Italy, every mention
40 scenes · ← back to Italy
tap a year for its mentions
every year anyone Adam Fisher 9Virginie Morgon 4Marko Papic 4Mathieu Chabran 3James Aitken 3Tony Yoseloff 2Scott Bessent 2Rob Citrone 2David Zorub 2Daniel Graña 2
Verbatim, from the transcripts: the passages where Italy comes up
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 52:38 Rajiv Jain If you look at Brazil, it's larger than Italy.
Brendan O'Connor – Alpha Opportunities in Australia at Regal Partners (EP.485)
- ▶ 19:04 Brendan O'Connor That four trillion dollars, if it was a country, it would be equivalent to something like Italy in terms of GDP.
David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434)
- ▶ 57:30 David Zorub So I spent a lot of my life growing up in Italy. 2 times in the scene
Scott Bessent - Macro Maven (EP.415)
- ▶ 35:59 Scott Bessent European bond market, especially the Italian bonds were still in melt mode. 2 times in the scene
Jonathan Tepper - Buying Monopolies at Prevatt Capital (EP.375)
- ▶ 17:07 Jonathan Tepper Khamri, who started the drug center in Italy, he would send me all the Italian books, which is how I became obsessed with Italian literature.
Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)
- ▶ 55:36 Brian Christensen My brother was actually born on the naval base in Naples, Italy.
Chad Hutchinson – Professional Athlete to Professional Investor in Sports (EP.351)
- ▶ 36:19 Chad Hutchinson We did some stuff in Italy, but I sat back and was like, oh boy, what am I going to do here?
Kipp deVeer – The World of Private Credit at Ares (EP.329)
- ▶ 58:05 unnamed speaker There's a big difference between doing deals in the UK versus doing deals in Italy.
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.
Tony Yoseloff – Forty Years of Davidson Kempner (Capital Allocators, EP.313)
- ▶ 26:52 Tony Yoseloff Retail two or three years ago, or think jurisdictions like Italy, where not everyone's always wanted to invest in those jurisdictions, or people have gotten burned in the past in terms of where those things are.
- ▶ 32:07 Tony Yoseloff You need people who have language skills and local relationships in France and Germany and Spain and Italy.
José E. Feliciano – Flexible Private Market Investing at Clearlake (Capital Allocators, EP. 297)
- ▶ 36:17 Jose Feliciano We partnered with the management team, and we bought banks in Italy and Asia, and we did really innovative banks.
Josh Friedman – Master Class in Credit Investing at Canyon (Capital Allocators, EP.263)
- ▶ 48:35 Josh Friedman We know the difference between working on a bankruptcy or a distress situation if things go in the wrong direction in England versus France versus Spain versus Italy, et cetera.
Rob Citrone – Emerging Markets, Hedge Funds, and Staying in the Game (Capital Allocators, EP.261)
- ▶ 33:32 Rob Citrone I think ultimately there's going to be a fantastic short in Italian debt. 2 times in the scene
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…
James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
- ▶ 13:48 James Aitken So if I'm an Italian bank, and the Russian counterparty says, oh, I want to draw down on my billion euros, you say, well, actually, under our draw stop clause, this is a trigger event, and I'm sorry that our line of credit is no longer…
Marko Papic – Geopolitical Shock in a Multi-Polar World (Capital Allocators, EP.237)
- ▶ 8:12 Marko Papic And then we go back to Italy selling them luxury goods, although it looks like they're going to be doing that anyways.
- ▶ 35:52 Marko Papic Mario Draghi is getting carve-outs in the sanctions for Italian luxury sales to Russia.
Ian Charles & Doc O'Connor – Investing in Sports Teams at Arctos Sports Partners (Capital Allocators, EP.225)
- ▶ 1:15:36 Doc O'Connor He was in the infantry and in Italy, and he often said right until the day he died that he was living on borrowed time since the war.
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 42:48 Daniel Graña You can't have Italy-style government debt to GDP with emerging market interest rates. 2 times in the scene
Private Equity Masters 5: Virginie Morgon – Eurazeo (Capital Allocators, EP. 204)
- ▶ 5:51 Virginie Morgon So it's always funny that I was born in Lyon, in France, and very early on, I started moving around, studied in Italy, came to New York to work.
- ▶ 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,… 3 times in the scene
a16z Podcast with Linda Xie and Jesse Walden - All About NFTS (Capital Allocators, EP.189)
- ▶ 46:00 Sonal Chokshi Many argue like in the Renaissance era, Italy, Medici family, et cetera,
Marko Papic – Geopolitical Alpha at Clocktower Group (Capital Allocators, EP.161)
- ▶ 29:10 Marko Papic So in a Cold War scenario, the U.S. could tell Turkey or France or Italy what to do and what not to do.
- ▶ 39:27 Marko Papic So if you're sitting in Italy and you're worried about losing some sovereignty to Brussels, hey, at least you have a say in it.
Mathieu Chabran – Good Deals Have No Wheels at Tikehau Capital (First Meeting, EP.23)
- ▶ 24:27 Mathieu Chabran Italy, Milan, you know, is great platform.
- ▶ 33:40 Mathieu Chabran Doing only Italy, let's say. 2 times in the scene
Taimur Hyat – After the Great Lockdown (Capital Allocators, EP.149)
- ▶ 40:31 Taimur Hyat It's true in China and Italy and the UK.
Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)
- ▶ 36:53 Adam Fisher And so you say, oh, well, I think the three-year Italian bond at 40 basis points is unbelievably cheap.
- ▶ 41:42 Adam Fisher A lot of people wanted to buy Italian and Spanish bonds during that period of time to express that view. 6 times in the scene
- ▶ 50:15 Adam Fisher Like I'll give you an example about Italy.
- ▶ 51:37 Adam Fisher Now, COVID obviously was this massive accelerant, so I don't want to say that we were there for that, but we're coming off of that, and I brought up Italy.
Laurence Siegel – Current Myths and Long-Term Optimism (Capital Allocators, EP.137)
- ▶ 55:56 Larry Siegel Ancient Greece, ancient Rome, Italy in the 15th century.
Annie Duke – Decision Making in a Crisis (Capital Allocators, EP.132)
- ▶ 21:47 Annie Duke And you're seeing it's maybe jumping, maybe there's one case in Italy and
Michael Mauboussin – Consilient Observations in a Crisis (Capital Allocators, EP.127)
- ▶ 20:43 Michael Mauboussin Now, what's interesting for us sitting in the United States today is now we have a little bit of experience with what China did, what South Korea did, what Italy did, and so that's how you start to get some frames on how things might…
Drew Dickson – Blending Behavior and Fundamentals at Albert Bridge Capital (First Meeting, EP.13)
- ▶ 10:07 Drew Dickson So being in the U.K. was kind of a halfway house between Italy and the U.S. and
Jordi Visser – Next Generation of Manager Allocation (Capital Allocators, EP.92)
- ▶ 1:07:01 Jordi Visser And depending on whether you focus on Brexit or what's happening in the United States in terms of movements on politics in Italy, in France, you can go through across the globe.
Andrew Tsai – Catching a Theme on the Chalkstream (EP.73)
- ▶ 29:02 Andrew Tsai So got married in Italy.
James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
- ▶ 1:03:58 James Aitken Not denying that Italy can't have a referendum at some point on the Euro, but basically denying these two guys who wanted to form a government come charging in and saying, right, you know, this is what we're going to do, before they put it… 2 times in the scene
Michael Cembalest – Eye on the Market (Capital Allocators, EP.49)
- ▶ 58:54 Michael Cembalest More than half of all the high yield bonds issued in Italy have yields that are tighter than U.S.