European Union

also referred to as: eu

6 statements across 6 episodes · 3 bullish · 1 bearish · 6 people on the record · first statement Feb 10, 2020 by James Aitken · said 33 times in 20 episodes since 2017 · across every show →

Mentions by year

brought up most by Wendy Cromwell (4), Ted Seides (4), Marko Papic (4), James Aitken (4), Jeff Aronson (2), David Abrams (2), Virginie Morgon (1), Thomas Haugaard (1)

mentionsepisodesper episode tap a year for its mentions

2025 3 mentions in 2 episodes 2 per episode

Jeff Aronson – Building Centerbridge Across the Capital Structure (EP.468) Nov 3, 2025 · 2 mentions · from 42:25
Friends Reunion 3 – Five Allocators Riff on Investing (EP.454) Jun 30, 2025 · 1 mention · from 1:01:10
every mention in 2025, scene by scene →

2024 1 mention in 1 episode

Michael Leffell – Opening Doors to Niche Private Opportunities at 10 East (EP.373) Mar 11, 2024 · 1 mention · from 42:32
every mention in 2024, scene by scene →

2023 9 mentions in 5 episodes 2 per episode

Isaac Corre – Event-Driven Investing at Governors Lane (EP.344) Oct 16, 2023 · 4 mentions · from 38:52
David Abrams – Sports Ecosystem Investing at Velocity (Capital Allocators, EP. 303) Mar 23, 2023 · 2 mentions · from 8:12
Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356) Dec 14, 2023 · 1 mention · from 5:25
Colin Campbell – The Case for Environmental Markets (Climate Solutions EP.3, Capital Allocators EP.302) Mar 20, 2023 · 1 mention · from 23:13
José E. Feliciano – Flexible Private Market Investing at Clearlake (Capital Allocators, EP. 297) Feb 13, 2023 · 1 mention · from 58:09
every mention in 2023, scene by scene →

2022 2 mentions in 2 episodes 1 per episode

Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237) Feb 28, 2022 · 1 mention · from 33:55
Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236) Feb 21, 2022 · 1 mention · from 1:04:10
every mention in 2022, scene by scene →

2021 4 mentions in 4 episodes 1 per episode

Private Equity Masters 5: Virginie Morgon – Eurazeo (Capital Allocators, EP. 204) Jul 19, 2021 · 1 mention · from 26:54
Private Equity Masters 1: John Toomey – HarbourVest Partners (Capital Allocators, EP.200) Jun 21, 2021 · 1 mention · from 59:30
Innovation in Private Markets 2: Mark Johnson – New Leaders in Private Equity at Astra (Capital Allocators, EP.193) May 6, 2021 · 1 mention · from 20:45
Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180) Mar 8, 2021 · 1 mention · from 51:14
every mention in 2021, scene by scene →

2020 11 mentions in 3 episodes 4 per episode

Sustainable Investing 1: Wendy Cromwell – The $170 Trillion Opportunity (Capital Allocators, EP.139) Jun 8, 2020 · 4 mentions · from 35:34
James Aitken – Tour Around the World from a Small Island (Capital Allocators, EP.122) Feb 10, 2020 · 4 mentions · from 25:14
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161) Oct 26, 2020 · 3 mentions · from 40:00
every mention in 2020, scene by scene →

2019 2 mentions in 2 episodes 1 per episode

Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110) Oct 7, 2019 · 1 mention · from 50:40
Jon Harris – Investing in People at AIM (Capital Allocators, EP.105) Jul 29, 2019 · 1 mention · from 12:48
every mention in 2019, scene by scene →

2017 1 mention in 1 episode

Scott Malpass – The Fighting Irish's Twelfth Man (Capital Allocators, EP.25) Sep 18, 2017 · 1 mention · from 34:13
every mention in 2017, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about European Union, oldest first

Feb 10, 2020 positive

Prediction Didn’t hold up

Aitken: UK and EU Will Have Framework Trade Deal by Summer 2020

“I think there's a good chance that we have the bare bones of a deal, if you will, about the future relationship between the United Kingdom and the European Union. I think we have the bare bones of a deal by the summer.”

James Aitken Feb 10, 2020 ▶ 33:08 James Aitken – Tour Around the World from a Small Island (Capital Allocators, EP.122)

Jun 8, 2020 neutral

Insight

EU regulation pressures companies by mandating ESG for asset owners

“If we target the asset owners, if we regulate the asset owners, and we say, you have to consider ESG consideration, As part of your fiduciary duty or some version of that, then the asset owners push the asset managers and the asset managers push the companies …”

Wendy Cromwell Jun 8, 2020 ▶ 35:53 Sustainable Investing 1: Wendy Cromwell – The $170 Trillion Opportunity (Capital Allocators, EP.139)

Oct 26, 2020 neutral

Prediction Held up

Papic: UK and EU will likely reach a skeleton Brexit deal

“In negotiations, look, I think the odds are that we do get some sort of deal, likely a deal on a skeleton that they will then negotiate through twenty-twenty-one.”

Marko Papic Oct 26, 2020 ▶ 40:27 Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)

Mar 8, 2021 bearish

Opinion

Peters: Bitcoin Will Not Take Over the US or EU

“This isn't Bitcoin gone wild and take over the world. I think in some nations that are very weak structurally, that could be the case. It puts a lot of pressure on them. Place like the US, not the case. Place like EU, not the case.”

Eric Peters Mar 8, 2021 ▶ 51:05 Crypto for Institutions 1: Eric Peters – The Macro Case for Bitcoin (Capital Allocators, EP.180)

Jul 19, 2021 bullish

Assertion Supported

Eurazeo operates one of only two billion-euro EU growth equity funds

“There's only two growth funds in the European Union. I'm leaving the UK aside and there's bigger player there north of a billion, and we are one of the two.”

Virginie Morgon Jul 19, 2021 ▶ 26:54 Private Equity Masters 5: Virginie Morgon – Eurazeo (Capital Allocators, EP. 204)

Oct 16, 2023 positive

Insight

Corre: EU accepts antitrust behavioral remedies because enforcement is more efficient

“And the European Union is very, very willing to accept behavioral remedies, partially because I think their enforcement mechanisms are a little bit more efficient. So if they see a problem, they can address it. Whereas in the US, the enforcement mechanisms are…”

Isaac Corre Oct 16, 2023 ▶ 40:33 Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)

European Union

Mentions by year

Everything said about European Union, oldest first

Turn any episode into a week of clips.