Germany, every mention
68 scenes · ← back to Germany
tap a year for its mentions
every year anyone Louis-Vincent Gave 7David Abrams 7Charlie Ellis 7Marko Papic 6Virginie Morgon 5Scott Bessent 4James Aitken 4Tom Steyer 3Matt Miller 3Jonathan Tepper 3
Verbatim, from the transcripts: the passages where Germany comes up
Bruce MacDonald – The Playbook for Building a Mid-Sized Endowment from Scratch (EP.495)
- ▶ 33:27 Bruce MacDonald One was the US, one was Argentina, one was Germany, and one was Russia.
Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
- ▶ 32:46 Jonathan Lewinsohn It's culturally a totally different place to live, Portugal and Germany, even if it's part of a monetary union.
Jay Ripley – Emerging Manager Selection at GEM (EP.470)
- ▶ 8:22 Jay Ripley So we lived in Texas and Louisiana and Germany and California and Rhode Island.
Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
- ▶ 27:20 Sanjay Ayer Even the areas like Germany, where no global retailer has had success, they've been able to crack that market.
Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
- ▶ 1:01:10 Brett Barth And you've got places like Germany and the EU writ large where deficit spending is now much more common at a much bigger level than it used to be.
Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- ▶ 13:51 Louis-Vincent Gave Germany was the very embodiment of the reluctance to expand fiscally.
Scott Bessent - Macro Maven (EP.415)
- ▶ 58:12 Scott Bessent German industrial policy, we're going to sell into China, 4 times in the scene
Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
- ▶ 29:11 Matt Miller Well, taken to an extreme, we did some math on Germany, for example. 3 times in the scene
Mike Maples Jr. - Identifying Startup Pattern Breakers (EP.406)
- ▶ 50:42 Mike Maples, Jr. So Elon is also unique in that a lot of founders, once they get rich having a breakthrough, do they really want to get on a plane to Germany to solve the problem for the angry customer?
Todd Simkin - Game of Trading at Susquehanna (EP.399)
- ▶ 14:50 Todd Simkin There was an arbitrage relationship between where the price was trading in Germany, where it was trading in the US, and the currency exchange rate.
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
- ▶ 52:12 Brett Barakett Great company in Germany called Eventum.
Cliff Asness - Simple Investing is Hard (EP.385)
- ▶ 46:46 Cliff Asness If you're a behavioral finance person, people are over optimistic about Germany and under optimistic about the UK and not super high sharp, but clearly positive.
Blythe Masters - Fintech Innovation at Motive Partners (EP.376)
- ▶ 53:04 Blythe Masters My dad, who's passed away many years ago now, joined the Royal Air Force in Britain before the Second World War and involved an instructor of fighter pilots and trained countless young pilots who fought in the air war against Germany and…
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
- ▶ 36:46 Jonathan Tepper For example, we own Norbremse, which is a German rail brakes company. 2 times in the scene
Magnus Grimeland – Day Zero Investing at Antler (EP.369)
- ▶ 20:44 Magnus Grimeland If you go to Germany, Alan Ponskin built West Wing, which is one of the most successful companies there.
George Michelakis – Chess Master's Approach to Long-Short Equity at Gladstone (EP.362)
- ▶ 39:31 George Mikulakis The entire organization on the investment side will sit down to talk about lessons learned, share what happened when I was looking at this industrial in Germany versus I was looking at this insurance company in Bermuda versus I was looking…
Morgan Housel – Same as Ever (EP.359)
- ▶ 42:32 Morgan Housel The most extreme example of this is Ted, if you and I were 20 year old boys living in Germany in the 19 thirties, would we have gone along with everything else that happened?
Michael Levy – Crow Family Real Estate Empire (EP.353)
- ▶ 10:43 Michael Levy There were also open-end funds in Germany that we had formed.
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…
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.
Adam Rodman – The Case for Nuclear (Climate Solutions EP.4, Capital Allocators EP.304)
- ▶ 10:15 Adam Rodman Mark just told me to whack up the phone and buy two billion dollars of notional Greek protection, which was somewhere around five or six basis points over Germany at the time.
