Eurozone, every mention
6 scenes (2018) · ← back to Eurozone
tap a year for its mentions
every year 2018 anyone James Aitken 10Marko Papic 2Thomas Haugaard 1Ted Seides 1Mathieu Chabran 1
Verbatim, from the transcripts: the passages where Eurozone comes up
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…