China, every mention
487 scenes · ← back to China
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
Mike Tian – Moat Trajectories and Investing in China at WCM (Capital Allocators, EP.212)
- ▶ 31:31 Ted Seides How do you apply that lens of culture tied to competitive advantage in Chinese businesses? 5 times in the scene
- ▶ 33:38 Mike Tian For a lot of Chinese families and adds just enormous pressure to kids and things of that nature. 10 times in the scene
- ▶ 37:53 Ted Seides How do you go about doing the research on China? 12 times in the scene
- ▶ 42:19 Ted Seides When you bring this all together, what do you see as the biggest risks in your investing in China? 4 times in the scene
Jennifer Heller – Beginner's Mind with Professional Wisdom at Brandywine (Capital Allocators, EP.211)
- ▶ 41:34 Jenny Heller We don't know what's going to happen with China.
Rick Rieder – BlackRock (Manager Meetings, EP.08)
- ▶ 34:01 Rick Rieder We bought Chinese rates here.
- ▶ 39:50 Rick Rieder EM is actually starting to pick up and take China out of that. 2 times in the scene
Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
- ▶ 38:26 Jonathan Lewinsohn A, we knew Wuhan because we'd been so focused on the trade wars the year before that we'd become very in tune with the important set areas in China for trade and for production.
Julia Bonafede – Rosetta Analytics (Manager Meetings, EP.04)
- ▶ 12:53 Julia Bonafede Then we went to Brazil and China.
Bill Ford – General Atlantic (Manager Meetings, EP.03)
- ▶ 17:32 Bill Ford So if you drill into it a little bit, China has been an incredibly important geography for us.
- ▶ 23:23 Bill Ford I mean, our, our nine-person management committee, I think we have five non-US passport holders of all different countries, and we have French, Bolivian, Indian, and Chinese, so that's pretty fun.
- ▶ 51:33 Tom Lenehan China, friend or foe? 6 times in the scene
Private Equity Masters 5: Virginie Morgon – Eurazeo (Capital Allocators, EP. 204)
- ▶ 40:23 Virginie Morgon If you don't have that vision of where you want to take the company, what build-ups, what new countries, what deal in China, what commercial partnership with Korea, what other businesses as a second engine of growth you want to build, so… 5 times in the scene
- ▶ 51:26 Virginie Morgon They have to have a window on the world with professional investors like us who understand Europe and China.
Private Equity Masters 4: David Rubenstein – Carlyle Group (Capital Allocators, EP.203)
- ▶ 31:29 David Rubenstein I'm counting China and India, I suppose, is developed for this purpose.
Jeremy Grantham – GMO (Manager Meetings, EP.01)
- ▶ 11:16 Jeremy Grantham And indeed, most of it is in the Sahara, the Amazon deserts in China, and the Saudi peninsula.
- ▶ 27:58 Jeremy Grantham When you improve the electric grid, that would be a great idea, and China is surging ahead as we speak. 3 times in the scene
- ▶ 34:32 Jeremy Grantham We have been carried on the broad back of China and India and so on, but the developed world has been slowly but steadily losing its growth rate, and one of the reasons is that after the financial crash, we became too jittery about deficit… 2 times in the scene
- ▶ 37:26 Jeremy Grantham There's never been, there's been the occasional company in the past that looked a little fangy, but there's never been a whole clutch of eight or nine in the US and two or three in China that become the biggest companies in the world. 3 times in the scene
- ▶ 43:47 Jeremy Grantham They live right next to China. 4 times in the scene
- ▶ 50:00 Jeremy Grantham It is growing far faster, and because of the size of China, it's guaranteed to do that.
Private Equity Masters 3: Robert F. Smith – Vista Equity Partners (Capital Allocators, EP.202)
- ▶ 56:00 Robert F. Smith That's China.
Private Equity Master 2: John Connaughton – Bain Capital (Capital Allocators, EP.201)
- ▶ 53:57 John Connaughton It's because they know that when they pick up the phone and talk to somebody they need to talk to about retail or healthcare or help me out with this capital market transaction, they know somebody on the other side is a bank capital person…
Private Equity Masters 1: John Toomey – HarbourVest Partners (Capital Allocators, EP.200)
- ▶ 9:58 John Toomey At the time, there was really very little to be done in China venture.
- ▶ 44:28 Ted Seides You mentioned early on China venture capital, and I know it's a global business.
