Germany, every mention
11 scenes (2024) · ← back to Germany
tap a year for its mentions
every year 2024 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
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?