank - "GEMs" of Risk, Asset Allocation, and Manager Selection (EP.419)
Scott Bessent - Macro Maven (EP.415)
- ▶ 49:36 Scott Bessent When we think about investing in China now, what's the probability that you're going to lose all your money one day?
- ▶ 54:52 Scott Bessent Chinese have moved tactically to stabilize the economy, but that Xi Jinping is a different kind of cat, that what we saw in the aughts up until 2012 or 2013 with capitalism with Chinese characteristics or communism with capitalist… 3 times in the scene
Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
- ▶ 48:34 Matt Miller China controls over 90% of the rare earth refining capacity. 2 times in the scene
David Salem - Investment Wisdom from the Owner's Box (EP.409)
- ▶ 5:27 Ted Seides We then turn to David's views on China, Japan, private equity, and digital assets.
- ▶ 37:58 David Salem About the prudential or non-prudential aspects of deploying money in China. 5 times in the scene
- ▶ 41:10 Ted Seides I'd love to dive in a little more on your thoughts on China and Japan. 6 times in the scene
Rahul Moodgal – Master Fund Raiser Returns (EP.408)
- ▶ 12:26 Rahul Moodgal They've got inflation, they've got China, they've got interest rates, they've got illiquidity, they're not getting any payouts.
Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406)
- ▶ 1:08:40 Mike Maples, Jr. I think Eric just had a bunch of guys in China and throughout the world, and anytime there was something that didn't work or wasn't efficient, he just put that code in there, too, and just brute forced it.
Jase Auby - Risk, Size, and Talent at Texas Teachers (EP.404)
Training Grounds: Bain Capital, John Connaughton (EP.395)
- ▶ 22:35 John Connaughton We've had the same country managers in Japan, in China, in India, Korea, and Australia from the very beginning, and we've been there for 20 plus years, whereas I think our industry has just found they bring
Ben Hunt - The Stories that Drive Markets (EP.393)
Anne-Marie Fink - Cutting Edge Pension Investing at SWIB (EP.389)
- ▶ 56:46 Anne-Marie Fink I have loved Australia, have loved Japan, China, Europe, Africa, a little bit of everything.
Dan Tennebaum - The Case for India at India Capital (EP.387)
- ▶ 22:44 Dan Tannenbaum And years later, he was a business journalist in Hong Kong in the early 19 nineties, watching this influx of capital into China. 2 times in the scene
- ▶ 29:33 Ted Seides At one point in time, people talked about Chindia, the importance of China and India. 3 times in the scene
- ▶ 30:04 Dan Tannenbaum And I think coming from India, China demands and deserves a degree of admiration for what they've achieved. 10 times in the scene
- ▶ 1:04:09 Dan Tannenbaum India is more expensive on a price to earnings basis than, let's say, the EM index, and some of that is a function of India, and a large part of that is a function of China, just dragging things down and what's going on in both countries.
- ▶ 1:09:00 Dan Tannenbaum India's largest bank is smaller than China's 11th largest bank.
- ▶ 1:18:14 Dan Tannenbaum So somewhat higher ticket consumption of the kind that grew manifold in China when incomes reached that level.
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
- ▶ 12:41 Brett Barakett Take the equipment out of wherever, China, and just move it to the Philippines.
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