Europe, every mention
32 scenes (2026) · ← back to Europe
tap a year for its mentions
every year 2026 anyone Ted Seides 93Louis-Vincent Gave 43James Aitken 36Mathieu Chabran 21Marko Papic 20Ana Marshall 10Virginie Morgon 9Magnus Grimeland 9Tony Yoseloff 8Stan Miranda 8
Verbatim, from the transcripts: the passages where Europe comes up
Building Durable Real Estate Portfolios at Morgan Stanley – Lauren Hochfelder (EP.514)
- ▶ 15:15 Lauren Hochfelder When you have, for example, an Asia Investment Committee and a Europe Investment Committee, you're not getting the full benefit of that perspective that matters.
Senior Decision Makers: Luis Laboy, Hewlett Foundation (EP.512)
- ▶ 16:18 Luis Laboy I covered Latin America, I was working in emerging markets, Turkey, parts of Europe, Africa.
Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
- ▶ 25:05 Frank Danieli We've done some things in Europe.
Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)
- ▶ 17:23 Baroness Dambisa Moyo Certain behaviors or policies, it's extremely different in a place like Europe.
- ▶ 46:43 Baroness Dambisa Moyo The record, even just the past, since the financial crisis, United States and Europe were about the same size.
Moat Investing Nuances – Pat Dorsey (EP.509)
- ▶ 35:29 Pat Dorsey The trouble is, and you've seen this with eBay, you see this with some of the European online listings companies, once you get that market, now what?
- ▶ 45:43 Pat Dorsey If you're a good manager in any industry, running a U.S. company, you're probably going to make five X what you would make even running a sizable European company. 2 times in the scene
- ▶ 47:06 Pat Dorsey It's important to keep an open aperture, because I do see mispricings a lot, where the US-listed analog might be trading four or five turns higher than the European analog, because there's large pools of capital in the US that don't invest…
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 16:58 Rajiv Jain Fannie Mae, Freddie Mac, AIG, in Europe, Anglo-Irish Bank, Northern Rock, large positions.
- ▶ 24:43 Rajiv Jain Steel in Europe.
- ▶ 28:33 Rajiv Jain Try to set up a new steel plant in Europe.
- ▶ 40:32 Rajiv Jain But the regulated utilities, we've got Brazil, US, Europe, Asia.
- ▶ 52:57 Rajiv Jain It's a large system, Indonesia large system, and some of the larger banks in Indonesia are larger than European banks now.
- ▶ 56:32 Rajiv Jain From Australia to Europe to other places, because the whole notion that we have great track record and people will come, that doesn't work that way.
Making Mistakes – Josh Steiner (EP.502)
- ▶ 39:44 Josh Steiner Or I need to understand or see opportunities in Europe as well as the United States.
Rodney Comegys – The Mechanics of Indexing at Vanguard (EP.498)
- ▶ 15:31 Rodney Comegys I went to Europe and helped there.
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
- ▶ 13:19 Jeremy Grantham With Donaldson, Lufkin, and Jen Rett, they kind of had a possibility for me, but it wouldn't come through in Europe.
Will Guidara – Unreasonable Hospitality (EP.492)
- ▶ 2:23 Ted Seides Snow conditions have been challenging almost everywhere this season, but we were excited to travel to Europe for the first time to ski.
Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (EP.491)
- ▶ 2:21 Ted Seides Snow conditions have been challenging almost everywhere this season, but we were excited to travel to Europe for the first time to ski.
Katelin Holloway – Human Side of Venture Investing at 776 (EP.490)
- ▶ 2:27 Ted Seides Snow conditions have been challenging almost everywhere this season, but we were excited to travel to Europe for the first time to ski.
Ed Grefenstette and Sean Warrington – Venture Market Update (EP.488)
- ▶ 53:38 Ed Grefenstette We've tried to spend time more in Europe, New Nordics, trying to figure out if we are missing something fundamental in terms of opportunity sets.
Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)
- ▶ 12:33 Bobby Jain Then if we're doing it in the US, why don't we do it in Europe and Asia?
Stephen Gilmore – CalPERS' Total Portfolio Approach (EP.486)
- ▶ 10:02 Stephen Gilmore I started at AIGFP in London, which traded under the name Bonk AIG, which was the European arm.
Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
- ▶ 17:30 Brendan O'Connor It's a safe environment for them to deploy capital that's giving them a return series, probably very diversifying to the return series they get in the US, Canada, Europe. 2 times in the scene
- ▶ 28:16 Brendan O'Connor You've probably seen a diaspora of Australians around the US, Europe, certainly in London, going off in Hong Kong, Singapore, wanting to go and apply their trade and learn, and hope to succeed at some of the world's largest financial…
Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
- ▶ 8:11 Jonathan Lewinsohn We have four deals in Europe in a warehouse.
- ▶ 32:34 Jonathan Lewinsohn One problem that Europe has as a monetary union compared to us is that if you are from Lisbon and get a great job in Stuttgart, you're not taking it.
- ▶ 42:59 Jonathan Lewinsohn If you look at the amount of ethylene and propylene that they're bringing on, and then go to 20 30 and shut all of the European and Japanese capacity, in 2030, you'd have more over capacity than you have now. 2 times in the scene
Lane MacDonald – Teamwork, Alignment, and Investing at the Highest Levels at SCS (EP.483)
- ▶ 34:40 Lane MacDonald It could be Europe.
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
- ▶ 4:02 Nick Rohatyn His travel from Nazi Europe took him 4 times in the scene
- ▶ 1:16:05 Nick Rohatyn It started when I was a kid, originally European, cycling in Europe, Tour de France.
Mike Gitlin – The Century of Capital Group (EP.479)
- ▶ 43:15 Mike Gitlin We have our North American client group and our Europe and Asia client group. 2 times in the scene