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)
2026 2 mentions in 2 episodes 1 per episode
2025 4 mentions in 4 episodes 1 per episode
- Jay Ripley – Emerging Manager Selection at GEM (EP.470)
- Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
- Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
- Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- every mention in 2025, scene by scene →
2024 17 mentions in 11 episodes 2 per episode
- Scott Bessent - Macro Maven (EP.415)
- Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
- Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
- Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406)
- Todd Simkin - Game of Trading at Susquehanna (EP.399)
- Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
- Cliff Asness - Simple Investing is Hard (EP.385)
- Blythe Masters - Fintech Innovation at Motive Partners (EP.376)
- 3 more episodes that year, every mention in 2024 →
2023 14 mentions in 6 episodes 2 per episode
- David Abrams – Sports Ecosystem Investing at Velocity (Capital Allocators, EP. 303)
- Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1, Capital Allocators EP. 300)
- Michael Levy – Crow Family Real Estate Empire (EP.353)
- Kipp deVeer – The World of Private Credit at Ares (EP.329)
- Tony Yoseloff – Forty Years of Davidson Kempner (Capital Allocators, EP.313)
- Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
- every mention in 2023, scene by scene →
2022 17 mentions in 8 episodes 2 per episode
- Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
- Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (Capital Allocators, EP.234)
- James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
- Charles Van Vleet – Thinking Differently with Pensions at Textron (Capital Allocators, EP. 283)
- Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
- Greg Lippmann – The Big Short and Structured Credit at LibreMax (Capital Allocators, EP.270)
- Sebastian Mallaby – The Making of the New Future in Venture, Venture is Eating the Investment World 14 (Capital Allocators, EP.245)
- every mention in 2022, scene by scene →
2021 13 mentions in 8 episodes 2 per episode
- Private Equity Masters 5: Virginie Morgon – Eurazeo (Capital Allocators, EP. 204)
- Todd Boehly - The Next Berkshire Hathaway at Eldridge (Capital Allocators, EP. 223)
- Richard Tedlow - Charismatic Business Leadership (Capital Allocators, EP.222)
- Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
- Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
- Julia Bonafede – Rosetta Analytics (Manager Meetings, EP.04)
- Jeremy Grantham – GMO (Manager Meetings, EP.01)
- every mention in 2021, scene by scene →
2020 10 mentions in 8 episodes 1 per episode
- Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- Carrie Thome – Nothing Ventured, Nothing Gained at WARF and beyond (Capital Allocators, EP.160)
- Paul Marshall – 10 ½ Lessons from 23 years at Marshall Wace (Capital Allocators, EP.157)
- Taimur Hyat – After the Great Lockdown (Capital Allocators, EP.149)
- Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)
- Michael Mervosh - Investing in Yourself During a Crisis (Capital Allocators, EP.134)
- Mike Mauzé - Escape Velocity for CPG Brands at VMG Partners (First Meeting, EP.16)
- Beezer Clarkson – Sapphire Gem of Early Stage Venture (Capital Allocators, EP.120)
- every mention in 2020, scene by scene →
2019 9 mentions in 7 episodes 1 per episode
- Drew Dickson – Blending Behavior and Fundamentals at Albert Bridge Capital (First Meeting, EP.13)
- Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)
- Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
- Michael Novogratz – Galaxy Digital (First Meeting, EP.06)
- Jon Hirtle – The Pioneer of OCIO (Capital Allocators, EP.98)
- Steve Kuhn – Life After Hedge Funds (Capital Allocators, EP.85)
- Jean Hynes – Inside Wellington Management (Capital Allocators, EP.82)
- every mention in 2019, scene by scene →
2018 11 mentions in 4 episodes 3 per episode
- Charley Ellis - Indexing and Its Alternatives (EP.62)
- Manny Friedman – Non-Linear Financial Systems (Capital Allocators, EP.61)
- James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
- Tali Sharot – Optimism, Decisions, and Mistakes (Capital Allocators, EP.55)
- every mention in 2018, scene by scene →