China, every mention
48 scenes (2023) · ← back to China
tap a year for its mentions
every year 2023 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
Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)
- ▶ 4:55 Thomas Haugaard So I covered mainly China, Latin America, or Swedish commercial bank.
- ▶ 10:25 Thomas Haugaard So one thing that is peculiar about hard currency is compared to other EM asset classes is that China is a relatively small part of it. 4 times in the scene
- ▶ 32:38 Ted Seides I'd love to turn to some of your thoughts on the current markets, and usually in this universe, the place to start is China. 7 times in the scene
Michael Levy – Crow Family Real Estate Empire (EP.353)
- ▶ 22:20 Michael Levy And by the end of the 19 sixties, he was developing around the world, including in China, he was developing in the 19 seventies.
Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
- ▶ 30:30 Rick Heitzman This isn't China.
- ▶ 37:13 Rick Heitzman So I think two thirds of all unicorns in the world have a member of the guild and most companies in New York, but there's companies in China and there's companies in Europe.
Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348)
- ▶ 38:32 Allison Thacker My deputy CIO and I just got back from a trip over to Singapore and Hong Kong just to think, can you invest in Asia if China doesn't work?
Bruce Ou – Private Market Investing at GroveStreet (EP.347)
- ▶ 4:46 Ted Seides Our conversation canvases Bruce's immigration from China, thoughts on middle market buyouts, venture capital, and growth equity investing, opportunities in China, and co-investments. 2 times in the scene
- ▶ 6:20 Bruce Ou My mom and dad had started a dairy business in Sichuan, China, raising cows on the farm and selling milk in the city where we lived. 3 times in the scene
- ▶ 36:13 Ted Seides I'd love to hear some of your views about investing in China today. 9 times in the scene
Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)
- ▶ 38:20 Isaac Corre Obviously, the various Chinese agencies that regulate transactions, they're a very big part of that. 2 times in the scene
- ▶ 43:21 Isaac Corre It's a Chinese coffee retailer, the aspiring Starbucks of China. 2 times in the scene
Alan Forman – Yale Endowment Real Estate (EP.340)
- ▶ 40:18 Alan Forman It was all new builds in India and China and Brazil, so we literally didn't do anything.
Muthu Muthiah - Inefficiency and Innovation at CHOA (EP. 339)
- ▶ 22:12 Muthu Muthiah So not just looking for innovation that looks like tech, innovation that looks like business model innovation in China or India or the markets or even
- ▶ 30:26 Muthu Muthiah The concentration took us to places thematically where we thought there was an efficiency and innovation, so we went more concentrated into China, more into India, more into technology disruption, per se, and then more into life sciences. 5 times in the scene
- ▶ 37:53 Muthu Muthiah So if you thought about China, it's about 16% of global GDP right now.
Stan Miranda – Modern Endowment Model at Partners Capital (EP.334)
- ▶ 21:31 Stan Miranda We migrated into the growth sector, and we believed in the extreme focus in biotech, or China, or emerging technology, because these were deep experts. 2 times in the scene
Kimberly Sargent – Passion and Mission at the Packard Foundation (EP.333)
- ▶ 24:36 Kimberly Sargent I mean, it's been mostly India and China. 10 times in the scene
Kipp deVeer – The World of Private Credit at Ares (EP.329)
- ▶ 58:38 unnamed speaker We have a very nice business there that's actually distributed pretty broadly across, you know, China, Southeast Asia, India, et cetera.
Seth Klarman – Timeless Value Investing (EP.328)
- ▶ 1:01:25 Seth Klarman We talked to our clients not that long ago about a few Chinese stocks we were finding. 3 times in the scene
James Aitken – Opportunities and Risks from Monetary Policy (EP.326)
- ▶ 54:32 James Aitken Aided and abetted, of course, by the rise of China.
Matt Breitfelder – Optimizing Investment Performance through Human Capital (Capital Allocators, EP.323)
- ▶ 9:14 Matt Breitfelder The birth of the WTO, China joining the WTO, the introduction of the euro currency, being part of that and soaking that up and learning a lot about negotiation and about the art of the deal.
Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321)
- ▶ 41:59 Chris Sacca What kind of maniac goes to China?
Kiyan Zandiyeh – Empty Rooms: Venture Capital on the Emerging Frontier at Sturgeon Capital (Capital Allocators, EP.317)
- ▶ 3:44 Kiyan Zandiyeh So for example, when I was a teenager, it was at a time where also you could start buying wholesale stuff from China for the likes of Alibaba.
