Italy, every mention
6 scenes (2022) · ← back to Italy
tap a year for its mentions
every year 2022 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
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.