France, every mention
54 scenes · ← back to France
tap a year for its mentions
every year anyone Louis-Vincent Gave 11Virginie Morgon 7Marko Papic 7Fabrice Grinda 5Daniel Schwartz 4Aydin Senkut 4Anthony Scaramucci 3Alex Behring 3Scott Bessent 2Nick Rohatyn 2
Verbatim, from the transcripts: the passages where France comes up
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
- ▶ 9:38 Jeremy Grantham I remember the first day I went into a casino in France.
Nick Rohatyn – Emerging Markets Multi-Asset Investing at TRG (EP.482)
- ▶ 4:39 Nick Rohatyn My mom, born and raised in Geneva, of a French mother and American father.
- ▶ 1:17:38 Nick Rohatyn Once at a place called the Box Tree in Westchester, and once in France in a hotel called the Concorde La Fayette.
Rodrigo Bitar – Overlooked Opportunities in Latin America (EP.442)
- ▶ 16:30 Rodrigo Bitar We wanted to see expertise in having done prior acquisitions, and actually this family had acquired a French pharmaceutical manufacturer like a year before we acquired them.
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- ▶ 23:10 Marko Papic It's not that France and the United States wouldn't go to war together against China if we had World War III. 2 times in the scene
Chris Heller - Ten Years of Weird Alternatives (EP.420)
- ▶ 39:36 Chris Heller We got to think through nuclear and how we think about nuclear here in the U S other places in Europe, particularly France use a lot more nuclear than we do.
Scott Bessent - Macro Maven (EP.415)
- ▶ 57:48 Scott Bessent The bête noire of European politics is going to be president of France, and she's going to be president of France because the alternative on the left is worse than she is. 2 times in the scene
CIO Transition – Roz Hewsenian and Joshua Fenton, Helmsley Trust (EP.401)
- ▶ 52:28 Joshua Fenton I've skied on a glacier, so I thought that was a pretty cool experience back in the mid-eighties family ski trip in France and the Alps, and this one slope was literally on a glacier, and most of the time it was totally fogged in, and our…
Classic Deal - Burger King by 3G Capital (EP.384)
- ▶ 36:07 Daniel Schwartz And in the first couple of years, we created partnerships in Brazil, in China, in France. 4 times in the scene
- ▶ 38:13 Alex Behring And then, for example, some of these expansion opportunities that Dan alluded to, we were talking about France. 3 times in the scene
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
- ▶ 38:09 Jonathan Tepper Well, that predated our involvement, and the new one certainly doesn't appear to want to make any ill-thought-out acquisitions, but this is a problem that I think affects almost all investors, and Chris Hill and I was just trying to get…
Kipp deVeer – The World of Private Credit at Ares (EP.329)
- ▶ 57:41 unnamed speaker Because, you know, there's still some French banks, and they're nationalistic about lending in France, and there are German banks that want to lend in Germany, and Swedish banks that want to lend in Sweden, so it's a little less easy to…
Eric Resnick – Ski, Golf, and Vacation Investing at KSL (EP.322)
- ▶ 43:21 Eric Resnick They were staying at our hotel, and they were going out and doing rides in the French countryside in Provence. 2 times in the scene
Tony Yoseloff – Forty Years of Davidson Kempner (Capital Allocators, EP.313)
- ▶ 32:07 Tony Yoseloff You need people who have language skills and local relationships in France and Germany and Spain and Italy.
Aaron Sack – Branded Middle Market Investing at Morgan Stanley (Capital Allocators, EP.311)
- ▶ 2:20 Aaron Sack Went to France on a Fulbright scholarship and was wandering around Paris while my friends were at Morgan Stanley working 20 hours a day.
Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291)
- ▶ 12:51 Gregg Lemkau But there was one great moment I was in France,
Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
- ▶ 6:23 Howard Smith We were fortunate enough to be able to travel to places like France and Spain on summer trips during school holidays, so I was very immersed in foreign cultures from a young age, and I think I picked that up from my parents, and when I was…
- ▶ 10:31 Howard Smith It used to work in France and Spain, but it didn't work in Tokyo in those days.
Josh Friedman – Master Class in Credit Investing at Canyon (Capital Allocators, EP.263)
- ▶ 48:35 Josh Friedman We know the difference between working on a bankruptcy or a distress situation if things go in the wrong direction in England versus France versus Spain versus Italy, et cetera.
Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- ▶ 6:33 Louis-Vincent Gave I'm French originally. 3 times in the scene
- ▶ 14:02 Louis-Vincent Gave Germany, you look at France, you look at Britain, you look at Canada, you look at the US, all of these bonds now offer real yields of anywhere between minus three and minus five. 2 times in the scene
- ▶ 23:50 Louis-Vincent Gave You know, it's in countries like China, and the big current account deficits are in places like France, like Britain, like the US, and those work. 2 times in the scene
- ▶ 38:27 Louis-Vincent Gave To me, it strikes me as smart as France building the Maginot Line
- ▶ 46:09 Louis-Vincent Gave My dad and I own a professional team in France called the Biarritz Olympique. 3 times in the scene
Sebastian Mallaby – The Making of the New Future in Venture, Venture is Eating the Investment World 14 (Capital Allocators, EP.245)
- ▶ 51:13 Sebastian Mallaby I think the biggest thing is that family is just deeply, deeply rewarding, and my father was a career civil servant, a career diplomat, a British ambassador in France and in Germany.
Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
- ▶ 15:49 Marko Papic France is now building fabs.