- ▶ 47:00 John Toomey On the venture side, for us, it's predominantly China. 4 times in the scene
Alex Rodriguez – Business after Baseball (Capital Allocators, EP.198)
- ▶ 38:45 Alex Rodriguez Asia is very big, and China, and it has wonderful leadership, a great commissioner, and there's a lot of things to like in the NBA, and what can we do with that franchise
Innovation in Private Markets 3: Sulaiman Alderbas – A Massive Restart at PIFSS (Capital Allocators, EP.194)
- ▶ 29:24 Sulaiman Alderbas And then only when we visited Asia, and every single country, be it Singapore, Tokyo, China, and Hong Kong, realized that
a16z Podcast with Linda Xie and Jesse Walden - All About NFTS (Capital Allocators, EP.189)
- ▶ 44:15 Sonal Chokshi Connie Chan, our partner, has often talked about influencer monetization, and she talks a lot about what happens in China with live streaming and how a lot of fans will ask their audience, like, should I wear this today and do that?
Yen Liow - The Quest for the Right Tail at Aravt Global (Capital Allocators, EP.188)
Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
- ▶ 28:59 Jeff Hausenbold Be it in Canada or the Ukraine or China or other places.
- ▶ 46:06 Jeff Hausenbold Didi in China, Rappi in Latin America, which I led, GoPuff, Uber is now doing really well.
Crypto for Institutions 4: Ari Paul – Exploiting Inefficiencies in Crypto Trading (Capital Allocators, EP.183)
Crypto for Institutions 3: Seth Ginns – Investing Beyond Bitcoin (Capital Allocators, EP.182)
- ▶ 49:50 Seth Ginns At the beginning of last year, China launched a pilot of the digital RMB, and before that pilot launched, there was very little talk of central bank digital currencies among the western big central banks.
Crypto for Institutions 2 – Michael Sonnenshein – A Path to Entry (Capital Allocators, EP.181)
- ▶ 19:06 Ted Seides Because it's one thing if the US has their own KYC regulations, but maybe China has a completely different set.
Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)
- ▶ 33:27 Eric Peters You know, Japan is sitting right off the coast of China, and China had a big boom, and so Japan was kind of able to spend a couple decades just churning away, really, and dealing with its aging demographics and some of its internal issues,… 2 times in the scene
Collette Chilton – Humility and Loyalty at Williams College (Capital Allocators, EP.174)
- ▶ 51:36 Colette Chilton You know, I get to go to China and India and meet all these people and support an amazing college, and I'm very proud of all of that and feel extremely humble about the whole thing, and you meet a lot of people in our business who are not…
- ▶ 55:15 Colette Chilton oh, I'm going to this annual meeting, I'm going to see so-and-so, or we're all going to China at the same time, or, and I really miss that, and so when COVID started, a lot of people made more of a concerted effort to, like, regularly…
André Perold – Pockets of Inefficiency at HighVista Strategies (Capital Allocators, EP.169)
- ▶ 19:56 André Perold I think the China equity market is a very inefficient market. 2 times in the scene
Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
- ▶ 51:55 Mike Trigg By moving into global emerging markets, international small cap, global launch short, we have a China fund now, and there's a lot of interesting things that we're doing, and I think asset classes that we're exploiting some major…
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- ▶ 4:59 Ted Seides China, private equity, ESG, Europe, and emerging markets.
- ▶ 8:41 Marko Papic Let's focus on Middle East and China and all these other things.
- ▶ 25:31 Marko Papic And they won't get it, not because China, like, bans them.
- ▶ 27:26 Ted Seides So what do you see playing out with U.S.-China relations? 5 times in the scene
- ▶ 31:43 Ted Seides The implication of China's strength in a multipolar world that you're suggesting is that if US demand isn't there, someone else's will be. 10 times in the scene
- ▶ 34:52 Marko Papic I mean, with China, Europe, Japan, everyone's on this.
- ▶ 38:26 Marko Papic I think there's geopolitical potential risk in the Middle East, which is again interesting because everyone's focused on Asia and China, U.S., but
- ▶ 41:49 Marko Papic Industrialization of China play where commodities obviously entered an epic bull market. 5 times in the scene
- ▶ 46:23 Marko Papic And what China has showed is that you don't need necessarily FDI. 10 times in the scene
Luke Ellis and Mario Therrien – Best Practices in Alternatives (Capital Allocators, EP.158)
- ▶ 29:22 Mario Therrien China's growing quite fast in terms of new manager asset management industry.
Paul Marshall – 10 ½ Lessons from 23 years at Marshall Wace (Capital Allocators, EP.157)
- ▶ 23:19 Sir Paul Marshall And China today, 2 times in the scene
Morgan Housel – The Psychology of Money (Capital Allocators, EP.155)
- ▶ 51:09 Morgan Housel It's not because I don't like Japanese companies or Chinese companies or Brazilian companies.
