China, every mention
53 scenes (2020) · ← back to China
tap a year for its mentions
every year 2020 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
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.