David Abrams – Sports Ecosystem Investing at Velocity (Capital Allocators, EP. 303)
- ▶ 9:08 David Abrams Couple days a month, and then realized, with Germany being Europe's biggest economy, that was the market that I was gonna plant my flag in. 4 times in the scene
- ▶ 11:02 David Abrams Germany had state guarantees, which meant they were triple A rated no matter what their balance sheet looked like. 3 times in the scene
Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1, Capital Allocators EP. 300)
- ▶ 43:26 Tom Steyer So first of all, obviously what had happened was a lot of Western Europe relied on Russia for the natural gas that they used to heat their houses specifically in the winter, so that when it's cold in Germany or cold in Switzerland in… 2 times in the scene
- ▶ 1:05:38 Tom Steyer In Europe, in Germany, the same number is 90%.
Charles Van Vleet – Thinking Differently with Pensions at Textron (Capital Allocators, EP. 283)
- ▶ 23:58 Charles Van Vleet Now, part of the problem isn't, isn't they're making, part of the problem is that any technology upstart, it starts in Germany, or starts in Berlin, or starts in, um, the US steals it away.
Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
- ▶ 15:39 Louis-Vincent Gave Treasuries, German bonds, JGBs.
Greg Lippmann – The Big Short and Structured Credit at LibreMax (Capital Allocators, EP.270)
- ▶ 53:52 Greg Lippmann He was conceived in Germany.
Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- ▶ 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
- ▶ 36:48 Louis-Vincent Gave We've announced, well, look at Germany being the prime example of this. 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.
James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
- ▶ 40:17 James Aitken As they currently indicate in all the polls, European citizens and German citizens in particular are very keen to teach Mr. 2 times in the scene
Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
- ▶ 9:43 Marko Papic The most important constraint, first and foremost, is that Ukraine is a very large country, larger than UK and Germany put together.
- ▶ 26:09 Marko Papic In fact, their pivot away from TMT sector, their pivot away from soft tech, their pivot away from US service oriented economy towards a more German manufacturing model suggests that they're going to continue to make too many things that…
- ▶ 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,
Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (Capital Allocators, EP.234)
- ▶ 10:29 Aydin Senkut I went to a German high school with German teachers, German curriculum, and I learned English from German books. 3 times in the scene
Todd Boehly - The Next Berkshire Hathaway at Eldridge (Capital Allocators, EP. 223)
- ▶ 49:13 Todd Boehly So you could go to Germany and you could get a million dollars for Germany and you can get two million for the UK. 2 times in the scene
Richard Tedlow - Charismatic Business Leadership (Capital Allocators, EP.222)
- ▶ 21:40 Richard Tedlow Japan and Germany had come back.
Barry Sternlicht – Masterclass in Real Estate in a Post-COVID World (Capital Allocators, EP.216)
- ▶ 44:38 Barry Sternlicht I think the change of government in Germany probably is overlooked, is important, and Merkel's been the longest lasting European leader.
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 42:54 Daniel Graña Italy gets away with it because they import German interest rates.
Jonathan Lewinsohn – Diameter Capital Partners (Manager Meetings, EP.05)
- ▶ 1:02:21 Jonathan Lewinsohn My father's father was a refugee from Germany.
Julia Bonafede – Rosetta Analytics (Manager Meetings, EP.04)
- ▶ 15:12 Julia Bonafede The leaders of German banks, their portfolio divisions, their treasury divisions, UK investors.
Private Equity Masters 5: Virginie Morgon – Eurazeo (Capital Allocators, EP. 204)
- ▶ 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,… 5 times in the scene
Jeremy Grantham – GMO (Manager Meetings, EP.01)
- ▶ 45:07 Jeremy Grantham In round numbers, you have, uh, Germany, um, Denmark, and, and the global average, which is about a 120 deaths per million.
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- ▶ 18:26 Marko Papic Say Germany during the Euro area crisis, highly expert reliant economy. 3 times in the scene
Carrie Thome – Nothing Ventured, Nothing Gained at WARF and beyond (Capital Allocators, EP.160)
- ▶ 40:10 Carrie Thome I mean, there's zero in Germany right now, and they've been there in Japan, so I don't know that they're going up.
Paul Marshall – 10 ½ Lessons from 23 years at Marshall Wace (Capital Allocators, EP.157)
- ▶ 33:05 Sir Paul Marshall And the Baffin, the German regulator, suspended short selling on it in 2018 to stop people selling short on the request of the company.
