China, every mention
16 scenes (2017) · ← back to China
tap a year for its mentions
every year 2017 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
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.