Germany

6 statements across 6 episodes · 1 bullish · 3 bearish · 6 people on the record · first statement Jul 23, 2018 by Manny Friedman · said 100 times in 61 episodes since 2017 · across every show →

Mentions by year

brought up most by Louis-Vincent Gave (7), David Abrams (7), Charlie Ellis (7), Marko Papic (6), Virginie Morgon (5), Scott Bessent (4), James Aitken (4), Tom Steyer (3)

tap a year for its mentions
0010820152017201820192020202120222023202420252026episodesmentions
08152017201820192020202120222023202420252026episodes it came up in
001.57.53152017201820192020202120222023202420252026episodesmentions per episode
2026 2 mentions in 2 episodes 1 per episode
2025 4 mentions in 4 episodes 1 per episode
2024 17 mentions in 11 episodes 2 per episode
2023 14 mentions in 6 episodes 2 per episode
2022 17 mentions in 8 episodes 2 per episode
2021 13 mentions in 8 episodes 2 per episode
2020 10 mentions in 8 episodes 1 per episode
2019 9 mentions in 7 episodes 1 per episode
2018 11 mentions in 4 episodes 3 per episode
2017 3 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Germany, oldest first

Jul 23, 2018 neutral
Assertion Not checkable as stated
Friedman: Global financial markets show extreme correlation unlike the 1980s
“When I started in Really the eighties and then the nineties. You didn't have to think about what's happening in Germany and what's happening in China. There wasn't this extreme correlation that is today between every different piece that links up within the wo…”
Manny Friedman Jul 23, 2018 ▶ 11:45 Manny Friedman – Non-Linear Financial Systems (Capital Allocators, EP.61)
Oct 7, 2019 negative
Opinion
Tepper: Single Currency and Monetary Policy Cannot Work for Europe
“And I thought the Euro was an incredibly stupid idea because, you know, I was looking at the correlation of employment shocks with Netherlands and Germany and Spain and Germany, and the sort of core periphery issues quite were already evident then, and it was …”
Jonathan Tepper Oct 7, 2019 ▶ 10:38 Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
Oct 26, 2020
What-if
Papic: Germany Bailed Out Greece to Prevent a Crippling Deutschmark Appreciation
“Say Germany during the Euro area crisis, highly expert reliant economy. If they had abandoned the Euro, the Deutschmark two point O would have appreciated 20, 3040, 50, 60%, and then bye-bye Germany. So hell yes, they're going to pay for Greek debt, like high …”
Marko Papic Oct 26, 2020 ▶ 18:26 Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
Apr 25, 2022 bearish
Assertion Partly supported
Gave: Western sovereign bonds offer negative 3% to 5% real yields
“Today, you look at 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.”
Louis-Vincent Gave Apr 25, 2022 ▶ 14:01 Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
Oct 14, 2024 bearish
Assertion Not checkable as stated
Miller: 100% battery backup for Germany's grid would cost $270T
“And the back of the envelope math says, well, in order for Germany to be a hundred percent renewables plus a hundred percent battery, the battery piece of that equation was 270 trillion dollars.”
Matt Miller Oct 14, 2024 ▶ 29:20 Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
Oct 27, 2025 positive
Assertion Supported
Ayer: Discount Retailer Action Cracked Germany Where Global Peers Failed
“Even the areas like Germany, where no global retailer has had success, they've been able to crack that market.”
Sanjay Ayer Oct 27, 2025 ▶ 27:20 Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
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