Taimur Hyat – After the Great Lockdown (Capital Allocators, EP.149)
- ▶ 14:48 Taimur Hyat I was at Credit Suisse for about five years, and we transitioned from moving out some of our smaller, long-only businesses that we sold to Aberdeen into more of an alternative-centric boutique in the U.S., and focusing our European efforts…
Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)
- ▶ 43:35 Adam Fisher And there were hedges available in the middle state, just be long German bonds.
Michael Mervosh - Investing in Yourself During a Crisis (Capital Allocators, EP.134)
- ▶ 11:34 Michael Mervosh Well, it's interesting, probably talking to people across the world, the Americans, us as Americans, and the Germans don't like to be told what to do.
Mike Mauzé - Escape Velocity for CPG Brands at VMG Partners (First Meeting, EP.16)
- ▶ 9:05 Mike Mauze So I would go to Germany to meet Meiersdorf and Kau to meet Japan, and I really fell in love with the consumer product space and the brand building area.
Beezer Clarkson – Sapphire Gem of Early Stage Venture (Capital Allocators, EP.120)
- ▶ 12:44 Beezer Clarkson So when the growth fund was started, it came out of SAP, the large German-based global enterprise software company, and they had been doing direct investing some 25 years ago, and the team that originally launched out and they became the…
Drew Dickson – Blending Behavior and Fundamentals at Albert Bridge Capital (First Meeting, EP.13)
- ▶ 9:31 Drew Dickson The German banks owned everything in Germany.
- ▶ 36:03 Drew Dickson Big enterprise resource planning software manufacturer in Germany.
Ana Marshall – Applied Direct Investing at the William and Flora Hewlett Foundation (Capital Allocators, EP.111)
- ▶ 11:35 Ana Marshall So understanding sort of the differences in corporate governance in Germany versus Korea versus the US, and I think growing up in a system that's outside of the first one, 2 times in the scene
Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
- ▶ 10:38 Jonathan Tepper 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…
Michael Novogratz – Galaxy Digital (First Meeting, EP.06)
- ▶ 51:14 Mike Novogratz But man, oh man, it's, if you think of one to a hundred, I visited German prisons, they're like 92 out of a hundred.
Jon Hirtle – The Pioneer of OCIO (Capital Allocators, EP.98)
- ▶ 43:43 Jon Hirtle You know, I think of Europe as sort of a proxy for Asia, because all the growth, I was talking to a fellow today, I was saying that he was just got back from Germany, and all the industrial companies over there are,
Steve Kuhn – Life After Hedge Funds (Capital Allocators, EP.85)
- ▶ 49:10 Steve Kuhn And that happened after World War II because Jewish people who were fleeing Germany were sent back, they weren't granted asylum, and many of them ended up dying in the Holocaust.
Jean Hynes – Inside Wellington Management (Capital Allocators, EP.82)
- ▶ 21:05 Jean Hynes So it was really an observation that a lot of the company creation was happening outside of the U.S. and that are we attracting the best people to follow a company in China or in Germany based in Boston?
Charley Ellis - Indexing and Its Alternatives (EP.62)
- ▶ 39:27 Charlie Ellis The Germans have got retirement at 65. 6 times in the scene
Manny Friedman – Non-Linear Financial Systems (Capital Allocators, EP.61)
- ▶ 11:50 Manny Friedman You didn't have to think about what's happening in Germany and what's happening in China.
- ▶ 51:19 Manny Friedman Germany or Nigeria or Sri Lanka to see all the ancestors or the where you came from is very, very powerful.
James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
- ▶ 19:53 James Aitken And the Germans, in their infinite wisdom, decide to make an example of Greece. 2 times in the scene
Tali Sharot – Optimism, Decisions, and Mistakes (Capital Allocators, EP.55)
- ▶ 46:33 Tali Sharot Another, uh, journalist from Germany told me that, uh, she has two teenage boys.
Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)
- ▶ 30:17 Paul Johnson It's different in Germany than it is in South America, right?
Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08)
- ▶ 36:41 Charlie Ellis And I've, you know, I've had the privilege of working with major funds in Singapore, in Australia, New Zealand, Canada, the UK, Germany.
Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
- ▶ 45:58 Josh Brown Germany, France, all of them.