China, every mention

35 scenes (2026) · ← back to China

mentionsepisodesper episode tap a year for its mentions

Verbatim, from the transcripts: the passages where China comes up

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▶ 20:14 Lauren Hochfelder We looked in particular at the Inland Empire, which is a market where all the goods came in from China to the U.S. consumer.

▶ 11:42 Baroness Dambisa Moyo Even more recently, the Chinese approach into Africa has not been an aid-driven approach. 2 times in the scene
▶ 17:04 Baroness Dambisa Moyo It's as true as the difference between the U.S. and China or the U.S. and Bhutan as it is the U.S. and Britain.
▶ 29:12 Baroness Dambisa Moyo You're hired to be the CEO of Company X when the world is globalized and the U.S. and China get along.
▶ 38:17 Baroness Dambisa Moyo Was excited about China, for example, back in the day. 4 times in the scene
▶ 42:52 Ted Seides China, not so much.
▶ 52:02 Baroness Dambisa Moyo Now that I'm a woman of a certain age, it's much more obvious to me that it's extremely hard, even for developed countries in other places where I always point to the UK, it's 40 cents a kilowatt hour is the energy price versus China where…
▶ 53:02 Baroness Dambisa Moyo They have more appetite and more willingness to take the longer China bet than we might because we're going to die at some point and somebody else is going to be responsible for the endowment.

▶ 19:38 Pat Dorsey Luxury hasn't done well recently, but I think a lot of that's because you've had a demand source in China drying up and alternative luxury brands being developed in China. 2 times in the scene

▶ 12:53 Rajiv Jain In other words, if Chinese growth is good and inflation is good, you don't buy China because of that.
▶ 23:30 Rajiv Jain Cover Brazil or China.
▶ 25:27 Rajiv Jain Chinese are coming in a very aggressive way, including into semi-cap site, equipment site, memory site, the ramping up capacity. 2 times in the scene
▶ 40:36 Rajiv Jain Everybody excluding China has underinvested. 2 times in the scene
▶ 41:42 Rajiv Jain In October, this whole thing heated up between US and China, the restrictions, and the stocks went free-fall. 2 times in the scene
▶ 52:52 Rajiv Jain And not just China, but India, it's a almost four and a half trillion dollar GDP. 2 times in the scene

▶ 2:24 Ted Seides Eight represents wealth, good fortune, and prosperity in China.
▶ 50:34 Rodney Comegys I had a chance to go to China as a part of work.

▶ 0:22 Bruce MacDonald Things like private credit, China, Latin America, Africa.
▶ 27:23 Bruce MacDonald Things like private credit, China, Latin America, Africa.
▶ 30:52 Bruce MacDonald When we started, if you looked back on the last 10 years of our peers and where overseas they had generated all the returns, it really was in China. 6 times in the scene
▶ 37:37 Bruce MacDonald China for us was a perfect example. 2 times in the scene
▶ 44:54 Bruce MacDonald Most of the time, China and Latin America and crypto have not done well, but there are times when they do do well.
▶ 56:18 Bruce MacDonald The geopolitical reshuffling that's happening, the current conflict that's happening, does that make it easier for China to invade Taiwan?

▶ 1:09:44 Jeremy Grantham The fertility rate in China has just dropped below one, which means every young person has four grandparents to support.

▶ 58:19 unnamed speaker They've sent teams to China to help stand up a supply chain.

▶ 11:00 Ed Grefenstette Our focus on China and India, it's a big chunk of our 52% that's venture.
▶ 46:05 Sean Warrington All of these that do Asia, China, we all tend to be there at the same time because there's a conference, there's the AGMs, they're always grouped around. 2 times in the scene
▶ 46:23 Ted Seides I'd love to turn back to, Ed started in talking about India and China, and get both your thoughts on non-US venture opportunities. 9 times in the scene
▶ 49:25 Ted Seides Sean, have you looked at China and India? 10 times in the scene
▶ 52:46 Ted Seides Sean, are there other countries or frontiers that you have tried to find where you have the dynamic you describe of China several years ago where there may be a significant company created and a venture capital firm can own a lot of that… 2 times in the scene

▶ 41:15 Bobby Jain I said, Asia is going to be a more finessed market with the very Korea, China, onshore, offshore China, Japan, India, Southeast Asia. 2 times in the scene

▶ 42:47 Jonathan Lewinsohn We take seriously the, the Chinese five-year plans. 7 times in the scene

▶ 24:19 Nick Rohatyn Now, if you look at equities, the MSCI global, Korea, China, India, Brazil, make up 70 plus percent of that index.
▶ 1:05:24 Ted Seides When a lot of people think about investing in emerging markets over the last 10 or 20 years, the biggest opportunity and then maybe biggest risk has been China. 14 times in the scene
▶ 1:20:29 Nick Rohatyn This is a guy who brought China into the World Bank.

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