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
Ash Fontana – Investing in Artificial Intelligence at Zetta Ventures (First Meeting, EP.11)
- ▶ 29:00 Ash Fontana More than the US, more than China.
Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)
- ▶ 14:12 Ana Marshall I think you see it most clearly with just the difficulty that Americans have and American investors have looking at China. 3 times in the scene
- ▶ 19:31 Ana Marshall And now the same thing, I've done the same thing to develop it in China and in Singapore.
- ▶ 24:10 Ana Marshall I come back and I have spent for the last 10 years a ton of time in China and in Asia because we've had an Asian tilt in the portfolio.
- ▶ 27:25 Ted Seides As you roll up what you own, do you take these views that you'll develop about how payments are working in China and see, you know, there's a directional arrow of progress we want to be exposed to.
Jay Girotto – Farmland Opportunity (First Meeting, EP.10)
- ▶ 36:44 Jay Girotto The biggest concern certainly is that in some way through this whole thing with China, that China would truly go away as an agricultural trading partner somehow.
Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
- ▶ 18:01 Jonathan Tepper So for example, our China leading indicator does a phenomenal job of leading Chinese growth. 4 times in the scene
- ▶ 53:42 Jonathan Tepper Like, these things have been around for a very long time, and often they're created independently, whether it's in China or ancient Greece.
David Druley – Structure into Action at Cambridge Associates (Capital Allocators, EP. 106)
- ▶ 27:17 David Druley We're still finding a tremendous amount of interesting things to do on the venture capital side of the thing, small and middle market buyout, higher returning infrastructure and real estate, and specifically in China.
- ▶ 42:35 David Druley Specifically in China, venture and growth equity, but also I think our business will expand in Asia. 2 times in the scene
Michael Novogratz – Galaxy Digital (First Meeting, EP.06)
- ▶ 21:24 Mike Novogratz The Chinese had started buying. 2 times in the scene
- ▶ 35:57 Mike Novogratz You know, you look at China right now, where 95% of financial transactions go through a government clearinghouse, which they now just add a little bit of machine-based learning to, and they know everything about you.
Ash Williams – Florida SBA's Reigning Chief (Capital Allocator, EP.104)
- ▶ 1:07:12 Ash Williams China, India, Southeast Asia, differences in law, differences in culture, a whole lot of things make that infinitely more complicated.
Sam Sicilia – Seizing on a Long Time Horizon at HostPlus (EP.103)
- ▶ 48:38 Sam Sicilia There is some in the US, and there is a couple of portfolios in China. 2 times in the scene
Tim Recker - Concentration at the James Irvine Foundation (Capital Allocators, EP.100)
- ▶ 6:16 Tim Recker Also worked in China, India, Philippines, Thailand, et cetera. 4 times in the scene
- ▶ 36:04 Tim Recker Best in class managers that we have in the US or China for our privates, I'm pretty comfortable with.
- ▶ 47:07 Tim Recker We've got a major overweight to emerging markets and particularly China, and we're actually debating what's the right allocation for China, et cetera. 4 times in the scene
Jon Hirtle – The Pioneer of OCIO (Capital Allocators, EP.98)
- ▶ 43:22 Jon Hirtle And if you look at emerging markets as about 10% of world market cap, and then this is a portion of that, a third to a half, you're really not getting a lot of China exposure when you just have an at-weight emerging markets portfolio. 4 times in the scene
Matt Levine – Money Stuff (Capital Allocators, EP.97)
- ▶ 31:55 Matt Levine There are pools of money in like the Middle East and China that are accessible to American companies that didn't used to be, and technologically it's easier to raise private money.
David Zorub - The Path to a Hedge Fund Launch (Capital Allocators, EP.96)
- ▶ 43:40 unnamed speaker Some of the different parts of the world, China, India, Africa, what's happening in those different regions of the globe? 4 times in the scene
Dan Ariely – Investing in Irrationality (Capital Allocators, EP.93)
- ▶ 1:00:36 Dan Ariely Mostly in the US, some in Africa, some in Europe, and tomorrow I'm off to China.
Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
- ▶ 44:14 Jordi Visser Number one, China devalued their currency in August of 15, which was a big deal. 3 times in the scene
- ▶ 1:06:21 Jordi Visser And I think when China moved their currency in 2015, when quantitative tightening began, 3 times in the scene
- ▶ 1:19:56 Jordi Visser Six years ago, I met a general who was a brigadier general in the Air Force younger than me, and we developed a relationship over our kind of knowledge of China.
Matt Botein – Flexible Investing and Institutional Challenges (Capital Allocators, EP.88)
- ▶ 48:52 Matt Botein Was I would go to China and see, you know, SAFE and CIC.
