John Paulson, every mention
11 scenes · ← back to John Paulson
tap a year for its mentions
every year anyone Ted Seides 24Christopher Zook 6Sulaiman Alderbas 2Gregory Zuckerman 2Scott Bessent 1Patrick O'Shaughnessy 1Adam Fisher 1
Verbatim, from the transcripts: the passages where John Paulson comes up
Scott Bessent - Macro Maven (EP.415)
- ▶ 29:26 Scott Bessent So it was really, we think we have the facts on our side, and not unlike the CDS in the Paulson trade, it was an asymmetric risk-reward in terms of the downside.
Christopher Zook – Thematic Investing and Raving Fans at CAZ Investments (Capital Allocators, EP.226)
- ▶ 9:23 Christopher Zook And where the transition really began to occur was in the mid-two thousands, particularly when we shorted subprime with John Paulson. 3 times in the scene
- ▶ 12:48 Christopher Zook My literally very next trip was to New York, and I was with John and his team, and they were talking about what they were doing in housing, and it took me 45 minutes to say, I'm in, we definitely want to do this. 3 times in the scene
Innovation in Private Markets 3: Sulaiman Alderbas – A Massive Restart at PIFSS (Capital Allocators, EP.194)
- ▶ 11:17 Sulaiman Alderbas Back in the day, and starting off at Kuwait Fund, I used to be excited when I saw a fund of fund have an allocation to Millennium, or Paulson, or Ken Griffin, right? 2 times in the scene
Adam Fisher – Blending Global Macro and Real Estate at Commonwealth Asset Management (First Meeting, EP.21)
- ▶ 28:39 Adam Fisher And he had started telling me about the mortgage CDS trade because, and there's a whole story about how he got in a fight with Paulson because Paulson pitched it to him and he did it himself and whatever.
Gregory Zuckerman – Decoding Renaissance Medallion (Capital Allocators, EP.119)
- ▶ 4:42 Ted Seides Our conversation starts with Greg's path to journalism and touches on the aftermath of his book, The Greatest Trade Ever, about John Paulson and the subprime meltdown.
- ▶ 10:27 Ted Seides The book you wrote about subprime mortgages and John Paulson in particular, two very different investment styles. 20 times in the scene
- ▶ 28:25 Gregory Zuckerman They were offshore and Asia, and it took some unlikely characters, and John Paulson was unlikely.
- ▶ 43:04 Gregory Zuckerman 2019, it's not in the book, but 2019 has been a good year for them, so they somehow have been able to do it, but you know, I'm a jaded, cynical reporter, and I've written about John Paulson, and I didn't do him any favors afterwards, and…
Deep Dive into Hedge Funds (Capital Allocators, EP.34)
- ▶ 1:03:19 Ted Seides The most obvious one that sticks out was protege was the largest day one investor in John Paulson's subprime fund. 3 times in the scene
- ▶ 1:09:27 Patrick O'Shaughnessy We might have, you know, we might be the first investor in, in John Paulson's, um, fund that goes up an unbelievable amount, but the odds suggest that the, this as a group, our allocation as a group is just not going to be able to out earn…