China, every mention
37 scenes (2018) · ← back to China
tap a year for its mentions
every year 2018 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
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.