- ▶ 10:38 Kiyan Zandiyeh It was also intersected at a time where you started seeing successful technology companies being built out of countries like China, India, Southeast Asia, that had validated the concept.
- ▶ 15:12 Kiyan Zandiyeh Whereas in more developed emerging markets, China, India, Southeast Asia and Latin America, you had already seen that play out.
- ▶ 15:40 Kiyan Zandiyeh The first region was Central Asia and the Caucasus, and to put that maybe on a map, it's basically all the countries between China and Europe.
Amy Falls – From Bonds to Boards to Leading Northwestern (Capital Allocators, EP.316)
- ▶ 4:43 Ted Seides We then turned to her thoughts on manager selection, liquidity, and across asset classes covering fixed income, private credit, private equity, public equity, and China.
- ▶ 7:16 Amy Falls Bonds became essentially government bonds in places like Sweden and Finland, and because I had the interest in government and emerging markets, I was able to push that into at least European governments, Canadian provinces, and then Asia…
- ▶ 53:34 Amy Falls I think actually regional players may be even the sweet spot between trying to do everything and only doing China or India or Brazil. 7 times in the scene
Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315)
- ▶ 54:13 Marc Lasry Five years ago, we were comfortable investing in China. 6 times in the scene
Tony Yoseloff – Forty Years of Davidson Kempner (Capital Allocators, EP.313)
- ▶ 21:44 Tony Yoseloff We do invest elsewhere in Asia, but a great majority of our investments are in India or in China. 9 times in the scene
- ▶ 32:14 Tony Yoseloff Same thing in Asia with China or India or whatever major geography you want to be invested in.
Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
- ▶ 5:31 Ted Seides The impact of higher rates and inflation, the denominator effect on private markets, what to do in China, how to position for energy transition, the future of lending, and what shoe will drop next.
Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309)
- ▶ 5:00 Ted Seides Co-investments, ESG, China, and geopolitical risk.
- ▶ 8:06 Mario Giannini I think the most global economies outside of perhaps China are going to go into a recession and it will be a shallow one.
- ▶ 1:05:05 Ted Seides I'll turn to another interesting area, maybe risk, maybe opportunity, which is China. 10 times in the scene
Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
- ▶ 17:32 Adam Rodman The market was very skeptical of China's built plan, very skeptical of India's built plan, and Russia, which were the sources of growth globally.
- ▶ 23:06 Adam Rodman And very quickly, through lifetime extensions in the West, China's build policy advanced, you know, the Russian war went into tight supply, and prices have gone up in advance.
- ▶ 37:33 Adam Rodman In certain cases, the Chinese who are building scalable, inexpensive reactors built on the Westinghouse design
William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Allocators EP.301)
- ▶ 29:56 Ted Seides What happens in China and India affects what we might be able to do here.
- ▶ 33:53 Bill Orem It is obviously the core of the issue, I think, for many that look at this challenge, which is, if you look at global emissions, 40% plus is now coming from China, India, and that will only grow over time.
- ▶ 55:02 Bill Orem I think the emerging markets, specifically China and India are obviously a challenge.
Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1, Capital Allocators EP. 300)
- ▶ 20:01 Tom Steyer Thirdly, one of the things that was happening, it's hard to remember or imagine in 2023, but Goldman Sachs, which was, as I said, I think the premier investment bank in the world, when I worked there in 1983 to 1985, had zero people in…
- ▶ 59:24 Tom Steyer Beta is always going to move around and we know that there's going to be slower growth out of China, faster growth out of China. 2 times in the scene
Dan Ivascyn – Fixed Income in the Limelight Again (Capital Allocators, EP.298)
- ▶ 43:45 Dan Ivascyn Tensions with China, North Korea, Middle East.
Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292)
- ▶ 6:18 Ted Seides You've had a series of business deals, selling your first hedge fund, buying the Citibank business that created the Skybridge Fund of Funds, then before the White House, but almost selling it to the Chinese. 2 times in the scene
Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291)
- ▶ 16:07 Gregg Lemkau You may have to do deals with sovereign wealth funds, and that may mean you need to go do a deal with China, or you need to go build a gigafactory in Jeddah, or you have to have private equity people on the board, but there's a bunch of…