SPECIAL EPISODE – Introducing Invisible Forces Podcast
- ▶ 5:43 Shannon Murphy Usually they're forged in China, and obviously it's not a product that just any local company can replace.
- ▶ 7:01 Shannon Murphy Between the US and China. 6 times in the scene
- ▶ 16:08 Nagendra Raina We shifted, um, some of our production to China on a temporary basis. 3 times in the scene
Diversity, Equity & Inclusion 2: Kim Lew – The Opportunity and Challenge (Capital Allocators, EP.152)
Taimur Hyat – After the Great Lockdown (Capital Allocators, EP.149)
- ▶ 11:33 Taimur Hyat And we spent a lot of time thinking about what do we do in China?
- ▶ 23:37 Taimur Hyat The current model of finding the cheapest cost location, often China, in which to place your globally linked supply chain will change. 4 times in the scene
- ▶ 34:05 Taimur Hyat Accessing public markets in China and emerging markets, and we think that's good.
- ▶ 40:31 Taimur Hyat It's true in China and Italy and the UK.
Sustainable Investing 6: Richard Lawrence - ESG Integration at Overlook (Capital Allocators, EP.144)
- ▶ 4:36 Ted Seides We close with Richard's philanthropic work on climate change, and in the closing questions, his take on US-China relations.
- ▶ 18:57 Richard Lawrence And we began, I remember one afternoon, it must have been a quiet afternoon for Jeremy, because we sat for two or three hours and just went through the whole entire world of money management, China.
- ▶ 24:12 Richard Lawrence But from my perspective, why I really invested in it initially is it is the lowest cost provider of electricity in China. 2 times in the scene
- ▶ 40:42 Richard Lawrence Well, these days, it's attitudes towards China and this looming conflict that everybody wants with China. 11 times in the scene
Sustainable Investing 3: Bob Litterman – Pricing Climate Risk (Capital Allocators, EP.141)
- ▶ 24:33 Bob Litterman Europe and China
Sustainable Investing 2: Liqian Ma – Allocator Perspective (Capital Allocators, EP.140)
- ▶ 3:48 Ted Seides Lishen developed an early interest in the climate, growing up in a coal-dependent city in China.
- ▶ 5:31 Liqian Ma I grew up in China, mainland China, in the early to mid-eighties, and at the time, coal was a rationed commodity by the central government. 4 times in the scene
Sustainable Investing 1: Wendy Cromwell – The $170 Trillion Opportunity (Capital Allocators, EP.139)
- ▶ 1:05:43 Wendy Cromwell And even in some ways, China, I put the U S
- ▶ 1:08:04 Wendy Cromwell Types of lessons, or the language in brothers is pretty vivid, and so I find there's some parallels in the communication style in China as well, so those are the parallels.
Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137)
- ▶ 21:46 Larry Siegel We're in a new bipolar world of U.S. and Chinese dominance where those two economies are the only ones anyone cares about. 5 times in the scene
- ▶ 45:31 Larry Siegel Right now we're in a little bit of a technological lull, but Vietnam isn't, Bangladesh isn't, China isn't, although they're having some short-term troubles.
- ▶ 52:17 Larry Siegel Hundreds of millions of people in China, a couple hundred million people in India, and so forth. 3 times in the scene
Tim McCusker – Advising Through a Crisis at NEPC (Capital Allocators, EP.135)
- ▶ 18:29 Tim McCusker So a first step for us was to restrict in-person meetings in the office, and especially folks coming from Europe, the UK, China, et cetera.
- ▶ 19:50 Tim McCusker We're going to be doing trips to China again.
Andrew Golden – Navigating Princeton's Endowment Through (Another) Crisis (Capital Allocators, EP.133)
- ▶ 13:30 Andy Golden You know, the irony is that this all started with people worried about China. 2 times in the scene
Annie Duke – Decision Making in a Crisis (Capital Allocators, EP.132)
- ▶ 21:34 Annie Duke So we can think about if we're in January and we can see that something's happening in China, we're not exactly sure what, particularly because China's not reporting it well, but we sort of are like, okay, this may be looking bad.
Sandra Robertson – Oxford's Queen of Endowment Management (Capital Allocators, EP.130)
- ▶ 32:34 Sandra Robertson Perhaps most top of mind for a lot of endowments and foundations is China.
