Greece, every mention
14 scenes · ← back to Greece
tap a year for its mentions
every year anyone James Aitken 8Marcos Veremis 6Peter Kraus 2Ted Seides 1Stefan Kaluzny 1Reade Griffith 1Marko Papic 1Marc Lasry 1Louis-Vincent Gave 1Herb Wagner 1
Verbatim, from the transcripts: the passages where Greece comes up
Herb Wagner – Opportunistic Value at Finepoint Capital (EP.460)
- ▶ 32:35 Herb Wagner If you have a geopolitical event, for example, you had Greece essentially defaulted, and they almost defaulted a second time.
Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315)
- ▶ 39:17 Marc Lasry But if I'm investing in Italy, you've got issues if you're investing in Greece.
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.
Reade Griffith – Managing Assets and Partnerships at Tetragon (Capital Allocators, EP.276)
- ▶ 24:04 Reade Griffith People thought that Greece would potentially be leaving the euro, and what did that mean?
Marcos Veremis – Allocator's Perspective on Blockchain (EP.254, Crypto for Institutions 2, EP.01)
- ▶ 6:48 Marcos Veremis Well, I am Greek, so I was born and raised in Greece. 3 times in the scene
- ▶ 38:46 Marcos Veremis Greeks, Argentinians. 2 times in the scene
- ▶ 52:56 Marcos Veremis I think the transformational moment in my life was when I saw the Greek crisis.
Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- ▶ 37:49 Louis-Vincent Gave Last time, if you go back to the last time food and energy prices went through the roof in 2011, you basically had the whole of Southern Europe that went bust, Greece went bust, Italy and Spain almost went bust, and of course you had the…
Stefan Kaluzny – Sycamore Partners [Manager Meetings, EP.16]
- ▶ 15:49 Stefan Kaluzny There was a professor at Yale named Donald Kagan who taught a series of classes around classical Greece and spent a lot of time talking about, in this particular case, the origins of war in Thucydides.
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- ▶ 18:39 Marko Papic yes, they're going to pay for Greek debt, like high conviction view.
Peter Kraus - Widening the Aperture on Alpha (First Meeting, EP.14)
- ▶ 9:06 Peter Kraus I only spent one night in Geneva, because I ran out of money, so I went back to Greece. 2 times in the scene
James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
- ▶ 5:05 Ted Seides Subsequent process-driven opportunities in Greece, views on central banks in the US, China, and Europe, some brief observations on India, positioning for the current environment, and what makes a great macro manager.
- ▶ 19:53 James Aitken And the Germans, in their infinite wisdom, decide to make an example of Greece. 3 times in the scene
- ▶ 23:56 James Aitken And finally, they've decided to restructure Greek sovereign debt. 5 times in the scene