Eurozone, every mention
11 scenes · ← back to Eurozone
tap a year for its mentions
every year anyone James Aitken 10Marko Papic 2Thomas Haugaard 1Ted Seides 1Mathieu Chabran 1
Verbatim, from the transcripts: the passages where Eurozone comes up
Thomas Haugaard - Hard Currency Emerging Markets Debt at JHI (EP.356)
- ▶ 5:25 Thomas Haugaard They were basically looking at the Romania's of this world and trying to figure out how being a part of the EU and potentially the Euro area, how that would lead to convergence that we've seen in Southern Europe as well.
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- ▶ 8:44 Marko Papic And then boom, the Euro area hits.
- ▶ 18:26 Marko Papic Say Germany during the Euro area crisis, highly expert reliant economy.
Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital (First Meeting, EP.23)
- ▶ 34:44 Mathieu Chabran If you take the Eurozone, and if effectively as a capital allocator, you know, you have to allocate to Europe as a playground, you want to be able to work with people who can navigate on your behalf the opportunities across, you know, the…
James Aitken – Tour Around the World from a Small Island (Capital Allocators, EP.122)
- ▶ 34:27 James Aitken And again, there's been this steady divestment from Eurozone equities for two years. 4 times in the scene
James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
- ▶ 4:57 Ted Seides Our conversation covers James's perspective on the global financial crisis from his seat at its epicenter, the Eurozone crisis in 2011,
- ▶ 15:18 James Aitken It's the lesson of the eurozone crisis, which, uh,
- ▶ 22:40 James Aitken From that Eurozone crisis, or dare I say the first Eurozone crisis, it was investors with a broad mandate who understood what was happening, were smart enough to step back from their exposures without wanting to change their mandate,…
- ▶ 26:18 James Aitken But the lesson there is for all the smash up in the Eurozone, all the policy mistakes, the people that ended up doing the best were the people who didn't try to be sovereign debt heroes.
- ▶ 1:02:16 James Aitken But look, people have sweated and obsessed over everything he's said, which is important, about short-term interest rates, about quantitative easing, about lending, about everything he's done, which is important if I'm trying to duck and… 2 times in the scene
- ▶ 1:11:58 James Aitken It was during the Eurozone crisis, and we got into a great discussion about what was going wrong, and he said, James, you know, I get all of that, but I'm sitting on top of a hundred billion dollars, and given my mandate, I just have to…