Steve Kuhn – Life After Hedge Funds (Capital Allocators, EP.85)
- ▶ 11:04 Steve Kuhn And here was a rising China, which I was just incredibly fascinated by. 6 times in the scene
- ▶ 14:23 Steve Kuhn So in some ways, there's things to be admired in the Chinese educational system. 4 times in the scene
- ▶ 41:35 Steve Kuhn I think there's a huge win-win policy that makes America stronger, makes our economy stronger, makes us safer, helps us compete against China when it comes to technology, and then
- ▶ 50:34 Steve Kuhn Let's imagine China could do this. 3 times in the scene
Donna Snider – Inside the Investment Process at the Kresge Foundation (Capital Allocators, EP.84)
- ▶ 17:12 Donna Snider The benefit of still being generalist is, for example, I just got back from two weeks in China, and I met with venture capitalists and credit hedge funds and public equity and the gamut, but I could come back and say, this is what I saw… 3 times in the scene
- ▶ 22:23 Donna Snider Another member of our team is phenomenally good in healthcare, and he grew up in China, and so he, he helps us a lot with our Chinese portfolio, right? 2 times in the scene
Jean Hynes – Inside Wellington Management (Capital Allocators, EP.82)
- ▶ 21:05 Jean Hynes So it was really an observation that a lot of the company creation was happening outside of the U.S. and that are we attracting the best people to follow a company in China or in Germany based in Boston?
- ▶ 35:24 Jean Hynes How we do Japan and how we do China is very dependent on the talent we have and, and how they want to form teams and what the opportunity set is.
- ▶ 46:59 Jean Hynes How do you not Americanize someone in China or Japan and you let their local culture come out?
Tim McCusker – Consistency and Creativity as CIO at NEPC (Capital Allocators, EP. 80)
- ▶ 48:22 Tim McCusker And then one of the more interesting insights in this research is that China is huge in artificial intelligence. 9 times in the scene
Andrew Tsai – Catching a Theme on the Chalkstream (EP.73)
- ▶ 27:22 Andrew Tsai So like, if they're, you know, getting a company to expand into China, like, we'll make a call.
- ▶ 48:27 Andrew Tsai And it was like, okay, not that we have much China exposure, but if China really hard lands, like, it probably means some, some bad things for the markets. 5 times in the scene
- ▶ 54:34 Ted Seides You said something about China rolling over.
Michael Schwimer – Moneyball as an Investment Strategy (Capital Allocators, EP.72)
- ▶ 35:44 Michael Schwimer Then, while with the Rockets, met Yao Ming, thought that there was a lot of potential business with the NBA in China.
Raphael Arndt – Australia's Sovereign Wealth Fund CIO (Capital Allocators, Episode 70)
- ▶ 5:01 Ted Seides The option value of flexibility, the team required to make decisions in this format, compensation, fees, views on China, and the current market environment.
- ▶ 9:29 Raphael Arndt 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…
- ▶ 59:54 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.
- ▶ 1:11:52 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. 13 times in the scene
Roz Hewsenian –Helmsley Trust's Chief of People and Process (Capital Allocators, EP.63)
- ▶ 45:42 Roz Hewsenian One of the things that we're looking at right now, to give you an example as to how it works, is that in discussions with our, our investment committee, we're looking at the rise of China, and how important China's become. 3 times in the scene
- ▶ 49:28 Roz Hewsenian So let's go back to my China example. 2 times in the scene
- ▶ 1:09:07 Roz Hewsenian I'm excited and scared about China. 2 times in the scene
Charley Ellis - Indexing and Its Alternatives (EP.62)
- ▶ 20:37 Charlie Ellis Well, still the biggest crowd is the US, the second biggest crowd is China, the third biggest crowd is India.
- ▶ 56:45 Ted Seides So let's just say China as an example. 8 times in the scene
Manny Friedman – Non-Linear Financial Systems (Capital Allocators, EP.61)
- ▶ 11:50 Manny Friedman You didn't have to think about what's happening in Germany and what's happening in China.
- ▶ 35:08 Manny Friedman It's true in China. 2 times in the scene
- ▶ 36:10 Manny Friedman Go to China.
Anthony Scaramucci – It's Called a Mooch (Capital Allocators, EP.60)
- ▶ 59:12 Anthony Scaramucci And so, I mean, a great book that I just read, uh, was called The China Mission, and it was about George Marshall, who basically went to China for almost a two-year period of time after the Second World War to see if he could stop the… 3 times in the scene
James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
- ▶ 5:05 Ted Seides Subsequent process-driven opportunities in Greece, views on central banks in the US, China, and Europe, some brief observations on India, positioning for the current environment, and what makes a great macro manager.
- ▶ 27:52 James Aitken Whereas in the modern day, no, uh, no fund manager update would be complete without some reference to the Dalai Lama, or I went to China, or I saw an empty building, and
- ▶ 50:02 James Aitken I am struck by the number of people who claim to be China experts, because I don't know what that means. 22 times in the scene
- ▶ 1:01:41 Ted Seides Get back, back home for you so you don't have to talk about being a, a guy from Wimbledon thinking about China.
- ▶ 1:12:58 James Aitken About my exposure to onshore Chinese assets.