- ▶ 37:11 Sandra Robertson Most people have them, and you know, one of our, I'll go through two of our sort of enduring themes, and one, one is really the, the shift from the West to the East in the terms of consumption, and watching that over the last 10 years, and…
Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)
- ▶ 21:24 Eric Peters And so we saw something very similar unfolding with the leveling out of the pace of Chinese urbanization. 2 times in the scene
Michael Mauboussin – Consilient Observations in a Crisis (Capital Allocators, EP.127)
- ▶ 20:43 Michael Mauboussin Now, what's interesting for us sitting in the United States today is now we have a little bit of experience with what China did, what South Korea did, what Italy did, and so that's how you start to get some frames on how things might…
Christie Hamilton – Tweeting on Allocation at Children's Health (Capital Allocators, EP.124)
- ▶ 24:11 Christy Hamilton I've noticed recently is, you know, a lot of us on this side have been looking at China and those of us who are just now looking at China obviously are very late, right? 3 times in the scene
- ▶ 28:54 Christy Hamilton A portion of it is China.
- ▶ 41:30 Christy Hamilton We did quite a bit in China, and now everyone's really looking at China, so I'm like, I'm gonna be contrarian and look at Europe, and then I found out that there are quite a few of us that are contrarian and looking at Europe right now, 2 times in the scene
Mike Mauzé - Escape Velocity for CPG Brands at VMG Partners (First Meeting, EP.16)
- ▶ 4:59 Ted Seides We then discussed the firm's decision-making process, how it built a business with a core group of LPs and the globalization of brands and work in China.
- ▶ 9:32 Mike Mauze So in the mid-nineties, I moved over to Hong Kong and helped open the Hong Kong office for Payne Webber, where I really focused on the M&A and consumer products and tried to bring U.S. companies over to China and tried to put deals… 3 times in the scene
- ▶ 42:00 Mike Mauze Our very first sale was with Nestle with a company called Wagon Train, and they notified us and told us that there was an IP issue in China with the Wagon Train name, and we had no idea about that, but it really opened our eyes that… 7 times in the scene
Doug Phillips – Middle of the Fairway at the University of Rochester (Capital Allocators, EP.123)
- ▶ 39:00 Ted Seides Is that China and India predominantly? 2 times in the scene
- ▶ 53:31 Doug Phillips Well, the theme I focus on is that I'm an optimist about the world and that obviously what's happened in China, the movement of people into the middle class and their economy is still growing the fastest in the world. 3 times in the scene
James Aitken – Tour Around the World from a Small Island (Capital Allocators, EP.122)
- ▶ 4:31 Ted Seides Our conversation covers the ESG tsunami and the impact fund flows will create on business economics, politics, and investments, the dynamics of Brexit and incumbent investment opportunities, China's evolving economic plan, and the tenuous…
- ▶ 37:00 James Aitken It's breathtaking to watch what is the biggest macro prudential experiment of all, which is China trying to come to grips 16 times in the scene
Peter Kraus - Widening the Aperture on Alpha (First Meeting, EP.14)
- ▶ 41:00 Peter Kraus But within that, I don't want to say to somebody, you have to have large cap, you have to have small cap, you have to have mid cap, you have to be in China, you can't be in China.
Dr. Sarel Vorster – Conducting Brain Surgery (Capital Allocators, EP.117)
- ▶ 35:47 Dr. Charles (Sarel) Vorster This is Sally, she's the scrub dick, and this is John, the rep from some company, and this is Doctor, whatever, from China, who's visiting us today, and this is, so when we do that, everybody seems to have ownership, and that ultimately, I…
Neal Triplett and Kim Lew – Issues of Management at Duke and Carnegie (Capital Allocators, EP.116)
Anne Martin - Pulling the Oars as CIO of Wesleyan University (Capital Allocators, EP.114)
- ▶ 27:30 Anne Martin We've been going to China for years and years. 2 times in the scene
- ▶ 29:07 Ted Seides So when you're looking at, say, underwriting a new manager to your portfolio, say in China or something else, how much comfort do you take in the company of the select crowd of people that you've worked with and that you know that are…
- ▶ 35:35 Anne Martin I also looked for somebody in emerging markets because I had no, someone with China connections.
Steve Rattner – Overseeing Michael Bloomberg's Family Office (Capital Allocators, EP.113)
- ▶ 5:08 Ted Seides We close with Steve's perspectives on China and his ongoing engagement in politics.
- ▶ 34:53 Steve Rattner Putting aside China, India, we don't invest in Russia, I can't imagine we ever would, and maybe Brazil, they're relatively small markets, and so accessing them in a way that's consistent with our philosophy of finding people who really… 2 times in the scene
- ▶ 42:34 Steve Rattner The thing that we're probably, I'm probably anyway, colleagues may differ, most excited about is still probably China, which is highly controversial. 13 times in the scene
- ▶ 47:16 Ted Seides You know, I know you're on TV every now and then and have political views, particularly when you start talking about China and the trade war. 2 times in the scene