China, every mention
43 scenes (2025) · ← back to China
tap a year for its mentions
every year 2025 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
Year in Review 2025 (EP.478)
- ▶ 22:52 Ted Seides The only thing that's been interesting to watch has been China, because two, three years ago, China was going to be out of portfolios. 4 times in the scene
Top 5 of 2025: #4: Alex Sacerdote
- ▶ 32:47 Alex Sacerdote And that's happened in China.
- ▶ 37:03 Alex Sacerdote S-curve 10 years ago, it hit first in Japan, then we knew it was going to hit in China, and then we followed it to Korea, and then we've seen it happen all over the world.
Matthew Dicks – Storytelling Mastery (EP.477)
- ▶ 21:49 Matthew Dicks I ended up in Connecticut with two people from China, a person from Vancouver, a person from San Diego, two people from Chicago, and four people from Connecticut. 2 times in the scene
Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
- ▶ 34:01 Brett McGurk If you project ahead, 1015 years, particularly as the Chinese built up their arsenal. 5 times in the scene
David Lyon – Hybrid Capital Solutions for Private Assets (EP.471)
- ▶ 0:15 David Lyon They talk about fraud in China.
- ▶ 30:50 David Lyon They talk about fraud in China.
Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
- ▶ 47:58 Sanjay Ayer Starbucks and Nike just getting chipped away relentlessly in China. 2 times in the scene
John Graham – Evolution of the Canadian Model at CPPIB (EP.465)
- ▶ 41:07 John Graham And a lot of our appetite for emerging markets historically was a larger appetite for China than we have today. 3 times in the scene
- ▶ 53:26 John Graham Our China allocation went from about 12 to seven, but that, we didn't go 12 to seven.
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
- ▶ 13:05 Rob Hale China, Southeast Asia, Hong Kong, never brought me to Japan, but I did learn how to navigate different business cultures at a pretty early point in my career.
- ▶ 39:51 Mason Morfit I was on the board of a med tech company called CR Bard that had one of the highest margins in the industry and was quite early in developing the China market.
Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
- ▶ 52:04 Herb Wagner The significant geopolitical risk in Japan, what every market, they think about China, Taiwan, there's a lot of geopolitical risk. 2 times in the scene
Adrian Meli – Active Equity Excellence at Eagle (EP.459)
- ▶ 40:02 Adrian Meli You go parts of Japan for 25 years, look at China, look at
Ted on Alt Goes Mainstream (EP.458)
- ▶ 52:59 Ted Seides 90% in privates, like half of that's in venture, like as much as 20 or 30% in China.
CIO Greatest Hits: Sovereign Wealth Funds – Raphael Arndt (Australia Future Fund)
- ▶ 9:47 Raphael Arndt As 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…
- ▶ 59:20 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.
- ▶ 1:11:18 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. 14 times in the scene
Tim Sullivan – Yale's Private Portfolio (EP.456)
- ▶ 1:11:46 Tim Sullivan Whereas we want to make a huge amount of money in China, as China opened up as an investment opportunity, but a lot of that happened because of our relationship with Lei Zhang, who founded Hill House, and he happened to go to Yale's… 3 times in the scene
Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
- ▶ 30:16 Meredith Jenkins There's an argument to be made that it is an easier China play than China itself. 2 times in the scene
Rodrigo Bitar – Overlooked Opportunities in Latin America (EP.442)
- ▶ 7:45 Rodrigo Bitar The Americas begin to become a block and Russia and China and Europe separately.
- ▶ 26:26 Rodrigo Bitar In practice, what it's doing is pushing it to China, which is odd, because that would seem counter to the U.S. objectives.
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- ▶ 5:24 Ted Seides We dive into the conditions leading into Liberation Day, the motivations of the US and China, and the likely outcome of the tariff wars.
- ▶ 11:56 Louis-Vincent Gave At the same time, we have to acknowledge that we're seeing very important policy shifts in both Europe and China. 10 times in the scene
- ▶ 14:29 James Aitken If I may paraphrase a little, what our two friends are both saying is that there may be a chance that for all the difficulties over the past several years, the Chinese leadership may have been preparing for exactly this moment. 3 times in the scene
- ▶ 19:47 Louis-Vincent Gave As James points out, what really matters is that in the past 1020 years, China has become the world's factory. 3 times in the scene
- ▶ 22:37 Marko Papic We all keep trying to think about bipolarity, China versus US. 6 times in the scene
- ▶ 25:13 Ted Seides I want to turn to taking those views, the end of US exceptionalism, what might happen, China and Europe, and how do we think about applying them to different markets, not what's going to happen tomorrow? 8 times in the scene
- ▶ 29:04 James Aitken The usual analytical mistake, which is always China must. 10 times in the scene
- ▶ 38:19 James Aitken Nor, as Louis would attest, does the convenient but incorrect rumor that, oh, China must be bashing treasuries.
- ▶ 42:01 Marko Papic There was a huge one in China.
- ▶ 45:19 James Aitken Louis, do you know any firms in Hong Kong that offer Chinese distressed fixed income and credit? 2 times in the scene
- ▶ 52:13 Marko Papic I can jump in here, and I think if he gets a deal with China, which I think he will, I don't think that's good for US assets relative to the rest of the world. 2 times in the scene
- ▶ 54:51 Louis-Vincent Gave Right now, the feeling is, okay, the AI thing was overplayed, and China's caught up, 4 times in the scene
Ed Grefenstette – Bold Allocations at The Dietrich Foundation (EP.437)
- ▶ 35:08 Ed Grefenstette Some of it is, but we have a fair amount of exposure in China, so we have a bit of a hedge play there in the other asset pool, but we have some long-only couple of hedge funds, and we actually have a component in emerging markets slash…
- ▶ 40:11 Ed Grefenstette It's not easy because there can be screaming opportunities and China might be perfect example today where intellectually a lot of CIOs know these valuations are getting unjustifiably cheap.
- ▶ 42:10 Ted Seides When you put together innovation, emerging markets, take out Europe and Asia, it leads to China. 10 times in the scene
- ▶ 46:00 Ed Grefenstette China's hard to underwrite in the best of circumstances. 7 times in the scene
- ▶ 1:13:46 Ed Grefenstette It's hard to compare India to China for many reasons, but the demographics are far superior. 2 times in the scene
David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434)
- ▶ 42:08 David Zorub This company, which is an American company, it's based in Boston, but for most of the last decade has been owned by a Chinese corporate parent. 2 times in the scene
Striking Oil – CrownRock by Lime Rock Capital (EP.428)
- ▶ 19:58 Jay McLean We were also very fortuitous in that we were essentially hitting the peak of the China super cycle around that same period.
- ▶ 24:42 Jay McLean The really good thing that came out of the global financial crisis is going into it, oil prices were very high as a result of the China super cycle.
Mark Sullivan and Roberto Isch – Hedge Fund Investing at Wellington (EP.427)
- ▶ 44:08 Mark Sullivan The changing relationship between some of the bigger countries like the U S and China and with the new administration coming in, we think many of those themes will be supercharged and again, result in a higher volatility