China, every mention
75 scenes (2021) · ← back to China
tap a year for its mentions
every year 2021 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
Paul Black and Mike Trigg – How to Build a $100B Money Manager (Capital Allocators, EP.227)
- ▶ 4:35 Ted Seides Their colleague Mike Tian shared another perspective earlier this year when he described applying WCM's Moat Trajectory discipline to investing in China.
Todd Boehly - The Next Berkshire Hathaway at Eldridge (Capital Allocators, EP. 223)
- ▶ 46:25 Todd Boehly And if you don't have a real local presence, it's why, you know, anyone has said, well, why don't you go buy into China right now? 2 times in the scene
Kyle Samani and Tushar Jain - Multicoin Capital (Manager Meetings, EP.20)
- ▶ 1:02:11 Tushar Jain Also, China is now growing pretty substantially, and the rest of the world is still pretty new to the Helium network.
- ▶ 1:07:21 Tushar Jain I really love these video games that have this historical concept and one of the rulers of ancient Rome or China or India or something playing this game.
Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221)
- ▶ 29:40 Jordi Visser And the supply chain, which people have to remember, before COVID, we had the China-US divorce. 2 times in the scene
- ▶ 35:07 Jordi Visser Now, on the government side, they're going to keep rates lower because they can't hurt the distribution of wealth problem, and this is the main thing, is whether it's Japan setting up a wealth distribution council, whether it's China…
- ▶ 50:55 Jordi Visser Everyone got worried that this would hurt growth and China slowed down the power.
Savneet Singh – The Operator/Investor whose Software is Feeding the World (Capital Allocators, EP.220)
- ▶ 28:44 Savneet Singh The prior CEO had to step down because of bribery and corruption and investigations in China and Singapore.
Rashmi Kwatra – Sixteenth Street Capital (Manager Meetings, EP.17)
- ▶ 5:35 Ellen Ellison I had been looking for a way to pivot a little bit away from China
- ▶ 45:52 Rashmi Kwatra What we're seeing, we study the U S we study China, then we apply it to our markets are at different stages of development as well.
- ▶ 51:25 Ellen Ellison But obviously, what's going on in China is important because Tencent owns 16% of this company, which is your largest single position. 9 times in the scene
- ▶ 57:28 Rashmi Kwatra We talked about China a little bit. 5 times in the scene
- ▶ 1:04:12 Ellen Ellison This is kind of a 64,000 foot question, but do you think of India as the next China? 2 times in the scene
Paula Volent – Star Endowment Manager's Next Act at Rockefeller University (Capital Allocators, EP.219)
- ▶ 24:06 Paula Volent Lately, I've been thinking a lot about risk management because I've been thinking about China and some of the manager's
- ▶ 27:15 Paula Volent I think usually I would go to China twice a year, London, probably four times a year, Latin America, probably two or three times a year.
Erik Serrano Berntsen – Backing Alternative Founders at Stable Asset Management (Capital Allocators, EP.218)
- ▶ 37:09 Erik Serrano Berntsen Huge knowledge bar required even back to healthcare business in China.
Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
- ▶ 40:15 Ted Seides What are you seeing in Asia, China in particular? 8 times in the scene
- ▶ 47:29 Barry Sternlicht The worst thing that will happen is we lose the dollar status, which China would probably pretty happily do, and that definitely could be a bigger economy than ours pretty soon.
- ▶ 49:06 Barry Sternlicht I've done a lot of consumer stuff too, involved with like dominoes in China and all kinds of crazy stuff actually.
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 1:16 Ted Seides Our conversation covers some stories of the Wild West early days in emerging markets, Daniel's strategy focusing on the intersection of good companies with good governance and good countries, portfolio construction, application of the…
- ▶ 13:32 Daniel Graña So the Chinese have this concept called politically correct. 2 times in the scene
- ▶ 19:11 Daniel Graña Another example is that MSCI only has about 400 China A-share. 2 times in the scene
- ▶ 20:08 Daniel Graña I think that gives you a false sense of security that you know what's going to happen in Russia in year eight or China in year 12.
- ▶ 22:42 Ted Seides There's probably nothing more topical in your world today than China, and would love to hear maybe through that lens of the country assessment, the governance, and companies, what you're doing in China today. 15 times in the scene
- ▶ 27:46 Daniel Graña One would argue that maybe the duration of growth is higher in China, well, let's have to say the US, but at the same time, the risks are higher.
- ▶ 36:48 Daniel Graña We would need to have plenty of capabilities to cover things as varied as China A-share, as Vietnamese stocks, South African stocks, Brazilian stocks.
- ▶ 40:12 Daniel Graña If I were to turn the clock back on China, 3040 years ago, that's exactly where Vietnam is today. 3 times in the scene
- ▶ 47:21 Daniel Graña Maybe it's a book on the Boxer Rebellion in the 19th century in China and what that means for investing in China today. 2 times in the scene
Friends Reunion – Five Allocators Riff on Investing (Capital Allocators, EP.215)
- ▶ 4:42 Ted Seides We recently got together in Brett's offices and riffed on a range of topics, including COVID, crypto, nuances in private equity and hedge funds, non-institutional investing, China, diversity, and ESG.
- ▶ 40:30 Casey Whalen Yeah, so what we found, again, we don't like macro bets on exposure, but we think that our managers, back to the earlier point about data and everything, they actually were already getting data on China. 3 times in the scene
- ▶ 47:47 Jon Harris I think the China relationship, uh, there's a great book called The Kill Chain, which talks about basically over the last 20 years what the Chinese have done with their military, their ability to pivot, 4 times in the scene
Leda Braga – Systematica Investments (Manager Meetings, EP.10)
- ▶ 39:33 Mario Therrien We're seeing the emergence of many new markets, asset classes around the world, so from between Asia, China, new types of commodities, Bitcoin. 11 times in the scene
- ▶ 42:32 Mario Therrien I was curious to, outside of what you're doing in China, how is this put into your processes and how is it evolving over the years? 2 times in the scene
Mike Tian – Moat Trajectories and Investing in China at WCM (Capital Allocators, EP.212)
- ▶ 5:20 Ted Seides We then turn to his application of moat trajectory analysis in China, including the value of heavy industries,
- ▶ 17:36 Mike Tian But if you look, let's say, for example, in China, that market is heavily impacted by the rise of WeChat Pay or Alipay.
- ▶ 21:43 Ted Seides You're talking about Mo trajectories and the subtleties and making the decisions to a lot of the work you're doing in emerging markets and say, particularly with China. 10 times in the scene
- ▶ 25:06 Ted Seides As a lot of the Chinese technology companies have blossomed in the last couple of years, 2 times in the scene
- ▶ 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…