- ▶ 33:41 Marko Papic So in 2014 and 15, in order to end the war in Donbas, France and Germany took Kiev by the hand to Minsk,
- ▶ 38:05 Marko Papic If every country in the world is going to cheat, if France is going to sell airbuses, if America pulls back on Boeings, if that's what's going to happen, then there is a constraint to the U.S. and how it counters China without hurting its…
Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
- ▶ 49:26 Josh Wolfe Which was Hanford, Savannah River, Idaho National Lab, Sellafield in the UK, La Hague in France.
- ▶ 1:04:06 Josh Wolfe I think that you will have Mali pulling France in.
Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (Capital Allocators, EP.234)
- ▶ 10:46 Aydin Senkut And even in college, I remember taking French because I had this like incident where I mispronounced the French word badly in high school and they made fun of me. 4 times in the scene
Fabrice Grinda – Canvassing Seed Stage Marketplaces at FJ Labs, Venture is Eating the Investment World 4 (Capital Allocators, EP.232)
- ▶ 10:15 Fabrice Grinda In fact, I had a very famous woman when I was in France in high school, and I was winning all the Olympiads, I skipped all these grades, and so I got the opportunity to interview for the top French school. 2 times in the scene
- ▶ 12:41 Fabrice Grinda Let's go and do this in France and the rest of Europe. 3 times in the scene
Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
- ▶ 44:16 Jonathan Lewinsohn And why I think I have the best job in the world is whether there's a global pandemic or there's a terrible oil spill or there's an election in France, we have to be expert in it.
Bill Ford – General Atlantic (Manager Meetings, EP.03)
Private Equity Masters 5: Virginie Morgon – Eurazeo (Capital Allocators, EP. 204)
- ▶ 5:51 Virginie Morgon So it's always funny that I was born in Lyon, in France, and very early on, I started moving around, studied in Italy, came to New York to work.
- ▶ 16:03 Virginie Morgon We were owning businesses running gas and water in France.
- ▶ 32:14 Virginie Morgon So, being a good investor in Europe takes many decades of operating in France, in Germany, in Italy, which, you know, I'm just putting UK aside, I mean, UK is the largest market, then comes France from a private equity side standpoint,… 4 times in the scene
- ▶ 55:11 Virginie Morgon The statistics are not very well known, and they're not very well covered, but ballpark companies which are under ownership of a private equity owner accounts in the US, in the UK, in France for about six to nine percent of GDP.
Alex Shahidi and Damien Bisserier – Uncorrelated Return and Balanced Risk at Evoke-ARIS (Capital Allocators, EP.179)
- ▶ 1:00:31 Damien Bisserier He was trying to get home, so he walked into the nearest travel agency, and there was one woman on the floor that spoke French, and it was my mom, and they connected, and then after a four-year love affair back and forth between…
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- ▶ 29:10 Marko Papic So in a Cold War scenario, the U.S. could tell Turkey or France or Italy what to do and what not to do. 2 times in the scene
Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital (First Meeting, EP.23)
- ▶ 15:18 Mathieu Chabran Bernard Arnault, you know, here in France, then, you know, when Goldman Sachs became a shareholder of ours through their principal investing arm, obviously, you know, when you're only a few years into the business and still small, that's a…
- ▶ 54:17 Mathieu Chabran But, uh, I must confess a slight interest for, uh, fine wines and not only French.
Sustainable Investing 4: Emanuel Citron – Sourcing Sustainable Managers (Capital Allocators, EP.142)
- ▶ 46:56 Manny Citron My mom was born in Romania and then grew up in France and Mexico before coming to the States.
Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137)
- ▶ 22:24 Larry Siegel If you add up the next 20 countries, Japan, Hong Kong, France, India, Canada, the UK, and so forth, you get to 30 trillion dollars, almost exactly the same as the United States.
James Aitken – Systemic Risk in a Crisis (Capital Allocators, EP.126)
- ▶ 16:43 James Aitken Macron in France last night set a new bar.
Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)
- ▶ 14:05 Ana Marshall I mean, Coca-Cola has been playing by the French rules of labeling or whatever for years.
Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
- ▶ 1:07:01 Jordi Visser And depending on whether you focus on Brexit or what's happening in the United States in terms of movements on politics in Italy, in France, you can go through across the globe.
Manny Friedman – EJF on Economic Opportunity Zones (EP.91)
- ▶ 45:06 Manny Friedman People called for George Washington to be guillotined in the 17 nineties on some of the fights about France and England.
Karl Scheer – Competing Sensibly as CIO of the University of Cincinnati (EP.74)
- ▶ 7:13 Karl Scheer So I called all the CIOs in America and a bunch in Japan and France, staying up all night and speaking bad French and no Japanese whatsoever and. 2 times in the scene
Anthony Scaramucci – It's Called a Mooch (Capital Allocators, EP.60)
- ▶ 1:01:03 Anthony Scaramucci To make it way more competitive, you know, the French didn't do that, and so the French are now stuck, you know, you know what the third largest city in France is, Ted? 3 times in the scene
Basil Qunibi - Moneyball for Allocators (Capital Allocators, EP.42)
- ▶ 10:54 Basil Qunibi 13 Fs, Ds, Gs, Threes, Fours, Fives, if you really want to expand the AMF in France, the CBM in Brazil, the Ministry of Finance in Japan.
Dan Egan – Better Investment Outcomes (Capital Allocators, EP.23)
Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
- ▶ 45:58 Josh Brown Germany, France, all of them.