- ▶ 1:13:47 James Aitken And in the not too distant future, it'll have more people than China. 14 times in the scene
Ross Israel - Stable, Predictable Cash Flows (EP.53)
- ▶ 29:41 Ted Seides Because you can imagine the influence if US private equity firm or a Chinese government entity came in and wanted to buy a port, the sort of strategic asset dynamic.
Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
- ▶ 14:22 Paul Black A lot of companies, cheap China manufacturers to make phones.
- ▶ 45:34 Paul Black It's hard to bet against China. 7 times in the scene
James Williams – Curating The Getty's Assets (Capital Allocators, EP.50)
- ▶ 26:31 Jim Williams And right now we have a really big overweight on China, but I think it has more to do that we have high conviction in several Chinese managers than it is about a view on China. 5 times in the scene
- ▶ 52:48 Jim Williams Particularly in emerging and within emerging, particularly in China. 2 times in the scene
- ▶ 1:10:35 Jim Williams We have the overweights that I mentioned in China, and the other big overweight is in energy.
Seth Masters – Investment Polymath (Capital Allocators, EP.38)
- ▶ 4:43 Ted Seides Our conversation starts with a fascinating discussion of China, 30 years ago and today, and then goes into covering contrarian career paths, the critical flaw of benchmark-based investing, structural issues with investment committees,…
- ▶ 5:55 Seth Masters Because remember, Japan was number one, but for whatever reason, I got really fascinated by China and Chinese, because it was an area of the world that I really didn't know, and it seemed very intriguing. 8 times in the scene
- ▶ 10:54 Seth Masters I, I think so much has changed between what China was then and what it is now that, um, that, that really doesn't tell us so much about China's future necessarily. 18 times in the scene
- ▶ 17:03 Ted Seides Are you investing in China? 6 times in the scene
- ▶ 18:47 Seth Masters Well, when I, when I finished my two-year stint in China, I, um, decided to, to not be an expat, but I wanted to come back to the U.S., and spent five years in consulting, which was a great way to really learn how the real world worked…
- ▶ 40:18 Seth Masters A lot of it coming from countries like China that have
Bill Spitz – Seasoned Commodore (Capital Allocators, EP.37)
- ▶ 47:25 Bill Spitz And you think about the middle class coming along in the emerging markets and in China.
Scott Malpass – The Fighting Irish's Twelfth Man (Capital Allocators, EP.25)
- ▶ 36:08 Scott Malpass I was surprised how many of our Chinese partners were coming through London for various things. 2 times in the scene
- ▶ 55:37 Scott Malpass I mean, look, we weren't, most people were investing in China when we started, right?
Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
Chatri Sityodtong – Warrior Spirit (Capital Allocators, EP.22)
- ▶ 26:09 Chatri Sityodtong Karate in Japan, Taekwondo in Korea, uh, Kung Fu in China, Sambo in Russia, Muay Thai in Thailand, Sea Light in Indonesia, Lithuania in Myanmar, the list goes on and on.
Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
- ▶ 10:45 Richard Lawrence When we got to Hong Kong, it was about a year after the joint declaration had been signed, where they were, you know, to agree to put Hong Kong back to the Chinese, and Hong Kong was just an incredible place. 2 times in the scene
- ▶ 15:40 Ted Seides Yeah, I mean, you think about how often U.S. investors view Chinese managers today with skepticism.
- ▶ 17:51 Richard Lawrence And we've seen a little bit of repeat of that in, in more recent years in China, right? 2 times in the scene
- ▶ 25:41 Richard Lawrence Well, I, I think China has now, 9 times in the scene
- ▶ 27:44 Ted Seides So that first stock, so you had avoided China, selling into China, periphery around China, Southeast Asia, but then there was that moment where you said, okay, now we're going to do it. 7 times in the scene
- ▶ 57:38 Richard Lawrence Because China needs China Yangtze power. 3 times in the scene
- ▶ 1:00:28 Richard Lawrence He doesn't understand the importance of China and how China should be a natural, strategic ally of the United States the way Europe is. 2 times in the scene
Chris Douvos – Venture Capital's Super LP (Capital Allocators, EP.14)
- ▶ 34:47 Chris Douvos Two billion dollar growth fund, a fund in China, you know.
Andrew Golden – Beyond the Long Term (Capital Allocators, EP.13)
- ▶ 1:06:53 Andy Golden We've got, if you were to dig deep enough, you would say, oh, I bet you they've got a lot of investment in China.
Larry Kochard – Endowment Professor (Capital Allocators, EP.11)
- ▶ 29:42 Larry Kochard In a very, in a lower cost way, various views of the market, but that's also one of the downsides, is because you're constantly buffeted with different views of the market of whether the Fed is dovish or hawkish, or taxes are gonna go up…
David "Bull" Gurfein - Interdisciplinary Lessons from the Marines (Capital Allocators, EP.10)
- ▶ 1:11:31 David "Bull" Gurfein However, the perspective is that there's such great insight and same in China as well.
Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03)
- ▶ 14:06 Brett Barth In the same vein, you'd be in mainland China talking to a state-owned enterprise, and there'd be no English.
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