Hong Kong
5 statements across 4 episodes · 1 bullish · 2 bearish · 4 people on the record · first statement Apr 20, 2017 by Brett Barth · said 108 times in 55 episodes since 2017 · across every show →
Mentions by year
brought up most by Richard Lawrence (21), Louis-Vincent Gave (9), Kim Lew (5), Brett Barth (5), Kathy Xu (4), Tom Steyer (3), Tim Recker (3), Mike Mauze (3)
tap a year for its mentions
2026 3 mentions in 3 episodes 1 per episode
2025 7 mentions in 5 episodes 1 per episode
- Geopolitical Uncertainty – James Aitken, Louis-Vincent Gave, and Marko Papic (EP.440)
- John Graham – Evolution of the Canadian Model at CPPIB (EP.465)
- Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
- Kipp deVeer – Scaling for Private Wealth Globally in Credit (Private Wealth 5, EP.449)
- Eric Mogelof – KKR's Pivot to Private Wealth (Private Wealth 3, EP.446)
- every mention in 2025, scene by scene →
2024 5 mentions in 4 episodes 1 per episode
2023 14 mentions in 9 episodes 2 per episode
- Tom Steyer – Investing to Save Humanity (Climate Solutions EP.1, Capital Allocators EP. 300)
- Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292)
- Tony Yoseloff – Forty Years of Davidson Kempner (Capital Allocators, EP.313)
- Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348)
- Adam Karr – Extreme Alignment at Orbis (EP.338)
- Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)
- Kipp deVeer – The World of Private Credit at Ares (EP.329)
- Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315)
- 1 more episode that year, every mention in 2023 →
2022 18 mentions in 9 episodes 2 per episode
- Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247)
- Kathy Xu – Venture in China at Capital Today, Venture is Eating the Investment World 12 (Capital Allocators, EP.243)
- Geoffrey Rubin – The Modern Canadian Model at CPPIB (Capital Allocators, EP.280)
- Howard Smith – Japanese Equities at Indus Capital (Manager Meetings, EP.35)
- Josh Friedman – Master Class in Credit Investing at Canyon (Capital Allocators, EP.263)
- Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
- Billy Libby – Disruptive Venture Funding at Upper90 (Capital Allocators, EP.251)
- Greg Dowling – Mid-Market Institutional Consulting at FEG (Capital Allocators, EP.248)
- 1 more episode that year, every mention in 2022 →
2021 4 mentions in 3 episodes 1 per episode
2020 17 mentions in 7 episodes 2 per episode
- Sustainable Investing 6: Richard Lawrence - ESG Integration at Overlook (Capital Allocators, EP.144)
- Mike Mauzé - Escape Velocity for CPG Brands at VMG Partners (First Meeting, EP.16)
- Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137)
- Carrie Thome – Nothing Ventured, Nothing Gained at WARF and beyond (Capital Allocators, EP.160)
- Diversity, Equity & Inclusion 2: Kim Lew – The Opportunity and Challenge (Capital Allocators, EP.152)
- Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)
- James Aitken – Systemic Risk in a Crisis (Capital Allocators, EP.126)
- every mention in 2020, scene by scene →
2019 11 mentions in 7 episodes 2 per episode
- Tim Recker - Concentration at the James Irvine Foundation (Capital Allocators, EP.100)
- Drew Dickson – Blending Behavior and Fundamentals at Albert Bridge Capital (First Meeting, EP.13)
- Michael Novogratz – Galaxy Digital (First Meeting, EP.06)
- Steve Rattner – Overseeing Michael Bloomberg's Family Office (Capital Allocators, EP.113)
- Matt Whineray – Leading New Zealand Super Fund (Capital Allocators, EP.108)
- Rahul Moodgal - Master Fund Raiser (Capital Allocators, EP.87)
- Jean Hynes – Inside Wellington Management (Capital Allocators, EP.82)
- every mention in 2019, scene by scene →
2018 6 mentions in 4 episodes 2 per episode
- Kim Lew – The Carnegie Way (Capital Allocators, EP.52)
- Charley Ellis - Indexing and Its Alternatives (EP.62)
- James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
- Clare Flynn Levy and Cameron Hight - Moneyball for Managers (Capital Allocators, EP.43)
- every mention in 2018, scene by scene →
2017 23 mentions in 4 episodes 6 per episode
- Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
- Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03)
- Meredith Jenkins – A Path to Trinity (Capital Allocators, EP.31)
- David Barrett – Searching for Leaders (Capital Allocators, EP.26)
- every mention in 2017, scene by scene →
Everything said about Hong Kong, oldest first
Apr 20, 2017 positive
Aug 14, 2017
Aug 14, 2017 negative
Overlook liquidated all Southeast Asian consumer stocks upon reaching 30x PE
“We had had a lot of consumer stocks in Southeast Asia, Hong Kong, and whatnot. And they all got up to 30 times earnings, and I kind of don't know how to make money from 30 to 40 PE, so we literally, we sold them all. Literally within six month time, we built u…”
Apr 25, 2022 bearish