Italy, every mention
12 scenes (2020) · ← back to Italy
tap a year for its mentions
every year 2020 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
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…