Italy

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement Apr 23, 2018 by Michael Cembalest · said 53 times in 32 episodes since 2018 · across every show →

Mentions by year

brought up most by Adam Fisher (9), Virginie Morgon (4), Marko Papic (4), Mathieu Chabran (3), James Aitken (3), Tony Yoseloff (2), Scott Bessent (2), Rob Citrone (2)

mentionsepisodesper episode tap a year for its mentions

2026 2 mentions in 2 episodes 1 per episode

Contrarian Quality at GQG Partners – Rajiv Jain (EP.505) Jun 8, 2026 · 1 mention · from 52:38
Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485) Feb 5, 2026 · 1 mention · from 19:04
every mention in 2026, scene by scene →

2025 2 mentions in 1 episode

David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434) Mar 3, 2025 · 2 mentions · from 57:30
every mention in 2025, scene by scene →

2024 4 mentions in 3 episodes 1 per episode

Scott Bessent - Macro Maven (EP.415) Nov 4, 2024 · 2 mentions · from 35:59
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375) Mar 18, 2024 · 1 mention · from 17:07
Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361) Jan 11, 2024 · 1 mention · from 55:36
every mention in 2024, scene by scene →

2023 6 mentions in 5 episodes 1 per episode

Tony Yoseloff – Forty Years of Davidson Kempner (Capital Allocators, EP.313) May 8, 2023 · 2 mentions · from 26:52
Chad Hutchinson – Professional Athlete to Professional Investor in Sports (EP.351) Nov 20, 2023 · 1 mention · from 36:19
Kipp deVeer – The World of Private Credit at Ares (EP.329) Jul 24, 2023 · 1 mention · from 58:05
Marc Lasry – Avenues of Opportunity (Capital Allocators, EP.315) May 15, 2023 · 1 mention · from 39:17
José E. Feliciano – Flexible Private Market Investing at Clearlake (Capital Allocators, EP. 297) Feb 13, 2023 · 1 mention · from 36:17
every mention in 2023, scene by scene →

2022 7 mentions in 5 episodes 1 per episode

Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261) Jul 11, 2022 · 2 mentions · from 33:32
Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237) Feb 28, 2022 · 2 mentions · from 8:12
Josh Friedman – Master Class in Credit Investing at Canyon (Capital Allocators, EP.263) Jul 25, 2022 · 1 mention · from 48:35
Louis-Vincent Gave – Macro Consequences of Government Sanctions (Capital Allocators, EP.247) Apr 25, 2022 · 1 mention · from 37:49
James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239) Mar 10, 2022 · 1 mention · from 13:48
every mention in 2022, scene by scene →

2021 8 mentions in 4 episodes 2 per episode

Private Equity Masters 5: Virginie Morgon – Eurazeo (Capital Allocators, EP. 204) Jul 19, 2021 · 4 mentions · from 5:51
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13) Sep 30, 2021 · 2 mentions · from 42:48
Ian Charles & Doc O'Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225) Dec 6, 2021 · 1 mention · from 1:15:36
a16z Podcast with Linda Xie and Jesse Walden - All About NFTS (Capital Allocators, EP.189) Apr 15, 2021 · 1 mention · from 46:00
every mention in 2021, scene by scene →

2020 18 mentions in 7 episodes 3 per episode

Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21) Jul 13, 2020 · 9 mentions · from 36:53
Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital (First Meeting, EP.23) Oct 12, 2020 · 3 mentions · from 24:27
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161) Oct 26, 2020 · 2 mentions · from 29:10
Taimur Hyat – After the Great Lockdown (Capital Allocators, EP.149) Jul 20, 2020 · 1 mention · from 40:31
Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137) May 11, 2020 · 1 mention · from 55:56
Annie Duke – Decision Making in a Crisis (Capital Allocators, EP.132) Apr 20, 2020 · 1 mention · from 21:47
Michael Mauboussin – Consilient Observations in a Crisis (Capital Allocators, EP.127) Mar 23, 2020 · 1 mention · from 20:43
every mention in 2020, scene by scene →

2019 2 mentions in 2 episodes 1 per episode

Drew Dickson – Blending Behavior and Fundamentals at Albert Bridge Capital (First Meeting, EP.13) Nov 25, 2019 · 1 mention · from 10:07
Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92) Mar 25, 2019 · 1 mention · from 1:07:01
every mention in 2019, scene by scene →

2018 4 mentions in 3 episodes 1 per episode

James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58) Jun 25, 2018 · 2 mentions · from 1:03:58
Andrew Tsai – Catching a Theme on the Chalkstream (EP.73) Oct 22, 2018 · 1 mention · from 29:02
Michael Cembalest – Eye on the Market (Capital Allocators, EP.49) Apr 23, 2018 · 1 mention · from 58:54
every mention in 2018, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about Italy, oldest first

Apr 23, 2018 bearish

Assertion Supported

More than half of Italian high-yield bonds yield less than U.S. Treasuries

“More than half of all the high yield bonds issued in Italy have yields that are tighter than U.S. Treasuries.”

Michael Cembalest Apr 23, 2018 ▶ 58:54 Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)

Jun 25, 2018 bearish

Opinion

Italian Bond Spreads Imply a 30% Risk of Tactical Default

“At 300 over Bunz, effectively, that is implying, I mean, this is subjective, but effectively implying a 30% probability of some kind of re-denomination or tactical default in Italy.”

James Aitken Jun 25, 2018 ▶ 1:05:32 James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)

Italy

Mentions by year

Everything said about Italy, oldest first

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